← Every company
Who Owns iShares MSCI USA Quality Factor ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares MSCI USA Quality Factor ETF.
Who crossed 5% of QUAL →Managers holding
75
as of 2026-09-30
Reported value
$294.3M
summed across filings
Shares held
1.3M
Added vs trimmed
16 / 41
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Wealth Group LtdMSCI USA QLT FCT213.4K shtrimmed | $47.9M |
| Farther Finance Advisors, LLCETF136.8K shtrimmed | $30.4M |
| RVW Wealth, LLCMSCI USA QLT FCT131.1K shtrimmed | $29.1M |
| Aventus Investment Advisors, Inc.ETF128K shtrimmed | $28.4M |
| Weaver Consulting GroupMSCI USA QLT FCT95.7K shtrimmed | $21.3M |
| Apella Capital, LLCMSCI USA QLT FCT74.3K shtrimmed | $16.8M |
| Intelligence Driven Advisers, LLCMSCI USA QLT FCT54.1K shtrimmed | $12M |
| BOS Asset Management, LLCMSCI USA QLT FCT48.9K shadded | $10.9M |
| Financial Enhancement Group LLCMSCI USA QLT FCT42.3K shadded | $9.6M |
| CoreCap Advisors, LLCETF39.5K shadded | $8.8M |
| Green Ridge Wealth Planning LLCMSCI USA QLT FCT35.1K shtrimmed | $7.8M |
| Breakwater Capital GroupMSCI USA QLT FCT29.5K shtrimmed | $6.6M |
| Trust CoETF27.9K shtrimmed | $6.2M |
| TITLEIST ASSET MANAGEMENT, LLCMSCI USA QLT FCT27.2K shadded | $6M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCMSCI USA QLT FCT18.9K shtrimmed | $4.2M |
| YHB Investment Advisors, Inc.MSCI USA QLT FCT15.8K shadded | $3.5M |
| EASTERN BANKMSCI USA QLT FCT14.6K shtrimmed | $3.2M |
| Avidian Wealth Enterprises, LLCMSCI USA QLT FCT12.4K shtrimmed | $2.8M |
| Delta Wealth Advisors LLCMSCI USA QLT FCT10.9K shtrimmed | $2.4M |
| BOYUM WEALTH ARCHITECTS LLCMSCI USA QLT FCT10.4K shtrimmed | $2.3M |
| Asempa Wealth AdvisorsMSCI USA QLT FCT10.1K shtrimmed | $2.2M |
| COLTON GROOME FINANCIAL ADVISORS, LLCMSCI USA QLT FCT7.8K shtrimmed | $1.7M |
| Apeiron RIA LLCMSCI USA QLT FCT7.2K shtrimmed | $1.6M |
| Retirement Wealth Solutions LLCMSCI USA QLT FCT6.9K shadded | $1.5M |
| Investors Research CorpMSCI USA QLT FCT6.9K shtrimmed | $1.5M |
| First Heartland Consultants, Inc.NSCU YSA QLT FCT6.9K shadded | $1.5M |
| Insight Wealth Strategies, LLCMSCI USA QLT FCT6.6K shtrimmed | $1.5M |
| Exchange BankMUTUAL FUNDS/EQ6.3K shadded | $1.4M |
| Galvin, Gaustad & Stein, LLCMSCI USA QLT FCT6.2K shtrimmed | $1.4M |
| Whalen Wealth Management Inc.MSCI USA QLT FCT4.6K sh— | $1M |
| GK Wealth Management LLCMSCI USA QLT FCT4K shtrimmed | $893.5K |
| Valeo Financial Advisors, LLCETF3.8K shtrimmed | $853.5K |
| Emprise BankEquities3.7K shtrimmed | $823.4K |
| Cooper Financial GroupMSCI USA QLT FCT3.6K shtrimmed | $804.9K |
| MRA Advisory GroupMSCI USA QLT FCT3.3K shtrimmed | $743.5K |
| Cassilly Financial Group LLCMSCI USA QLT FCT3.3K shtrimmed | $724.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF3.2K shadded | $720.9K |
| STABLEFORD CAPITAL II LLCMSCI USA QLT FCT3.2K shtrimmed | $714.7K |
| DAVIDSON TRUST COEquities3.2K shtrimmed | $713.4K |
| JUNCTURE WEALTH STRATEGIES, LLCMSCI USA QLT FCT3.1K shheld | $689.8K |
| Balefire, LLCMSCI USA QLT FCT2.9K shadded | $637.6K |
| Wedmont Private CapitalMSCI USA QLT FCT2.7K shheld | $618.5K |
| Box Hill Private Wealth LLCMSCI USA QLT FCT2.6K shadded | $567.7K |
| Factor Wealth Management LTDMSCI USA QLT FCT2.5K shadded | $557.4K |
| Sound Income Strategies, LLCMSCI USA QLT FCT2.4K shtrimmed | $551.6K |
| CogentBlue Wealth Advisors, LLCMSCI USA QLT FCT2.3K shheld | $512.5K |
| CapWealth Advisors, LLCETF2.3K shheld | $504.5K |
| Atlas Brown,Inc.ETF2.2K shtrimmed | $498.5K |
| WINEBRENNER CAPITAL MANAGEMENT LLCMSCI USA QLT FCT2K shtrimmed | $449.4K |
| LifeGoal Investments, LLCMSCI USA QLT FCT2K shadded | $438K |
| AMERICAN NATIONAL BANK & TRUSTMSCI USA QLT FCT2K shtrimmed | $435.1K |
| Bullock Wealth Management GroupETF1.9K shtrimmed | $421.2K |
| BAKER TILLY WEALTH MANAGEMENT, LLCMSCI USA QLT FCT1.9K shadded | $415.7K |
| GAMMA Investing LLCETF1.8K shheld | $408.9K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund1.8K shtrimmed | $405.4K |
| ACIMA PRIVATE WEALTH, LLCETF1.8K shheld | $396K |
| Adelphi Trust CoExchange Traded Fund1.7K shheld | $384.5K |
| Post Resch Tallon Group Inc.MSCI USA QLT FCT1.5K shheld | $340.7K |
| Venture Visionary Partners LLCMSCI USA QLT FCT1.5K sh— | $339.4K |
| SigFig Wealth Management, LLCMSCI USA QLT FCT1.5K shtrimmed | $327.4K |
| Rosenberg Matthew HamiltonETF1.2K shtrimmed | $260K |
| Bangor Savings BankMSCI USA QLT FCT1.2K shtrimmed | $258.7K |
| jvl associates llcMSCI USA QLT FCT995 shheld | $221K |
| SAPIENT CAPITAL LLCMSCI USA QLT FCT977 shtrimmed | $217.1K |
| TOMPKINS FINANCIAL CORPMSCI USA QLT FCT854 shadded | $189.8K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHMSCI USA QLT FCT762 sh— | $169.3K |
| ARMSTRONG ADVISORY GROUP, INCMSCI USA QLT FCT671 shheld | $149.1K |
| Acropolis Investment Management, LLCMSCI USA QLT FCT550 shtrimmed | $122.2K |
| Wealth Enhancement Trust Services, Inc.MSCI USA QLT FCT265 shtrimmed | $58.9K |
| FIRST COMMUNITY TRUST NAMSCI USA QLT FCT180 sh— | $40K |
| Central Pacific Bank - Trust DivisionMSCI USA QLT FCT41 shheld | $9.1K |
| GILPIN WEALTH MANAGEMENT, LLCMSCI USA QLT FCT25 shheld | $5.6K |
| ATWOOD & PALMER INCCOM14 shheld | $3.1K |
| Grove Bank & TrustMSCI USA QLT FCT14 sh— | $3.1K |
| ELEVATION WEALTH PARTNERS, LLCMSCI USA QLT FCT12 shadded | $2.6K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on QUAL
Follow iShares MSCI USA Quality Factor ETF (QUAL) by email
New trades in iShares MSCI USA Quality Factor ETF (QUAL) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.