§ EQUITY
USDQUAL
ISHARES MSCI USA QUALITY FAC
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
628 increased/new, 771 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 18.1M | 0.2% | +3% |
| ENVESTNET ASSET MANAGEMENT INC | 17.8M | 0.9% | +6% |
| LPL Financial LLC | 16.2M | 0.8% | −0% |
| Morgan Stanley | 9.1M | 0.1% | n/a |
| Bank of America Corp | 8.7M | 0.1% | +37% |
| PNC Financial Services Group, Inc. | 6.1M | 0.7% | −5% |
◇ AC INTELLIGENCE
Top institutional owners for QUAL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER63.2% · 1,509 holders
DEALER / BANK22.0% · 80 holders
QUALITY / COMPOUNDER11.3% · 11 holders
PASSIVE / INDEX2.2% · 5 holders
INCOME / DEFENSIVE1.2% · 13 holders
TACTICAL / MACRO0.1% · 3 holders
SYSTEMATIC / QUANT0.0% · 3 holders
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for QUAL in the last 180 days.