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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
Financial Connections Group, Inc.31$5K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.24$4.77K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA22$4.22K<0.01%-213F-HRTimeline
Bernard Wealth Management Corp.21$4.11K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV21$4.06K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO21$4.03K<0.01%013F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.21$4.03K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC20$3.84K<0.01%-20913F-HRTimeline
Fairman Group, LLC19$3.64K<0.01%013F-HRTimeline
Caitlin John, LLC18$3.45K<0.01%013F-HRTimeline
Fairscale Capital, LLC17$3.26K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…15$2.94K<0.01%new13F-HRTimeline
Jackson Hole Capital Partners, LLC15$2.88K<0.01%013F-HRTimeline
First Pacific Financial14$2.71K<0.01%013F-HRTimeline
Robinswood Financial LLC14$2.69K<0.01%new13F-HR/ATimeline
ATWOOD & PALMER INC14$2.69K<0.01%013F-HRTimeline
Register Financial Advisors LLC14$2.69K<0.01%013F-HRTimeline
Truvestments Capital LLC13$2.49K<0.01%new13F-HRTimeline
ESL Trust Services, LLC13$2.49K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC12$2.32K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC12$2.31K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.12$2.3K<0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd12$2.3K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC11$2.2K<0.01%013F-HRTimeline
Strive Financial Group ,LLC10$2K<0.01%new13F-HRTimeline
Essential Partners LLC10$1.92K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.10$1.92K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.10$1.92K<0.01%013F-HRTimeline
WPG Advisers, LLC10$1.92K<0.01%013F-HRTimeline
Front Row Advisors LLC9$1.73K<0.01%013F-HRTimeline
Financial Perspectives, Inc7$1.34K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4$767<0.01%013F-HRTimelineGroup
Rachor Investment Advisory Services, LLC2$385<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.2$384<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC0$3<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,599,861$615K+2,583,48413F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.