Inst. Holders
50 funds
QU
QUAL
ISHARES TR
$224.47 ▲ +0.46%
Prev close $223.4415 New Institutional Positions35 Institutional Exits
Snapshot
The big-picture read on QUAL right now — valuation, ownership and activity at a glance.
Inst. Value
$25.3B
Inst. Activity
15 buys / 35 sells
Price chart 30d +1.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: QUAL — 76.2% short (1.1M / 1.4M)
Short: 1,099,964 | Exempt: 315 | TRF Vol: 1,442,640 | Short Ratio: 76.2% | Off-exchange volume (dark
Jun 30, 2026 Inst.
ENVESTNET ASSET MANAGEMENT INC — TRIM
7,560,676 shares ($1.7B)
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — TRIM
2,399,340 shares ($521.4M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: QUAL — 76.2% short (1.1M / 1.4M)
Short: 1,099,964 | Exempt: 315 | TRF Vol: 1,442,640 | Short Ratio: 76.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: QUAL — 65.2% short (0.5M / 0.7M)
Short: 458,884 | Exempt: 1,642 | TRF Vol: 704,103 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: QUAL — 55.0% short (0.4M / 0.7M)
Short: 379,161 | Exempt: 4,120 | TRF Vol: 689,119 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: QUAL — 57.0% short (0.4M / 0.6M)
Short: 359,693 | Exempt: 634 | TRF Vol: 631,019 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: QUAL — 65.0% short (0.4M / 0.6M)
Short: 369,398 | Exempt: 14,454 | TRF Vol: 567,892 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own QUAL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $25.3B total value (115,563,395 shares) as of 2026-Q2. Top holders: FMR, LPL, BANK. Net selling activity: 35 institutions trimmed/exited vs 15 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 19,505,608 | $4.3B | 16.9% | — |
| LPL Financial LLC | 13,335,529 | $2.9B | 11.6% | — |
| BANK OF AMERICA CORP /DE/ | 8,485,338 | $1.9B | 7.4% | — |
| MORGAN STANLEY | 7,762,968 | $1.7B | 6.7% | — |
| ENVESTNET ASSET MANAGEMENT INC | 7,560,676 | $1.7B | 6.6% | TRIM -57.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | 5,712,458 | $1.3B | 5.0% | — |
| AMERIPRISE FINANCIAL INC | 4,901,506 | $1.0B | 4.0% | — |
| WELLS FARGO & COMPANY/MN | 3,856,366 | $846.2M | 3.3% | — |
| Cerity Partners LLC | 3,854,424 | $845.8M | 3.3% | — |
| UBS Group AG | 3,552,196 | $779.5M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | TRIM | 17,774,161 | 7,560,676 | -57.5% | $1.7B |
| JPMORGAN CHASE & CO | TRIM | 4,184,791 | 2,399,340 | -42.7% | $521.4M |
| BlackRock, Inc. | TRIM | 3,116,380 | 1,889,810 | -39.4% | $414.7M |
| Focus Partners Wealth | TRIM | 2,400,332 | 1,477,108 | -38.5% | $324.1M |
| MML INVESTORS SERVICES, LLC | TRIM | 1,417,664 | 998,944 | -29.5% | $219.2M |
| Cetera Investment Advisers | TRIM | 1,574,045 | 978,389 | -37.8% | $214.7M |
| Beacon Pointe Advisors, LLC | ADD | 348,994 | 627,286 | +79.7% | $137.6M |
| SCS Capital Management LLC | TRIM | 797,152 | 552,891 | -30.6% | $121.3M |
| STIFEL FINANCIAL CORP | TRIM | 1,632,084 | 449,019 | -72.5% | $98.5M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | ADD | 324,549 | 419,649 | +29.3% | $92.1M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for QUAL.
Shares short
576,361
Settlement Sep 15, 2026
Change vs prior
+50.8%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume