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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,496 managers (1,510 13F filers) reported a position in QUAL shares at 2025-06-30, 257,976,309 shares in all. 117 filers opened a position and 81 filers sold out during the quarter.

Managers
1,496
13F filers
1,510
New
117
Added
659
Reduced
498
Sold out
81
Shares held by filers
257,976,309

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Asset Allocation Strategies LLC3,045$557K0.12%+413F-HRTimeline
McAdam, LLC3,033$555K0.03%-17913F-HRTimeline
Crewe Advisors LLC3,028$554K0.08%+1,44013F-HRTimeline
Union Bancaire Privee, UBP SA3,048$553K0.01%-5,61513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC3,018$552K0.39%+9013F-HRTimeline
Rockbridge Investment Management, LCC3,014$551K0.06%013F-HRTimeline
Farnam Financial LLC3,006$550K0.49%013F-HRTimeline
International Private Wealth Advisors L…3,003$549K0.47%+813F-HRTimeline
Clarity Capital Partners LLC2,995$548K0.2%-4,29513F-HRTimeline
Oregon Pacific Wealth Management, LLC2,989$546K0.52%+1,48713F-HRTimeline
Rehmann Capital Advisory Group2,987$546K0.03%+77013F-HRTimeline
Vantage Financial Partners, LLC2,985$546K0.13%-4613F-HRTimeline
First National Trust Co2,968$543K0.02%013F-HRTimeline
Compass Wealth Management, LLC/GA2,967$542K0.29%13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,957$541K0.09%013F-HR/ATimelineGroup
SWEENEY & MICHEL, LLC2,934$539K0.19%+44713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,943$538K0.18%+46813F-HR/ATimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,942$538K0.01%013F-HRTimeline
Wedmont Private Capital2,863$529K0.02%new13F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,886$528K0.28%+613F-HRTimeline
First Financial Group Corp2,836$519K0.51%-9913F-HRTimeline
Atlas Brown,Inc.2,832$518K0.17%-8513F-HRTimeline
Avior Wealth Management, LLC2,830$517K0.02%+15913F-HRTimeline
Beverly Hills Private Wealth, LLC2,826$517K0.1%-513F-HRTimeline
Rathbones Group PLC2,816$515K<0.01%-1,97713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,800$512K0.19%+1213F-HRTimeline
EVOKE WEALTH, LLC2,774$507K0.01%-7713F-HRTimeline
Johnson Financial Group, LLC2,771$507K0.05%-1,38013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,762$505K0.05%+1013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,751$503K<0.01%-58,15913F-HRTimelineGroup
Integrity Financial Corp /WA2,741$501K0.26%+1,46613F-HRTimeline
LS Investment Advisors, LLC2,735$500K0.07%+33013F-HRTimeline
Pallas Capital Advisors LLC2,701$494K0.02%-76913F-HRTimeline
Heritage Family Offices, LLP2,901$492K0.25%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,675$489K0.22%+47113F-HRTimelineGroup
SYM FINANCIAL Corp2,672$488K0.05%013F-HRTimeline
Curi Capital, LLC2,664$487K0.01%+76013F-HRTimeline
WADDELL & ASSOCIATES, LLC2,644$483K0.05%-33813F-HRTimeline
BBR PARTNERS, LLC2,642$483K0.03%013F-HRTimeline
IPG Investment Advisors LLC2,641$483K0.09%-35213F-HRTimeline
Wellment Financial2,629$481K0.62%-20413F-HRTimeline
NWF Advisory Services Inc.2,620$479K0.06%+17313F-HRTimeline
Citizens National Bank Trust Department2,606$476K0.1%013F-HRTimeline
Lansing Street Advisors2,600$475K0.14%+613F-HRTimeline
TRUST CO OF VERMONT2,597$475K0.02%+15013F-HRTimeline
HORAN Wealth, LLC2,592$474K0.15%13F-HRTimeline
Quartz Partners, LLC2,585$473K0.22%-1313F-HRTimeline
Fort Point Capital Partners LLC2,580$472K0.05%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,578$471K0.03%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,570$470K0.06%-4,94513F-HRTimeline
Harbor Asset Planning, Inc.2,569$470K0.45%13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC2,561$468K0.08%-23513F-HRTimeline
Larson Financial Group LLC2,553$467K0.02%-59513F-HRTimeline
San Luis Wealth Advisors LLC2,548$466K0.1%+613F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,532$463K0.01%+18213F-HRTimeline
Riverbend Wealth Management, LLC2,518$460K0.35%+4213F-HRTimeline
Cape Investment Advisory, Inc.2,517$460K0.17%+5713F-HRTimeline
Disciplined Investments, LLC2,503$458K0.19%+32713F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.2,502$457K0.19%new13F-HRTimeline
Leo Wealth, LLC2,490$455K0.04%new13F-HRTimeline
Veracity Capital LLC2,478$453K0.16%+30713F-HRTimeline
Investment Planning Advisors, Inc.2,478$453K0.16%-1,36613F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,475$452K0.01%+19113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,465$451K0.01%+27313F-HRTimelineGroup
L. Roy Papp & Associates, LLP2,461$450K0.05%+6013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,446$447K0.36%+13913F-HRTimeline
Asset Dedication, LLC2,442$446K0.03%+8713F-HRTimeline
JDM Financial Group LLC2,441$446K0.21%-42913F-HRTimeline
Clearwater Capital Advisors, LLC2,438$446K0.04%+1613F-HRTimeline
LongView Wealth Management2,434$445K0.13%+48813F-HRTimeline
Beaumont Financial Advisors, LLC2,427$444K0.03%+7813F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,426$444K0.05%013F-HRTimeline
CapWealth Advisors, LLC2,418$442K0.04%+14813F-HRTimeline
Darden Wealth Group Inc2,417$442K0.27%013F-HRTimeline
Oxinas Partners, LLC2,414$441K0.23%+87213F-HRTimeline
Fermata Advisors, LLC2,389$437K0.12%-24513F-HRTimeline
AdvisorNet Financial, Inc2,386$436K0.03%+20713F-HRTimeline
Financial Sense Advisors, Inc.2,375$434K0.11%-77713F-HRTimeline
Gemmer Asset Management LLC2,360$431K0.04%013F-HRTimeline
Kaufman Rossin Wealth, LLC2,357$431K0.27%new13F-HRTimeline
Fortune Financial Advisors, LLC2,347$429K0.35%+113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,346$429K0.07%-11913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC2,309$422K<0.01%-25213F-HRTimelineGroup
Independence Bank of Kentucky2,307$422K0.06%-6013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,293$419K0.01%013F-HRTimeline
Karpus Management, Inc.2,285$418K0.01%-14013F-HRTimeline
Lodestone Wealth Management LLC2,283$417K0.2%-11013F-HRTimeline
Capital Asset Advisory Services LLC2,263$415K0.02%-37313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,251$414K0.05%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,257$413K0.01%+95213F-HRTimeline
Sensible Money, LLC2,244$410K0.16%013F-HRTimeline
Key Financial Inc2,242$410K0.08%+2013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,235$409K0.33%-14513F-HRTimeline
Exchange Bank2,231$408K0.32%013F-HRTimeline
Zhang Financial LLC2,230$408K0.02%+12713F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,218$406K0.55%+35113F-HRTimeline
GUERRA PAN ADVISORS, LLC2,203$403K0.27%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,195$401K0.08%013F-HRTimelineGroup
Sightline Wealth Advisors, LLC2,194$401K0.19%-56413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,188$400K0.04%+30213F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,179$398K0.03%+6213F-HRTimeline
Advance Capital Management, Inc.2,169$397K0.02%013F-HRTimeline
PHILADELPHIA TRUST CO2,156$394K0.03%013F-HRTimeline
JGP Wealth Management, LLC2,151$393K0.05%013F-HRTimeline
Wealth Management Associates, Inc.2,145$392K0.15%013F-HRTimeline
CHANNEL WEALTH LLC2,134$390K0.11%+21413F-HRTimeline
Westside Investment Management, Inc.2,119$388K0.07%+1,62013F-HRTimeline
CPA Asset Management Group, LLC2,119$387K0.16%+3913F-HRTimeline
Klingman & Associates, LLC2,114$386K0.02%013F-HRTimeline
Argentarii, LLC2,113$386K0.18%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,110$386K-132Timeline
Ascent Wealth Partners, LLC2,106$385K0.05%-34513F-HRTimeline
ASPIRIANT, LLC2,101$384K0.01%-4413F-HRTimeline
Galvin, Gaustad & Stein, LLC2,095$383K0.03%+5413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,067$378K0.04%-57313F-HRTimelineGroup
NFSG Corp2,055$376K0.06%+1,73513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,044$374K0.01%+22813F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,029$371K0.13%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,018$369K0.02%-7813F-HRTimelineGroup
Waterway Wealth Management, LLC2,011$368K0.11%-61513F-HRTimeline
Provident Wealth Management, LLC2,011$368K0.12%-113F-HRTimeline
Corundum Group, Inc.1,994$365K0.16%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,975$361K0.08%013F-HRTimeline
Apex Wealth Management, LLC1,964$359K0.29%-12,45313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,960$358K0.04%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,958$358K0.27%013F-HRTimeline
CIBC WORLD MARKET INC.1,920$351K<0.01%-27813F-HRTimeline
CWS Financial Advisors, LLC1,920$351K0.1%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,911$349K0.01%013F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,909$349K<0.01%-2,703,19913F-HRTimelineGroup
Joel Isaacson & Co., LLC1,904$348K0.01%+21613F-HRTimeline
HBW ADVISORY SERVICES LLC1,903$348K0.04%+713F-HRTimeline
Commonwealth Financial Services, LLC1,898$347K0.07%-33,84913F-HRTimeline
Donor Advised Charitable Giving, Inc.1,873$342K0.01%+213F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,872$342K0.1%+313F-HRTimeline
Confluence Wealth Services, Inc.1,870$342K0.02%+31213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,867$341K0.12%013F-HRTimeline
TRUE Private Wealth Advisors1,864$341K0.04%-1,59913F-HRTimeline
FSC Wealth Advisors, LLC1,849$338K0.21%new13F-HR/ATimeline
Envision Financial Planning, LLC1,844$337K0.16%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,839$336K0.02%+1613F-HRTimeline
BCS Wealth Management1,826$334K0.07%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,819$333K0.42%+1513F-HRTimeline
Frederick Financial Consultants, LLC1,819$333K0.21%+11713F-HRTimeline
Sterling Financial Planning, Inc.1,818$332K0.11%+113F-HRTimeline
Cardinal Point Capital Management ULC1,813$332K0.03%013F-HRTimeline
Sharp Wealth Advisory, LLC1,812$331K0.21%+3913F-HRTimeline
Kendall Capital Management1,800$329K0.09%013F-HRTimeline
Western Financial Corp/CA1,796$328K0.18%+3313F-HRTimeline
Cadence Bank1,795$328K0.02%+18113F-HRTimeline
Clarity Financial LLC1,788$327K0.04%-3,03013F-HRTimeline
Prosperity Planning, Inc.1,781$326K0.09%+2013F-HRTimeline
Principle Wealth Partners LLC1,780$325K0.02%-813F-HRTimeline
Avion Wealth1,774$324K0.07%013F-HR/ATimeline
Glass Jacobson Investment Advisors llc1,762$322K0.12%+48613F-HRTimeline
CogentBlue Wealth Advisors, LLC1,755$321K0.25%new13F-HRTimeline
Blue Zone Wealth Advisors, LLC1,750$320K0.08%-13313F-HRTimeline
Indie Asset Partners, LLC1,745$319K0.58%new13F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,737$318K0.18%-25913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,735$317K0.03%013F-HRTimeline
Timonier Family Office, LTD.1,733$317K0.12%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,731$316K0.09%+11013F-HRTimeline
LVW Advisors, LLC1,730$316K0.04%-14113F-HRTimeline
Traynor Capital Management, Inc.1,724$316K0.02%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…1,728$316K0.08%new13F-HRTimeline
Relyea Zuckerberg Hanson LLC1,727$316K0.04%+11613F-HRTimeline
Smithfield Trust Co1,720$315K0.01%+9013F-HRTimeline
Fund Evaluation Group, LLC1,714$313K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC1,708$312K0.02%-22813F-HRTimeline
Hobart Private Capital, LLC1,706$312K0.07%-28913F-HRTimeline
Solstein Capital, LLC1,702$311K0.16%013F-HRTimeline
Opes Wealth Management LLC1,700$311K0.06%-2713F-HRTimeline
Forefront Wealth Partners, LLC1,725$308K0.21%+19713F-HRTimeline
TKG Advisors, LLC1,669$305K0.14%-1413F-HRTimeline
GAMMA Investing LLC1,658$303K0.02%013F-HRTimeline
Legacy Capital Wealth Partners, LLC1,655$303K0.07%-1,39813F-HRTimeline
National Philanthropic Trust1,645$301K<0.01%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,644$301K0.16%+3213F-HRTimeline
Wealthquest Corp1,642$300K0.02%-6113F-HRTimeline
Post Resch Tallon Group Inc.1,633$299K0.29%-25013F-HRTimeline
Clearstead Trust, LLC1,622$297K0.06%new13F-HRTimeline
Cornerstone Wealth Group, LLC1,621$296K0.02%-1713F-HRTimeline
SIMA Wealth Partners, LLC1,617$296K0.24%013F-HRTimeline
Wescott Financial Advisory Group, LLC1,616$295K0.03%+313F-HRTimeline
Clark Capital Management Group, Inc.1,601$293K<0.01%-17713F-HRTimeline
Integrity Wealth Solutions LLC1,599$292K0.14%+10713F-HRTimeline
Koshinski Asset Management, Inc.1,597$292K0.02%+15413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,597$292K0.05%+49213F-HRTimeline
Orion Capital Management LLC1,597$292K0.11%013F-HRTimeline
Mosaic Advisors LLC1,595$292K0.43%-1,61813F-HRTimeline
Diversified Portfolios, Inc.1,588$290K0.03%new13F-HRTimeline
Beacon Wealthcare LLC1,581$289K0.11%013F-HRTimeline
MJP ASSOCIATES INC /ADV1,577$288K0.04%-1,06313F-HRTimeline
Atlas Private Wealth Advisors1,570$287K0.04%+3013F-HRTimeline
Milestone Asset Management Group, LLC1,557$285K0.21%new13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,553$284K0.01%-10513F-HRTimeline
Frank, Rimerman Advisors LLC1,551$284K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,547$283K0.01%-14113F-HRTimeline
Archford Capital Strategies, LLC1,532$280K0.04%013F-HRTimeline
Chancellor Financial Group WB LP1,514$277K0.22%-1513F-HRTimeline