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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,460 managers (1,476 13F filers) reported a position in QUAL shares at 2025-03-31, 251,030,247 shares in all. 83 filers opened a position and 85 filers sold out during the quarter.

Managers
1,460
13F filers
1,476
New
83
Added
704
Reduced
469
Sold out
85
Shares held by filers
251,030,247

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding34,410,181$5.88B+2,049,465Timeline
LPL Financial LLC18,186,643$3.11B1.21%+1,318,82313F-HRTimeline
FMR LLCin group FMR LLC15,512,079$2.65B0.17%-629,22113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,554,231$1.63B0.12%+460,86013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,478,803$1.28B0.11%-242,23413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,296,524$1.25B0.65%-382,87413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,961,450$1.19B0.09%+380,90413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,399,105$923M0.22%+49,66613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,143,391$879M0.24%+324,47813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,842,787$828M0.02%+239,37513F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,332,546$740M0.16%-241,91713F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,555,712$608M2.43%-408,67213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,410,006$583M1.94%+342,81613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,351,948$573M2.09%-453,45213F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,322,909$568M2.26%-436,78313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,705,108$462M0.35%+2,705,03313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC2,689,934$460M0.94%-1,02213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,489,669$425M5.23%+299,54813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,370,393$405M0.33%-60,47213F-HRTimelineGroup
Facet Wealth, Inc.2,328,489$400M10.35%-68,97213F-HRTimeline
Blue Trust, Inc.2,333,555$399M5.11%+132,59713F-HRTimeline
Cetera Investment Advisers2,147,899$367M0.71%+134,43313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,968,692$336M0.13%+107,66413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,939,900$332M0.47%+140,29613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,909,640$326M+1,297,074Timeline
Orgel Wealth Management, LLC1,883,917$322M8.36%+601,08913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,837,838$314M0.07%+108,95513F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,759,878$301M0.32%+144,91413F-HRTimelineGroup
Janney Montgomery Scott LLC1,548,765$265M0.75%+77,37813F-HRTimeline
Haverford Trust Co1,523,930$260M2.62%+141,44613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,521,475$260M+145,502Timeline
HighTower Advisors, LLC1,436,312$245M0.33%+25,60313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,382,102$236M0.05%-763,98213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,314,703$225M0.5%-173,61413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,289,584$220M0.51%-51,67213F-HRTimeline
Wharton Business Group, LLC1,251,388$214M9.68%-3,10613F-HRTimeline
Composition Wealth, LLC1,250,062$214M4.28%+26,18213F-HRTimeline
SCS Capital Management LLC1,212,303$207M2.64%+286,20013F-HR/ATimeline
OneDigital Investment Advisors LLC1,156,581$198M2.34%+109,73013F-HRTimeline
NewEdge Advisors, LLC1,128,579$193M1.15%+171,22013F-HRTimeline
Integrated Wealth Concepts LLC1,113,403$190M2.22%-33,76113F-HRTimeline
Connecticut Wealth Management, LLC1,100,109$188M9.84%-500,37113F-HRTimeline
Empirical Financial Services, LLC d.b.a…997,825$171M4.4%+39,47613F-HRTimeline
Sanctuary Advisors, LLC897,346$153M1.08%+113,75713F-HRTimeline
JB Capital LLC776,355$133M7.31%+158,80613F-HRTimeline
Bluespring Wealth Management, LLC755,102$129M13.15%+10,99613F-HRTimeline
Foundations Investment Advisors, LLC751,386$128M2.37%+58,44413F-HRTimeline
SYNOVUS FINANCIAL CORP711,004$122M1.57%+308,78713F-HRTimeline
Foster Group, Inc.674,001$115M4.31%+16,73013F-HRTimeline
Prime Capital Investment Advisors, LLC666,512$114M1.33%+190,78113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP643,600$110M0.18%-30,44613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…634,627$108M0.93%+77,04713F-HRTimelineGroup
Cambridge Investment Research Advisors,…630,590$108M0.36%+56,46113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…593,865$108M0.24%-42,77913F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP601,000$103M0.22%+18,30013F-HRTimelineGroup
Bogart Wealth, LLC597,111$102M4.82%-2,17613F-HRTimeline
TIAAgroup of 2 filers holding563,755$96.3M-63,453Timeline
Sage Mountain Advisors LLC558,227$95.4M7.03%-29,91413F-HRTimeline
D.A. DAVIDSON & CO.545,008$93.1M0.75%+39,34713F-HRTimeline
Obermeyer Wealth Partners544,691$93.1M4.97%+17,24113F-HRTimeline
Dynasty Wealth Management, LLC531,792$90.9M1.51%+7,84613F-HRTimeline
Fragasso Financial Advisors Inc531,434$90.8M6.74%+132,66413F-HRTimeline
UMB Bank, n.a.521,076$89M1.47%+90,74413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cresset Asset Management, LLC518,635$88.6M0.44%+1,52013F-HRTimeline
Mariner, LLCin group Mariner, LLC513,504$87.7M0.15%+44,35913F-HRTimelineGroup
Merit Financial Group, LLC512,286$87.5M1.31%+316,29713F-HRTimeline
Clearstead Advisors, LLC505,727$86.4M1.34%+9,75513F-HRTimeline
Atria Wealth Solutions, Inc.503,325$86M1.04%+13,16013F-HRTimeline
AE Wealth Management LLC499,394$85.3M0.72%+12,11213F-HRTimeline
Private Advisor Group, LLC496,473$84.8M0.51%+33,39613F-HRTimeline
SAX WEALTH ADVISORS, LLC494,576$84.5M6.05%+29,08813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC491,753$84M0.81%+14,28013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.484,702$82.8M11.28%+29,74713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC482,169$82.4M0.7%-12,77213F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.444,989$76M0.72%-12,91913F-HRTimelineGroup
Austin Private Wealth, LLC440,233$75.2M6.76%+15,89413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS428,247$73.2M0.18%+21,35313F-HRTimeline
Cable Hill Partners, LLC429,606$72.8M7.1%+11,79013F-HRTimeline
PINNACLE ASSOCIATES LTD419,543$71.7M1.05%+6,81613F-HRTimeline
Baker Avenue Asset Management, LP415,682$71M2.23%-16,67213F-HRTimeline
Advocacy Wealth Management, LLC413,856$70.7M4.82%+46,68713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\410,886$70.2M0.09%+24,48613F-HRTimelineGroup
SACHEM HILL LLC384,103$65.6M12.9%-11,92913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources374,199$63.9M0.02%+7,76713F-HRTimelineGroup
NorthCoast Asset Management LLC372,298$63.6M0.32%+51,22113F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC372,215$63.6M1.28%+32,67613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP371,527$63.5M0.1%+31,18413F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC367,208$62.8M1.58%+16,18813F-HRTimeline
Summit Trail Advisors, LLC365,040$62.4M2.06%+15,58113F-HRTimeline
LANDAAS & CO /WI /ADV353,588$60.4M16.71%+11,36713F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV343,760$58.7M1.69%+62,10113F-HR/ATimeline
Wilmington Savings Fund Society, FSB340,623$58.2M1.09%+5,22813F-HRTimeline
Valence8 US LP339,764$58.1M27.22%+12,85413F-HRTimeline
Financial Advisors, LLC335,246$57.3M11.3%+81813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…334,343$57.1M0.11%+15,59513F-HRTimeline
Sharkey, Howes & Javer303,689$51.9M7.42%+2,77713F-HRTimeline
Modern Wealth Management, LLC302,519$51.7M1.65%+122,03513F-HR/ATimeline
Atria Investments, Inc297,176$50.8M0.65%+45,93913F-HRTimeline
Steward Partners Investment Advisory, L…296,762$50.7M0.45%-12,77013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…295,723$50.6M2.04%-19,37013F-HRTimelineGroup
Goldstein Advisors, LLC294,966$50.4M7.37%+27413F-HRTimeline
Baron Wealth Management LLC294,144$50.3M22.09%-9,39313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.289,028$49.4M0.1%-4,21313F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC287,541$49.1M1.23%+56,32313F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding285,137$48.7M+61,074Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC279,306$47.7M1.43%+21,36113F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA277,605$47.4M0.25%+20,92813F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…272,059$46.5M4.34%+8,61113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…268,905$46M0.28%-8,37213F-HRTimeline
EASTERN BANK265,739$45.4M0.89%+24,17113F-HRTimeline
Scarborough Advisors, LLC264,975$45.3M6.45%+34,88813F-HRTimeline
Strategies Wealth Advisors, LLC263,590$45M5.5%+12,65913F-HRTimeline
Farther Finance Advisors, LLC258,131$44.2M1.13%+81,08413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.253,563$43.3M0.26%+31,29213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…251,392$43M0.07%new13F-HRTimelineGroup
MA Private Wealth250,381$42.8M8.05%+4,38513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …249,866$42.7M1.25%-4,31913F-HR/ATimelineGroup
Ascent Group, LLCin group Ascent Group, LLC247,954$42.4M1.82%+159,50813F-HRTimelineGroup
Millburn Ridgefield LLC /DE/243,808$41.7M1.01%+13,08213F-HRTimeline
Catalyst Capital Advisors LLC243,808$41.7M0.85%+13,08213F-HRTimeline
Lineweaver Wealth Advisors, LLC242,297$41.4M7.05%+8,18413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP240,428$40.8M0.04%+58,75813F-HR/ATimelineGroup
Icon Wealth Advisors, LLC237,406$40.6M3.34%+48,91113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC230,078$39.3M0.73%+130,58813F-HRTimeline
Heck Capital Advisors, LLC226,817$38.8M4.36%-2,39013F-HRTimeline
Apexium Financial, LP220,986$37.8M2.25%+84813F-HRTimeline
RWA WEALTH PARTNERS, LLC220,605$37.7M0.48%-15,30013F-HRTimeline
CHOREO, LLC218,776$37.4M0.58%-14,90013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding218,465$37.3M-149,892Timeline
Kathmere Capital Management, LLC217,314$37.1M3.16%-5013F-HRTimeline
Cardinal Strategic Wealth Guidance215,754$36.9M11.78%-21,36013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…215,382$36.8M0.09%+11,02313F-HRTimelineGroup
Shepherd Financial Partners LLC215,280$36.8M4.31%+201,36313F-HRTimeline
Unison Advisors LLC213,880$36.5M4.65%+24,09113F-HRTimeline
FORTE CAPITAL LLC /ADV212,176$36.3M4.3%-2,18513F-HRTimeline
Aspen Wealth Management LLC210,911$36M10.2%+12,06213F-HRTimeline
IHT Wealth Management, LLC210,425$36M1.12%-5,22813F-HRTimeline
True Link Financial Advisors, LLC210,104$35.9M2.68%+16,77913F-HRTimeline
ALLIANCEBERNSTEIN L.P.209,022$35.7M0.01%-15,12413F-HRTimeline
Strategic Blueprint, LLC208,932$35.7M1.95%+11,32213F-HRTimeline
Summit Financial, LLC208,691$35.7M1%+189,72813F-HRTimeline
TD Capital Management LLC204,698$35M3.54%-2,99913F-HRTimeline
49 WEALTH MANAGEMENT, LLC202,696$34.6M4.17%-102,80213F-HRTimeline
Provida Pension Fund Administrator202,448$34.6M0.7%+56,41013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC201,976$34.5M3.28%+11,52213F-HRTimeline
Horst & Graben Wealth Management LLC199,531$34.1M6.12%+14,41113F-HRTimeline
Parallel Advisors, LLC196,006$33.5M0.76%-6,55413F-HRTimeline
1900 WEALTH MANAGEMENT LLC194,773$33.3M2.77%+2,92713F-HRTimeline
Hughes Financial Services, LLC193,023$33.1M6.47%+2,98713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …192,064$32.9M2.6%+21,35013F-HRTimeline
SteelPeak Wealth, LLC188,971$32.3M1.37%+33,41613F-HRTimeline
SPC Financial, Inc.186,266$31.8M2.8%-68313F-HRTimeline
Wealth Group Ltd179,091$30.6M8.97%+7,45813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management176,665$30.2M0.43%+19,13113F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.175,906$30.1M1.19%+88,66213F-HRTimeline
CFO4Life Group, LLC175,299$30M5.04%-2,62913F-HRTimeline
Concentric Capital Strategies, LP175,030$29.9M3%new13F-HRTimeline
Pettinga Financial Advisors LLC174,180$29.8M7%+6,73413F-HRTimeline
CFS Investment Advisory Services, LLC173,302$29.6M2.63%+19,90213F-HRTimeline
Stone House Investment Management, LLC168,621$28.8M5.84%+37,24513F-HRTimeline
Sequoia Financial Advisors, LLC167,954$28.7M0.22%+38,56113F-HRTimeline
Bryn Mawr Trust Advisors, LLC166,416$28.4M1.71%+1,13213F-HRTimeline
Sowell Financial Services LLC166,022$28.4M1.29%+2,56913F-HRTimeline
High Falls Advisors, Inc163,218$27.9M6.55%+23,30113F-HRTimeline
ARS Wealth Advisors Group, LLC162,414$27.8M3.92%-1,61013F-HRTimeline
EWA, LLC162,002$27.7M10.29%+19,37413F-HRTimeline
Perigon Wealth Management, LLC161,886$27.7M0.71%+16,18113F-HRTimeline
Capital Advisors, Ltd. LLC161,627$27.6M3.64%+4,01113F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM157,750$27M0.16%-10013F-HRTimeline
SlateStone Wealth, LLC157,313$26.9M2.7%+17,33713F-HRTimeline
Aptus Capital Advisors, LLC155,419$26.6M0.3%-10,18313F-HRTimeline
Wealthspire Advisors, LLC152,397$26M0.16%+61,15013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …149,775$25.6M3.91%+8,19413F-HRTimeline
BOK Financial Private Wealth, Inc.149,703$25.6M1.92%-6,90813F-HRTimeline
Armbruster Capital Management, Inc.148,865$25.4M5.07%+3,96613F-HRTimeline
Family Manage LLC148,535$25.4M4.19%-24,30013F-HRTimeline
One Wealth Advisors, LLC146,729$25.1M3.74%+13,89913F-HRTimeline
Physician Wealth Advisors, Inc.145,741$24.9M4.29%+24,98513F-HRTimeline
GRIES FINANCIAL LLC145,008$24.8M4.8%+15,48613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding142,767$24.1M+1,827Timeline
Security Financial Services, INC.140,946$24.1M4.78%+6,73213F-HRTimeline
Insight Wealth Strategies, LLC140,884$24.1M3.24%-7,33513F-HRTimeline
Pure Financial Advisors, LLC140,561$24M0.5%+15,49713F-HRTimeline
Summit Wealth Partners, LLC139,479$23.8M4.83%+29813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC138,465$23.7M4.53%+18,71513F-HR/ATimeline
Orion Porfolio Solutions, LLC136,279$23.3M0.23%+6,02313F-HRTimeline
Orion Portfolio Solutions, LLC136,279$23.3M0.23%+6,02313F-HR/ATimeline
Stonebrook Private Inc.134,841$23M5.99%+15,97513F-HRTimeline
Journey Advisory Group, LLC134,085$22.9M1.87%-3,01413F-HRTimeline
Boulder Wealth Advisors, LLC134,051$22.9M13.33%+2,83613F-HRTimeline
Centerpoint Advisors, LLC133,674$22.8M8.44%+4,71213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC132,198$22.6M<0.01%+62,21913F-HR/ATimelineGroup
COMERICA BANK130,394$22.3M0.09%+3,87513F-HRTimeline
MCMORGAN & CO LLC129,720$22.2M3.55%+91113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD129,538$22.1M0.12%-1,04513F-HRTimelineGroup
Spectrum Wealth Counsel, LLC129,458$22.1M2.66%+18,13513F-HRTimeline
Sollinda Capital Management LLC128,348$21.9M6.1%-5,73913F-HRTimeline
Keebeck Wealth Management128,199$21.9M3.24%+19,33513F-HRTimeline
Van Hulzen Asset Management, LLC127,378$21.8M1.99%-2,30813F-HRTimeline
Buttonwood Financial Group, LLC135,127$21.7M12.73%+13,09413F-HRTimeline