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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
Black Diamond Financial, LLC1,510$276K0.04%+5013F-HRTimeline
TrueWealth Advisors, LLC1,505$275K0.08%-4013F-HRTimeline
Sterling Investment Counsel, LLC1,501$274K0.16%+2713F-HRTimeline
Hemenway Trust Co LLC1,500$274K0.02%013F-HRTimeline
LifeWealth Investments, LLC1,488$272K0.1%+23513F-HR/ATimeline
Element Wealth, LLC1,487$272K0.13%+22013F-HRTimeline
HHM Wealth Advisors, LLC1,485$271K0.03%013F-HRTimeline
Accurate Wealth Management, LLC1,467$271K0.04%-12913F-HRTimeline
Professional Financial Advisors, LLC1,481$271K0.06%+11013F-HRTimeline
CVFG LLC1,477$270K0.21%+1413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,471$269K0.02%013F-HRTimelineGroup
CERTUITY, LLC1,470$269K0.03%new13F-HRTimeline
Sanchez Wealth Management Group1,467$268K0.06%-46213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,462$267K<0.01%013F-HRTimeline
Leading Edge Financial Planning LLC1,460$267K0.07%+12013F-HRTimeline
IFC Advisors LLC1,450$265K0.05%new13F-HRTimeline
MBA Advisors LLC1,446$264K0.12%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,437$263K0.01%-62813F-HRTimeline
Creekside Partners1,426$261K0.12%013F-HRTimeline
Shira Ridge Wealth Management1,424$260K0.12%+313F-HRTimeline
WealthBridge Capital Management, LLC1,419$259K0.07%new13F-HRTimeline
Trail Ridge Investment Advisors, LLC1,403$258K0.12%+13313F-HRTimeline
Safeguard Investment Advisory Group, LLC1,407$257K0.06%new13F-HRTimeline
Bragg Financial Advisors, Inc1,400$256K0.01%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,400$256K0.04%new13F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd1,400$256K0.02%new13F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC1,398$256K0.01%+313F-HRTimeline
GFG Capital, LLC1,383$253K0.08%+19013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,376$252K<0.01%new13F-HRTimeline
CAMDEN NATIONAL BANK1,375$251K0.04%013F-HRTimeline
Full Sail Capital, LLC1,374$251K0.01%-13013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,371$251K<0.01%+9013F-HR/ATimelineGroup
PBMares Wealth Management LLC1,368$250K0.05%-5713F-HRTimeline
Summit Investment Advisory Services, LLC1,367$250K0.11%+313F-HR/ATimeline
Syverson Strege & Co1,367$250K0.06%new13F-HRTimeline
Coppell Advisory Solutions LLC1,373$249K0.03%new13F-HR/ATimeline
GREENWOOD GEARHART LLC1,361$249K0.02%013F-HRTimeline
Goodman Financial Corp1,353$247K0.05%013F-HRTimeline
Prasad Wealth Partners, LLC1,345$246K0.07%+313F-HRTimeline
Symphony Financial Services, Inc.1,338$245K0.15%-7813F-HRTimeline
Archer Investment Management, LLC1,337$244K0.18%new13F-HRTimeline
NorthCrest Asset Manangement, LLC1,317$244K0.01%new13F-HRTimeline
Grey Ledge Advisors, LLC1,332$244K0.06%new13F-HRTimeline
Members Trust Co1,327$243K0.01%+3213F-HRTimeline
Fourth Dimension Wealth, LLC1,325$242K0.1%-52513F-HRTimeline
Morton Capital Management LLC/CA1,311$240K0.04%-5413F-HRTimeline
Verum Partners LLC1,310$239K0.06%-313F-HRTimeline
Falcon Wealth Planning1,309$239K0.02%013F-HRTimeline
Nordwand Advisors, LLC1,308$239K0.04%new13F-HRTimeline
Cannon Financial Strategists, Inc.1,302$238K0.04%013F-HRTimeline
FLOW TRADERS U.S. LLC1,299$237K0.01%-62,70313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,295$237K0.07%-27713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,282$234K0.02%-9213F-HRTimeline
Ethic Inc.1,281$233K<0.01%013F-HRTimeline
Cove Private Wealth, LLC1,265$231K0.08%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…1,251$229K<0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton1,241$227K0.05%013F-HRTimeline
Bell Bank1,239$227K0.01%new13F-HRTimeline
One Wealth Management Investment & Advi…1,239$227K0.29%-2913F-HRTimeline
M3 Advisory Group, LLC1,236$226K0.16%013F-HRTimeline
Purkiss Capital Advisors LLC1,233$225K0.13%new13F-HRTimeline
Garde Capital, Inc.1,230$225K0.01%013F-HRTimeline
Ironvine Capital Partners, LLC1,227$224K0.02%+4813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,223$224K0.03%-16113F-HRTimeline
Sequent Planning LLC1,222$223K0.07%-4113F-HRTimeline
Bridgewealth Advisory Group, LLC1,221$223K0.06%new13F-HRTimeline
ArborFi Advisors, LLC1,221$223K0.2%013F-HRTimeline
LEUTHOLD GROUP, LLC1,209$221K0.03%new13F-HRTimeline
Bangor Savings Bank1,202$220K0.02%013F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…1,200$219K0.04%-10513F-HRTimelineGroup
New Century Financial Group, LLC1,198$219K0.26%new13F-HRTimeline
Founders Financial Alliance, LLC1,198$219K0.05%-6313F-HRTimeline
JPL Wealth Management, LLC1,198$219K0.06%013F-HRTimeline
Rossby Financial, LCC1,195$218K0.08%+4813F-HRTimeline
TFO Wealth Partners, LLC1,188$217K0.04%-3313F-HRTimeline
1ST SOURCE BANK1,187$217K0.01%new13F-HRTimeline
Center For Asset Management LLC1,207$215K0.13%-213F-HRTimeline
Private Wealth Asset Management, LLC1,178$215K0.03%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,178$215K0.04%013F-HRTimeline
Strengthening Families & Communities, L…1,175$215K0.12%+3613F-HRTimeline
Copley Financial Group, Inc.1,170$214K0.16%-15613F-HRTimeline
Horizon Wealth Management, LLC1,170$214K0.04%-84,77813F-HRTimeline
May Hill Capital, LLC1,168$214K0.07%new13F-HRTimeline
Walkner Condon Financial Advisors LLC1,167$213K0.04%new13F-HRTimeline
Precision Wealth Strategies, LLC1,163$213K0.07%new13F-HRTimeline
SFG Wealth Management, LLC.1,156$211K0.13%new13F-HRTimeline
JFG Wealth Management, LLC1,154$211K0.04%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO1,152$211K0.01%-30013F-HRTimeline
TFG Advisers LLC1,152$211K0.07%new13F-HRTimeline
Stewardship Advisors, LLC1,145$209K0.05%new13F-HRTimeline
Single Point Partners, LLC1,144$209K0.05%new13F-HRTimeline
Root Financial Partners, LLC1,140$208K0.02%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,135$208K0.05%new13F-HRTimeline
FSA Advisors, Inc.1,123$205K0.17%new13F-HRTimeline
ProVise Management Group, LLC1,121$205K0.02%new13F-HRTimeline
Venture Visionary Partners LLC1,120$205K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC1,106$202K0.09%013F-HRTimeline
180 WEALTH ADVISORS, LLC1,102$201K0.03%-15213F-HRTimeline
New England Private Wealth Advisors LLC1,086$201K0.03%new13F-HRTimeline
Able Wealth Management LLC1,097$201K0.1%new13F-HRTimeline
Global Trust Asset Management, LLC1,085$198K0.11%-2,61013F-HRTimeline
EPG Wealth Management LLC1,071$196K0.06%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,057$193K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,031$188K<0.01%+11613F-HRTimelineGroup
LANARK FINANCIAL, INC.1,030$188K0.02%-1,58113F-HRTimeline
MeadowBrook Investment Advisors LLC1,016$186K0.17%013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,002$183K0.18%-4913F-HRTimeline
Western Pacific Wealth Management, LP1,000$183K0.18%013F-HRTimeline
Milestone Investment Advisors LLC1,000$183K0.05%013F-HRTimeline
Princeton Global Asset Management LLC985$180K0.03%013F-HRTimeline
REAP Financial Group, LLC975$178K0.04%+10013F-HRTimeline
HAZLETT, BURT & WATSON, INC.967$177K0.07%+1913F-HRTimeline
MOTCO960$177K0.02%-22013F-HRTimeline
Team Financial Group, LLC945$173K0.08%new13F-HRTimeline
BOKF, NAin group BOKF, NA922$169K<0.01%+47913F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC913$167K0.01%-5513F-HRTimeline
GPS Wealth Strategies Group, LLC878$161K0.02%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…870$159K0.06%013F-HRTimeline
CNB Bank843$154K0.07%013F-HRTimeline
United Community Bankin group United Community Bank837$153K0.05%013F-HRTimelineGroup
HM PAYSON & CO828$151K<0.01%+26113F-HRTimeline
Caldwell Trust Co785$144K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.773$139K0.07%-8613F-HRTimeline
Tidemark, LLC759$139K0.04%-4213F-HRTimeline
CENTRAL TRUST Co746$136K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.745$136K0.04%+19413F-HRTimeline
Strategic Wealth Partners, Ltd.718$131K0.01%13F-HRTimeline
HOWE & RUSLING INC690$126K0.01%013F-HRTimeline
Creekmur Asset Management LLC681$124K0.02%+213F-HRTimeline
Capital Investment Counsel, Inc679$124K0.02%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp676$124K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC671$123K0.01%013F-HRTimeline
CURIO WEALTH, LLC659$121K0.05%+65613F-HRTimeline
BFSG, LLC658$120K0.01%+14113F-HRTimeline
Medallion Wealth Advisors, LLC652$120K0.05%+213F-HRTimeline
Beacon Capital Management, LLC651$119K0.02%+2013F-HRTimeline
Activest Wealth Management645$118K0.03%+113F-HRTimeline
Park Place Capital Corp637$117K0.03%-6113F-HRTimeline
Cornerstone Planning Group LLC634$117K0.02%-43013F-HRTimeline
LOWE BROCKENBROUGH & CO INC635$116K0.01%new13F-HRTimeline
Navigoe, LLC634$115K0.09%013F-HRTimeline
N.E.W. Advisory Services LLC621$114K0.01%+113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC619$113K0.01%013F-HRTimeline
SIGNATUREFD, LLC618$113K<0.01%-7713F-HRTimeline
RMG Wealth Management LLC612$113K0.02%13F-HRTimeline
American Capital Advisory, LLC599$109K0.05%-30313F-HRTimeline
UNION SAVINGS BANK583$107K0.05%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC578$106K0.04%013F-HRTimeline
Mascoma Wealth Management LLC569$104K0.02%-44013F-HRTimeline
Stuart Chaussee & Associates, Inc.568$104K0.02%013F-HRTimeline
North Capital, Inc.563$103K0.09%-3913F-HRTimeline
VSM Wealth Advisory, LLC558$102K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC536$98K<0.01%+45113F-HR/ATimelineGroup
Beaird Harris Wealth Management, LLC524$95.8K0.01%013F-HRTimeline
Clark Wealth Partners520$95.1K0.06%-65813F-HRTimeline
AllSquare Wealth Management LLC501$91.6K0.05%-5513F-HRTimeline
Realta Investment Advisors500$91.4K0.04%013F-HRTimeline
JNBA Financial Advisors499$91.2K0.01%-3713F-HRTimeline
Vermillion Wealth Management, Inc.496$90.6K0.04%-3713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …492$89.9K0.01%+9813F-HRTimelineGroup
Signature Resources Capital Management,…472$86.3K0.05%+1413F-HRTimeline
Hemington Wealth Management439$80K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC434$79.3K0.01%013F-HRTimeline
SITTNER & NELSON, LLC431$78.8K0.03%-8013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…417$76.6K0.02%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\410$75K<0.01%new13F-HRTimelineGroup
Headlands Technologies LLC407$74.4K0.01%-90213F-HRTimeline
Federation des caisses Desjardins du Qu…407$74.4K<0.01%013F-HRTimeline
CITY HOLDING CO400$73.1K0.01%013F-HRTimeline
Traub Capital Management LLC400$73.1K0.07%13F-HRTimeline
Choate Investment Advisors382$69.8K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC379$69.2K0.02%-30613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…375$68.6K0.02%+27513F-HRTimeline
Richardson Capital Management LLC362$66.3K0.03%-14413F-HRTimeline
Capital A Wealth Management, LLC446$65.6K0.73%-6,50913F-HRTimeline
GoalVest Advisory LLC359$65.6K0.02%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…350$64.1K0.01%+3413F-HRTimeline
Winthrop Capital Management, LLC350$64K0.02%+15213F-HRTimeline
IAG Wealth Partners, LLC348$63.6K0.01%-27513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN346$63.3K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC333$60.9K0.02%013F-HRTimeline
Christopher J. Hasenberg, Inc331$60.5K0.02%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV326$59K0.02%013F-HRTimeline
Accredited Wealth Management, LLC321$58.7K0.05%-49913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP319$58.3K0.01%013F-HRTimelineGroup
Keystone Global Partners, LLC304$55.8K0.03%+3213F-HRTimeline
Opal Wealth Advisors, LLC303$55.4K0.02%-12713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC300$54.8K0.04%013F-HRTimeline
Millstone Evans Group, LLC296$54.1K0.04%013F-HRTimeline
FAS Wealth Partners, Inc.286$52.3K<0.01%+3113F-HRTimeline
Darwin Wealth Management, LLC285$52.2K0.02%+1013F-HRTimeline
Operose Advisors LLC285$52.1K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC284$51.9K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners280$51.2K0.01%+813F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC279$51.2K0.02%-2413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC259$47.4K0.02%-35713F-HRTimeline
First Command Advisory Services, Inc.253$46.3K<0.01%013F-HRTimeline
Cheviot Value Management, LLC249$46.2K0.01%013F-HRTimeline
Costello Asset Management, INC251$45.9K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department244$44.6K0.01%013F-HRTimelineGroup