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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,636 managers (1,656 13F filers) reported a position in QUAL shares at 2026-03-31, 212,645,808 shares in all. 102 filers opened a position and 77 filers sold out during the quarter.

Managers
1,636
13F filers
1,656
New
102
Added
629
Reduced
636
Sold out
77
Shares held by filers
212,645,808

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Fortis Group Advisors, LLC3,254$674K0.11%-13713F-HRTimeline
Belpointe Asset Management LLC3,513$674K0.02%-2,14813F-HRTimeline
Independence Bank of Kentucky3,507$673K0.09%-89113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,499$671K0.01%+6013F-HRTimelineGroup
TFR Capital, LLC.3,491$670K0.21%-5013F-HRTimeline
Gibbs Wealth Management3,490$670K0.09%+78213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,457$663K0.1%+55513F-HRTimeline
Quantum Portfolio Management LLC3,442$660K0.29%+19113F-HR/ATimeline
Olde Wealth Management, LLC3,427$657K0.21%013F-HRTimeline
Aureus Asset Management, LLC3,400$652K0.04%new13F-HRTimeline
GenTrust, LLC3,400$652K0.03%013F-HRTimeline
RHS Financial, LLC3,400$652K0.31%-63913F-HRTimeline
Strategic Financial Concepts, LLC3,396$651K0.16%new13F-HRTimeline
Rathbones Group PLC3,369$646K<0.01%+4013F-HR/ATimeline
Palisade Asset Management, LLC3,365$645K0.06%013F-HRTimeline
NOVEM GROUP3,345$642K0.07%+29913F-HRTimeline
4J Wealth Management LLC3,338$640K0.36%-26913F-HRTimeline
EVOKE WEALTH, LLC3,317$636K0.01%-30713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC3,314$636K0.06%+74413F-HRTimeline
Imprint Wealth LLC3,312$635K2.9%+86913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,301$633K0.03%-5313F-HRTimeline
Zhang Financial LLC3,299$633K0.02%+32213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,287$631K0.01%+313F-HRTimelineGroup
BENNINGFIELD FINANCIAL ADVISORS, LLC3,267$627K0.49%-3,48413F-HRTimeline
Empowered Funds, LLC3,264$626K<0.01%+79413F-HR/ATimeline
Heirloom Wealth Management3,225$619K0.11%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,217$617K0.15%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC3,196$613K0.25%+1313F-HRTimeline
MN Wealth Advisors, LLC3,189$612K0.3%-33113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,171$608K0.06%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,166$607K0.04%+2,10913F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC3,156$605K0.05%-234,63113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,154$605K<0.01%+1,88913F-HRTimelineGroup
NOVUS ADVISORS, LLC3,144$603K1.35%-67213F-HRTimeline
Sound Income Strategies, LLC3,126$603K0.03%-2,42213F-HRTimeline
First National Trust Co3,126$600K0.02%+39113F-HRTimeline
Smithfield Trust Co3,128$599K0.03%+1,30013F-HRTimeline
Legacy Advisors, LLC3,101$595K0.07%+41613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,087$592K0.01%-513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,081$591K0.02%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.3,058$587K0.62%+1,02413F-HRTimeline
NorthCoast Asset Management LLC3,044$584K0.01%-32513F-HRTimeline
Anchor Investment Management, LLC3,040$583K0.05%-6013F-HRTimeline
Key Capital Management, INC2,999$575K0.38%+1,36413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC2,978$571K0.36%+8413F-HRTimeline
Wealth Management Associates, Inc.2,976$571K0.2%+80513F-HRTimeline
Oath Planning, LLC2,968$569K0.51%+613F-HRTimeline
Genesis Wealth Advisors, LLC2,967$569K0.38%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…2,957$567K0.08%013F-HRTimelineGroup
Heritage Family Offices, LLP2,936$563K0.25%+5813F-HRTimeline
Sunbelt Securities, Inc.2,928$562K0.04%-71313F-HRTimeline
Oxinas Partners, LLC2,904$557K0.25%+72313F-HRTimeline
Opus Financial Solutions LLC2,885$553K0.52%-6813F-HRTimeline
Exchange Bank2,885$553K0.38%+22513F-HRTimeline
Palatine Hill Wealth Management, LLC2,881$553K0.48%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,862$549K0.01%013F-HRTimelineGroup
SYM FINANCIAL Corp2,846$546K0.05%013F-HRTimeline
First Financial Group Corp2,838$544K0.44%+113F-HRTimeline
International Private Wealth Advisors L…2,835$544K0.33%-12413F-HRTimeline
Curry Webb Wealth Management LLC2,833$543K0.26%+313F-HRTimeline
Elevation Wealth Management LLC2,826$542K0.5%-59213F-HRTimeline
Fort Point Capital Partners LLC2,826$542K0.07%+24613F-HRTimeline
IPG Investment Advisors LLC2,819$541K0.09%013F-HRTimeline
NWF Advisory Services Inc.2,819$541K0.06%-7413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.2,815$540K0.18%+413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,815$540K0.03%-4,75113F-HRTimelineGroup
AlphaStar Capital Management, LLC2,804$538K0.04%+51513F-HRTimeline
Ballast Rock Private Wealth LLC2,803$538K0.3%new13F-HRTimeline
LongView Wealth Management2,639$536K0.13%+24113F-HRTimeline
46 Peaks LLC2,796$536K0.39%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,791$535K0.05%013F-HR/ATimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,648$533K0.23%-24113F-HRTimeline
BAM Wealth Management, LLC2,771$532K0.4%+7813F-HRTimeline
GWN SECURITIES INC.2,768$531K0.1%+31613F-HRTimeline
Johnson Financial Group, LLC2,747$527K0.04%-12613F-HRTimeline
Legacy Wealth Partners, LLC2,742$526K0.13%+12813F-HRTimeline
JGP Wealth Management, LLC2,740$526K0.05%+10113F-HRTimeline
Octavia Wealth Advisors, LLC2,721$522K0.05%-1013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.2,713$520K0.2%+613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,688$516K<0.01%+2,26413F-HRTimelineGroup
Parkway Wealth Management Group, LLC2,571$515K0.07%+39013F-HRTimeline
WADDELL & ASSOCIATES, LLC2,679$514K0.03%+9313F-HRTimeline
LS Investment Advisors, LLC2,655$509K0.08%-8013F-HRTimeline
Avail Investment Partners, LLC2,651$508K0.54%13F-HRTimeline
Crewe Advisors LLC2,632$505K0.04%-1813F-HRTimeline
Atlas Brown,Inc.2,632$505K0.15%-23413F-HRTimeline
Citizens National Bank Trust Department2,606$500K0.08%013F-HRTimeline
Parkwoods Wealth Partners, LLC2,600$499K0.12%-24213F-HRTimeline
Badgley Phelps Wealth Managers, LLC2,589$497K0.01%-3213F-HRTimeline
Leo Wealth, LLC2,582$495K0.04%+8313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,578$494K0.03%013F-HRTimeline
San Luis Wealth Advisors LLC2,567$492K0.08%+513F-HRTimeline
Larson Financial Group LLC2,565$492K0.02%+1713F-HRTimeline
Quotient Wealth Partners, LLC2,565$492K0.01%+113F-HRTimeline
Asset Allocation Strategies LLC2,542$488K0.09%+17413F-HRTimeline
Wedmont Private Capital2,443$486K0.02%-30413F-HRTimeline
Box Hill Private Wealth LLC2,531$485K0.48%new13F-HRTimeline
Compass Wealth Management, LLC/GA2,520$483K0.21%-16413F-HRTimeline
Magnus Financial Group LLC2,513$482K0.04%-4,15313F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC2,510$481K0.06%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,505$480K0.01%+77813F-HRTimeline
Disciplined Investments, LLC2,503$480K0.17%013F-HRTimeline
Lansing Street Advisors2,503$480K0.12%+613F-HRTimeline
VIAWEALTH, LLC2,500$480K0.27%-3913F-HRTimeline
Fermata Advisors, LLC2,497$479K0.11%+12113F-HRTimeline
Index Technologies Group LLC2,488$477K0.52%+11413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,481$476K<0.01%+19913F-HRTimeline
Krilogy Financial LLC2,328$476K0.02%-3513F-HRTimeline
Leading Edge Financial Planning LLC2,470$474K0.1%new13F-HRTimeline
Aegis Wealth Management, Inc.2,466$473K0.37%+9913F-HRTimeline
Beaumont Financial Advisors, LLC2,464$473K0.03%+15213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,462$472K0.1%-68613F-HRTimeline
L. Roy Papp & Associates, LLP2,461$472K0.05%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,460$472K0.03%new13F-HRTimeline
FRG Family Wealth Advisors LLC2,460$472K0.08%-1,74513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,458$472K<0.01%-56913F-HRTimelineGroup
Asset Dedication, LLC2,439$468K0.03%+1813F-HRTimeline
Klingman & Associates, LLC2,435$467K0.02%+32113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,422$464K<0.01%+34513F-HRTimelineGroup
Key Financial Inc2,409$462K0.08%-1113F-HRTimeline
Vermillion & White Wealth Management Gr…2,397$460K0.26%-80113F-HR/ATimeline
SFMG, LLC2,370$455K0.03%+213F-HRTimeline
Madson Wealth Advisors Inc2,369$454K0.38%13F-HRTimeline
Integrity Financial Corp /WA2,367$454K0.23%-2513F-HRTimeline
Causey Wealth LLC2,364$453K0.19%new13F-HRTimeline
Harbor Asset Planning, Inc.2,360$453K0.38%-22413F-HRTimeline
PHILADELPHIA TRUST CO2,356$452K0.03%013F-HRTimeline
Tidemark, LLC2,352$451K0.11%+1,59813F-HRTimeline
AMG Asset Management Group, Inc.2,350$451K0.35%new13F-HRTimeline
Fortune Financial Advisors, LLC2,342$449K0.23%+113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC2,251$449K0.04%013F-HRTimeline
PUREfi Wealth, LLC2,329$447K0.29%-9113F-HRTimeline
Busey Bank2,328$447K0.01%-12313F-HRTimeline
SEEDS INVESTOR LLC2,196$446K0.06%new13F-HRTimeline
COFG Advisors, LLC2,318$445K0.11%-17313F-HRTimeline
Wescott Financial Advisory Group, LLC2,317$444K0.04%+10713F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC2,312$443K0.16%-13713F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC2,309$443K0.01%013F-HRTimelineGroup
Alpha Financial Partners LLC2,308$443K0.26%+23713F-HRTimeline
CogentBlue Wealth Advisors, LLC2,306$442K0.3%+55113F-HRTimeline
Rehmann Capital Advisory Group2,294$440K0.02%-4113F-HRTimeline
Glass Jacobson Investment Advisors llc2,293$440K0.15%+413F-HRTimeline
BNB Wealth Management, LLC2,291$440K0.28%+113F-HRTimeline
Veridan Wealth LLC2,276$436K0.16%+513F-HRTimeline
Darden Wealth Group Inc2,274$436K0.22%-11913F-HRTimeline
CIBC WORLD MARKET INC.2,274$436K<0.01%+1,17413F-HRTimeline
Gemmer Asset Management LLC2,272$436K0.03%-4113F-HRTimeline
Ledyard National Bank2,271$436K0.04%-28013F-HRTimeline
Kaufman Rossin Wealth, LLC2,271$436K0.25%013F-HRTimeline
CapWealth Advisors, LLC2,270$435K0.03%013F-HRTimeline
JDM Financial Group LLC2,234$429K0.17%013F-HRTimeline
Sensible Money, LLC2,232$428K0.13%013F-HRTimeline
Lodestone Wealth Management LLC2,221$426K0.17%-1913F-HR/ATimeline
Milestone Asset Management Group, LLC2,208$424K0.25%+2413F-HRTimeline
Pinnacle Family Advisors, LLC2,205$423K0.2%-1,24113F-HRTimeline
GUERRA PAN ADVISORS, LLC2,203$423K0.26%013F-HRTimeline
Investment Planning Advisors, Inc.2,195$421K0.12%-11413F-HRTimeline
Clark Capital Management Group, Inc.2,191$420K<0.01%+18513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.2,188$420K0.03%+113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,181$418K0.01%-4713F-HRTimeline
ASPIRIANT, LLC2,175$417K0.01%-18913F-HRTimeline
Riverbend Wealth Management, LLC2,173$417K0.26%-3413F-HRTimeline
Sterling Investment Counsel, LLC2,147$412K0.12%-24913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,130$409K0.01%+14213F-HRTimeline
Forefront Wealth Partners, LLC2,123$407K0.17%-11713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,120$407K0.03%new13F-HRTimelineGroup
Sequent Planning LLC2,117$406K0.1%-32813F-HRTimeline
LVW Advisors, LLC2,114$405K0.04%013F-HRTimeline
Argentarii, LLC2,113$405K0.14%013F-HRTimeline
Westside Investment Management, Inc.2,096$404K0.06%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,105$404K0Timeline
Grey Ledge Advisors, LLC2,097$402K0.09%+19513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,092$401K0.26%-4413F-HRTimeline
Blue Capital, Inc.2,089$401K0.26%+6813F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,076$398K0.01%+4913F-HRTimeline
Clearwater Capital Advisors, LLC2,071$397K0.03%-5313F-HRTimeline
VestGen Investment Management2,069$397K0.22%-11613F-HRTimeline
Frankly Finances, LLC2,062$396K0.36%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,060$395K0.06%+19313F-HRTimeline
Daybright Advisory Services, Inc.2,048$393K0.11%+413F-HRTimeline
KERR FINANCIAL PLANNING Corp1,898$390K0.27%-4413F-HR/ATimeline
Advisory Alpha, LLC2,030$389K0.01%-6913F-HRTimeline
Investment Management Trust, LLC2,030$389K0.38%13F-HRTimeline
Waterway Wealth Management, LLC2,011$386K0.09%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,006$385K<0.01%+93013F-HRTimelineGroup
Provident Wealth Management, LLC2,000$384K0.12%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC1,984$381K0.06%-1,10713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,975$379K0.07%013F-HRTimeline
Koshinski Asset Management, Inc.1,962$376K0.02%+9913F-HRTimeline
OakTrust Wealth Advisors, LLC1,961$376K0.34%+413F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,958$376K0.27%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,960$376K0.04%013F-HRTimeline
Cape Investment Advisory, Inc.1,945$373K0.12%+31513F-HRTimeline
Clarity Financial LLC1,923$369K0.04%+19013F-HRTimeline
CWS Financial Advisors, LLC1,920$368K0.09%013F-HRTimeline
CHANNEL WEALTH LLC1,919$368K0.09%+35713F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,916$368K0.04%+38313F-HRTimeline
Napier Financial, LLC1,916$368K0.08%new13F-HRTimeline
LifeGoal Investments, LLC1,905$367K0.21%+2013F-HRTimeline
Alvarez & Marsal Private Wealth Partner…1,909$366K0.05%013F-HRTimeline