QUAL institutional holders
ISHARES MSCI USA QUALITY FACTOR ETF · 13F, 2026Q2
| Managers holding | 1,640 |
|---|
| Shares held | 171,830,647 |
|---|
| Reported value | $37.6bn |
|---|
| Quarter flows | 133 new, 494 added, 761 trimmed, 144 exited |
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Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| FMR LLC | 19,505,608 | $4.3bn | 0.2% |
| LPL Financial LLC | 13,335,529 | $2.9bn | 0.7% |
| BANK OF AMERICA CORP /DE/ | 8,485,338 | $1.9bn | 0.1% |
| MORGAN STANLEY | 7,762,968 | $1.7bn | 0.1% |
| ENVESTNET ASSET MANAGEMENT INC | 7,560,676 | $1.7bn | 0.4% |
| PNC Financial Services Group, Inc. | 5,712,458 | $1.3bn | 0.6% |
| AMERIPRISE FINANCIAL INC | 4,901,506 | $1.0bn | 0.2% |
| WELLS FARGO & COMPANY/MN | 3,856,366 | $846.2m | 0.1% |
| Cerity Partners LLC | 3,854,424 | $845.8m | 1.0% |
| UBS Group AG | 3,552,196 | $779.5m | 0.1% |
| Orgel Wealth Management, LLC | 3,358,210 | $736.9m | 15.9% |
| Facet Wealth, Inc. | 3,300,180 | $724.2m | 10.4% |
| M&T Bank Corp | 3,065,701 | $672.7m | 2.0% |
| Blue Trust, Inc. | 2,709,961 | $594.6m | 6.2% |
| JPMORGAN CHASE & CO | 2,399,340 | $521.4m | 0.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | 2,289,743 | $502.4m | 1.7% |
| BlackRock, Inc. | 1,889,810 | $414.7m | 0.0% |
| Haverford Trust Co | 1,831,381 | $401.9m | 3.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,794,452 | $393.8m | 5.7% |
| RAYMOND JAMES FINANCIAL INC | 1,702,675 | $373.6m | 0.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,613,234 | $354.0m | 0.2% |
| ROYAL BANK OF CANADA | 1,595,432 | $350.1m | 0.1% |
| Focus Partners Wealth | 1,477,108 | $324.1m | 0.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,442,737 | $316.6m | 0.0% |
| HighTower Advisors, LLC | 1,348,338 | $295.9m | 0.3% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("QUAL"). QUAL price history · All 13F data
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