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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
Western Pacific Wealth Management, LP1,000$199K0.19%013F-HRTimeline
Milestone Investment Advisors LLC1,000$199K0.05%013F-HRTimeline
Orion Capital Management LLC997$198K0.07%-60013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC975$194K0.01%+7113F-HRTimeline
EPG Wealth Management LLC971$193K0.05%-8013F-HRTimeline
HAZLETT, BURT & WATSON, INC.957$191K0.06%-1113F-HRTimeline
MOTCO960$191K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.950$189K0.02%013F-HRTimeline
ABOUND FINANCIAL, LLC924$184K0.07%new13F-HR/ATimeline
Fourth Dimension Wealth, LLC909$181K0.07%-1213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.905$180K<0.01%+77513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOWE & RUSLING INC901$179K0.01%+21113F-HRTimeline
MidFirst Bank901$179K0.01%13F-HRTimeline
Clark Wealth Partners901$179K0.11%013F-HRTimeline
HM PAYSON & CO900$179K<0.01%+7213F-HRTimeline
CURIO WEALTH, LLC876$176K0.06%-8213F-HRTimeline
Clearstead Trust, LLC871$173K0.03%-19513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…870$173K0.03%013F-HRTimeline
CNB Bank843$167K0.07%013F-HRTimeline
United Community Bankin group United Community Bank837$166K0.06%-1413F-HRTimelineGroup
Caldwell Trust Co805$160K0.01%013F-HRTimeline
Global Trust Asset Management, LLC780$155K0.06%-27513F-HRTimeline
BOKF, NAin group BOKF, NA776$154K<0.01%-9013F-HRTimelineGroup
OPTIMA CAPITAL LLC764$152K0.07%new13F-HRTimeline
Tidemark, LLC754$150K0.04%-513F-HRTimeline
Quest 10 Wealth Builders, Inc.751$149K0.13%-8213F-HRTimeline
Pinnacle Bancorp, Inc.745$148K0.04%013F-HRTimeline
EFG International AGin group EFG International AG705$140K<0.01%13F-HRTimelineGroup
Miller Capital Partners, Inc.692$137K0.07%13F-HRTimeline
Capital Investment Counsel, Inc679$135K0.02%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC671$133K0.01%013F-HRTimeline
Essential Investment Partners LLC667$132K0.12%13F-HRTimeline
Operose Advisors LLC664$132K0.03%+26413F-HRTimeline
BFSG, LLC663$132K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC653$130K0.04%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …651$129K<0.01%-1,01613F-HRTimelineGroup
Godfrey Financial Associates, Inc.643$128K0.11%13F-HRTimeline
Navigoe, LLC634$125K0.08%013F-HRTimeline
Signature Resources Capital Management,…621$123K0.06%+14913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp598$119K<0.01%-7813F-HRTimelineGroup
Go Invest LLC591$117K0.04%13F-HRTimeline
UNION SAVINGS BANK583$116K0.05%13F-HRTimeline
LANARK FINANCIAL, INC.579$115K0.01%-21113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC578$115K0.03%013F-HRTimeline
JNBA Financial Advisors577$115K0.01%+7813F-HRTimeline
Prosperity Bancshares Inc573$114K0.1%13F-HRTimeline
SJS Investment Consulting Inc.571$113K0.01%-11213F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.568$113K0.07%new13F-HRTimeline
VSM Wealth Advisory, LLC558$111K0.03%013F-HRTimeline
Mascoma Wealth Management LLC544$108K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC541$107K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC541$107K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC541$107K0.01%-1,47713F-HRTimelineGroup
AMERIFLEX GROUP, INC.533$106K0.06%-5713F-HRTimeline
Estate Planners Group, LLC523$104K0.05%13F-HRTimeline
Litman Gregory Wealth Management LLC515$102K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC508$101K0.02%-78513F-HRTimeline
Realta Investment Advisors500$99.3K0.03%013F-HRTimeline
Walsh & Associates, LLC500$99.3K0.1%13F-HRTimeline
Winthrop Capital Management, LLC481$95K0.02%+213F-HRTimeline
Park Place Capital Corp464$92.2K0.02%-4313F-HRTimeline
Vermillion Wealth Management, Inc.457$90.8K0.04%-2113F-HRTimeline
American Capital Advisory, LLC450$89.4K0.04%013F-HRTimeline
FAS Wealth Partners, Inc.450$89.3K0.01%-113F-HRTimeline
REAP Financial Group, LLC446$88.6K0.02%-57013F-HRTimeline
SITTNER & NELSON, LLC431$87.8K0.03%013F-HRTimeline
Signature Equity Partners, LLC435$86.5K0.05%13F-HRTimeline
HOEY INVESTMENTS, INC434$86.2K0.01%013F-HRTimeline
Networth Advisors, LLC432$85.8K0.06%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\424$84.2K<0.01%-5813F-HRTimelineGroup
MCF Advisors LLC414$82.3K<0.01%+25813F-HRTimeline
CITY HOLDING CO400$79.4K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…400$79.4K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.398$79.1K0.08%13F-HRTimeline
RMG Wealth Management LLC305$77.8K0.01%-30713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC381$75.6K0.02%+213F-HRTimeline
Abound Wealth Management380$75.5K0.02%+16413F-HRTimeline
NFSG Corp376$74.8K0.01%-1,57813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…376$74.7K0.02%+113F-HRTimeline
First Command Advisory Services, Inc.374$74.3K<0.01%+5313F-HRTimeline
Richardson Capital Management LLC363$72.2K0.04%013F-HRTimeline
Dunhill Financial, LLC362$72K0.02%013F-HRTimeline
Basecamp Wealth Advisors LLC352$69.9K0.01%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN346$68.7K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP344$68.3K0.01%+5213F-HRTimelineGroup
Tradewinds Capital Management, LLC333$66.1K0.01%013F-HRTimeline
RHL GROUP, LLC312$62K0.05%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV310$61K0.02%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC300$59.6K0.04%013F-HRTimeline
Wellington Grp LLC299$59.4K0.02%13F-HR/ATimeline
Millstone Evans Group, LLC296$58.8K0.03%013F-HRTimeline
Murphy & Mullick Capital Management Corp296$58.8K0.04%+7013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC287$57K0.02%+4813F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC284$56.4K0.03%013F-HRTimeline
IFC & Insurance Marketing, Inc.283$56K0.06%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC281$55.9K0.02%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners280$55.6K0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.273$54.2K0.01%13F-HRTimeline
Frazier Financial Advisors, LLC257$51K0.03%013F-HRTimeline
Cheviot Value Management, LLC249$50.9K<0.01%013F-HRTimeline
Costello Asset Management, INC251$49.9K0.02%013F-HRTimeline
Darwin Wealth Management, LLC250$49.8K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department244$48.5K0.01%013F-HRTimelineGroup
Morse Asset Management, Inc241$47.9K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…238$47.3K0.02%+2013F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC229$45.5K<0.01%-55613F-HRTimeline
Nemes Rush Group LLC227$45.1K<0.01%+10713F-HRTimeline
CVA Family Office, LLC226$44.9K0.01%013F-HRTimeline
MGB Wealth Management, LLC221$43.8K0.01%+113F-HRTimeline
PITTENGER & ANDERSON INC218$43.3K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC216$42.9K0.02%new13F-HRTimeline
Glassman Wealth Services212$42.1K0.01%new13F-HRTimeline
GGM Financial LLC211$41.9K0.02%+113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC204$40.5K<0.01%013F-HRTimelineGroup
Ransom Advisory, Ltd197$39.1K0.02%new13F-HRTimeline
Fortitude Family Office, LLC195$38.7K0.01%new13F-HRTimeline
FIRST HORIZON CORP192$38.1K<0.01%+713F-HRTimeline
Parkside Financial Bank & Trust187$37.1K<0.01%+12913F-HRTimeline
CoreFirst Bank & Trust182$36.1K0.02%013F-HRTimeline
Hurley Capital, LLC176$35K0.02%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC175$34.8K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC168$33.4K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…166$33K0.01%+2613F-HRTimeline
Decker Retirement Planning Inc.164$32.5K0.02%new13F-HRTimeline
Reyes Financial Architecture, Inc.163$32.4K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/162$32.2K0.01%013F-HRTimelineGroup
Copia Wealth Management160$31.8K0.02%013F-HRTimeline
Roxbury Financial LLC157$31.2K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.154$30.6K0.01%+413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.154$30.6K0.01%013F-HRTimeline
Ares Financial Consulting, LLC151$30K0.03%13F-HRTimeline
Cornerstone Financial Management LLC151$30K0.03%13F-HR/ATimeline
Kings Path Partners LLC147$29.2K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…142$28.2K<0.01%13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV134$27K<0.01%new13F-HRTimeline
Sawyer & Company, Inc128$25.4K0.01%013F-HRTimeline
GW&K Investment Management, LLC128$25K<0.01%013F-HRTimeline
Advocate Investing Services LLC124$24.6K0.02%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC123$24.4K0.02%013F-HRTimeline
Field & Main Bank123$24.4K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.121$24.1K0.01%013F-HRTimeline
DecisionPoint Financial, LLC118$23.4K0.01%new13F-HRTimeline
City State Bank114$22.6K0.01%013F-HRTimeline
Ankerstar Wealth, LLC111$22K0.02%13F-HRTimeline
Greykasell Wealth Strategies, Inc.106$21.1K0.01%013F-HRTimeline
NorthAvenue LLC103$20.6K0.02%13F-HRTimeline
GROUP ONE TRADING LLC100$19.9K<0.01%new13F-HRTimeline
MTM Investment Management, LLC100$19.9K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC99$19.7K0.01%13F-HRTimeline
Valued Wealth Advisors LLC97$19.3K0.01%013F-HRTimeline
GODSEY & GIBB, INC96$19.1K<0.01%new13F-HRTimeline
LRI Investments, LLC92$18.3K<0.01%-5013F-HRTimeline
Financial Management Professionals, Inc.89$17.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO82$16.6K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC82$16K<0.01%013F-HRTimeline
Elyxium Wealth, LLC80$15.9K<0.01%new13F-HRTimeline
Garton & Associates Financial Advisors …78$15.4K0.01%13F-HRTimeline
Holos Integrated Wealth LLC77$15.3K0.01%013F-HRTimeline
2UniFi Bank75$14.9K0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC72$14.3K<0.01%013F-HRTimeline
BAYBAN70$13.9K0.01%13F-HRTimeline
Security National Bank68$13.5K<0.01%new13F-HRTimeline
ROGCO, LP66$13.1K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC62$12.6K<0.01%13F-HRTimeline
Benson Wealth Management INC62$12.3K0.01%13F-HRTimeline
Smallwood Wealth Investment Management,…60$11.9K0.01%-513F-HRTimeline
Rice Partnership, LLC58$11.5K<0.01%-5913F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC57$11.3K<0.01%13F-HRTimeline
Versant Capital Management, Inc54$10.7K<0.01%013F-HRTimeline
Archer Investment Corp52$10.4K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC52$10.3K<0.01%+413F-HRTimeline
IAG Wealth Partners, LLC51$10.1K<0.01%-17513F-HRTimeline
Atlantic Edge Private Wealth Management…50$9.93K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC50$9.93K<0.01%-113F-HRTimeline
Cordgrass Capital Advisors, LLC48$9.53K<0.01%013F-HRTimeline
HighMark Wealth Management LLC46$9.21K<0.01%-113F-HRTimeline
Tanglewood Legacy Advisors, LLC41$8.14K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division41$8.14K<0.01%-1,50813F-HRTimeline
Parvin Asset Management, LLC41$8.14K0.01%new13F-HRTimeline
Redwood Park Advisors LLC40$7.95K0.01%013F-HRTimeline
United Financial Planning Group LLC40$7.95K<0.01%new13F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC40$7.95K0.01%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC37$7.35K0.01%13F-HRTimeline
WFA of San Diego, LLC34$6.75K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd32$6.36K<0.01%013F-HRTimelineGroup
S&T Bank/PA31$6.16K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC25$4.97K0.01%013F-HRTimeline
ALERUS FINANCIAL NA24$4.77K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.24$4.77K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.21$4.25K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV21$4.2K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO21$4.17K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.21$4.17K<0.01%013F-HRTimeline
Fairman Group, LLC19$3.77K<0.01%013F-HRTimeline
Manchester Capital Management LLC18$3.58K<0.01%new13F-HRTimeline
Caitlin John, LLC18$3.58K<0.01%013F-HRTimeline
Fairscale Capital, LLC17$3.38K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC15$2.98K<0.01%013F-HRTimeline
First Pacific Financial14$2.8K<0.01%013F-HRTimeline
ATWOOD & PALMER INC14$2.78K<0.01%new13F-HRTimeline