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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,616 managers (1,632 13F filers) reported a position in QUAL shares at 2025-12-31, 205,760,421 shares in all. 82 filers opened a position and 76 filers sold out during the quarter.

Managers
1,616
13F filers
1,632
New
82
Added
450
Reduced
740
Sold out
76
Shares held by filers
205,760,421

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SIGNATUREFD, LLC3,479$691K0.01%+2,84913F-HRTimeline
Fortis Group Advisors, LLC3,391$686K0.12%+86713F-HRTimeline
Pinnacle Family Advisors, LLC3,446$684K0.3%-48213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,439$683K0.01%-7013F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC3,434$682K0.5%+1013F-HRTimeline
Painted Porch Advisors LLC3,433$682K0.27%013F-HRTimeline
Olde Wealth Management, LLC3,427$680K0.21%013F-HRTimeline
Elevation Wealth Management LLC3,418$679K0.65%13F-HRTimeline
GenTrust, LLC3,400$675K0.03%013F-HRTimeline
Bogart Wealth, LLC3,372$670K0.03%-1,73613F-HRTimeline
NorthCoast Asset Management LLC3,369$669K0.01%-346,16513F-HRTimeline
Palisade Asset Management, LLC3,365$668K0.07%013F-HRTimeline
Procyon Advisors, LLC3,361$668K0.03%+1113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,354$666K0.04%-26813F-HRTimeline
Rathbones Group PLC3,329$661K<0.01%+51313F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,284$652K0.01%+1,08413F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,277$651K0.05%+18813F-HRTimeline
Quantum Portfolio Management LLC3,251$646K0.29%-2,43213F-HRTimeline
Ballentine Partners, LLC3,243$644K0.01%-46313F-HRTimeline
Quartz Partners, LLC3,235$643K0.24%+26313F-HRTimeline
BCS Wealth Management3,224$640K0.06%+1,61213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,217$639K0.16%013F-HRTimeline
Fiduciary Alliance LLC3,215$639K0.04%-22213F-HRTimeline
Sachetta, LLC3,209$637K0.35%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,198$635K0.35%-5213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,183$632K0.27%+10213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,171$630K0.07%+10413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,168$629K0.03%-83413F-HRTimelineGroup
Curi Capital, LLC3,165$629K0.01%+19613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,148$625K0.12%-3,75113F-HRTimeline
Anchor Investment Management, LLC3,100$616K0.05%013F-HRTimeline
National Philanthropic Trust3,095$615K0.01%+1,45013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,092$614K0.01%-1113F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,091$614K0.1%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,081$612K0.02%-313F-HRTimeline
TruNorth Capital Management, LLC3,063$608K0.12%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL3,047$605K<0.01%new13F-HRTimeline
NOVEM GROUP3,046$605K0.07%-23113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,027$601K<0.01%+44313F-HRTimelineGroup
Zhang Financial LLC2,977$591K0.02%+74613F-HRTimeline
Genesis Wealth Advisors, LLC2,967$589K0.4%-79113F-HRTimeline
Oath Planning, LLC2,962$588K0.58%13F-HRTimeline
International Private Wealth Advisors L…2,959$588K0.37%-1313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,957$587K0.08%013F-HRTimelineGroup
Opus Financial Solutions LLC2,953$587K0.55%13F-HRTimeline
BBR PARTNERS, LLC2,944$585K0.03%+30213F-HRTimeline
Vantage Financial Partners, LLC2,940$584K0.12%-4213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,902$576K0.08%+1,18913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,894$575K0.39%-3413F-HRTimeline
NWF Advisory Services Inc.2,893$575K0.06%-3013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,889$574K0.26%13F-HRTimeline
Palatine Hill Wealth Management, LLC2,881$572K0.46%13F-HRTimeline
Heritage Family Offices, LLP2,878$571K0.26%+9513F-HRTimeline
Johnson Financial Group, LLC2,873$571K0.04%+1,15213F-HRTimeline
Atlas Brown,Inc.2,866$569K0.17%-2313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,862$568K0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp2,846$565K0.06%+17413F-HRTimeline
Parkwoods Wealth Partners, LLC2,842$564K0.17%-26413F-HRTimeline
First Financial Group Corp2,837$564K0.48%+113F-HRTimeline
Curry Webb Wealth Management LLC2,830$562K0.28%13F-HRTimeline
IPG Investment Advisors LLC2,819$560K0.1%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,811$558K0.18%+713F-HRTimeline
46 Peaks LLC2,796$555K0.41%13F-HRTimeline
Wedmont Private Capital2,747$555K0.02%-26513F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,791$554K0.05%013F-HRTimeline
Gibbs Wealth Management2,708$553K0.13%013F-HRTimeline
LS Investment Advisors, LLC2,735$543K0.08%013F-HRTimeline
First National Trust Co2,735$543K0.02%+35113F-HRTimeline
Octavia Wealth Advisors, LLC2,731$542K0.05%-66813F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.2,707$538K0.2%+22413F-HRTimeline
BAM Wealth Management, LLC2,693$535K0.39%-86813F-HRTimeline
Legacy Advisors, LLC2,685$533K0.06%+8813F-HRTimeline
Compass Wealth Management, LLC/GA2,684$533K0.22%-5913F-HRTimeline
Exchange Bank2,660$528K0.37%-2413F-HRTimeline
Crewe Advisors LLC2,650$526K0.05%-38913F-HRTimeline
Fort Point Capital Partners LLC2,580$525K0.06%013F-HRTimeline
JGP Wealth Management, LLC2,639$524K0.05%-7913F-HRTimeline
TRUST CO OF VERMONT2,626$522K0.02%+2913F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,621$521K0.01%+20813F-HRTimeline
Legacy Wealth Partners, LLC2,614$519K0.13%13F-HRTimeline
Citizens National Bank Trust Department2,606$518K0.09%013F-HRTimeline
Avior Wealth Management, LLC2,593$515K0.02%+19413F-HRTimeline
WADDELL & ASSOCIATES, LLC2,586$514K0.03%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,585$513K0.03%-61413F-HRTimelineGroup
Harbor Asset Planning, Inc.2,584$513K0.44%+913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,578$512K0.02%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,570$510K0.05%013F-HRTimeline
Quotient Wealth Partners, LLC2,564$509K0.01%-2,38013F-HRTimeline
San Luis Wealth Advisors LLC2,562$509K0.09%+813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,560$508K<0.01%new13F-HRTimelineGroup
Ledyard National Bank2,551$507K0.04%-26913F-HRTimeline
Larson Financial Group LLC2,548$506K0.02%-713F-HRTimeline
VIAWEALTH, LLC2,539$504K0.28%-42313F-HRTimeline
Edgestream Partners, L.P.2,514$499K0.01%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2,510$499K0.08%013F-HRTimeline
Disciplined Investments, LLC2,503$497K0.19%013F-HRTimeline
Leo Wealth, LLC2,499$496K0.04%new13F-HRTimeline
Lansing Street Advisors2,497$496K0.13%+713F-HRTimeline
COFG Advisors, LLC2,491$495K0.12%13F-HRTimeline
Empowered Funds, LLC2,470$491K0.01%new13F-HR/ATimeline
LongView Wealth Management2,398$490K0.12%+74213F-HRTimeline
L. Roy Papp & Associates, LLP2,461$489K0.05%013F-HRTimeline
GWN SECURITIES INC.2,452$487K0.1%-2,11513F-HRTimeline
Busey Bank2,451$487K0.01%-55513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding2,449$486K-282Timeline
Sequent Planning LLC2,445$486K0.12%new13F-HRTimeline
Imprint Wealth LLC2,443$485K2.27%-2,57713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC2,439$484K0.1%-14913F-HRTimeline
Krilogy Financial LLC2,363$481K0.02%-11713F-HRTimeline
Asset Dedication, LLC2,421$481K0.03%+313F-HRTimeline
Key Financial Inc2,420$481K0.09%+9413F-HRTimeline
PUREfi Wealth, LLC2,420$481K0.37%-2,39613F-HRTimeline
Sterling Investment Counsel, LLC2,396$476K0.14%-413F-HRTimeline
Darden Wealth Group Inc2,393$475K0.23%-2513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,392$475K0.22%-1313F-HRTimeline
Integrity Financial Corp /WA2,392$475K0.24%013F-HRTimeline
Fermata Advisors, LLC2,376$472K0.11%013F-HRTimeline
Index Technologies Group LLC2,374$472K0.49%13F-HRTimeline
SFMG, LLC2,368$470K0.03%new13F-HRTimeline
Asset Allocation Strategies LLC2,368$470K0.09%-2013F-HRTimeline
Aegis Wealth Management, Inc.2,367$470K0.37%13F-HRTimeline
ASPIRIANT, LLC2,364$470K0.01%+26313F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,348$468K0.18%-29813F-HRTimelineGroup
PHILADELPHIA TRUST CO2,356$468K0.03%013F-HRTimeline
Fortune Financial Advisors, LLC2,341$465K0.31%-713F-HRTimeline
Rehmann Capital Advisory Group2,335$464K0.02%-44213F-HRTimeline
Gemmer Asset Management LLC2,313$459K0.04%-4713F-HRTimeline
Beaumont Financial Advisors, LLC2,312$459K0.03%-18013F-HRTimeline
Investment Planning Advisors, Inc.2,309$459K0.13%-2813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC2,309$459K0.01%013F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,251$457K0.04%013F-HRTimeline
BNB Wealth Management, LLC2,290$455K0.29%13F-HRTimeline
Glass Jacobson Investment Advisors llc2,289$455K0.16%+43313F-HRTimeline
AlphaStar Capital Management, LLC2,289$455K0.03%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,282$453K<0.01%+1,18613F-HRTimeline
Veridan Wealth LLC2,271$451K0.15%-12213F-HRTimeline
Kaufman Rossin Wealth, LLC2,271$451K0.23%013F-HRTimeline
CapWealth Advisors, LLC2,270$451K0.03%013F-HR/ATimeline
Kingdom Financial Group LLC.2,256$448K0.14%new13F-HRTimeline
Forefront Wealth Partners, LLC2,240$445K0.21%new13F-HRTimeline
Lodestone Wealth Management LLC2,240$445K0.18%013F-HRTimeline
JDM Financial Group LLC2,234$444K0.17%-20713F-HRTimeline
Sensible Money, LLC2,232$443K0.14%-1213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,228$442K0.01%-23213F-HRTimeline
Advance Capital Management, Inc.2,219$441K0.02%+4113F-HRTimeline
W1M Asset Management Ltd2,213$440K<0.01%new13F-HRTimeline
Wescott Financial Advisory Group, LLC2,210$439K0.04%+59113F-HRTimeline
Root Financial Partners, LLC2,208$439K0.02%+54313F-HRTimeline
Riverbend Wealth Management, LLC2,207$438K0.28%-20213F-HRTimeline
GUERRA PAN ADVISORS, LLC2,203$438K0.26%013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,187$434K0.03%+413F-HRTimeline
VestGen Investment Management2,185$434K0.24%-2,47813F-HRTimeline
Milestone Asset Management Group, LLC2,184$434K0.24%+54113F-HRTimeline
Parkway Wealth Management Group, LLC2,181$433K0.06%13F-HRTimeline
Oxinas Partners, LLC2,181$433K0.21%-2713F-HRTimeline
Wealth Management Associates, Inc.2,171$431K0.15%+3313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,136$424K0.28%-29313F-HRTimeline
Fortis Capital Advisors, LLC2,130$423K0.06%-2,51613F-HRTimeline
Clearwater Capital Advisors, LLC2,124$422K0.04%-1513F-HRTimeline
LVW Advisors, LLC2,114$420K0.04%-73813F-HRTimeline
Klingman & Associates, LLC2,114$420K0.02%013F-HRTimeline
Argentarii, LLC2,113$420K0.14%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,105$418K-25Timeline
Westside Investment Management, Inc.2,096$417K0.07%-2313F-HRTimeline
Advisory Alpha, LLC2,099$417K0.01%-1,85513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,077$413K<0.01%+513F-HRTimelineGroup
Alpha Financial Partners LLC2,071$411K0.25%-2,62113F-HRTimeline
Frankly Finances, LLC2,062$410K0.39%13F-HR/ATimeline
Farnam Financial LLC2,046$406K0.31%-73013F-HRTimeline
Daybright Advisory Services, Inc.2,044$406K0.11%13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,034$404K0.76%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,027$403K0.01%-6413F-HRTimeline
Blue Capital, Inc.2,021$401K0.29%-2,30513F-HRTimeline
Waterway Wealth Management, LLC2,011$399K0.09%013F-HRTimeline
Clark Capital Management Group, Inc.2,006$398K<0.01%+14013F-HRTimeline
Provident Wealth Management, LLC2,000$397K0.12%013F-HRTimeline
Corundum Group, Inc.1,994$396K0.13%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,988$395K0.01%-53513F-HRTimeline
Apex Wealth Management, LLC1,938$394K0.4%+10413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,975$392K0.07%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,960$389K0.04%013F-HRTimeline
Rossby Financial, LCC1,959$389K0.12%+7813F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,958$389K0.27%013F-HRTimeline
OakTrust Wealth Advisors, LLC1,957$389K0.36%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,953$388K0.01%-35413F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp1,942$388K0.52%+10513F-HR/ATimeline
CWS Financial Advisors, LLC1,920$381K0.1%013F-HRTimeline
SMART Wealth LLC1,918$381K0.12%new13F-HRTimeline
Alvarez & Marsal Private Wealth Partner…1,909$379K0.07%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,902$378K0.63%-813F-HRTimeline
Grey Ledge Advisors, LLC1,902$378K0.09%+32813F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,899$377K0.1%+113F-HRTimeline
Nikulski Financial, Inc.1,898$377K0.09%-4,67613F-HRTimeline
Fulcrum Equity Management1,890$375K0.36%-2,60113F-HRTimeline
LifeGoal Investments, LLC1,885$374K0.25%-12013F-HRTimeline
Bullock Wealth Management Group1,885$374K0.18%-98913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,878$373K0.1%+413F-HRTimeline
Plante Moran Financial Advisors, LLC1,871$372K0.02%013F-HRTimeline
NIXON PEABODY TRUST CO1,869$371K0.03%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,867$371K0.05%-1,16713F-HRTimeline