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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
Koshinski Asset Management, Inc.1,863$370K0.02%-5413F-HRTimeline
Colter Lewis Investment Partners LLC1,857$369K0.43%13F-HRTimeline
Coppell Advisory Solutions LLC1,835$367K0.04%+8413F-HRTimeline
Pallas Capital Advisors LLC1,848$367K0.01%-56813F-HRTimeline
Envision Financial Planning, LLC1,844$366K0.14%013F-HRTimeline
Smithfield Trust Co1,828$365K0.02%013F-HRTimeline
Cardinal Point Capital Management ULC1,834$364K0.02%013F-HRTimeline
Cornerstone Wealth Group, LLC1,828$363K0.02%+18713F-HRTimeline
Union Bancaire Privee, UBP SA1,814$363K<0.01%013F-HRTimeline
Hobart Private Capital, LLC1,824$362K0.07%+17613F-HRTimeline
Frederick Financial Consultants, LLC1,820$361K0.2%+113F-HRTimeline
Legacy Capital Wealth Partners, LLC1,819$361K0.08%+14013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,816$361K0.1%-21313F-HRTimeline
Commonwealth Financial Services, LLC1,806$359K0.06%-9813F-HRTimeline
Kendall Capital Management1,800$358K0.07%013F-HRTimeline
Avion Wealth1,784$354K0.07%+813F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,782$354K0.11%013F-HRTimeline
CPA Asset Management Group, LLC1,780$354K0.12%-16113F-HRTimeline
STAGE HARBOR FINANCIAL, LLC1,778$353K0.24%-45713F-HRTimeline
AdvisorNet Financial, Inc1,768$351K0.02%-40213F-HRTimeline
CogentBlue Wealth Advisors, LLC1,755$349K0.24%013F-HRTimeline
Diversified Portfolios, Inc.1,745$347K0.03%-60013F-HRTimeline
TRUE Private Wealth Advisors1,741$346K0.03%-5313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,735$345K0.03%013F-HRTimeline
Clarity Financial LLC1,733$344K0.03%-5513F-HRTimeline
Timonier Family Office, LTD.1,733$344K0.11%013F-HRTimeline
Van Diest Capital, LLC1,732$344K0.51%13F-HRTimeline
Wellment Financial1,731$344K0.4%-72913F-HRTimeline
Principle Wealth Partners LLC1,728$343K0.02%-3113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,727$343K0.01%-13913F-HRTimeline
Warren Street Wealth Advisors, LLC1,721$342K0.1%-1,90413F-HRTimeline
GAMMA Investing LLC1,716$341K0.02%+5813F-HRTimeline
SB Capital Management Inc1,712$340K0.12%13F-HRTimeline
Solstein Capital, LLC1,702$338K0.14%013F-HRTimeline
HBW ADVISORY SERVICES LLC1,702$338K0.04%+6213F-HRTimeline
Relyea Zuckerberg Hanson LLC1,700$338K0.03%-2713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,695$337K0.08%-213F-HRTimeline
Joel Isaacson & Co., LLC1,684$334K0.01%013F-HRTimeline
UNIQUE WEALTH, LLC1,682$334K0.05%-35,89113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,670$332K0.01%-20713F-HRTimeline
Fund Evaluation Group, LLC1,661$330K0.01%-5313F-HRTimeline
Traynor Capital Management, Inc.1,655$329K0.02%-14213F-HRTimeline
Morton Capital Management LLC/CA1,643$326K0.05%+33113F-HRTimeline
INVESTED ADVISORS1,641$326K0.34%+7813F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,640$326K0.16%+1413F-HRTimeline
Key Capital Management, INC1,635$325K0.32%13F-HRTimeline
Post Resch Tallon Group Inc.1,633$324K0.27%013F-HRTimeline
Cape Investment Advisory, Inc.1,630$324K0.1%-1,18613F-HRTimeline
American Wealth Advisors, LLC1,629$323K0.32%-2013F-HRTimeline
SIMA Wealth Partners, LLC1,617$321K0.24%013F-HRTimeline
Freedom Investment Management, Inc.1,613$320K0.09%-1,43113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,599$318K0.01%-5313F-HRTimeline
Lexington Hill Partners, LLC1,596$317K0.24%13F-HRTimeline
Sterling Financial Planning, Inc.1,582$314K0.09%-20813F-HRTimeline
Beacon Wealthcare LLC1,581$314K0.11%013F-HRTimeline
Hurlow Wealth Management Group, Inc.1,579$314K0.08%new13F-HRTimeline
Cadence Bank1,571$312K0.02%-19613F-HRTimeline
CERTUITY, LLC1,570$312K0.02%+2813F-HRTimeline
Stirlingshire Investments, Inc.1,568$312K0.28%13F-HRTimeline
CHANNEL WEALTH LLC1,562$310K0.08%-30613F-HRTimeline
Black Diamond Financial, LLC1,560$310K0.03%-113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,553$308K0.01%013F-HRTimeline
Frank, Rimerman Advisors LLC1,551$308K0.02%013F-HRTimeline
Integrity Wealth Solutions LLC1,544$307K0.12%+213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,533$304K0.03%-49213F-HRTimeline
Archford Capital Strategies, LLC1,532$304K0.04%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,531$304K0.05%13F-HRTimeline
Intrua Financial, LLC1,521$302K0.03%+10613F-HRTimeline
Chancellor Financial Group WB LP1,514$301K0.21%013F-HRTimeline
Professional Financial Advisors, LLC1,512$300K0.06%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,507$299K0.01%-9113F-HRTimeline
Revisor Wealth Management LLC1,473$296K0.08%new13F-HRTimeline
Bangor Savings Bank1,489$296K0.02%013F-HRTimeline
Creekside Partners1,473$293K0.12%013F-HRTimeline
Exit Wealth Advisors, LLC.1,469$292K0.17%+413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,462$290K<0.01%013F-HRTimeline
GFG Capital, LLC1,460$290K0.1%+1813F-HRTimeline
Donor Advised Charitable Giving, Inc.1,455$289K0.01%-55513F-HRTimeline
IFC Advisors LLC1,450$288K0.04%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,057$285K0.02%+413F-HRTimelineGroup
Impact Partnership Wealth, LLC1,435$285K0.04%+33613F-HRTimeline
Entelevest, LLC1,430$284K0.29%13F-HRTimeline
Madison Wealth Partners, Inc1,428$284K0.05%+37313F-HRTimeline
Northwest Wealth Advisors, LLC1,425$283K0.22%13F-HRTimeline
Strategic Wealth Partners, Ltd.1,420$282K0.02%-5,72613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,410$280K0.1%+34513F-HRTimeline
Northwest Financial Advisors1,404$279K0.57%-1613F-HRTimeline
WealthBridge Capital Management, LLC1,395$277K0.06%+5013F-HRTimeline
Ascent Wealth Partners, LLC1,380$274K0.03%+11913F-HRTimeline
Members Trust Co1,378$274K0.01%-613F-HRTimeline
Summit Investment Advisory Services, LLC1,375$273K0.1%+413F-HRTimeline
MBA Advisors LLC1,373$273K0.11%-7113F-HRTimeline
Permanent Capital Management, LP1,371$272K0.05%-3513F-HRTimeline
Roble, Belko & Company, Inc1,367$272K0.04%new13F-HRTimeline
Greenspring Advisors, LLC1,368$272K0.02%new13F-HRTimeline
Falcon Wealth Planning1,366$271K0.02%+2913F-HRTimeline
Cannon Financial Strategists, Inc.1,362$271K0.04%+6013F-HRTimeline
Rockbridge Investment Management, LCC1,360$270K0.03%-1413F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,357$270K0.06%-8813F-HRTimeline
Accurate Wealth Management, LLC1,320$269K0.03%-1913F-HRTimeline
Providence Financial Advisors, LLC1,355$269K0.27%013F-HRTimeline
Prasad Wealth Partners, LLC1,352$269K0.07%+413F-HRTimeline
Longview Financial Advisors LLC1,347$268K0.15%013F-HRTimeline
Symphony Financial Services, Inc.1,341$266K0.14%+213F-HRTimeline
Veracity Capital LLC1,331$264K0.08%-64813F-HRTimeline
Prosperity Planning, Inc.1,330$264K0.07%-5613F-HRTimeline
Stark Wealth Management LLC1,328$264K0.99%+413F-HRTimeline
Capital Asset Advisory Services LLC1,296$263K0.01%-89313F-HRTimeline
Saxony Capital Management, LLC1,319$262K0.16%new13F-HRTimeline
Indivisible Partners1,316$261K0.03%13F-HRTimeline
CVFG LLC1,311$260K0.18%-5513F-HRTimeline
Headland Capital, LLC1,309$260K0.07%+4313F-HRTimeline
BDFS Capital LLC1,306$259K0.13%13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,305$259K0.01%-95213F-HRTimeline
CAMDEN NATIONAL BANK1,304$259K0.04%+21613F-HRTimeline
Confluence Wealth Services, Inc.1,302$259K0.01%-23113F-HRTimeline
Centennial Advisors, LLC1,302$259K0.34%13F-HRTimeline
Allegiance Financial Group Advisory Ser…1,301$258K0.05%013F-HRTimeline
Maple Capital Management, Inc.1,295$257K0.02%+1813F-HRTimeline
Ironvine Capital Partners, LLC1,286$255K0.03%+1113F-HRTimeline
Sanchez Wealth Management Group1,285$255K0.05%-10413F-HRTimeline
Ethic Inc.1,281$254K<0.01%013F-HRTimeline
Opes Wealth Management LLC1,277$254K0.04%-11113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,265$251K<0.01%new13F-HRTimelineGroup
Cove Private Wealth, LLC1,265$251K0.07%013F-HRTimeline
Verum Partners LLC1,262$251K0.05%+1213F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,256$249K0.01%+19913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,255$249K0.06%new13F-HRTimeline
apricus wealth, LLC1,254$249K0.13%-40913F-HRTimeline
CENTRAL TRUST Co1,250$248K<0.01%+43313F-HRTimeline
SHP Wealth Management1,248$248K0.02%13F-HRTimeline
Tailwinds Wealth, LLC1,244$247K0.27%13F-HRTimeline
LEUTHOLD GROUP, LLC1,239$246K0.03%013F-HRTimeline
M3 Advisory Group, LLC1,236$246K0.15%013F-HRTimeline
Purkiss Capital Advisors LLC1,236$246K0.12%+213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,233$245K0.47%-68513F-HRTimeline
Precision Wealth Strategies, LLC1,233$245K0.08%+7013F-HRTimeline
STOCK YARDS BANK & TRUST CO1,232$245K0.01%+8013F-HRTimeline
Garde Capital, Inc.1,230$244K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,223$243K0.03%013F-HRTimeline
Bridgewealth Advisory Group, LLC1,221$243K0.05%013F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…1,200$238K0.03%013F-HRTimelineGroup
LifeWealth Investments, LLC1,195$237K0.08%-9913F-HRTimeline
Idaho Trust Co1,195$237K0.08%013F-HRTimeline
Stewardship Advisors, LLC1,192$237K0.05%-22713F-HRTimeline
Walkner Condon Financial Advisors LLC1,192$237K0.03%+7113F-HRTimeline
180 WEALTH ADVISORS, LLC1,191$236K0.03%+10013F-HRTimeline
Rosenberg Matthew Hamilton1,190$236K0.05%-4513F-HRTimeline
TFO Wealth Partners, LLC1,188$236K0.04%013F-HRTimeline
ArborFi Advisors, LLC1,186$236K0.19%-2813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,183$235K0.02%+713F-HRTimeline
Private Wealth Asset Management, LLC1,178$234K0.03%013F-HRTimeline
Core Wealth Management, Inc.1,177$234K0.07%new13F-HRTimeline
FSA Advisors, Inc.1,173$233K0.16%new13F-HRTimeline
Center For Asset Management LLC1,173$233K0.12%+313F-HRTimeline
May Hill Capital, LLC1,166$232K0.06%new13F-HR/ATimeline
Coastal Bridge Advisors, LLC1,158$230K0.02%new13F-HRTimeline
Torrey-Payne Wealth Management, LLC1,127$230K0.21%13F-HRTimeline
Planning Project LLC1,155$229K0.06%13F-HRTimeline
CX Institutional1,155$229K0.01%+2813F-HRTimeline
Ariadne Wealth Management, LP1,138$228K0.09%013F-HRTimeline
Hemenway Trust Co LLC1,150$228K0.02%-15013F-HRTimeline
Axim Planning & Wealth1,150$228K0.24%-613F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,149$228K<0.01%013F-HRTimelineGroup
Spinnaker Investment Group, LLC1,140$226K0.04%-1,03013F-HRTimeline
Strengthening Families & Communities, L…1,139$226K0.08%013F-HRTimeline
Beverly Hills Private Wealth, LLC1,108$220K0.04%-1,02713F-HR/ATimeline
Wealthquest Corp1,106$220K0.02%new13F-HRTimeline
Aventura Private Wealth, LLC1,106$220K0.08%013F-HRTimeline
CIBC WORLD MARKET INC.1,100$218K<0.01%-4813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,100$218K<0.01%-7713F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC1,092$217K0.09%new13F-HRTimeline
New England Private Wealth Advisors LLC1,092$217K0.03%+413F-HR/ATimeline
Bawa N Mallick Trust1,090$216K0.08%013F-HRTimeline
Baltimore-Washington Financial Advisors…1,088$216K0.01%new13F-HRTimeline
BIP Wealth, LLC1,083$215K0.01%new13F-HRTimeline
Oasis Advisors, LLC1,080$215K0.11%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,076$214K<0.01%new13F-HRTimelineGroup
Rubicon Advisors, GP1,074$213K0.2%13F-HRTimeline
ProVise Management Group, LLC1,069$212K0.02%-5213F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,067$212K<0.01%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,063$211K0.14%013F-HRTimeline
Evergreen Wealth Partners LLC1,062$211K0.18%13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…1,059$210K0.02%013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.1,054$209K0.01%+7513F-HRTimelineGroup
Collaborative Wealth Managment Inc.1,052$209K0.07%013F-HRTimeline
Able Wealth Management LLC1,050$209K0.07%-713F-HRTimeline
Astra Wealth Partners LLC1,049$208K0.13%013F-HRTimeline
Pacific Asset Management, LLC1,046$208K0.12%+313F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,045$208K0.01%013F-HRTimeline
American Trust1,045$208K0.02%-1,38613F-HRTimeline
Accredited Investors Inc.1,038$206K0.01%013F-HRTimeline
Element Wealth, LLC1,037$206K0.09%-38013F-HRTimeline
Team Financial Group, LLC1,035$206K0.09%-1013F-HRTimeline
Ironwood Investment Counsel, LLC1,027$204K0.03%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC1,025$204K0.19%-33713F-HRTimeline
Francis Financial, Inc.1,021$203K0.04%-2813F-HRTimeline
MeadowBrook Investment Advisors LLC1,016$202K0.17%013F-HRTimeline
Trexquant Investment LP1,015$202K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC1,013$201K0.03%+2813F-HRTimeline