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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,625 managers (1,648 13F filers) reported a position in QUAL shares at 2026-06-30, 171,292,537 shares in all. 108 filers opened a position and 110 filers sold out during the quarter.

Managers
1,625
13F filers
1,648
New
108
Added
495
Reduced
763
Sold out
110
Shares held by filers
171,292,537

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Essential Investment Partners LLC1,590$349K0.28%+85813F-HRTimeline
MONTAG A & ASSOCIATES INC1,586$348K0.01%+7913F-HRTimeline
Sterling Financial Planning, Inc.1,583$347K0.09%013F-HRTimeline
Beacon Wealthcare LLC1,581$347K0.11%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,579$347K0.17%+213F-HR/ATimeline
Hurlow Wealth Management Group, Inc.1,579$346K0.07%013F-HRTimeline
Cannon Financial Strategists, Inc.1,570$345K0.04%+20413F-HRTimeline
GFG Capital, LLC1,567$344K0.09%+11813F-HRTimeline
NIXON PEABODY TRUST CO1,555$341K0.02%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,553$341K0.01%013F-HRTimeline
Frank, Rimerman Advisors LLC1,551$340K0.02%013F-HRTimeline
Traynor Capital Management, Inc.1,540$338K0.02%+19813F-HRTimeline
Vantus Wealth LLC1,534$337K0.18%13F-HRTimeline
Chancellor Financial Group WB LP1,534$337K0.21%+1913F-HRTimeline
Post Resch Tallon Group Inc.1,533$336K0.23%013F-HRTimeline
Chatterton & Associates Inc.1,539$336K0.2%-11,16313F-HRTimeline
Archford Capital Strategies, LLC1,532$336K0.03%013F-HRTimeline
Bluesphere Advisors LLC1,529$336K0.1%013F-HRTimeline
Private Wealth Asset Management, LLC1,529$336K0.03%+35113F-HRTimeline
Sanchez Gaunt Capital Management, LLC1,528$335K0.19%-3,38413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,523$334K<0.01%-95813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,505$330K<0.01%-9313F-HRTimelineGroup
CAMDEN NATIONAL BANK1,499$329K0.04%+26913F-HRTimeline
Timonier Family Office, LTD.1,499$329K0.09%13F-HRTimeline
Sanchez Wealth Management Group1,492$327K0.06%+20713F-HRTimeline
HM PAYSON & CO1,492$327K<0.01%+66413F-HRTimeline
Van Diest Capital, LLC1,490$327K0.29%-9713F-HRTimeline
Walser Wealth Management Company, A Ltd…1,480$325K0.13%new13F-HRTimeline
Westside Investment Management, Inc.1,476$324K0.04%-62013F-HRTimeline
Exit Wealth Advisors, LLC.1,475$324K0.15%+313F-HRTimeline
Creekside Partners1,473$323K0.12%013F-HRTimeline
SigFig Wealth Management, LLC1,486$323K0.01%-23,34813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management1,469$322K<0.01%new13F-HRTimelineGroup
Donor Advised Charitable Giving, Inc.1,461$321K0.01%+213F-HRTimeline
Northwest Wealth Advisors, LLC1,458$320K0.18%+3013F-HRTimeline
TFO Wealth Partners, LLC1,453$319K0.03%+26513F-HRTimeline
Bangor Savings Bank1,451$318K0.02%-3813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,448$318K0.21%+2213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,441$316K0.02%+9513F-HRTimeline
WHITTIER TRUST CO1,446$316K<0.01%+1,36413F-HRTimeline
Entelevest, LLC1,436$315K0.28%+313F-HRTimeline
HBE Wealth Management, LLC1,424$312K0.22%013F-HRTimeline
Elevate Capital Advisors, LLC1,415$311K0.17%+32513F-HRTimeline
MBA Advisors LLC1,409$309K0.11%+4013F-HRTimeline
Stonebridge Financial Group, LLC/CA1,402$307K0.04%13F-HRTimeline
Prasad Wealth Partners, LLC1,390$305K0.07%+213F-HRTimeline
Winthrop Advisory Group LLC1,388$305K0.02%new13F-HRTimeline
Summit Investment Advisory Services, LLC1,380$303K0.08%+213F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,377$302K0.18%-6113F-HRTimeline
Members Trust Co1,374$301K0.01%-113F-HRTimeline
Madison Wealth Partners, Inc1,371$301K0.04%-1113F-HRTimeline
Roble, Belko & Company, Inc1,367$300K0.03%013F-HRTimeline
Providence Financial Advisors, LLC1,355$297K0.17%013F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,354$297K0.01%new13F-HRTimeline
Garde Capital, Inc.1,354$297K0.01%+513F-HRTimeline
SHP Wealth Management1,353$297K0.02%+12213F-HRTimeline
WealthBridge Capital Management, LLC1,349$296K0.06%-4713F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,349$296K<0.01%+20013F-HRTimelineGroup
Longview Financial Advisors LLC1,347$296K0.15%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,346$295K0.01%013F-HRTimeline
M3 Advisory Group, LLC1,344$295K0.15%+10813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,343$295K0.04%-11713F-HRTimeline
Strategic Wealth Partners, Ltd.1,336$293K0.02%-113F-HRTimeline
Rockbridge Investment Management, LCC1,332$292K0.02%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,332$292K<0.01%+23213F-HRTimelineGroup
Ascent Wealth Partners, LLC1,327$291K0.03%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,319$289K0.02%013F-HR/ATimeline
Axim Planning & Wealth1,315$288K0.41%+11913F-HRTimeline
Two West Capital Advisors LLC1,328$288K0.14%-4,91313F-HRTimeline
Marin Bay Wealth Advisors, LLC1,305$286K0.15%new13F-HR/ATimeline
Verum Partners LLC1,305$286K0.04%+4113F-HRTimeline
Allegiance Financial Group Advisory Ser…1,301$285K0.05%013F-HRTimeline
Corundum Group, Inc.1,300$285K0.08%013F-HRTimeline
PUREfi Wealth, LLC1,299$285K0.16%-1,03013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,290$283K0.01%013F-HRTimeline
CVFG LLC1,287$282K0.03%+313F-HRTimeline
Intergy Private Wealth, LLC1,284$282K0.07%new13F-HRTimeline
Ethic Inc.1,281$281K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,279$281K0.02%-3,70813F-HRTimelineGroup
Activest Wealth Management1,278$280K0.05%-37913F-HRTimeline
Cove Private Wealth, LLC1,265$278K0.05%013F-HRTimeline
Waterway Wealth Management, LLC1,260$277K0.06%-75113F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,256$276K0.01%013F-HRTimeline
LEUTHOLD GROUP, LLC1,255$275K0.03%+1613F-HRTimeline
apricus wealth, LLC1,254$275K0.13%013F-HRTimeline
CENTRAL TRUST Co1,249$274K<0.01%+2913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,244$273K0.05%-5013F-HRTimeline
Sequent Planning LLC1,241$272K0.06%-87613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,238$272K0.02%013F-HRTimelineGroup
Buck Wealth Strategies, LLC1,233$271K0.03%new13F-HRTimeline
Madson Wealth Advisors Inc1,232$270K0.18%-1,13713F-HRTimeline
STOCK YARDS BANK & TRUST CO1,232$270K0.01%013F-HR/ATimeline
Maple Capital Management, Inc.1,227$269K0.02%-1013F-HRTimeline
Capital Asset Advisory Services LLC1,223$268K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,223$268K0.03%013F-HRTimeline
Bridgewealth Advisory Group, LLC1,221$268K0.05%-4213F-HRTimeline
Precision Wealth Strategies, LLC1,219$267K0.08%-1113F-HRTimeline
WORLD EQUITY GROUP, INC.1,213$267K0.06%-2,70213F-HRTimeline
AdvisorNet Financial, Inc1,215$267K0.01%-53013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,206$265K0.02%+3013F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…1,200$263K0.03%013F-HRTimelineGroup
Idaho Trust Co1,195$262K0.08%013F-HRTimeline
Rosenberg Matthew Hamilton1,190$261K0.05%013F-HRTimeline
New England Private Wealth Advisors LLC1,203$261K0.03%+213F-HRTimeline
Proactive Wealth Strategies LLC1,186$261K0.04%-23013F-HRTimeline
Northwest Financial Advisors1,185$260K0.03%-27213F-HRTimeline
Center For Asset Management LLC1,178$258K0.11%+213F-HRTimeline
Core Wealth Management, Inc.1,177$258K0.07%013F-HRTimeline
CX Institutional1,175$258K0.01%+1813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,175$257K0.01%new13F-HRTimelineGroup
Integrity Wealth Solutions LLC1,167$256K0.09%-13113F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,162$255K0.05%013F-HRTimeline
Tortuga Wealth Management, Inc1,158$254K0.19%new13F-HRTimeline
Boyer Financial Services, Inc.1,160$253K0.21%new13F-HRTimeline
Horizon Wealth Management, LLC1,153$253K0.03%+213F-HRTimeline
May Hill Capital, LLC1,148$252K0.05%-1813F-HRTimeline
Hemenway Trust Co LLC1,145$251K0.02%013F-HRTimeline
Capital Investment Management, Inc.1,143$251K0.08%-6,00213F-HRTimeline
Ariadne Wealth Management, LP1,138$250K0.11%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC1,137$248K0.03%new13F-HRTimeline
ProVise Management Group, LLC1,128$248K0.02%+1913F-HRTimeline
Sterling Investment Counsel, LLC1,123$246K0.06%-1,02413F-HRTimeline
IFC Advisors LLC1,119$246K0.03%+1913F-HRTimeline
SYON CAPITAL LLC1,114$244K0.01%+1613F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…1,109$243K0.02%new13F-HRTimeline
Wealthquest Corp1,106$243K0.02%013F-HRTimeline
Aspiring Ventures, LLC1,102$242K0.06%-13813F-HRTimeline
ENTREWEALTH, LLC1,074$242K0.09%new13F-HRTimeline
Aventura Private Wealth, LLC1,096$240K0.07%-55613F-HRTimeline
Eagle Strategies LLC1,093$240K0.02%new13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC1,092$240K0.09%013F-HRTimeline
Beacon Capital Management, LLC1,091$239K0.04%-9,87713F-HRTimeline
Bawa N Mallick Trust1,090$239K0.08%013F-HRTimeline
CERTUITY, LLC1,087$239K0.01%+1313F-HRTimeline
Abound Wealth Management1,086$238K0.05%+68813F-HRTimeline
Next Level Private LLC1,084$238K0.05%new13F-HRTimeline
Collaborative Wealth Managment Inc.1,082$237K0.1%+3013F-HRTimeline
Torrey-Payne Wealth Management, LLC1,077$236K0.19%-5013F-HRTimeline
Godfrey Financial Associates, Inc.1,072$235K0.18%+11513F-HRTimeline
Evergreen Wealth Partners LLC1,066$234K0.14%+113F-HRTimeline
Lexington Hill Partners, LLC1,058$232K0.11%+213F-HRTimeline
HBK Sorce Advisory LLC1,029$231K<0.01%new13F-HRTimeline
Tailwinds Wealth, LLC1,055$231K0.14%new13F-HRTimeline
Pacific Asset Management, LLC1,050$230K0.11%+213F-HRTimeline
Astra Wealth Partners LLC1,049$230K0.13%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,048$230K0.05%-25213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,045$229K0.01%013F-HRTimeline
GWN SECURITIES INC.1,043$229K0.04%-1,72513F-HRTimeline
V2 Financial group LLC1,038$228K0.08%new13F-HRTimeline
Modera Wealth Management, LLC1,022$224K<0.01%new13F-HRTimeline
Layline Advisors, LLC1,022$224K0.2%-24013F-HRTimeline
J.M. Arbour, LLC1,021$224K0.19%-7,64213F-HRTimeline
Francis Financial, Inc.1,021$224K0.04%new13F-HRTimeline
MeadowBrook Investment Advisors LLC1,016$223K0.18%013F-HRTimeline
Coppell Advisory Solutions LLC475$222K0.02%new13F-HRTimeline
Global Assets Advisory, LLC1,012$222K0.05%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,007$221K0.02%+54013F-HR/ATimeline
Element Wealth, LLC1,003$220K0.08%new13F-HRTimeline
Oasis Advisors, LLC1,002$220K0.14%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,001$220K0.01%013F-HRTimeline
ADE, LLC1,000$219K0.09%new13F-HRTimeline
Western Pacific Wealth Management, LP1,000$219K0.2%013F-HRTimeline
Milestone Investment Advisors LLC1,000$219K0.05%013F-HRTimeline
jvl associates llc995$218K0.06%new13F-HRTimeline
CVA Family Office, LLC994$218K0.02%013F-HRTimeline
Nordwand Advisors, LLC990$217K0.03%new13F-HRTimeline
TRUE Private Wealth Advisors987$217K0.02%-64913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO986$216K0.02%new13F-HRTimeline
CALTON & ASSOCIATES, INC.982$215K0.03%-14413F-HRTimeline
LANARK FINANCIAL, INC.980$215K0.01%+9513F-HRTimeline
Platform Technology Partners980$215K0.04%new13F-HRTimeline
Aegis Wealth Management, Inc.977$214K0.14%-1,48913F-HRTimeline
EPG Wealth Management LLC972$213K0.05%+113F-HRTimeline
SEEDS INVESTOR LLC971$213K0.02%-1,22513F-HRTimeline
Syverson Strege & Co970$213K0.05%new13F-HRTimeline
Sage Capital Advisors,llc970$213K0.04%new13F-HRTimeline
Synergy Financial Group, LTD965$212K0.15%new13F-HRTimeline
American Trust963$211K0.02%new13F-HRTimeline
HOWE & RUSLING INC962$211K0.01%+1413F-HRTimeline
FSA Advisors, Inc.962$211K0.1%-9913F-HR/ATimeline
MOTCO960$211K0.02%013F-HRTimeline
Biondo Investment Advisors, LLC960$211K0.03%new13F-HRTimeline
MONEYWISE, INC.960$211K0.08%new13F-HRTimeline
Able Wealth Management LLC956$210K0.05%-21813F-HRTimeline
HAZLETT, BURT & WATSON, INC.963$209K0.06%+513F-HRTimeline
VICUS CAPITAL952$209K0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.950$208K0.02%013F-HRTimeline
Team Financial Group, LLC947$208K0.09%-18613F-HRTimeline
Fourth Dimension Wealth, LLC943$207K0.07%+3713F-HRTimeline
Resolute Wealth Strategies, LLC939$206K0.08%new13F-HRTimeline
Chicago Capital, LLC935$205K<0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc930$204K0.05%new13F-HRTimeline
Waterfront Wealth Inc.927$204K0.03%new13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC928$204K0.03%new13F-HRTimeline
Downshift Financial, LLC926$203K0.09%new13F-HRTimeline
ABOUND FINANCIAL, LLC924$203K0.08%013F-HRTimeline
LongView Wealth Management920$202K0.05%-1,71913F-HRTimeline
Caldwell Trust Co908$199K0.02%+10313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…902$198K<0.01%-56013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.886$194K<0.01%-713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.