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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
NORTHSTAR ASSET MANAGEMENT INC1,899$364K0.11%013F-HRTimeline
Bullock Wealth Management Group1,885$363K0.18%013F-HRTimeline
Fulcrum Equity Management1,890$362K0.35%013F-HRTimeline
Coastal Bridge Advisors, LLC1,887$362K0.03%+72913F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,880$361K0.1%+213F-HRTimeline
Frederick Financial Consultants, LLC1,872$359K0.18%+5213F-HRTimeline
Payne Capital LLC1,867$358K0.33%new13F-HRTimeline
Nikulski Financial, Inc.1,863$357K0.09%-3513F-HRTimeline
Apex Wealth Management, LLC1,862$357K0.24%-7613F-HRTimeline
Colter Lewis Investment Partners LLC1,857$356K0.33%013F-HRTimeline
Envision Financial Planning, LLC1,844$354K0.13%013F-HRTimeline
Balefire, LLC1,837$352K0.07%new13F-HRTimeline
Williams Jones Wealth Management, LLC.1,827$350K<0.01%new13F-HRTimeline
Advance Capital Management, Inc.1,817$348K0.01%-40213F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC1,816$348K0.1%013F-HRTimeline
W1M Asset Management Ltd1,815$348K<0.01%-39813F-HRTimeline
Kendall Capital Management1,800$345K0.07%013F-HRTimeline
Pinnacle Wealth Management Group, Inc.1,797$345K0.17%+15713F-HRTimeline
Quartz Partners, LLC1,796$344K0.13%-1,43913F-HRTimeline
Avion Wealth1,789$343K0.07%+513F-HRTimeline
Commonwealth Financial Services, LLC1,783$342K0.05%-2313F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,782$342K0.11%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC1,778$341K0.23%013F-HRTimeline
Union Bancaire Privee, UBP SA1,814$338K<0.01%013F-HRTimeline
GAMMA Investing LLC1,761$338K0.02%+4513F-HRTimeline
HBW ADVISORY SERVICES LLC1,749$336K0.04%+4713F-HRTimeline
Diversified Portfolios, Inc.1,745$335K0.03%013F-HRTimeline
AdvisorNet Financial, Inc1,745$335K0.02%-2313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,744$335K<0.01%new13F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC1,735$333K0.02%013F-HRTimeline
Adelphi Trust Co1,730$332K0.27%-1,83713F-HRTimeline
Principle Wealth Partners LLC1,728$331K0.02%013F-HRTimeline
CPA Asset Management Group, LLC1,721$330K0.11%-5913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,692$325K0.58%+45913F-HRTimeline
Joel Isaacson & Co., LLC1,684$323K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,681$322K0.01%+1113F-HR/ATimeline
Solstein Capital, LLC1,674$321K0.13%-2813F-HRTimeline
Intrua Financial, LLC1,672$321K0.03%+15113F-HRTimeline
Warren Street Wealth Advisors, LLC1,666$320K0.08%-5513F-HRTimeline
Fund Evaluation Group, LLC1,661$319K0.01%013F-HRTimeline
Mosaic Advisors LLC1,535$318K0.48%new13F-HRTimeline
Black Diamond Financial, LLC1,658$318K0.03%+9813F-HRTimeline
Activest Wealth Management1,657$318K0.06%-4,45513F-HRTimeline
Aventura Private Wealth, LLC1,652$317K0.12%+54613F-HRTimeline
Morton Capital Management LLC/CA1,644$315K0.05%+113F-HRTimeline
TRUE Private Wealth Advisors1,636$314K0.03%-10513F-HRTimeline
INVESTED ADVISORS1,635$314K0.32%-613F-HRTimeline
American Wealth Advisors, LLC1,632$313K0.33%+313F-HRTimeline
Impact Partnership Wealth, LLC1,628$312K0.04%+19313F-HRTimeline
SIMA Wealth Partners, LLC1,617$310K0.24%013F-HRTimeline
Falcon Wealth Planning1,614$310K0.02%+24813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,598$307K<0.01%new13F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC1,588$305K0.48%-31413F-HRTimeline
Van Diest Capital, LLC1,587$304K0.24%-14513F-HRTimeline
Sterling Financial Planning, Inc.1,583$304K0.09%+113F-HRTimeline
Beacon Wealthcare LLC1,581$303K0.11%013F-HRTimeline
Hurlow Wealth Management Group, Inc.1,579$303K0.07%013F-HRTimeline
Lloyd Advisory Services, LLC.1,578$303K0.09%-10,90413F-HRTimeline
Kingdom Financial Group LLC.1,578$303K0.09%-67813F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,577$302K0.22%-1,85713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,561$300K0.01%-3813F-HRTimeline
NIXON PEABODY TRUST CO1,555$298K0.02%-31413F-HRTimeline
Stirlingshire Investments, Inc.1,554$298K0.26%-1413F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,553$298K0.01%013F-HRTimeline
Destination Wealth Management1,551$297K0.01%new13F-HRTimeline
Frank, Rimerman Advisors LLC1,551$297K0.02%013F-HRTimeline
Farnam Financial LLC1,549$297K0.24%-49713F-HRTimeline
Hunter Perkins Capital Management, LLC1,551$297K0.07%new13F-HRTimeline
Post Resch Tallon Group Inc.1,533$295K0.24%-10013F-HRTimeline
Archford Capital Strategies, LLC1,532$294K0.03%013F-HRTimeline
Bluesphere Advisors LLC1,529$293K0.1%new13F-HRTimeline
Atlatl Advisers LLC1,516$291K0.22%-2,67913F-HRTimeline
Chancellor Financial Group WB LP1,515$291K0.21%+113F-HRTimeline
MONTAG A & ASSOCIATES INC1,507$289K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,500$288K0.05%+99213F-HRTimeline
FLOW TRADERS U.S. LLC1,491$286K0.01%new13F-HRTimeline
Bangor Savings Bank1,489$286K0.02%013F-HRTimeline
Permanent Capital Management, LP1,369$284K0.04%-213F-HRTimeline
Creekside Partners1,473$283K0.12%013F-HRTimeline
Exit Wealth Advisors, LLC.1,472$282K0.15%+313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,462$280K<0.01%013F-HRTimeline
Hobart Private Capital, LLC1,461$280K0.06%-36313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,460$280K0.05%-7113F-HRTimeline
Donor Advised Charitable Giving, Inc.1,459$280K0.01%+413F-HRTimeline
Northwest Financial Advisors1,457$279K0.54%+5313F-HRTimeline
GFG Capital, LLC1,449$278K0.09%-1113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,438$276K0.18%-2,86313F-HRTimeline
Indivisible Partners1,434$275K0.02%+11813F-HRTimeline
Entelevest, LLC1,433$275K0.28%+313F-HRTimeline
Northwest Wealth Advisors, LLC1,428$274K0.2%+313F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,426$273K0.16%-96613F-HRTimeline
HBE Wealth Management, LLC1,424$273K0.24%new13F-HRTimeline
Proactive Wealth Strategies LLC1,416$272K0.05%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC1,416$272K0.26%+39113F-HRTimeline
Revisor Wealth Management LLC1,405$270K0.07%-6813F-HRTimeline
BIP Wealth, LLC1,403$269K0.01%+32013F-HRTimeline
WealthBridge Capital Management, LLC1,396$268K0.06%+113F-HRTimeline
Beverly Hills Private Wealth, LLC1,390$267K0.04%+28213F-HRTimeline
Prasad Wealth Partners, LLC1,388$266K0.07%+3613F-HRTimeline
Madison Wealth Partners, Inc1,382$265K0.04%-4613F-HRTimeline
Magnolia Private Wealth, LLC1,380$265K0.18%new13F-HRTimeline
Summit Investment Advisory Services, LLC1,378$264K0.1%+313F-HRTimeline
Members Trust Co1,375$264K0.01%-313F-HRTimeline
MBA Advisors LLC1,369$263K0.1%-413F-HRTimeline
Cannon Financial Strategists, Inc.1,366$262K0.03%+413F-HRTimeline
Roble, Belko & Company, Inc1,367$262K0.03%013F-HRTimeline
Providence Financial Advisors, LLC1,355$260K0.15%013F-HRTimeline
Garde Capital, Inc.1,349$259K0.02%+11913F-HRTimeline
Longview Financial Advisors LLC1,347$258K0.14%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,346$258K0.02%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,346$258K0.02%-52513F-HRTimeline
Strategic Wealth Partners, Ltd.1,337$257K0.02%-8313F-HRTimeline
Rockbridge Investment Management, LCC1,332$255K0.02%-2813F-HRTimeline
Veracity Capital LLC1,330$255K0.09%-113F-HRTimeline
Ascent Wealth Partners, LLC1,327$255K0.03%-5313F-HRTimeline
Relyea Zuckerberg Hanson LLC1,319$253K0.03%-38113F-HRTimeline
Capital Asset Advisory Services LLC1,223$253K0.01%-7313F-HRTimeline
Traynor Capital Management, Inc.1,342$250K0.01%-31313F-HRTimeline
Allegiance Financial Group Advisory Ser…1,301$250K0.05%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,300$249K0.07%-39513F-HRTimeline
Corundum Group, Inc.1,300$249K0.08%-69413F-HRTimeline
Integrity Wealth Solutions LLC1,298$249K0.1%-24613F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,294$248K0.05%-6313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,290$247K0.01%-1513F-HRTimeline
Sanchez Wealth Management Group1,285$247K0.05%013F-HRTimeline
CVFG LLC1,284$246K0.03%-2713F-HRTimeline
Ethic Inc.1,281$246K<0.01%013F-HRTimeline
Opes Wealth Management LLC1,277$245K0.04%013F-HRTimeline
Confluence Wealth Services, Inc.1,272$244K0.01%-3013F-HRTimeline
Ironvine Capital Partners, LLC1,269$243K0.03%-1713F-HRTimeline
Headlands Technologies LLC1,266$243K0.03%new13F-HRTimeline
Cove Private Wealth, LLC1,265$243K0.06%013F-HRTimeline
Verum Partners LLC1,264$242K0.05%+213F-HRTimeline
Bridgewealth Advisory Group, LLC1,263$242K0.05%+4213F-HRTimeline
Layline Advisors, LLC1,262$242K0.27%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,256$241K0.01%013F-HRTimeline
apricus wealth, LLC1,254$241K0.12%013F-HRTimeline
Aspiring Ventures, LLC1,240$238K0.08%new13F-HRTimeline
LEUTHOLD GROUP, LLC1,239$238K0.03%013F-HRTimeline
Accurate Wealth Management, LLC1,191$238K0.03%-12913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,238$237K0.02%-1,34713F-HRTimelineGroup
Maple Capital Management, Inc.1,237$237K0.02%-5813F-HRTimeline
M3 Advisory Group, LLC1,236$237K0.15%013F-HRTimeline
STOCK YARDS BANK & TRUST CO1,232$236K0.01%013F-HRTimeline
SHP Wealth Management1,231$236K0.02%-1713F-HRTimeline
CAMDEN NATIONAL BANK1,230$236K0.03%-7413F-HRTimeline
Precision Wealth Strategies, LLC1,230$236K0.08%-313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,223$235K0.03%013F-HRTimeline
CENTRAL TRUST Co1,220$234K<0.01%-3013F-HRTimeline
Emergent Wealth Advisors, LLC1,217$233K0.14%-8,94313F-HRTimeline
AA Financial Advisors, LLC1,213$233K0.03%new13F-HRTimeline
Centennial Advisors, LLC1,210$232K0.3%-9213F-HRTimeline
New England Private Wealth Advisors LLC1,201$230K0.03%+10913F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…1,200$230K0.03%013F-HRTimelineGroup
Axim Planning & Wealth1,196$229K0.28%+4613F-HRTimeline
Idaho Trust Co1,195$229K0.07%013F-HRTimeline
Rosenberg Matthew Hamilton1,190$228K0.05%013F-HRTimeline
TFO Wealth Partners, LLC1,188$228K0.03%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,180$226K0.03%new13F-HRTimeline
Private Wealth Asset Management, LLC1,178$226K0.02%013F-HRTimeline
Core Wealth Management, Inc.1,177$226K0.07%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,176$226K0.02%-713F-HRTimeline
Center For Asset Management LLC1,176$226K0.11%+313F-HRTimeline
Able Wealth Management LLC1,174$225K0.06%+12413F-HRTimeline
May Hill Capital, LLC1,166$224K0.06%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,162$223K0.05%-9313F-HRTimeline
CX Institutional1,157$222K0.01%+213F-HRTimeline
Horizon Wealth Management, LLC1,151$221K0.03%-6,07413F-HRTimeline
Capital Advisor Network LLC1,150$221K0.31%13F-HR/ATimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co1,149$220K<0.01%013F-HRTimelineGroup
Hemenway Trust Co LLC1,145$220K0.02%-513F-HRTimeline
Mascoma Wealth Management LLC1,144$219K0.05%+60013F-HRTimeline
Ariadne Wealth Management, LP1,138$218K0.1%013F-HRTimeline
Team Financial Group, LLC1,133$217K0.1%+9813F-HRTimeline
Torrey-Payne Wealth Management, LLC1,127$216K0.2%013F-HRTimeline
CALTON & ASSOCIATES, INC.1,126$216K0.03%new13F-HRTimeline
ArborFi Advisors, LLC1,115$214K0.17%-7113F-HRTimeline
Opal Wealth Advisors, LLC1,112$213K0.05%new13F-HRTimeline
ProVise Management Group, LLC1,109$213K0.02%+4013F-HRTimeline
Wealthquest Corp1,106$212K0.02%013F-HR/ATimeline
Marex Group Ltdin group Marex Group Ltd1,100$211K<0.01%013F-HRTimelineGroup
IFC Advisors LLC1,100$211K0.03%-35013F-HRTimeline
SYON CAPITAL LLC1,098$211K0.01%new13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC1,092$209K0.09%013F-HRTimeline
Elevate Capital Advisors, LLC1,090$209K0.14%-16,12713F-HRTimeline
Bawa N Mallick Trust1,090$209K0.09%013F-HRTimeline
Clare Market Investments LLC1,079$207K0.04%13F-HRTimeline
Rubicon Advisors, GP1,076$206K0.18%+213F-HRTimeline
CERTUITY, LLC1,074$206K0.01%-49613F-HRTimeline
Evergreen Wealth Partners LLC1,065$204K0.16%+313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD1,063$204K0.12%013F-HRTimeline
FSA Advisors, Inc.1,061$204K0.13%-11213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,061$204K<0.01%-89213F-HRTimelineGroup
Lexington Hill Partners, LLC1,056$202K0.11%-54013F-HRTimeline
Collaborative Wealth Managment Inc.1,052$202K0.09%013F-HRTimeline
Astra Wealth Partners LLC1,049$201K0.13%013F-HRTimeline
Pacific Asset Management, LLC1,048$201K0.11%+213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,045$200K0.01%013F-HRTimeline
PROTECTIVE LIFE CORP1,044$200K0.67%new13F-HRTimeline
MeadowBrook Investment Advisors LLC1,016$195K0.17%013F-HRTimeline