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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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,789,100$3.6B+959,527Timeline
FMR LLCin group FMR LLC18,079,589$3.47B0.18%+502,38713F-HRTimelineGroup
LPL Financial LLC16,156,372$3.1B0.82%-19,72813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,065,644$1.74B0.1%+96,28413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,741,641$1.68B0.12%+2,357,97113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,138,151$1.18B0.68%-307,44013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,422,601$1.04B0.24%+1,466,96413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,184,791$780M0.05%-266,27513F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC4,000,492$767M1.09%+472,80213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,969,187$761M0.15%-149,50613F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding3,783,556$726M+63,287Timeline
Orgel Wealth Management, LLC3,292,676$632M13.61%+242,12313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,116,380$598M0.01%+10,92113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp3,108,407$596M1.95%-6,41113F-HR/ATimelineGroup
Facet Wealth, Inc.2,965,946$569M9.86%+77,84613F-HRTimeline
Blue Trust, Inc.2,694,660$517M5.92%-7,09413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,522,985$484M1.77%-137,82613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding2,506,287$482M+49,473Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,902,886$365M0.11%-66,59313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,900,969$365M0.22%-87,09713F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,889,343$362M0.95%-356,58513F-HRTimelineGroup
Richard Bernstein Advisors LLC1,846,285$354M10.27%+1,780,96713F-HRTimeline
Haverford Trust Co1,777,971$341M3.12%+57,69613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,777,079$341M0.06%+49,61613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…1,766,694$339M5.89%+2,26913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,632,084$313M0.29%+39,31213F-HRTimelineGroup
Cetera Investment Advisers1,574,045$302M0.32%+43,74213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,500,554$288M0.04%-53,96213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,474,454$283M-180,080Timeline
MML INVESTORS SERVICES, LLC1,417,664$272M0.75%-433,00513F-HRTimeline
HighTower Advisors, LLC1,349,671$259M0.27%+48,91813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,340,055$257M0.36%-15,27213F-HRTimeline
Wharton Business Group, LLC1,201,810$231M8.71%-46413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,161,409$223M0.33%-207,96913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,110,105$213M2.62%+33,27513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,101,752$211M1.65%+16,59913F-HRTimelineGroup
Connecticut Wealth Management, LLC985,890$189M7.92%-37,89713F-HRTimeline
Janney Montgomery Scott LLC865,213$166M0.41%+18,52613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp856,096$164M0.03%+70,33013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.807,579$155M0.23%-59,73413F-HRTimelineGroup
SCS Capital Management LLC797,152$153M1.62%-40,23813F-HRTimeline
Integrated Wealth Concepts LLC785,050$151M1.2%+260,44313F-HRTimeline
Bluespring Wealth Management, LLC780,349$150M12.9%+21,51313F-HRTimeline
Foster Group, Inc.750,295$144M4.28%+30,57013F-HRTimeline
NewEdge Advisors, LLC732,682$141M0.51%+18,52913F-HR/ATimeline
OneDigital Investment Advisors LLC691,130$133M1.3%+40,94013F-HRTimeline
&PARTNERS665,712$128M0.63%+56,07613F-HRTimeline
Mariner, LLCin group Mariner, LLC654,854$126M0.15%-32,24513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP643,262$123M0.18%-21,71213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…619,423$119M0.73%+38,79913F-HRTimelineGroup
D.A. DAVIDSON & CO.605,588$116M0.7%+5,89013F-HRTimeline
Sanctuary Advisors, LLC604,311$116M0.63%+36,52113F-HRTimeline
Unison Advisors LLC603,217$116M8.78%+229,96913F-HRTimeline
Foundations Investment Advisors, LLC597,656$115M1.42%+61,63313F-HRTimeline
Sage Mountain Advisors LLC577,602$111M7.75%+15,61213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC536,934$103M0.5%-11,06913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.517,330$103M0.66%+58,81313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC502,976$96.5M0.78%+14,36213F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.502,864$96.5M10.86%-4,88713F-HRTimeline
Merit Financial Group, LLC501,905$96.3M0.72%+35,96113F-HRTimeline
SAX WEALTH ADVISORS, LLC460,653$91.5M4.43%-2,61713F-HRTimeline
Cambridge Investment Research Advisors,…461,725$88.6M0.23%-47,18213F-HRTimeline
Prime Capital Investment Advisors, LLC459,443$88.1M1.02%-23,57113F-HRTimeline
Modern Wealth Management, LLC454,044$87.5M1.5%-126,73513F-HRTimeline
Obermeyer Wealth Partners455,785$87.4M4.03%-92,79013F-HRTimeline
PINNACLE ASSOCIATES LTD429,470$82.4M1.06%+2,32513F-HRTimeline
Baker Avenue Asset Management, LP424,179$81.4M1.85%+3,64213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP432,898$81.1M0.04%+75,57513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC411,517$78.9M0.01%-697,44713F-HRTimelineGroup
Private Advisor Group, LLC404,816$77.6M0.36%+4,41213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS402,442$77.2M0.14%-1,30613F-HRTimeline
Advocacy Wealth Management, LLC402,172$77.1M3.41%-50,43313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…401,444$77M0.14%+5,27913F-HRTimelineGroup
JB Capital LLC371,144$71.2M2.88%+11,90113F-HRTimeline
AdvisorShares Investments LLC365,784$70.2M12.79%new13F-HRTimeline
TIAAgroup of 4 filers holding357,370$68.1M-2,467Timeline
Beacon Pointe Advisors, LLC348,994$66.9M0.35%+316,54813F-HRTimeline
SACHEM HILL LLC346,003$66.4M12.86%-1,39913F-HRTimeline
Cresset Asset Management, LLC339,751$65.2M0.28%-36,10113F-HRTimeline
Valence8 US LP337,336$64.7M22.62%-25,76713F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM324,549$62.3M0.33%+79,50013F-HRTimeline
True Link Financial Advisors, LLC320,607$61.5M3.8%+52313F-HR/ATimeline
Horizon Investments, LLC319,994$61.4M0.69%+16,29413F-HRTimeline
Strategies Wealth Advisors, LLC312,815$60M6.03%+26,03213F-HRTimeline
LANDAAS & CO /WI /ADV308,026$59.1M12.96%-3,68813F-HRTimeline
Wilmington Savings Fund Society, FSB304,132$58.3M1.39%-86,03013F-HRTimeline
AE Wealth Management LLC301,971$57.9M0.31%-22,51513F-HRTimeline
Composition Wealth, LLC300,753$57.7M0.79%-108,79813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding295,146$56.6M+6,061Timeline
Steward Partners Investment Advisory, L…289,121$55.5M0.28%+29113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…283,133$54.3M3.71%+1,46613F-HRTimeline
Baron Wealth Management LLC280,742$53.8M16.1%-3,84713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…274,217$53M0.12%-70,60513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC268,182$51.4M0.75%-48,29713F-HRTimeline
Prosperity Consulting Group, LLC265,068$50.8M2.26%+1,41413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…264,512$50.5M0.1%+1,38413F-HRTimelineGroup
LIFE LINE WEALTH MANAGEMENT LLC249,841$47.9M21.4%+9,85013F-HRTimeline
Millburn Ridgefield LLC /DE/249,681$47.9M1.03%+37,08013F-HRTimeline
Catalyst Capital Advisors LLC249,681$47.9M0.89%+37,08013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.242,921$46.6M0.07%-40013F-HRTimelineGroup
Kathmere Capital Management, LLC236,306$45.3M2.81%+6,07313F-HRTimeline
Aspen Wealth Management LLC227,662$43.7M8.71%-1,22013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA215,962$41.4M0.2%-1,18013F-HRTimelineGroup
MCF Advisors LLC211,450$40.6M1.78%+211,03613F-HRTimeline
Wealth Group Ltd209,617$40.2M9.16%+5,72513F-HRTimeline
IHT Wealth Management, LLC207,760$39.9M0.93%-10,76813F-HRTimeline
AlphaCore Capital LLC206,216$39.6M0.94%-3,32413F-HRTimeline
SlateStone Wealth, LLC202,654$38.9M3.2%+7,76613F-HRTimeline
Farther Finance Advisors, LLC201,135$38.8M0.37%-7,43213F-HRTimeline
Clearstead Advisors, LLC197,629$37.9M0.35%-187,28013F-HRTimeline
Atria Investments, Inc197,593$37.9M0.42%+26,95613F-HRTimeline
TD Capital Management LLC196,375$37.7M3.39%-2,38113F-HRTimeline
Pure Financial Advisors, LLC195,118$37.4M0.54%+29,60813F-HRTimeline
1900 WEALTH MANAGEMENT LLC192,031$36.8M2.36%-91713F-HRTimeline
Sharkey, Howes & Javer190,271$36.5M4.92%-5,59713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\182,032$34.9M0.04%-97,52713F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC176,633$33.9M0.81%+128,08213F-HRTimeline
Sowell Financial Services LLC175,920$33.7M1.25%+3,54913F-HRTimeline
CFO4Life Group, LLC175,287$33.6M5.13%-94313F-HRTimeline
Armbruster Capital Management, Inc.170,323$32.7M5.35%+5,40913F-HRTimeline
MA Private Wealth169,641$32.5M5.5%+55413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources168,717$32.4M0.01%-31513F-HRTimelineGroup
Capital Advisors, Ltd. LLC168,631$32.3M3.68%+57813F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …168,251$32.3M4.35%-85313F-HRTimeline
Icon Wealth Advisors, LLC155,322$32M2.08%+12,58013F-HRTimeline
Symmetry Partners, LLC165,209$31.7M1.81%+10,05113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP164,348$31.5M0.04%+6,38913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC163,942$31.4M0.73%+5,42113F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.161,547$31M0.34%+113,49413F-HRTimeline
ARS Wealth Advisors Group, LLC159,880$30.7M2.59%-74313F-HRTimeline
Cardinal Strategic Wealth Guidance155,768$29.9M7.88%-3,66513F-HRTimeline
Family Manage LLC155,336$29.8M3.57%-6,94413F-HRTimeline
Lineweaver Wealth Advisors, LLC153,714$29.5M3.98%+2,54013F-HRTimeline
Dynasty Wealth Management, LLC153,333$29.4M0.26%-14,57713F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV153,029$29.4M0.47%013F-HR/ATimeline
CENTAURUS FINANCIAL, INC.151,213$29M1.38%+3,52313F-HRTimeline
Boulder Wealth Advisors, LLC150,681$28.9M11.54%+3,78513F-HRTimeline
Aptus Capital Advisors, LLC148,864$28.6M0.24%-97213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …147,882$28.4M0.22%-35,90613F-HRTimelineGroup
Annandale Capital, LLC147,580$28.3M4.65%+33,32713F-HRTimeline
Heck Capital Advisors, LLC147,113$28.2M2.09%-6,17013F-HRTimeline
Parallel Advisors, LLC145,994$28M0.5%-17,90713F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …143,329$27.5M1.57%+9,66613F-HRTimeline
Bryn Mawr Trust Advisors, LLC142,886$27.4M1.33%-16,32713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding142,491$27.3M+120,700Timeline
LIBERTY WEALTH MANAGEMENT LLC139,989$26.9M3.35%-19,32313F-HRTimeline
BOK Financial Private Wealth, Inc.139,781$26.8M1.62%-4,17113F-HRTimeline
BITTERROOT CAPITAL ADVISORS LLC139,516$26.8M16.25%+16513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.138,182$26.5M0.3%-11,04213F-HRTimelineGroup
Strategic Blueprint, LLC137,494$26.4M1.53%-2,43713F-HRTimeline
CHOREO, LLC136,170$26.1M0.32%-6,16213F-HRTimeline
Creative Planningin group Creative Planning135,582$26M0.02%+31,36513F-HRTimelineGroup
Provida Pension Fund Administrator134,848$25.9M0.44%-147,18513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC134,736$25.8M0.1%+19,32713F-HRTimelineGroup
Waverly Advisors, LLC134,311$25.8M0.19%+48,58513F-HRTimeline
Perigon Wealth Management, LLC134,275$25.8M0.47%+2,12313F-HRTimeline
ALLIANCEBERNSTEIN L.P.129,233$25.7M0.01%-122,55513F-HRTimeline
Independent Advisor Alliance133,383$25.6M0.27%+129,22613F-HRTimeline
Centerpoint Advisors, LLC133,280$25.6M8.32%+49213F-HRTimeline
RVW Wealth, LLC131,486$25.2M1.96%-3,15913F-HRTimeline
GW HENSSLER & ASSOCIATES LTD130,394$25M1.18%+5,03513F-HRTimeline
Goldstein Advisors, LLC130,350$25M2.78%-38,84613F-HRTimeline
Scarborough Advisors, LLC129,739$24.9M2.72%-35,94313F-HRTimeline
Shepherd Financial Partners LLC127,412$24.4M2.32%+2,25813F-HRTimeline
Aventus Investment Advisors, Inc.125,907$24.2M20.43%+11413F-HRTimeline
Summit Wealth Partners, LLC124,776$23.9M3.79%-4,09413F-HRTimeline
Horst & Graben Wealth Management LLC114,578$23.7M3.26%+1,03013F-HRTimeline
UMB Bank, n.a.123,637$23.7M0.33%-101,97413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Client First Capital LLC123,300$23.7M10.4%-1,05913F-HRTimeline
MGO ONE SEVEN LLC121,448$23.3M0.47%+14,82413F-HRTimeline
Tanglewood Wealth Management, Inc.120,887$23.2M1.92%-73713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC119,952$23M0.8%+4,85213F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD118,831$22.8M0.1%-2,54513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…117,621$22.6M0.25%+6,49413F-HRTimelineGroup
MCMORGAN & CO LLC116,774$22.4M3.62%-2,99613F-HRTimeline
NewEdge Wealth, LLC115,490$22.2M0.26%-20,61713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding115,333$22.1M+1,638Timeline
CAHILL FINANCIAL ADVISORS INC115,176$22.1M2.39%-5,43113F-HRTimeline
Qube Research & Technologies Ltd115,088$22.1M0.03%+58,66113F-HRTimeline
Meridian Wealth Partners, LLC113,406$21.8M2.99%+2,63113F-HRTimeline
360 Financial, Inc.109,815$21.1M6.35%+6713F-HRTimeline
Ashton Thomas Private Wealth, LLC109,396$21M0.5%-12,21513F-HRTimeline
REGATTA CAPITAL GROUP, LLC107,966$20.7M3.13%+2,54013F-HRTimeline
Financial Partners Group, Inc107,247$20.6M2.46%+3,19713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC106,928$20.5M0.51%+2,94313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…106,709$20.5M0.79%-56,70613F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.105,698$20.3M2.82%+1,89813F-HRTimeline
Sequoia Financial Advisors, LLC105,286$20.2M0.11%-3,24913F-HRTimeline
Strategic Point Investment Advisors, LLC104,390$20M2.91%-2,78713F-HRTimeline
Fragasso Financial Advisors Inc102,610$19.9M1.2%-432,23013F-HRTimeline
Orion Porfolio Solutions, LLC103,547$19.9M0.17%-6,12313F-HRTimeline
TRB Wealth Management, LLC103,497$19.9M2.82%13F-HRTimeline
Allworth Financial LP103,108$19.8M0.08%-1,45513F-HRTimeline
Betterment LLC103,071$19.8M0.04%+88,51713F-HRTimeline
Van Hulzen Asset Management, LLC102,591$19.7M1.46%-20413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…102,584$19.7M0.25%+2,90413F-HRTimelineGroup
SteelPeak Wealth, LLC101,884$19.5M0.61%-2,91813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.101,167$19.4M0.24%+9,40813F-HRTimelineGroup
Legacy Edge Advisors, LLC100,847$19.3M2.03%-13,04313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management99,003$19M0.22%+9113F-HRTimelineGroup