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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,496 managers (1,510 13F filers) reported a position in QUAL shares at 2025-06-30, 257,976,309 shares in all. 117 filers opened a position and 81 filers sold out during the quarter.

Managers
1,496
13F filers
1,510
New
117
Added
659
Reduced
498
Sold out
81
Shares held by filers
257,976,309

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding34,876,130$6.38B+465,949Timeline
LPL Financial LLC19,465,105$3.56B1.19%+1,278,46213F-HRTimeline
FMR LLCin group FMR LLC14,667,824$2.68B0.15%-844,25513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,128,212$1.85B0.12%+573,98113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,468,551$1.37B0.11%-10,25213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,080,789$1.29B0.83%-215,73513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,012,339$1.28B0.09%+50,88913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,209,058$952M0.21%-190,04713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,974,152$909M0.22%-169,23913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,672,983$854M0.02%-169,80413F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,002,949$732M0.15%-329,59713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,755,880$687M1.23%+1,065,94613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,454,291$632M1.82%+44,28513F-HRTimeline
CWM, LLCin group CWM, LLC3,387,135$619M2.18%+64,22613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,315,645$606M2.08%-36,30313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,174,983$580M2.16%-380,72913F-HRTimelineGroup
Orgel Wealth Management, LLC2,954,525$540M13.02%+1,070,60813F-HRTimeline
Blue Trust, Inc.2,660,950$486M5.74%+327,39513F-HRTimeline
Facet Wealth, Inc.2,503,203$461M10.47%+174,71413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,464,931$451M4.14%-24,73813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,418,092$442M0.32%+47,69913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,147,372$393M+237,732Timeline
Cetera Investment Advisers2,113,609$386M0.65%-34,29013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,984,988$363M0.48%+45,08813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,978,421$362M0.12%+9,72913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,815,753$332M0.06%-22,08513F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,777,705$325M0.32%+17,82713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,673,633$306M0.05%new13F-HRTimelineGroup
Haverford Trust Co1,611,232$295M2.8%+87,30213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,593,324$291M0.06%+211,22213F-HRTimelineGroup
Janney Montgomery Scott LLC1,568,643$287M0.75%+19,87813F-HRTimeline
SCS Capital Management LLC1,546,793$283M3.14%+334,49013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,441,080$263M-80,395Timeline
HighTower Advisors, LLC1,342,652$245M0.31%-93,66013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,255,753$230M0.52%-33,83113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,216,952$223M0.4%-97,75113F-HR/ATimelineGroup
Wharton Business Group, LLC1,211,543$221M9.34%-39,84513F-HRTimeline
NewEdge Advisors, LLC1,175,664$215M1.11%+47,08513F-HRTimeline
Composition Wealth, LLC1,148,014$210M3.53%-102,04813F-HRTimeline
Integrated Wealth Concepts LLC1,106,077$202M2.03%-7,32613F-HRTimeline
OneDigital Investment Advisors LLC1,103,395$202M2.24%-53,18613F-HRTimeline
Connecticut Wealth Management, LLC1,060,764$194M9.23%-39,34513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP967,300$177M0.32%+366,30013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…950,182$174M3.93%-47,64313F-HRTimeline
Sanctuary Advisors, LLC949,298$174M1.07%+51,95213F-HRTimeline
Foundations Investment Advisors, LLC853,617$156M2.46%+102,23113F-HRTimeline
JB Capital LLC819,372$150M7.26%+43,01713F-HRTimeline
Bluespring Wealth Management, LLC775,373$142M13.48%+20,27113F-HRTimeline
SYNOVUS FINANCIAL CORP740,730$135M1.66%+29,72613F-HRTimeline
Foster Group, Inc.687,094$126M4.3%+13,09313F-HRTimeline
Merit Financial Group, LLC654,157$120M1.33%+141,87113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP642,370$117M0.16%-1,23013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…632,769$116M0.35%+2,17913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…626,943$115M0.93%-7,68413F-HRTimelineGroup
Sage Mountain Advisors LLC576,078$105M6.85%+17,85113F-HRTimeline
&PARTNERS558,578$103M0.79%+461,57213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC558,490$102M0.73%+76,32113F-HR/ATimelineGroup
Fragasso Financial Advisors Inc557,041$102M6.87%+25,60713F-HRTimeline
Mariner, LLCin group Mariner, LLC555,382$102M0.15%+41,87813F-HRTimelineGroup
D.A. DAVIDSON & CO.552,745$101M0.71%+7,73713F-HRTimeline
Obermeyer Wealth Partners551,170$101M5.02%+6,47913F-HRTimeline
Private Advisor Group, LLC537,489$98.3M0.53%+41,01613F-HRTimeline
Clearstead Advisors, LLC502,942$91.9M1.29%-2,78513F-HRTimeline
UMB Bank, n.a.501,102$91.6M1.43%-19,97413F-HR/ATimeline
HOWARD FINANCIAL SERVICES, LTD.496,946$90.9M11.94%+12,24413F-HRTimeline
Dynasty Wealth Management, LLC491,900$89.9M1.53%-39,89213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.476,950$87.2M0.72%+31,96113F-HRTimelineGroup
TIAAgroup of 2 filers holding477,174$87.2M-86,581Timeline
JOHNSON INVESTMENT COUNSEL INC474,242$86.7M0.78%-17,51113F-HRTimeline
AE Wealth Management LLC473,831$86.6M0.63%-25,56313F-HRTimeline
Prime Capital Investment Advisors, LLC464,670$85M1.13%-201,84213F-HRTimeline
SAX WEALTH ADVISORS, LLC454,704$83.1M5.02%-39,87213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC449,529$82.2M1.34%+441,50613F-HRTimeline
Advocacy Wealth Management, LLC435,845$79.7M4.89%+21,98913F-HRTimeline
PINNACLE ASSOCIATES LTD425,220$77.7M1.13%+5,67713F-HRTimeline
Baker Avenue Asset Management, LP416,648$76.2M2.17%+96613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\414,891$75.9M0.1%+4,00513F-HRTimelineGroup
Bogart Wealth, LLC412,892$75.5M3.23%-184,21913F-HRTimeline
Austin Private Wealth, LLC410,188$75M5.94%-30,04513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS409,396$74.8M0.17%-18,85113F-HRTimeline
Valence8 US LP398,316$72.8M30.65%+58,55213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC393,038$71.9M1.55%+25,83013F-HRTimeline
Wilmington Savings Fund Society, FSB384,023$70.2M1.25%+43,40013F-HRTimeline
Cresset Asset Management, LLC379,199$69.3M0.35%-139,43613F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC375,456$68.6M1.25%+3,24113F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC363,535$66.5M1.11%+133,45713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP358,984$65.6M0.1%-12,54313F-HRTimelineGroup
SACHEM HILL LLC356,152$65.1M13.28%-27,95113F-HRTimeline
LANDAAS & CO /WI /ADV354,232$64.8M15.47%+64413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…346,964$64.2M0.11%+12,62113F-HRTimeline
NorthCoast Asset Management LLC345,616$63.2M0.27%-26,68213F-HRTimeline
Caisse de depot et placement du Quebec340,511$62.3M0.13%new13F-HRTimeline
Financial Advisors, LLC335,092$61.3M11.41%-15413F-HRTimeline
Steward Partners Investment Advisory, L…325,622$59.5M0.47%+28,86013F-HRTimeline
Atria Investments, Inc324,996$59.4M0.7%+27,82013F-HRTimeline
Modern Wealth Management, LLC320,704$58.6M1.46%+18,18513F-HR/ATimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV319,388$58.4M1.29%-24,37213F-HR/ATimeline
Atria Wealth Solutions, Inc.315,547$57.7M1.31%-187,77813F-HRTimeline
EASTERN BANK313,506$57.3M1.09%+47,76713F-HRTimeline
Horizon Investments, LLC309,414$56.6M0.9%+285,45813F-HRTimeline
Sharkey, Howes & Javer302,641$55.3M7.42%-1,04813F-HRTimeline
Goldstein Advisors, LLC298,718$54.6M7.34%+3,75213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding291,999$53.4M+6,862Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC288,439$52.7M1.38%+9,13313F-HRTimelineGroup
Baron Wealth Management LLC288,385$52.7M18.68%-5,75913F-HRTimeline
Summit Trail Advisors, LLC287,257$52.5M0.9%-77,78313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP287,563$52.2M0.04%+47,13513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.282,740$51.7M0.09%-6,28813F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…281,547$51.5M0.3%+12,64213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…279,105$51M4.24%+7,04613F-HRTimeline
BARINGS LLCin group BARINGS LLC275,752$50.4M1.18%-11,78913F-HRTimelineGroup
Glenmede Investment Management, LP268,012$49M0.25%13F-HRTimeline
Strategies Wealth Advisors, LLC267,059$48.8M5.33%+3,46913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.263,620$48.2M0.26%+10,05713F-HRTimeline
Icon Wealth Advisors, LLC262,416$48M3.42%+25,01013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC258,158$47.2M1.84%+10,20413F-HRTimelineGroup
IHT Wealth Management, LLC251,968$46.1M1.27%+41,54313F-HRTimeline
Scarborough Advisors, LLC251,710$46M9.13%-13,26513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…251,187$45.9M0.1%+35,80513F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.249,950$45.7M0.01%+40,92813F-HRTimeline
Provida Pension Fund Administrator245,068$44.8M0.81%+42,62013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC245,094$44.8M14.51%+216,10213F-HRTimeline
Apexium Financial, LP236,887$43.3M2.3%+15,90113F-HRTimeline
Millburn Ridgefield LLC /DE/228,911$41.8M1.01%-14,89713F-HRTimeline
Catalyst Capital Advisors LLC228,911$41.8M0.85%-14,89713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …228,844$41.8M2.73%+36,78013F-HR/ATimeline
Unison Advisors LLC221,609$40.5M4.53%+7,72913F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM220,349$40.3M0.21%+62,59913F-HRTimeline
Aspen Wealth Management LLC220,093$40.2M9.98%+9,18213F-HRTimeline
Kathmere Capital Management, LLC219,929$40.2M3.1%+2,61513F-HRTimeline
Lineweaver Wealth Advisors, LLC216,023$39.5M6.24%-26,27413F-HRTimeline
Cardinal Strategic Wealth Guidance215,406$39.4M11.36%-34813F-HRTimeline
Hughes Financial Services, LLC210,181$39M6.69%+17,15813F-HRTimeline
Horst & Graben Wealth Management LLC208,285$38.1M6.3%+8,75413F-HRTimeline
Shepherd Financial Partners LLC206,335$37.7M3.99%-8,94513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding206,297$37.7M-12,168Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC205,371$37.5M3.42%+3,39513F-HRTimeline
TD Capital Management LLC204,412$37.4M3.53%-28613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…202,521$37M1.93%-93,20213F-HRTimelineGroup
FORTE CAPITAL LLC /ADV198,042$36.2M3.89%-14,13413F-HRTimeline
SteelPeak Wealth, LLC197,159$36M1.41%+8,18813F-HRTimeline
49 WEALTH MANAGEMENT, LLC195,379$35.7M3.8%-7,31713F-HRTimeline
1900 WEALTH MANAGEMENT LLC193,983$35.5M2.68%-79013F-HRTimeline
Strategic Blueprint, LLC191,369$35M1.72%-17,56313F-HRTimeline
Vestmark Advisory Solutions, Inc.188,632$34.5M0.5%+125,33413F-HRTimeline
Parallel Advisors, LLC188,562$34.5M0.69%-7,44413F-HRTimeline
Wealth Group Ltd187,657$34.3M8.74%+8,56613F-HRTimeline
SPC Financial, Inc.185,759$34M2.84%-50713F-HRTimeline
Stone House Investment Management, LLC183,013$33.5M6.15%+14,39213F-HRTimeline
Farther Finance Advisors, LLC182,195$33.3M0.67%-75,93613F-HRTimeline
CFO4Life Group, LLC176,754$32.3M5.05%+1,45513F-HRTimeline
Pettinga Financial Advisors LLC176,245$32.2M7.06%+2,06513F-HRTimeline
CFS Investment Advisory Services, LLC175,639$32.1M2.63%+2,33713F-HRTimeline
Orion Porfolio Solutions, LLC173,866$31.8M0.27%+37,58713F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC172,820$31.6M1.73%+6,40413F-HRTimeline
SlateStone Wealth, LLC171,866$31.4M2.94%+14,55313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources169,731$31M0.01%-204,46813F-HRTimelineGroup
MA Private Wealth168,419$30.8M5.51%-81,96213F-HRTimeline
Heck Capital Advisors, LLC167,333$30.6M2.63%-59,48413F-HRTimeline
ARS Wealth Advisors Group, LLC166,971$30.5M3.52%+4,55713F-HRTimeline
Capital Advisors, Ltd. LLC165,038$30.2M3.72%+3,41113F-HRTimeline
Sowell Financial Services LLC164,758$30.1M1.23%-1,26413F-HRTimeline
True Link Financial Advisors, LLC163,122$29.8M2.06%-46,98213F-HRTimeline
High Falls Advisors, Inc161,963$29.6M6.55%-1,25513F-HRTimeline
CHOREO, LLC160,669$29.4M0.41%-58,10713F-HRTimeline
Armbruster Capital Management, Inc.160,130$29.3M5.3%+11,26513F-HRTimeline
Pure Financial Advisors, LLC159,645$29.2M0.51%+19,08413F-HRTimeline
Perigon Wealth Management, LLC155,879$28.5M0.67%-6,00713F-HRTimeline
Physician Wealth Advisors, Inc.153,841$28.1M4.42%+8,10013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management153,520$28.1M0.37%-23,14513F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …153,118$28M4.82%+3,34313F-HRTimeline
One Wealth Advisors, LLC152,203$27.8M3.87%+5,47413F-HRTimeline
Family Manage LLC152,014$27.8M4.22%+3,47913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC150,749$27.6M<0.01%+18,55113F-HRTimelineGroup
Aptus Capital Advisors, LLC150,184$27.5M0.27%-5,23513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC149,913$27.4M4.3%+11,44813F-HRTimeline
EWA, LLC148,691$27.2M8.56%-13,31113F-HRTimeline
BOK Financial Private Wealth, Inc.148,664$27.2M1.81%-1,03913F-HRTimeline
Security Financial Services, INC.144,337$26.4M4.66%+3,39113F-HRTimeline
Insight Wealth Strategies, LLC142,254$26.1M3.3%+1,37013F-HRTimeline
GRIES FINANCIAL LLC141,067$25.8M4.69%-3,94113F-HRTimeline
Buttonwood Financial Group, LLC140,048$25.7M13.05%+4,92113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding135,777$25.4M-6,990Timeline
Centerpoint Advisors, LLC136,889$25M8.49%+3,21513F-HRTimeline
RVW Wealth, LLC136,637$25M2.12%+13,16513F-HRTimeline
Symmetry Partners, LLC136,204$24.9M3.06%+12,81813F-HRTimeline
Summit Wealth Partners, LLC135,950$24.9M4.74%-3,52913F-HRTimeline
Stonebrook Private Inc.134,311$24.4M5.72%-53013F-HRTimeline
Cypress Wealth Services, LLC132,456$24.2M4.33%+6,47013F-HRTimeline
IFP Advisors, Inc130,413$23.8M0.68%+50,02513F-HRTimeline
Detalus Advisors, LLC129,755$23.7M6.88%+5,71213F-HRTimeline
MCMORGAN & CO LLC129,214$23.6M3.48%-50613F-HRTimeline
Keystone Financial Services128,858$23.6M8.01%+5,85613F-HRTimeline
CENTAURUS FINANCIAL, INC.128,651$23.5M1.37%+11,24413F-HRTimeline
Sequoia Financial Advisors, LLC128,585$23.5M0.16%-39,36913F-HRTimeline
Journey Advisory Group, LLC128,492$23.5M1.83%-5,59313F-HRTimeline
KWB Wealth136,747$23.4M2.84%new13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD126,534$23.1M0.1%-3,00413F-HRTimelineGroup
VestGen Advisors, LLC124,973$23.1M0.92%+8,51713F-HRTimeline
Kelly Financial Services LLC125,466$22.9M6.76%+7,18513F-HRTimeline