QUAL · Insider trading · 13F holders · Congress trades
Ishares Tr (QUAL)
Who is buying and selling QUAL: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 525
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
QUAL at a glance
- No open-market insider purchases or sales of QUAL were filed in the last 90 days.
- 525 13F filers hold QUAL among their 50 largest positions, worth $19.8B combined. The biggest bets by portfolio weight are Valence8 US LP (30.1%), Life Line Wealth Management LLC (21.4%) and Aventus Investment Advisors, Inc. (20.8%). In their latest 13Fs, 4 managers opened a new position and 59 added to one.
- No member of Congress has disclosed a trade in QUAL.
QUAL insider trading
No open-market insider purchases or sales of QUAL were filed in the last 90 days.
Who owns QUAL? Hedge funds and superinvestors
525 13F filers hold QUAL among their 50 largest positions, worth $19.8B combined. The biggest bets by portfolio weight are Valence8 US LP (30.1%), Life Line Wealth Management LLC (21.4%) and Aventus Investment Advisors, Inc. (20.8%). In their latest 13Fs, 4 managers opened a new position and 59 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| LPL Financial LLCWealth manager | 0.7% | $2.9B | 13,335,529 | -17.5% shares | Q2 2026 |
| Envestnet Asset Management IncWealth manager | 0.4% | $1.7B | 7,560,676 | -57.5% shares | Q2 2026 |
| PNC Financial Services Group, Inc.Bank & trust | 0.6% | $1.3B | 5,712,458 | -6.9% shares | Q2 2026 |
| Cerity Partners LLCWealth manager | 1.0% | $845.8M | 3,854,424 | -3.7% shares | Q2 2026 |
| Facet Wealth, Inc.Wealth manager | 10.4% | $724.2M | 3,300,180 | +11.3% shares | Q2 2026 |
| M&T Bank CorpBank & trust | 2.0% | $672.7M | 3,065,701 | -1.4% shares | Q2 2026 |
| Blue Trust, Inc.Investment manager | 6.8% | $643.4M | 2,894,963 | +6.8% shares | Q3 2026 |
| Keybank National Association/ohBank & trust | 1.7% | $502.4M | 2,289,743 | -9.2% shares | Q2 2026 |
| Orgel Wealth Management, LLCWealth manager | 9.2% | $487.8M | 2,195,000 | -34.6% shares | Q3 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementWealth manager | 5.5% | $402.2M | 1,809,936 | +0.9% shares | Q3 2026 |
| Haverford Trust CoBank & trust | 3.5% | $401.9M | 1,831,381 | +3.0% shares | Q2 2026 |
| Cwm, LLCWealth manager | 1.0% | $362.4M | 1,889,343 | -15.9% shares | Q1 2026 |
| Richard Bernstein Advisors LLCHedge fund | 10.3% | $354.1M | 1,846,285 | +2726.6% shares | Q1 2026 |
| Wharton Business Group, LLCWealth manager | 8.6% | $256.1M | 1,167,255 | -2.9% shares | Q2 2026 |
| Mercer Global Advisors Inc /advInvestment manager | 0.3% | $254.3M | 1,158,867 | -0.2% shares | Q2 2026 |
| Bluespring Wealth Management, LLCWealth manager | 4.4% | $229.7M | 1,046,876 | +34.2% shares | Q2 2026 |
| Mml Investors Services, LLCWealth manager | 0.4% | $219.2M | 998,944 | -29.5% shares | Q2 2026 |
| Connecticut Wealth Management, LLCWealth manager | 7.8% | $213.8M | 961,819 | -1.4% shares | Q3 2026 |
| Foster Group, Inc.Wealth manager | 4.7% | $173.3M | 779,766 | +1.8% shares | Q3 2026 |
| Integrated Wealth Concepts LLCWealth manager | 1.0% | $157.0M | 715,455 | -8.9% shares | Q2 2026 |
| &partnersHedge fund | 0.6% | $143.5M | 653,307 | -1.9% shares | Q2 2026 |
| D.a. Davidson & Co.Wealth manager | 0.8% | $140.7M | 632,935 | +2.8% shares | Q3 2026 |
| Beacon Pointe Advisors, LLCWealth manager | 0.6% | $137.6M | 627,286 | — | Q2 2026 |
| Unison Advisors LLCWealth manager | 9.6% | $136.6M | 614,844 | +0.4% shares | Q3 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 2.5% | $130.3M | 593,900 | -36.2% shares | Q2 2026 |
| Sage Mountain Advisors LLCWealth manager | 7.8% | $126.3M | 575,644 | -0.3% shares | Q2 2026 |
| Coldstream Capital Management IncWealth manager | 1.6% | $123.6M | 563,366 | -49.3% shares | Q2 2026 |
| SCS Capital Management LLCWealth manager | 1.1% | $121.3M | 552,891 | -30.6% shares | Q2 2026 |
| Johnson Investment Counsel IncWealth manager | 0.9% | $118.5M | 539,969 | +7.4% shares | Q2 2026 |
| Savant Capital, LLCWealth manager | 0.3% | $116.5M | 530,640 | -1.2% shares | Q2 2026 |
The 30 largest of 525 positions, by value. Each manager counts with its latest 13F (Q3 2026: 239, Q2 2026: 277, Q1 2026: 9). Screen QUAL in the grand portfolio →
QUAL stock trades by members of Congress
No member of Congress has disclosed a trade in QUAL.
QUAL questions and answers
Are insiders buying QUAL stock?
No open-market insider purchases or sales of QUAL were filed in the last 90 days.
Which hedge funds own QUAL?
525 13F filers hold QUAL among their 50 largest positions, worth $19.8B combined. The biggest bets by portfolio weight are Valence8 US LP (30.1%), Life Line Wealth Management LLC (21.4%) and Aventus Investment Advisors, Inc. (20.8%). In their latest 13Fs, 4 managers opened a new position and 59 added to one.
Has Congress traded QUAL?
No member of Congress has disclosed a trade in QUAL.
Who is the largest holder of QUAL?
Among 13F filers, LPL Financial LLC reports the largest QUAL position, $2.9B (13,335,529 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Valence8 US LP's: 30.1% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.