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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,506 managers (1,520 13F filers) reported a position in QUAL shares at 2025-09-30, 236,578,905 shares in all. 77 filers opened a position and 70 filers sold out during the quarter.

Managers
1,506
13F filers
1,520
New
77
Added
506
Reduced
697
Sold out
70
Shares held by filers
236,578,905

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Cheviot Value Management, LLC249$49.6K0.01%013F-HRTimeline
Costello Asset Management, INC251$48.8K0.02%013F-HRTimeline
Darwin Wealth Management, LLC250$48.8K0.02%-3513F-HRTimeline
Family Legacy Financial Solutions, LLC246$47.8K0.04%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department244$47.5K0.01%013F-HRTimelineGroup
Morse Asset Management, Inc241$46.9K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC239$46.5K0.01%-2013F-HRTimeline
IAG Wealth Partners, LLC226$44K0.01%-12213F-HRTimeline
CVA Family Office, LLC226$44K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp226$44K0.03%013F-HRTimeline
MGB Wealth Management, LLC220$42.8K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC218$42.4K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…218$42.4K0.02%013F-HRTimelineGroup
Abound Wealth Management216$41.9K0.01%+113F-HRTimeline
GGM Financial LLC210$40.9K0.02%new13F-HRTimeline
Evergreen Private Wealth LLC207$40.3K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC204$39.7K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC200$38.9K<0.01%new13F-HRTimeline
Pineridge Advisors LLC186$36.2K0.01%013F-HRTimeline
FIRST HORIZON CORP185$36K<0.01%13F-HRTimeline
CoreFirst Bank & Trust182$35.4K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC168$32.7K0.02%+2313F-HRTimeline
Reyes Financial Architecture, Inc.163$31.7K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/162$31.5K0.01%013F-HRTimelineGroup
Copia Wealth Management160$31.1K0.02%-5013F-HRTimeline
Keener Financial Planning LLC160$31K0.01%013F-HRTimeline
Roxbury Financial LLC157$30.5K0.03%013F-HRTimeline
MCF Advisors LLC156$30.3K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.154$30K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.150$29.2K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA150$29.2K0.01%013F-HRTimeline
Kings Path Partners LLC147$28.6K0.01%-313F-HRTimeline
Financial Life Planners144$27.9K0.02%new13F-HRTimeline
LRI Investments, LLC142$27.6K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…140$27.2K0.05%-21013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.130$25K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GW&K Investment Management, LLC128$25K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC123$23.9K0.02%013F-HRTimeline
Field & Main Bank123$23.9K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.121$23.5K0.01%013F-HRTimeline
Nemes Rush Group LLC120$23.3K<0.01%013F-HRTimeline
Sawyer & Company, Inc128$23K0.01%013F-HRTimeline
Rice Partnership, LLC117$22.8K<0.01%new13F-HRTimeline
City State Bank114$22.2K0.01%013F-HRTimeline
Truvestments Capital LLC111$21.6K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.106$20.6K0.01%+1913F-HRTimeline
Guerra Advisors Inc100$19.5K0.01%new13F-HRTimeline
MTM Investment Management, LLC100$19.4K0.01%013F-HRTimeline
GoalVest Advisory LLC99$19.3K<0.01%-26013F-HRTimeline
Valued Wealth Advisors LLC97$18.8K0.01%+113F-HRTimeline
Financial Management Professionals, Inc.89$17.3K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management84$16.3K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO82$16.1K<0.01%-13013F-HRTimeline
Robinswood Financial LLC82$15.9K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC81$15.8K<0.01%-1,40413F-HRTimeline
VALLEY NATIONAL ADVISERS INC82$15K<0.01%+1613F-HRTimeline
Holos Integrated Wealth LLC77$14.7K0.01%013F-HRTimeline
Quaker Wealth Management, LLC75$14.6K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC74$14.4K<0.01%-46213F-HR/ATimelineGroup
DUNCKER STREETT & CO INC72$14K<0.01%013F-HRTimeline
ROGCO, LP66$12.8K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…65$12.6K0.01%013F-HRTimeline
Financial Connections Group, Inc.65$12K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust58$11.3K<0.01%-1613F-HRTimeline
Versant Capital Management, Inc54$10.5K<0.01%013F-HRTimeline
Archer Investment Corp52$10.2K<0.01%-1413F-HRTimeline
Dogwood Wealth Management LLC51$9.92K<0.01%+5013F-HRTimeline
Pathway Financial Advisers, LLC51$9.87K<0.01%new13F-HRTimeline
Main Street Group, LTD50$9.72K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…50$9.72K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC48$9.34K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC48$9.34K<0.01%013F-HRTimeline
HighMark Wealth Management LLC47$9.21K<0.01%+113F-HRTimeline
Tanglewood Legacy Advisors, LLC41$7.97K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC41$7.97K0.01%new13F-HRTimeline
Redwood Park Advisors LLC40$7.78K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.34$6.61K<0.01%new13F-HRTimelineGroup
WFA of San Diego, LLC34$6.61K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC32$6.22K<0.01%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd32$6.16K<0.01%-3213F-HRTimelineGroup
S&T Bank/PA31$6.03K<0.01%-7913F-HRTimeline
Financial Network Wealth Advisors LLC25$4.86K0.01%013F-HRTimeline
ALERUS FINANCIAL NA24$4.67K<0.01%-2413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC23$4.47K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.24$4.27K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.21$4.15K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO21$4.08K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.21$4.08K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21$4.08K<0.01%-8,34213F-HRTimelineGroup
Fairman Group, LLC19$3.7K<0.01%013F-HRTimeline
Caitlin John, LLC18$3.5K<0.01%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC17$3.39K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.16$3.11K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC15$2.92K<0.01%013F-HRTimeline
First Pacific Financial14$2.73K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC12$2.36K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd12$2.33K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC11$2.22K<0.01%-613F-HR/ATimeline
Indiana Trust & Investment Management Co11$2.14K<0.01%013F-HRTimeline
WPG Advisers, LLC10$1.95K<0.01%013F-HRTimeline
Front Row Advisors LLC9$1.75K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC9$1.75K<0.01%new13F-HRTimeline
Financial Perspectives, Inc7$1.36K<0.01%013F-HRTimeline
Coston, McIsaac & Partners9$1K<0.01%013F-HRTimeline
Cloud Capital Management, LLC5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Goodman Advisory Group, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.