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Disclosery

QUAL ISHARES TR

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ETF (fund)

1,506 managers (1,520 13F filers) reported a position in QUAL shares at 2025-09-30, 236,578,905 shares in all. 77 filers opened a position and 70 filers sold out during the quarter.

Managers
1,506
13F filers
1,520
New
77
Added
506
Reduced
697
Sold out
70
Shares held by filers
236,578,905

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding28,007,761$5.45B-6,868,369Timeline
LPL Financial LLC18,522,897$3.6B1.05%-942,20813F-HRTimeline
FMR LLCin group FMR LLC15,733,304$3.06B0.16%+1,065,48013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY9,583,839$1.86B0.11%-544,37313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,144,663$1.39B0.1%-323,88813F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,755,853$1.31B0.8%-324,93613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,381,913$1.24B0.08%-630,42613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,564,319$888M0.2%-409,83313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.4,340,198$844M0.01%-332,78513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,302,513$837M0.17%-906,54513F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,910,245$761M0.15%-92,70413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,709,017$721M1.17%-46,86313F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,247,550$632M1.9%-139,58513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,180,978$619M2.08%-134,66713F-HRTimelineGroup
Orgel Wealth Management, LLC3,005,601$585M13.34%+51,07613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,868,882$558M1.96%-306,10113F-HRTimelineGroup
Blue Trust, Inc.2,737,919$533M5.98%+76,96913F-HRTimeline
Facet Wealth, Inc.2,628,686$511M10.58%+125,48313F-HRTimeline
MML INVESTORS SERVICES, LLC2,494,581$485M1.29%-959,71013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,251,190$438M0.29%-166,90213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,190,187$426M+42,815Timeline
Cetera Investment Advisers2,051,686$399M0.46%-61,92313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,040,575$397M0.13%+62,15413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,983,749$386M3.01%-481,18213F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,931,800$376M0.58%+964,50013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,835,881$357M0.06%+20,12813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,724,635$335M0.31%-53,07013F-HRTimelineGroup
Haverford Trust Co1,678,735$327M2.95%+67,50313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,629,012$317M0.41%-355,97613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,606,854$313M0.05%-66,77913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,563,867$304M+122,787Timeline
Janney Montgomery Scott LLC1,349,891$263M0.62%-218,75213F-HRTimeline
HighTower Advisors, LLC1,338,447$260M0.3%-4,20513F-HRTimeline
SCS Capital Management LLC1,244,123$242M2.64%-302,67013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,238,103$241M0.04%-355,22113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,129,698$220M0.37%-126,05513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,136,400$217M0.3%-80,55213F-HRTimelineGroup
NewEdge Advisors, LLC1,090,947$212M0.96%-84,71713F-HRTimeline
Connecticut Wealth Management, LLC1,044,762$203M9.02%-16,00213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,044,546$203M2.74%+595,01713F-HRTimeline
OneDigital Investment Advisors LLC1,034,433$201M2.07%-68,96213F-HRTimeline
Empirical Financial Services, LLC d.b.a…985,960$192M3.86%+35,77813F-HRTimeline
Integrated Wealth Concepts LLC953,726$186M1.66%-152,35113F-HRTimeline
Sanctuary Advisors, LLC862,480$168M0.96%-86,81813F-HR/ATimeline
Foundations Investment Advisors, LLC827,748$161M2.34%-25,86913F-HRTimeline
Bluespring Wealth Management, LLC778,626$151M13.17%+3,25313F-HRTimeline
SYNOVUS FINANCIAL CORP742,905$144M1.65%+2,17513F-HRTimeline
Foster Group, Inc.700,695$136M4.28%+13,60113F-HRTimeline
Merit Financial Group, LLC697,503$136M1.25%+43,34613F-HR/ATimeline
JB Capital LLC687,705$134M5.77%-131,66713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP647,608$126M0.2%+5,23813F-HRTimelineGroup
&PARTNERS635,580$123M0.79%+77,00213F-HRTimeline
Advocacy Wealth Management, LLC624,740$122M5.27%+188,89513F-HRTimeline
Cambridge Investment Research Advisors,…589,533$115M0.31%-43,23613F-HRTimeline
D.A. DAVIDSON & CO.584,713$114M0.73%+31,96813F-HRTimeline
Sage Mountain Advisors LLC582,574$113M6.49%+6,49613F-HRTimeline
Dynasty Wealth Management, LLC582,095$113M1.51%+90,19513F-HRTimeline
Fragasso Financial Advisors Inc566,069$111M6.94%+9,02813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC556,570$108M0.66%-1,92013F-HR/ATimelineGroup
Obermeyer Wealth Partners554,127$108M5.05%+2,95713F-HRTimeline
Mariner, LLCin group Mariner, LLC551,883$107M0.14%-3,49913F-HRTimelineGroup
Caisse de depot et placement du Quebec545,242$106M0.19%+204,73113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…519,338$101M0.73%-107,60513F-HRTimelineGroup
Modern Wealth Management, LLC511,164$99.4M1.97%+190,46013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.505,170$98.3M12.02%+8,22413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC480,655$93.5M0.78%+6,41313F-HRTimeline
AE Wealth Management LLC477,193$92.8M0.59%+3,36213F-HRTimeline
UMB Bank, n.a.474,088$92.2M1.36%-27,01413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Equitable Holdings, Inc.in group Equitable Holdings, Inc.470,753$91.6M0.67%-6,19713F-HRTimelineGroup
Private Advisor Group, LLC464,570$90.4M0.44%-72,91913F-HRTimeline
Prime Capital Investment Advisors, LLC462,533$90M1.13%-2,13713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…454,367$88.4M0.17%+333,13313F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC440,423$85.7M4.61%-14,28113F-HRTimeline
Composition Wealth, LLC432,034$84M1.26%-715,98013F-HRTimeline
PINNACLE ASSOCIATES LTD428,191$83.3M1.11%+2,97113F-HRTimeline
Baker Avenue Asset Management, LP417,374$81.2M1.94%+72613F-HRTimeline
TIAAgroup of 2 filers holding419,934$81.1M-57,240Timeline
SAGESPRING WEALTH PARTNERS, LLC564,406$80.8M1.58%+171,36813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS406,933$79.1M0.16%-2,46313F-HRTimeline
Valence8 US LP398,725$77.6M26.58%+40913F-HRTimeline
Clearstead Advisors, LLC388,991$75.7M1.1%-113,95113F-HRTimeline
Wilmington Savings Fund Society, FSB385,368$75M1.81%+1,34513F-HR/ATimeline
Cresset Asset Management, LLC377,340$73.4M0.32%-1,85913F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\372,012$72.4M0.09%-42,87913F-HRTimelineGroup
Unison Advisors LLC368,830$71.7M6.55%+147,22113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC354,955$69M1.09%-8,58013F-HRTimeline
NorthCoast Asset Management LLC349,534$68M0.27%+3,91813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…343,794$67.3M0.1%-3,17013F-HRTimeline
SACHEM HILL LLC343,591$66.8M13.37%-12,56113F-HRTimeline
LANDAAS & CO /WI /ADV329,817$64.2M14.58%-24,41513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP329,218$63.4M0.04%+41,65513F-HRTimelineGroup
Financial Advisors, LLC324,192$63.1M11.17%-10,90013F-HRTimeline
Austin Private Wealth, LLC320,864$62.4M4.81%-89,32413F-HRTimeline
Steward Partners Investment Advisory, L…319,014$62M0.36%-6,60813F-HRTimeline
EASTERN BANK318,985$62M1.1%+5,47913F-HRTimeline
Horizon Investments, LLC310,003$60.3M0.79%+58913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding297,369$57.8M+5,370Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…291,099$56.6M0.11%+39,91213F-HRTimelineGroup
Goldstein Advisors, LLC288,064$56M6.81%-10,65413F-HRTimeline
Atria Investments, Inc287,663$56M0.64%-37,33313F-HRTimeline
Baron Wealth Management LLC284,039$55.2M18.28%-4,34613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…281,427$54.7M4.11%+2,32213F-HRTimeline
Strategies Wealth Advisors, LLC272,267$53M5.51%+5,20813F-HRTimeline
ALLIANCEBERNSTEIN L.P.269,622$52.4M0.02%+19,67213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC267,839$52.1M1.27%-20,60013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.266,607$51.9M0.08%-16,13313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP263,421$51.2M0.07%-95,56313F-HRTimelineGroup
Sharkey, Howes & Javer263,271$51.2M6.58%-39,37013F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM246,349$47.9M0.23%+26,00013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC244,648$47.6M14.51%-44613F-HRTimeline
Apexium Financial, LP240,560$46.8M2.28%+3,67313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC231,253$45M1.59%-26,90513F-HRTimelineGroup
Millburn Ridgefield LLC /DE/228,911$44.5M1.06%013F-HRTimeline
Catalyst Capital Advisors LLC228,911$44.5M0.9%013F-HRTimeline
Icon Wealth Advisors, LLC227,262$44.2M3%-35,15413F-HRTimeline
Scarborough Advisors, LLC223,795$43.5M7.68%-27,91513F-HRTimeline
Kathmere Capital Management, LLC223,038$43.4M3.08%+3,10913F-HRTimeline
Aspen Wealth Management LLC223,004$43.4M9.63%+2,91113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …222,853$43.3M2.51%-5,99113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC220,191$42.8M0.01%+69,44213F-HRTimelineGroup
Prosperity Consulting Group, LLC214,514$41.7M2.06%new13F-HRTimeline
Hughes Financial Services, LLC211,986$41.5M6.61%+1,80513F-HRTimeline
Cardinal Strategic Wealth Guidance213,417$41.5M11.17%-1,98913F-HRTimeline
IHT Wealth Management, LLC212,817$41.4M1.05%-39,15113F-HRTimeline
49 WEALTH MANAGEMENT, LLC209,921$40.8M3.85%+14,54213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC209,694$40.8M3.48%+4,32313F-HRTimeline
Provida Pension Fund Administrator209,148$40.7M0.71%-35,92013F-HRTimeline
Farther Finance Advisors, LLC208,795$40.6M0.61%+26,60013F-HRTimeline
Glenmede Investment Management, LP208,130$40.5M0.2%-59,88213F-HRTimeline
TD Capital Management LLC200,796$39.1M3.52%-3,61613F-HRTimeline
Wealth Group Ltd196,940$38.3M8.86%+9,28313F-HRTimeline
1900 WEALTH MANAGEMENT LLC192,751$37.5M2.54%-1,23213F-HRTimeline
Horst & Graben Wealth Management LLC188,664$36.7M5.6%-19,62113F-HRTimeline
SlateStone Wealth, LLC187,733$36.5M3.16%+15,86713F-HRTimeline
Shepherd Financial Partners LLC186,240$36.2M3.45%-20,09513F-HRTimeline
Strategic Blueprint, LLC186,018$36.2M1.58%-5,35113F-HRTimeline
SPC Financial, Inc.183,650$35.7M2.79%-2,10913F-HRTimeline
Perigon Wealth Management, LLC182,345$35.5M0.72%+26,46613F-HRTimeline
CFO4Life Group, LLC178,347$34.7M5.04%+1,59313F-HRTimeline
Bryn Mawr Trust Advisors, LLC171,835$33.4M1.66%-98513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.171,132$33.3M0.39%-35,16513F-HRTimelineGroup
SteelPeak Wealth, LLC169,304$32.9M1.11%-27,85513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources169,228$32.9M0.01%-50313F-HRTimelineGroup
Parallel Advisors, LLC168,359$32.7M0.6%-20,20313F-HRTimeline
MA Private Wealth166,749$32.4M5.45%-1,67013F-HRTimeline
Sowell Financial Services LLC165,569$32.2M1.24%+81113F-HRTimeline
Capital Advisors, Ltd. LLC165,220$32.1M3.63%+18213F-HRTimeline
ARS Wealth Advisors Group, LLC164,333$32M3.16%-2,63813F-HRTimeline
Armbruster Capital Management, Inc.163,028$31.7M5.4%+2,89813F-HRTimeline
True Link Financial Advisors, LLC161,941$31.5M2.03%-1,18113F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …160,412$31.2M5.01%+7,29413F-HRTimeline
Pure Financial Advisors, LLC159,969$31.1M0.5%+32413F-HRTimeline
Pettinga Financial Advisors LLC159,796$31.1M6.06%-16,44913F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC157,490$30.6M0.39%new13F-HR/ATimelineGroup
LIBERTY WEALTH MANAGEMENT LLC156,124$30.4M4.28%+6,21113F-HRTimeline
Heck Capital Advisors, LLC156,115$30.4M2.35%-11,21813F-HRTimeline
Summit Trail Advisors, LLC154,127$30M0.41%-133,13013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding152,305$29.9M+16,528Timeline
CHOREO, LLC153,384$29.8M0.39%-7,28513F-HRTimeline
CFS Investment Advisory Services, LLC151,120$29.7M2.21%-24,51913F-HRTimeline
Symmetry Partners, LLC152,870$29.7M3.24%+16,66613F-HRTimeline
Stone House Investment Management, LLC151,841$29.5M4.98%-31,17213F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV151,546$29.5M0.54%-167,84213F-HR/ATimeline
Family Manage LLC150,615$29.3M4.06%-1,39913F-HRTimeline
CGC Financial Services, LLC149,619$29.1M8.03%+133,80413F-HRTimeline
Aptus Capital Advisors, LLC149,530$29.1M0.27%-65413F-HRTimeline
Lineweaver Wealth Advisors, LLC148,054$28.8M4.22%-67,96913F-HRTimeline
BOK Financial Private Wealth, Inc.146,128$28.4M1.79%-2,53613F-HRTimeline
Boulder Wealth Advisors, LLC145,520$28.3M13.16%13F-HRTimeline
GRIES FINANCIAL LLC144,451$28.1M4.44%+3,38413F-HRTimeline
One Wealth Advisors, LLC140,188$27.3M3.42%-12,01513F-HRTimeline
INTEGRITY ALLIANCE, LLC.140,185$27.3M1.29%+21,17813F-HRTimeline
Orion Porfolio Solutions, LLC139,771$27.2M0.21%-34,09513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management139,484$27.1M0.32%-14,03613F-HRTimelineGroup
KWB Wealth148,156$27.1M2.99%+11,40913F-HRTimeline
RVW Wealth, LLC136,159$26.5M2.07%-47813F-HRTimeline
Centerpoint Advisors, LLC134,887$26.2M8.14%-2,00213F-HRTimeline
High Falls Advisors, Inc134,082$26.1M5.37%-27,88113F-HRTimeline
Ashton Thomas Private Wealth, LLC133,668$26M0.67%+60,41813F-HRTimeline
Physician Wealth Advisors, Inc.133,302$25.9M3.69%-20,53913F-HRTimeline
Security Financial Services, INC.131,957$25.7M4.15%-12,38013F-HRTimeline
Summit Wealth Partners, LLC131,808$25.6M4.63%-4,14213F-HRTimeline
CENTAURUS FINANCIAL, INC.131,184$25.5M1.2%+2,53313F-HRTimeline
Keystone Financial Services131,117$25.5M7.9%+2,25913F-HRTimeline
COMERICA BANK130,746$25.4M0.1%+5,73113F-HRTimeline
Journey Advisory Group, LLC127,148$24.7M1.83%-1,34413F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC125,685$24.7M7.2%+5,54113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD126,507$24.6M0.11%-2713F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…125,676$24.4M8.96%+6,52813F-HRTimeline
Tanglewood Wealth Management, Inc.124,455$24.2M2.25%-76113F-HRTimeline
Client First Capital LLC122,767$23.9M10.64%+5,77313F-HRTimeline
Aventus Investment Advisors, Inc.122,225$23.8M20.28%-1,16013F-HRTimeline
MGO ONE SEVEN LLC122,067$23.7M0.55%+78,23913F-HRTimeline
EWA, LLC121,697$23.7M6.55%-26,99413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD121,317$23.6M1.18%+5,31113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…120,359$23.4M0.13%-161,18813F-HRTimeline
MCMORGAN & CO LLC120,130$23.4M3.6%-9,08413F-HRTimeline
Cypress Wealth Services, LLC119,142$23.2M3.79%-13,31413F-HRTimeline
Detalus Advisors, LLC118,576$23.1M5.97%-11,17913F-HRTimeline
Kelly Financial Services LLC118,199$23M5.95%-7,26713F-HRTimeline