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Disclosery

QUAL ISHARES TR

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ETF (fund)

Filings received so far for Q3 2026: 148 13F filers report a position in QUAL shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Connecticut Wealth Management, LLC961,819$214M7.84%-13,27913F-HRTimeline
Foster Group, Inc.779,766$173M4.71%+13,86013F-HRTimeline
SAX WEALTH ADVISORS, LLC512,973$114M3.25%+47,00313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…250,753$56.7M0.08%+7,00813F-HRTimeline
Wealth Group Ltd213,386$47.9M8.87%-2,52413F-HRTimeline
1900 WEALTH MANAGEMENT LLC184,135$40.9M2.22%-6,14413F-HRTimeline
Lineweaver Wealth Advisors, LLC159,420$35.4M4.11%+2,16413F-HRTimeline
Farther Finance Advisors, LLC136,832$30.4M0.22%-3,05513F-HRTimeline
RVW Wealth, LLC131,123$29.1M1.87%-78013F-HRTimeline
Aventus Investment Advisors, Inc.127,975$28.4M20.78%-5913F-HRTimeline
Weaver Consulting Group95,655$21.3M4.13%-63613F-HRTimeline
Trinity Wealth Management, LLC82,228$18.3M5.79%-46613F-HRTimeline
Apella Capital, LLC74,298$16.8M0.21%-57913F-HRTimeline
Fragasso Financial Advisors Inc70,835$16.1M0.81%-8,97013F-HRTimeline
Intelligence Driven Advisers, LLC54,073$12M2.07%-1,94213F-HRTimeline
Montecito Bank & Trust53,154$11.8M1.79%-62713F-HRTimeline
FORTE ASSET MANAGEMENT LLC50,470$11.2M4.52%+24813F-HRTimeline
BOS Asset Management, LLC48,940$10.9M2.54%+2,52113F-HRTimeline
Financial Enhancement Group LLC42,330$9.56M1.1%+6013F-HRTimeline
Stonehearth Capital Management, LLC42,170$9.37M3.21%-1,24513F-HRTimeline
Pettinga Financial Advisors LLC39,522$8.78M1.45%-4813F-HRTimeline
CoreCap Advisors, LLC39,508$8.78M0.25%+2,26813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC37,773$8.39M0.15%+2,57913F-HRTimeline
Green Ridge Wealth Planning LLC35,130$7.81M3.13%-37513F-HRTimeline
Bestgate Wealth Advisors, LLC33,702$7.49M4.74%+20,85513F-HRTimeline
Shum Financial Group, Inc.33,185$7.38M4.23%+81613F-HRTimeline
Bison Wealth, LLC30,904$7.04M0.59%-56313F-HRTimeline
Yoder Wealth Management, Inc.30,307$6.67M2.52%-21213F-HRTimeline
Breakwater Capital Group29,547$6.57M0.78%-39713F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.28,647$6.37M5.26%+69413F-HRTimeline
Trust Co27,850$6.19M0.54%-2,77913F-HRTimeline
Paller Financial Services Inc27,456$6.1M4.68%+46213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC27,200$6.04M0.39%+47613F-HRTimeline
First Citizens Financial Corp25,077$5.57M2.34%-68613F-HRTimeline
LINCOLN CAPITAL CORP23,996$5.33M1.74%-14713F-HRTimeline
OMNI 360 Wealth, Inc.22,844$5.08M2.3%-91213F-HRTimeline
Sherman Wealth Management LLC20,726$4.55M3.42%013F-HRTimeline
Fluent Financial, LLC19,764$4.39M1.5%-31113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…18,914$4.2M0.6%-2,74413F-HRTimeline
Global Wealth Strategies & Associates15,796$3.51M0.64%-1,84513F-HRTimeline
YHB Investment Advisors, Inc.15,791$3.51M0.22%+4,85813F-HRTimeline
EASTERN BANK14,573$3.24M0.05%-8,21113F-HRTimeline
Thrive Wealth Management, LLC13,397$2.98M0.37%-22913F-HRTimeline
WT Wealth Management12,518$2.78M0.78%+1,58713F-HRTimeline
Avidian Wealth Enterprises, LLC12,444$2.77M0.08%-1,26013F-HRTimeline
Centurion Wealth Management LLC12,251$2.72M0.66%-13,81813F-HRTimeline
BigSur Wealth Management LLC12,000$2.67M0.63%013F-HRTimeline
Archer Investment Management, LLC11,848$2.63M0.83%-12613F-HRTimeline
Planning Strategies Inc.11,574$2.57M1.53%-42613F-HRTimeline
CGC Financial Services, LLC11,438$2.54M0.56%+43613F-HRTimeline
Delta Wealth Advisors LLC10,854$2.41M1.66%-1,24013F-HRTimeline
B. Riley Wealth Advisors, Inc.10,700$2.38M0.09%+1,03713F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC10,357$2.32M0.95%-78613F-HRTimeline
Level Financial Advisors10,185$2.26M0.5%-7213F-HRTimeline
Asempa Wealth Advisors10,061$2.25M1.75%-28313F-HRTimeline
BAILARD, INC.9,789$2.18M0.04%-9613F-HRTimeline
Portus Wealth Advisors, LLC9,347$2.08M1.71%+1013F-HRTimeline
Signal Advisors Wealth, LLC8,580$1.91M0.08%+44413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC7,807$1.74M0.41%-25913F-HRTimeline
Apeiron RIA LLC7,152$1.6M0.36%-17,86113F-HRTimeline
Retirement Wealth Solutions LLC6,929$1.54M0.81%+61613F-HRTimeline
Investors Research Corp6,884$1.53M0.27%-52813F-HRTimeline
First Heartland Consultants, Inc.6,854$1.52M0.1%+4,13513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,769$1.5M0.15%+5313F-HRTimeline
Insight Wealth Strategies, LLC6,637$1.48M0.15%-50913F-HRTimeline
Dynamic Advisor Solutions LLC6,565$1.46M0.04%-3,63613F-HRTimeline
Syntegra Private Wealth Group, LLC6,426$1.43M0.11%-6013F-HRTimeline
Exchange Bank6,343$1.41M0.87%+1,82413F-HRTimeline
Galvin, Gaustad & Stein, LLC6,189$1.38M0.1%-3313F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC5,492$1.23M0.83%-2613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,450$1.21M0.09%-6213F-HRTimeline
Noble Wealth Management PBC5,231$1.16M0.53%-15313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,941$1.1M0.07%+5413F-HRTimeline
RHS Financial, LLC4,699$1.04M0.35%+44813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,693$1.04M0.02%-10413F-HRTimelineGroup
Whalen Wealth Management Inc.4,580$1.02M0.44%new13F-HRTimeline
Pearl Planning LLC4,356$968K0.4%-84613F-HRTimeline
Avior Wealth Management, LLC4,299$956K0.03%-8413F-HRTimeline
GK Wealth Management LLC4,021$894K0.5%-95413F-HRTimeline
Valeo Financial Advisors, LLC3,840$853K0.02%-16013F-HRTimeline
Emprise Bank3,705$823K0.31%-7513F-HRTimeline
Wilkins Miller Wealth Management, LLC3,675$817K0.46%+6713F-HRTimeline
JGP Wealth Management, LLC3,636$808K0.07%013F-HRTimeline
Cooper Financial Group3,622$805K0.06%-21313F-HRTimeline
Fiduciary Alliance LLC3,610$802K0.06%-18013F-HRTimeline
Northside Capital Management, LLC3,582$796K0.06%013F-HRTimeline
MRA Advisory Group3,346$744K0.28%-49,05413F-HRTimeline
Cassilly Financial Group LLC3,259$724K0.49%-2613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,244$721K0.01%+15513F-HRTimeline
STABLEFORD CAPITAL II LLC3,216$715K0.25%-1,21413F-HRTimeline
DAVIDSON TRUST CO3,210$713K0.28%-85313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,104$690K0.18%013F-HRTimeline
Balefire, LLC2,869$638K0.1%+54913F-HRTimeline
Wedmont Private Capital2,735$619K0.01%013F-HRTimeline
Krilogy Financial LLC2,714$618K0.02%+32613F-HRTimeline
Box Hill Private Wealth LLC2,555$568K0.41%+2013F-HRTimeline
Factor Wealth Management LTD2,508$557K0.09%+13613F-HRTimeline
Euro Pacific Asset Management, LLC2,481$552K0.05%new13F-HRTimeline
Sound Income Strategies, LLC2,439$552K0.02%-1,53213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,408$535K0.01%+2413F-HRTimeline
CogentBlue Wealth Advisors, LLC2,306$512K0.48%013F-HRTimeline
CapWealth Advisors, LLC2,270$504K0.04%013F-HRTimeline
Atlas Brown,Inc.2,243$498K0.13%-2313F-HRTimeline
Richard P Slaughter Associates Inc2,221$494K0.1%-53613F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC2,022$449K0.29%-6013F-HRTimeline
LifeGoal Investments, LLC1,971$438K0.13%+6313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,958$435K0.04%-213F-HRTimeline
Bullock Wealth Management Group1,885$421K0.17%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,871$416K0.08%+70913F-HRTimeline
GAMMA Investing LLC1,840$409K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,824$405K0.01%-8213F-HRTimeline
ACIMA PRIVATE WEALTH, LLC1,782$396K0.11%013F-HRTimeline
Adelphi Trust Co1,730$384K0.25%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,681$374K0.01%013F-HRTimeline
Beacon Wealthcare LLC1,581$351K0.11%013F-HRTimeline
LS Investment Advisors, LLC1,580$351K0.05%-92513F-HRTimeline
Post Resch Tallon Group Inc.1,533$341K0.23%013F-HRTimeline
Venture Visionary Partners LLC1,527$339K0.01%new13F-HRTimeline
SigFig Wealth Management, LLC1,473$327K0.01%-1313F-HRTimeline
CX Institutional1,315$292K0.01%+14013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,196$266K0.07%-11,38713F-HRTimeline
Rosenberg Matthew Hamilton1,170$260K0.05%-2013F-HRTimeline
Bangor Savings Bank1,164$259K0.02%-28713F-HRTimeline
Able Wealth Management LLC1,044$236K0.05%+8813F-HRTimeline
Lexington Hill Partners, LLC1,060$236K0.1%+213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,045$232K0.02%013F-HRTimeline
jvl associates llc995$221K0.06%013F-HRTimeline
Downshift Financial, LLC987$219K0.1%+6113F-HRTimeline
SAPIENT CAPITAL LLC977$217K<0.01%-1,48513F-HRTimeline
Sage Capital Advisors,llc971$216K0.04%+113F-HRTimeline
Chicago Capital, LLC935$208K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP854$190K0.01%+56213F-HRTimelineGroup
NORTH POINT PORTFOLIO MANAGERS CORP/OH762$169K0.03%new13F-HRTimeline
Hickory Point Bank & Trust737$164K0.1%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC671$149K0.01%013F-HRTimeline
Acropolis Investment Management, LLC550$122K<0.01%+1013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…431$95.9K<0.01%+41613F-HRTimeline
Cape Investment Advisory, Inc.274$60.9K0.02%+2013F-HRTimeline
Wealth Enhancement Trust Services, Inc.265$58.9K0.01%-1313F-HRTimeline
FIRST COMMUNITY TRUST NA180$40K0.01%new13F-HRTimeline
Rydar Equities, Inc.160$36.1K0.02%new13F-HRTimeline
Roxbury Financial LLC157$35K0.03%013F-HRTimeline
Versant Capital Management, Inc54$12K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division41$9.11K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC25$5.56K<0.01%013F-HRTimeline
ATWOOD & PALMER INC14$3.11K<0.01%013F-HRTimeline
Grove Bank & Trust14$3.11K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC12$2.56K<0.01%+113F-HRTimeline