QUAL — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns QUAL? 90 Institutions Hold $321M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (QUAL)? 90 institutions reported holding $321.25M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Wealth Group Ltd ($47.9M), Farther Finance Advisors, LLC ($30.4M), RVW Wealth, LLC ($29.1M).

Rank	Institution	Value	Shares	Change
1	Wealth Group Ltd	$47.9M	213,386	Trimmed
2	Farther Finance Advisors, LLC	$30.4M	136,832	Trimmed
3	RVW Wealth, LLC	$29.1M	131,123	Trimmed
4	Aventus Investment Advisors, Inc.	$28.4M	127,975	Trimmed
5	Weaver Consulting Group	$21.3M	95,655	Trimmed
6	Apella Capital, LLC	$16.8M	74,298	Trimmed
7	Intelligence Driven Advisers, LLC	$12.0M	54,073	Trimmed
8	Montecito Bank & Trust	$11.8M	53,154	Trimmed
9	BOS Asset Management, LLC	$10.9M	48,940	Added
10	Financial Enhancement Group LLC	$9.6M	42,330	Added
11	CoreCap Advisors, LLC	$8.8M	39,508	Added
12	Green Ridge Wealth Planning LLC	$7.8M	35,130	Trimmed
13	Breakwater Capital Group	$6.6M	29,547	Trimmed
14	Trust Co	$6.2M	27,850	Trimmed
15	TITLEIST ASSET MANAGEMENT, LLC	$6.0M	27,200	Added
16	First Citizens Financial Corp	$5.6M	25,077	Trimmed
17	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$4.2M	18,914	Trimmed
18	Global Wealth Strategies & Associates	$3.5M	15,796	Trimmed
19	YHB Investment Advisors, Inc.	$3.5M	15,791	Added
20	EASTERN BANK	$3.2M	14,573	Trimmed
21	Avidian Wealth Enterprises, LLC	$2.8M	12,444	Trimmed
22	Planning Strategies Inc.	$2.6M	11,574	Trimmed
23	Delta Wealth Advisors LLC	$2.4M	10,854	Trimmed
24	BOYUM WEALTH ARCHITECTS LLC	$2.3M	10,357	Trimmed
25	Asempa Wealth Advisors	$2.2M	10,061	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30