Skip to content
Disclosery

QUAL ISHARES TR

Follow

ETF (fund)

1,506 managers (1,520 13F filers) reported a position in QUAL shares at 2025-09-30, 236,578,905 shares in all. 77 filers opened a position and 70 filers sold out during the quarter.

Managers
1,506
13F filers
1,520
New
77
Added
506
Reduced
697
Sold out
70
Shares held by filers
236,578,905

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
McAdam, LLC2,945$573K0.03%-8813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,928$570K0.41%-9013F-HRTimeline
NWF Advisory Services Inc.2,923$568K0.06%+30313F-HRTimeline
Bullock Wealth Management Group2,874$563K0.28%+2,80713F-HRTimeline
Quantbot Technologies LP2,892$562K0.02%new13F-HRTimeline
Atlas Brown,Inc.2,889$562K0.17%+5713F-HRTimeline
KINTRA WEALTH, LLC2,871$558K0.31%-2,08613F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,862$557K0.01%+1,61113F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC2,858$556K0.17%-8513F-HRTimeline
LVW Advisors, LLC2,852$555K0.06%+1,12213F-HRTimeline
First Financial Group Corp2,836$552K0.48%013F-HRTimeline
Ledyard National Bank2,820$548K0.05%-47713F-HRTimeline
IPG Investment Advisors LLC2,819$548K0.1%+17813F-HRTimeline
Rathbones Group PLC2,816$548K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2,816$548K0.54%+29913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,804$545K0.18%+413F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,791$543K0.06%+36513F-HRTimeline
Heritage Family Offices, LLP2,783$541K0.25%-11813F-HRTimeline
Rehmann Capital Advisory Group2,777$540K0.03%-21013F-HRTimeline
Farnam Financial LLC2,776$540K0.42%-23013F-HRTimeline
JGP Wealth Management, LLC2,718$534K0.06%+56713F-HRTimeline
Compass Wealth Management, LLC/GA2,743$534K0.24%-22413F-HRTimeline
LS Investment Advisors, LLC2,735$532K0.07%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC2,731$531K0.05%-3113F-HRTimelineGroup
Gibbs Wealth Management2,708$527K0.12%-72013F-HRTimeline
Exchange Bank2,684$522K0.36%+45313F-HRTimeline
SYM FINANCIAL Corp2,672$520K0.06%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,646$515K0.2%-2913F-HR/ATimelineGroup
BBR PARTNERS, LLC2,642$514K0.03%013F-HRTimeline
Citizens National Bank Trust Department2,606$507K0.09%013F-HRTimeline
Legacy Advisors, LLC2,597$505K0.06%new13F-HRTimeline
TRUST CO OF VERMONT2,597$505K0.02%013F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC2,588$503K0.08%+2713F-HRTimeline
WADDELL & ASSOCIATES, LLC2,586$503K0.04%-5813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,584$503K<0.01%+1,21313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,582$502K<0.01%+67313F-HRTimelineGroup
Fort Point Capital Partners LLC2,580$502K0.06%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,578$501K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.2,575$501K0.45%+613F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,570$500K0.05%013F-HRTimeline
Larson Financial Group LLC2,555$497K0.02%+213F-HRTimeline
San Luis Wealth Advisors LLC2,554$497K0.09%+613F-HR/ATimeline
Fortis Group Advisors, LLC2,524$495K0.09%-15,07113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,523$491K0.01%+1,12513F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2,510$488K0.08%+1,37513F-HRTimeline
Blue Zone Wealth Advisors, LLC2,504$487K0.1%+75413F-HRTimeline
Disciplined Investments, LLC2,503$487K0.19%013F-HRTimeline
Beaumont Financial Advisors, LLC2,492$485K0.03%+6513F-HRTimeline
Krilogy Financial LLC2,480$484K0.02%new13F-HRTimeline
Lansing Street Advisors2,490$484K0.13%-11013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.2,483$483K0.19%-1913F-HRTimeline
Atlas Private Wealth Advisors2,482$483K0.12%+91213F-HRTimeline
L. Roy Papp & Associates, LLP2,461$479K0.05%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,460$478K0.01%+16713F-HRTimeline
Wellment Financial2,460$478K0.57%-16913F-HRTimeline
JDM Financial Group LLC2,441$475K0.2%013F-HRTimeline
American Trust2,431$473K0.04%-6,55613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,429$473K0.34%-1713F-HRTimeline
Darden Wealth Group Inc2,418$470K0.25%+113F-HRTimeline
Asset Dedication, LLC2,418$470K0.03%-2413F-HRTimeline
Pallas Capital Advisors LLC2,416$470K0.02%-28513F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,413$469K0.01%-6213F-HRTimeline
Riverbend Wealth Management, LLC2,409$469K0.33%-10913F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,405$468K0.23%+76113F-HRTimeline
Sterling Investment Counsel, LLC2,400$467K0.15%+89913F-HRTimeline
Avior Wealth Management, LLC2,399$467K0.02%-43113F-HRTimeline
Veridan Wealth LLC2,393$465K0.16%13F-HRTimeline
Integrity Financial Corp /WA2,392$465K0.22%-34913F-HRTimeline
Asset Allocation Strategies LLC2,388$464K0.09%-65713F-HRTimeline
First National Trust Co2,384$464K0.02%-58413F-HRTimeline
Fermata Advisors, LLC2,376$462K0.12%-1313F-HRTimeline
TWO SIGMA SECURITIES, LLC2,361$459K0.07%new13F-HRTimeline
Gemmer Asset Management LLC2,360$459K0.04%013F-HRTimeline
PHILADELPHIA TRUST CO2,356$458K0.03%+20013F-HRTimeline
Fortune Financial Advisors, LLC2,348$457K0.34%+113F-HRTimeline
Diversified Portfolios, Inc.2,345$456K0.04%+75713F-HRTimeline
Key Financial Inc2,326$456K0.08%+8413F-HRTimeline
Investment Planning Advisors, Inc.2,337$455K0.14%-14113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC2,309$449K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky2,307$449K0.06%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,307$449K0.01%-373,14913F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,251$443K0.04%013F-HRTimeline
Kaufman Rossin Wealth, LLC2,271$442K0.24%-8613F-HRTimeline
CapWealth Advisors, LLC2,270$442K0.03%-14813F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC2,257$439K0.01%013F-HRTimeline
Sensible Money, LLC2,244$436K0.15%013F-HRTimeline
Lodestone Wealth Management LLC2,240$436K0.2%-4313F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,235$435K0.32%013F-HRTimeline
Zhang Financial LLC2,231$434K0.02%+113F-HRTimeline
Oxinas Partners, LLC2,208$429K0.23%-20613F-HRTimeline
GUERRA PAN ADVISORS, LLC2,203$428K0.26%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,200$428K0.01%-26513F-HRTimelineGroup
Capital Asset Advisory Services LLC2,189$426K0.02%-7413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,183$425K0.03%+413F-HRTimeline
Advance Capital Management, Inc.2,178$424K0.02%+913F-HRTimeline
AdvisorNet Financial, Inc2,170$422K0.02%-21613F-HRTimeline
Spinnaker Investment Group, LLC2,170$422K0.08%new13F-HRTimeline
Clearwater Capital Advisors, LLC2,139$416K0.04%-29913F-HRTimeline
Wealth Management Associates, Inc.2,138$416K0.15%-713F-HRTimeline
Beverly Hills Private Wealth, LLC2,135$415K0.07%-69113F-HRTimeline
Westside Investment Management, Inc.2,119$414K0.07%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,130$414K+20Timeline
Klingman & Associates, LLC2,114$411K0.02%013F-HRTimeline
Argentarii, LLC2,113$411K0.16%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,103$409K0.06%-24313F-HRTimeline
ASPIRIANT, LLC2,101$409K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,091$407K0.01%+54413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,072$403K<0.01%+1,04113F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC2,029$395K0.12%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC2,025$394K0.05%-16313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,018$393K0.07%-17713F-HRTimelineGroup
Waterway Wealth Management, LLC2,011$391K0.09%013F-HRTimeline
Donor Advised Charitable Giving, Inc.2,010$391K0.01%+13713F-HRTimeline
LifeGoal Investments, LLC2,005$390K0.32%-1,18513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,005$390K0.02%-1313F-HRTimelineGroup
Provident Wealth Management, LLC2,000$389K0.12%-1113F-HRTimeline
Corundum Group, Inc.1,994$388K0.16%013F-HRTimeline
Veracity Capital LLC1,979$385K0.12%-49913F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,975$384K0.08%013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,969$383K0.03%-12613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,960$381K0.04%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,958$381K0.27%013F-HRTimeline
NFSG Corp1,954$380K0.06%-10113F-HRTimeline
CPA Asset Management Group, LLC1,941$378K0.15%-17813F-HRTimeline
CWS Financial Advisors, LLC1,920$373K0.1%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,918$373K0.47%-30013F-HRTimeline
Koshinski Asset Management, Inc.1,917$373K0.03%+32013F-HRTimeline
Sightline Wealth Advisors, LLC1,913$372K0.17%-28113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,910$372K0.5%+9113F-HRTimeline
Commonwealth Financial Services, LLC1,904$370K0.06%+613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,898$369K0.1%new13F-HRTimeline
Rossby Financial, LCC1,881$368K0.12%+68613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,877$365K0.01%-3413F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,874$365K0.1%+213F-HRTimeline
Plante Moran Financial Advisors, LLC1,871$364K0.02%+3213F-HRTimeline
CHANNEL WEALTH LLC1,868$363K0.1%-26613F-HRTimeline
Clark Capital Management Group, Inc.1,866$363K<0.01%+26513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,866$363K0.01%-17813F-HRTimeline
Glass Jacobson Investment Advisors llc1,856$361K0.13%+9413F-HRTimeline
Envision Financial Planning, LLC1,844$359K0.15%013F-HRTimeline
KERR FINANCIAL PLANNING Corp1,837$357K0.5%13F-HR/ATimeline
Apex Wealth Management, LLC1,834$357K0.26%-13013F-HRTimeline
Smithfield Trust Co1,828$354K0.02%+10813F-HRTimeline
Frederick Financial Consultants, LLC1,819$354K0.2%013F-HRTimeline
Cardinal Point Capital Management ULC1,834$354K0.02%+2113F-HRTimeline
Kendall Capital Management1,800$350K0.08%013F-HRTimeline
Traynor Capital Management, Inc.1,797$350K0.02%+7313F-HRTimeline
Union Bancaire Privee, UBP SA1,814$349K<0.01%-1,23413F-HRTimeline
TRUE Private Wealth Advisors1,794$349K0.04%-7013F-HRTimeline
Sterling Financial Planning, Inc.1,790$348K0.11%-2813F-HRTimeline
Clarity Financial LLC1,788$348K0.03%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,782$347K0.11%-8513F-HRTimeline
Avion Wealth1,776$345K0.07%+213F-HRTimeline
Cadence Bank1,767$344K0.02%-2813F-HRTimeline
Principle Wealth Partners LLC1,759$342K0.02%-2113F-HRTimeline
CogentBlue Wealth Advisors, LLC1,755$341K0.23%013F-HRTimeline
FSC Wealth Advisors, LLC1,751$341K0.2%-9813F-HRTimeline
Coppell Advisory Solutions LLC1,751$339K0.04%+37813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,735$337K0.03%013F-HRTimeline
Timonier Family Office, LTD.1,733$337K0.11%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,727$336K0.04%013F-HRTimeline
Johnson Financial Group, LLC1,721$335K0.03%-1,05013F-HRTimeline
Fund Evaluation Group, LLC1,714$333K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,713$333K0.05%+11613F-HRTimeline
Solstein Capital, LLC1,702$331K0.15%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,697$330K0.08%-3413F-HRTimeline
Joel Isaacson & Co., LLC1,684$328K0.01%-22013F-HRTimeline
Legacy Capital Wealth Partners, LLC1,679$327K0.07%+2413F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …1,667$324K<0.01%-2,61213F-HRTimelineGroup
Root Financial Partners, LLC1,665$324K0.02%+52513F-HRTimeline
apricus wealth, LLC1,663$323K0.17%new13F-HRTimeline
GAMMA Investing LLC1,658$322K0.02%013F-HRTimeline
LongView Wealth Management1,656$322K0.09%-77813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,652$321K0.01%+21513F-HRTimeline
American Wealth Advisors, LLC1,649$321K0.32%13F-HRTimeline
Hobart Private Capital, LLC1,648$321K0.07%-5813F-HRTimeline
National Philanthropic Trust1,645$320K<0.01%013F-HRTimeline
Milestone Asset Management Group, LLC1,643$320K0.2%+8613F-HRTimeline
Cornerstone Wealth Group, LLC1,641$319K0.02%+2013F-HRTimeline
HBW ADVISORY SERVICES LLC1,640$319K0.04%-26313F-HRTimeline
Post Resch Tallon Group Inc.1,633$318K0.28%013F-HRTimeline
Western Financial Corp/CA1,629$317K0.14%-16713F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,626$316K0.16%-11113F-HRTimeline
Wescott Financial Advisory Group, LLC1,619$315K0.03%+313F-HRTimeline
SIMA Wealth Partners, LLC1,617$315K0.24%013F-HRTimeline
BCS Wealth Management1,612$314K0.07%-21413F-HRTimeline
MONTAG A & ASSOCIATES INC1,598$311K0.01%-11013F-HRTimeline
Orion Capital Management LLC1,597$311K0.11%013F-HRTimeline
Beacon Wealthcare LLC1,581$308K0.11%013F-HRTimeline
Grey Ledge Advisors, LLC1,574$306K0.07%+24213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,571$306K0.01%+1,35613F-HRTimelineGroup
Black Diamond Financial, LLC1,561$304K0.03%+5113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,553$302K0.01%013F-HRTimeline
Frank, Rimerman Advisors LLC1,551$302K0.02%013F-HRTimeline
Central Pacific Bank - Trust Division1,549$301K0.04%-17,81013F-HRTimeline
CERTUITY, LLC1,542$300K0.02%+7213F-HRTimeline
PFG Private Wealth Management, LLC1,542$300K0.13%-28,63213F-HRTimeline
Integrity Wealth Solutions LLC1,542$300K0.13%-5713F-HRTimeline
Confluence Wealth Services, Inc.1,533$298K0.01%-33713F-HRTimeline
Archford Capital Strategies, LLC1,532$298K0.04%013F-HRTimeline