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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
Princeton Global Asset Management LLC1,013$194K0.03%013F-HRTimeline
Orion Capital Management LLC1,003$192K0.07%+613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,001$192K0.01%+2613F-HRTimeline
Western Pacific Wealth Management, LP1,000$192K0.2%013F-HRTimeline
Milestone Investment Advisors LLC1,000$192K0.05%013F-HRTimeline
CVA Family Office, LLC994$191K0.02%+76813F-HRTimeline
EPG Wealth Management LLC971$186K0.05%013F-HRTimeline
MOTCO960$184K0.02%013F-HRTimeline
Godfrey Financial Associates, Inc.957$184K0.16%+31413F-HRTimeline
Steigerwald, Gordon & Koch Inc.950$182K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.958$182K0.06%+113F-HRTimeline
HOWE & RUSLING INC948$182K0.01%+4713F-HRTimeline
ABOUND FINANCIAL, LLC924$177K0.08%013F-HRTimeline
Fourth Dimension Wealth, LLC906$174K0.07%-313F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.893$171K<0.01%-1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LANARK FINANCIAL, INC.885$170K0.01%+30613F-HRTimeline
Global Trust Asset Management, LLC880$169K0.06%+10013F-HRTimeline
CURIO WEALTH, LLC876$168K0.06%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…870$167K0.03%013F-HRTimeline
Clark Wealth Partners852$163K0.11%-4913F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.847$162K0.01%new13F-HRTimelineGroup
CNB Bank843$162K0.07%013F-HRTimeline
United Community Bankin group United Community Bank837$161K0.05%013F-HRTimelineGroup
HM PAYSON & CO828$159K<0.01%-7213F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC813$156K0.12%new13F-HRTimeline
Clearstead Trust, LLC811$156K0.03%-6013F-HRTimeline
Caldwell Trust Co805$154K0.01%013F-HRTimeline
Acropolis Investment Management, LLC800$153K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP787$151K0.01%+44313F-HRTimelineGroup
MidFirst Bank756$145K0.01%-14513F-HRTimeline
Operose Advisors LLC751$144K0.03%+8713F-HRTimeline
Pinnacle Bancorp, Inc.745$143K0.04%013F-HRTimeline
Wellington Grp LLC738$142K0.04%+43913F-HRTimeline
Hickory Point Bank & Trust737$141K0.09%new13F-HRTimeline
Essential Investment Partners LLC732$140K0.13%+6513F-HRTimeline
Miller Capital Partners, Inc.708$136K0.07%+1613F-HRTimeline
Capital Investment Counsel, Inc679$130K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC671$129K0.01%013F-HRTimeline
BFSG, LLC663$127K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC653$125K0.04%013F-HRTimeline
VSM Wealth Advisory, LLC637$122K0.04%+7913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …635$122K<0.01%-1613F-HRTimelineGroup
Navigoe, LLC634$121K0.07%013F-HRTimeline
Go Invest LLC619$119K0.03%+2813F-HRTimeline
Quest 10 Wealth Builders, Inc.619$119K0.1%-13213F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA615$118K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC607$116K0.03%+32013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp598$115K<0.01%013F-HRTimelineGroup
Strategic Investment Advisors / MI596$114K0.01%new13F-HRTimeline
UNION SAVINGS BANK583$112K0.05%013F-HRTimeline
Prosperity Bancshares Inc573$110K0.09%013F-HRTimeline
SJS Investment Consulting Inc.571$110K0.01%013F-HRTimeline
BAYBAN570$109K0.1%+50013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.568$109K0.07%013F-HRTimeline
BOKF, NAin group BOKF, NA565$108K<0.01%-21113F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC578$106K0.05%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…545$105K0.02%new13F-HRTimeline
Beaird Harris Wealth Management, LLC541$104K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC541$104K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC541$104K0.01%013F-HRTimelineGroup
Walsh & Associates, LLC540$104K0.1%+4013F-HRTimeline
AMERIFLEX GROUP, INC.534$102K0.05%+113F-HRTimeline
Signature Resources Capital Management,…514$98.6K0.05%-10713F-HRTimeline
Realta Investment Advisors500$95.9K0.03%013F-HRTimeline
Innovative Asset Advisors Group, LLC500$95.9K0.06%13F-HRTimeline
JNBA Financial Advisors499$95.7K0.01%-7813F-HRTimeline
Signature Equity Partners, LLC490$94.1K0.05%+5513F-HRTimeline
Winthrop Capital Management, LLC482$92K0.02%+113F-HRTimeline
REAP Financial Group, LLC468$89.8K0.02%+2213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.467$89.6K0.01%new13F-HRTimeline
Park Place Capital Corp464$89K0.02%013F-HRTimeline
American Capital Advisory, LLC450$86.4K0.04%013F-HRTimeline
ENTRUST FINANCIAL LLC447$85.7K0.06%-6,04813F-HRTimeline
FAS Wealth Partners, Inc.442$84.7K0.01%-813F-HRTimeline
HOEY INVESTMENTS, INC434$83.2K0.01%013F-HRTimeline
SITTNER & NELSON, LLC431$82.7K0.03%013F-HRTimeline
WEBSTER BANK, N. A.425$81.5K0.01%new13F-HRTimeline
Quantbot Technologies LP407$78.1K<0.01%new13F-HRTimeline
CITY HOLDING CO400$76.7K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…400$76.7K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.398$76.3K0.07%013F-HRTimeline
Abound Wealth Management398$76.2K0.02%+1813F-HRTimeline
NFSG Corp377$72.3K0.01%+113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…376$72.2K0.02%013F-HRTimeline
Richardson Capital Management LLC364$69.9K0.03%+113F-HRTimeline
Dunhill Financial, LLC362$69.5K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.357$68.5K0.03%-10013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN346$66.4K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC333$63.9K0.01%013F-HRTimeline
Security National Bank330$63.3K0.01%+26213F-HRTimeline
Networth Advisors, LLC330$63.3K0.04%-10213F-HRTimeline
RHL GROUP, LLC313$60K0.05%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC284$58.9K0.03%013F-HRTimeline
Windsor Advisory Group, LLC302$57.9K0.05%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.300$57.5K0.03%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC300$57.5K0.03%013F-HRTimeline
Millstone Evans Group, LLC296$56.8K0.03%013F-HRTimeline
Murphy & Mullick Capital Management Corp296$56.8K0.04%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC282$54.1K0.03%+113F-HRTimeline
Wealth Enhancement Trust Services, Inc.270$51.8K0.01%-313F-HRTimeline
Frazier Financial Advisors, LLC257$49.3K0.03%013F-HRTimeline
Darwin Wealth Management, LLC255$49.1K0.02%+513F-HRTimeline
First Command Advisory Services, Inc.253$48.5K<0.01%-12113F-HRTimeline
Costello Asset Management, INC251$48.1K0.02%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV253$48K0.01%-5713F-HR/ATimeline
Cheviot Value Management, LLC249$47.8K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department244$46.8K0.01%013F-HRTimelineGroup
Morse Asset Management, Inc241$46.2K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…238$45.7K0.02%013F-HRTimelineGroup
Measured Wealth Private Client Group, L…234$44.9K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC230$44.1K<0.01%+2613F-HRTimelineGroup
Nemes Rush Group LLC227$43.5K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.223$42.8K0.02%new13F-HRTimeline
PITTENGER & ANDERSON INC218$41.8K<0.01%013F-HRTimeline
GGM Financial LLC211$40.5K0.02%013F-HRTimeline
Parkside Financial Bank & Trust187$35.9K<0.01%013F-HRTimeline
CoreFirst Bank & Trust182$34.9K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co176$33.8K0.01%+16513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC175$33.6K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.169$32.4K0.01%+1513F-HRTimeline
WOLFF WIESE MAGANA LLC168$32.2K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…166$31.8K0.01%013F-HRTimeline
GODSEY & GIBB, INC163$31.3K<0.01%+6713F-HRTimeline
Reyes Financial Architecture, Inc.163$31.3K0.03%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/162$31.1K0.01%013F-HRTimelineGroup
Copia Wealth Management160$30.7K0.02%013F-HRTimeline
Roxbury Financial LLC157$30.1K0.03%013F-HRTimeline
Keating Financial Advisory Services, In…155$29.7K<0.01%+1313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.154$29.5K0.01%013F-HRTimeline
Ares Financial Consulting, LLC151$29.1K0.02%013F-HRTimeline
Cornerstone Financial Management LLC151$29K0.03%013F-HR/ATimeline
Kings Path Partners LLC147$28.2K0.01%013F-HR/ATimeline
Financial Life Planners144$27.7K0.02%new13F-HRTimeline
FINANCIAL CONSULATE, INC143$27.4K<0.01%new13F-HRTimeline
Hurley Capital, LLC139$26.7K0.01%-3713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV134$26K<0.01%013F-HRTimeline
GW&K Investment Management, LLC128$25K<0.01%013F-HRTimeline
Sawyer & Company, Inc128$24.6K0.01%013F-HRTimeline
Field & Main Bank123$23.6K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC123$23.6K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.122$23.3K0.01%+113F-HRTimeline
PETERSON WEALTH MANAGEMENT122$23.3K0.01%new13F-HRTimeline
DecisionPoint Financial, LLC118$22.6K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.116$22.2K0.01%-4813F-HRTimeline
Synergy Investment Management, LLC115$22.1K0.01%new13F-HRTimeline
City State Bank114$21.9K0.01%013F-HRTimeline
Ankerstar Wealth, LLC111$21.3K0.02%013F-HRTimeline
FIRST HORIZON CORP110$21.1K<0.01%-8213F-HRTimeline
MRP Capital Investments, LLC109$20.9K0.02%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.106$20.4K0.01%013F-HRTimeline
NorthAvenue LLC104$19.9K0.02%+113F-HRTimeline
Valued Wealth Advisors LLC97$18.6K0.01%013F-HRTimeline
PlanVest Financial, Inc95$18.2K0.01%13F-HRTimeline
Advocate Investing Services LLC93$17.8K0.02%-3113F-HRTimeline
LRI Investments, LLC92$17.6K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.89$17.1K<0.01%013F-HRTimeline
Magnolia Wealth Management, LLC84$16.1K0.01%new13F-HRTimeline
WHITTIER TRUST CO82$15.9K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.80$15.3K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC82$15K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC77$14.9K0.01%013F-HRTimeline
MTM Investment Management, LLC75$14.4K<0.01%-2513F-HRTimeline
2UniFi Bank75$14.4K0.01%013F-HRTimeline
Basepoint Wealth LLC74$14.2K0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC72$13.8K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC70$13.5K0.01%-2913F-HRTimeline
POM Investment Strategies, LLC70$13.4K0.02%new13F-HRTimeline
ROGCO, LP66$12.7K<0.01%013F-HRTimeline
Benson Wealth Management INC62$11.9K0.02%013F-HRTimeline
TopTier Wealth Management, LLC60$11.5K0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…60$11.5K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC58$11.1K<0.01%new13F-HRTimeline
Rice Partnership, LLC58$11.1K<0.01%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC57$10.9K<0.01%013F-HRTimeline
Versant Capital Management, Inc54$10.4K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC51$9.78K<0.01%013F-HRTimeline
Main Street Group, LTD50$9.59K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…50$9.59K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC50$9.59K<0.01%013F-HRTimeline
West Branch Capital LLC48$9.21K<0.01%new13F-HRTimeline
Cordgrass Capital Advisors, LLC48$9.21K<0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC48$9.21K<0.01%-413F-HRTimeline
HighMark Wealth Management LLC46$8.91K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC41$7.86K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division41$7.86K<0.01%013F-HRTimeline
Parvin Asset Management, LLC41$7.86K0.01%013F-HRTimeline
Redwood Park Advisors LLC40$7.67K0.01%013F-HRTimeline
United Financial Planning Group LLC40$7.67K<0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC40$7.67K0.01%013F-HRTimeline
Archer Investment Corp38$7.34K<0.01%-1413F-HRTimeline
N.E.W. Advisory Services LLC37$7.1K<0.01%new13F-HRTimeline
Financial Freedom, LLC36$6.96K<0.01%new13F-HRTimeline
WFA of San Diego, LLC34$6.52K0.01%013F-HRTimeline
Accent Capital Management, LLC33$6.33K<0.01%new13F-HR/ATimeline
GILPIN WEALTH MANAGEMENT, LLC33$6.33K0.01%-413F-HRTimeline
S&T Bank/PA31$5.95K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd32$5.89K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.29$5.56K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC29$5.56K<0.01%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC28$5.37K<0.01%new13F-HRTimeline