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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
Morse Asset Management, Inc241$44.1K0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC232$42.4K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp226$41.6K0.03%-27313F-HRTimeline
CVA Family Office, LLC226$41.3K0.01%013F-HRTimeline
MGB Wealth Management, LLC220$40.2K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC218$39.9K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC218$39.9K0.02%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…218$39.9K0.02%013F-HRTimelineGroup
Abound Wealth Management215$39.4K0.01%-40213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC215$39.3K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO212$38.8K<0.01%013F-HRTimeline
Copia Wealth Management210$38.4K0.03%-31313F-HRTimeline
Evergreen Private Wealth LLC207$37.8K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC204$37.3K<0.01%-2113F-HRTimelineGroup
CX Institutional204$37K<0.01%+12313F-HR/ATimeline
PrairieView Partners, LLC202$36K<0.01%013F-HRTimeline
Pineridge Advisors LLC186$34.1K0.01%-613F-HRTimeline
Newton One Investments LLC185$33.8K0.01%-19813F-HRTimeline
CoreFirst Bank & Trust182$33.3K0.02%new13F-HRTimeline
Rialto Wealth Management, LLC177$32.4K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.163$29.8K0.03%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/162$29.6K0.01%013F-HR/ATimelineGroup
Keener Financial Planning LLC160$29K0.01%new13F-HRTimeline
Roxbury Financial LLC157$28.6K0.03%+3513F-HRTimeline
MCF Advisors LLC156$28.5K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.154$28.2K0.01%013F-HRTimeline
Sawyer & Company, Inc128$28.1K0.01%013F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.150$27.4K<0.01%-2513F-HRTimelineGroup
BARRETT & COMPANY, INC.150$27.4K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA150$27.4K0.01%013F-HRTimeline
Kings Path Partners LLC150$27.4K0.01%+1313F-HRTimeline
WOLFF WIESE MAGANA LLC145$26.5K0.02%013F-HRTimeline
LRI Investments, LLC142$26K<0.01%013F-HRTimeline
Bellwether Advisors, LLC141$25.8K<0.01%013F-HRTimeline
GW&K Investment Management, LLC128$23K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC123$22.5K0.02%013F-HRTimeline
Field & Main Bank123$22.5K0.01%013F-HRTimeline
SJS Investment Consulting Inc.121$22.1K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.121$22.1K0.01%013F-HRTimeline
Nemes Rush Group LLC120$21.9K<0.01%013F-HRTimeline
City State Bank114$20.8K0.01%013F-HRTimeline
S&T Bank/PA110$20.1K0.01%013F-HRTimeline
MTM Investment Management, LLC100$18.3K0.01%013F-HRTimeline
Valued Wealth Advisors LLC96$17.6K0.01%-3913F-HRTimeline
Dunhill Financial, LLC95$17.5K0.01%-113F-HRTimeline
Providence Capital Advisors, LLC90$16.5K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.89$16.3K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.87$15.9K0.01%013F-HRTimeline
Park Square Financial Group, LLC85$15.5K0.01%013F-HRTimeline
Robinswood Financial LLC82$15K0.01%013F-HRTimeline
Holos Integrated Wealth LLC77$14.3K0.01%013F-HRTimeline
Quaker Wealth Management, LLC75$13.7K<0.01%new13F-HRTimeline
Brooklyn Investment Group75$13.7K<0.01%013F-HR/ATimeline
Parkside Financial Bank & Trust74$13.5K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC72$13.2K<0.01%013F-HRTimeline
Bullock Wealth Management Group67$12.3K0.01%013F-HRTimeline
Archer Investment Corp66$12.1K<0.01%+3313F-HRTimeline
ROGCO, LP66$12.1K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC66$12K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…65$11.9K0.01%013F-HRTimeline
Ryan Investment Management, Inc.65$11.9K0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd64$11.6K<0.01%+3213F-HRTimelineGroup
Financial Connections Group, Inc.65$11K<0.01%new13F-HRTimeline
Sound Financial Strategies Group, LLC55$10.1K0.01%+3613F-HRTimeline
Versant Capital Management, Inc54$9.87K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.52$9.51K0.01%013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/51$9.32K<0.01%new13F-HRTimeline
Main Street Group, LTD50$9.14K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…50$9.14K<0.01%-913F-HRTimeline
ALERUS FINANCIAL NA48$8.78K<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC48$8.78K<0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC48$8.78K<0.01%-4513F-HRTimeline
HighMark Wealth Management LLC46$8.43K<0.01%new13F-HRTimeline
Tanglewood Legacy Advisors, LLC41$7.5K<0.01%013F-HRTimeline
Redwood Park Advisors LLC40$7.31K0.01%new13F-HRTimeline
WFA of San Diego, LLC34$6.22K<0.01%13F-HRTimeline
AFFINITY WEALTH LLC26$4.75K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC25$4.57K0.01%-5713F-HRTimeline
Prudent Man Investment Management, Inc.24$4.27K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC23$4.2K<0.01%-6513F-HRTimeline
Bernard Wealth Management Corp.21$3.89K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.21$3.84K<0.01%013F-HRTimeline
Fairman Group, LLC19$3.47K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC17$3.18K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC15$2.74K<0.01%013F-HRTimeline
First Pacific Financial14$2.56K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC12$2.21K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd12$2.19K<0.01%013F-HR/ATimelineGroup
Indiana Trust & Investment Management Co11$2.01K<0.01%013F-HRTimeline
WPG Advisers, LLC10$1.83K<0.01%013F-HRTimeline
Front Row Advisors LLC9$1.65K<0.01%013F-HRTimeline
Financial Perspectives, Inc7$1.28K<0.01%013F-HRTimeline
Coston, McIsaac & Partners9$1K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC1$184<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,481,960$1.13M+2,463,13013F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.