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Disclosery

NEAR ISHARES U S ETF TR

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SHOR DURA BD ETF (fund)

399 managers (404 13F filers) reported a position in NEAR shares at 2026-06-30, 60,190,469 shares in all. 47 filers opened a position and 29 filers sold out during the quarter.

Managers
399
13F filers
404
New
47
Added
175
Reduced
126
Sold out
29
Shares held by filers
60,190,469

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC5,619,600$285M0.01%+4,636,25013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,871,460$196M0.01%+355,06513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,317,434$168M0.01%+258,01813F-HRTimelineGroup
Clearwater Capital Advisors, LLC3,249,759$165M12.06%+131,95813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,900,901$147M0.03%+136,75513F-HRTimelineGroup
LPL Financial LLC2,700,719$137M0.03%-44,42713F-HRTimeline
UBS Group AGin group UBS Group AG2,622,657$133M0.02%+112,82313F-HRTimelineGroup
Bramshill Investments, LLC2,605,312$132M10.1%+208,50913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,374,042$120M<0.01%+114,33013F-HRTimelineGroup
Cetera Investment Advisers1,592,377$80.7M0.07%+178,85613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,248,932$63.3M0.02%-1,25513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,182,343$59.9M0.01%+86,98713F-HRTimelineGroup
Americana Partners, LLC1,182,187$59.9M1.35%+45,79613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…894,861$45.3M0.02%+697,80413F-HRTimelineGroup
Cambridge Investment Research Advisors,…865,349$43.8M0.1%-201,73513F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA835,366$42.3M0.01%+112,26813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC648,483$32.9M0.01%+18,63413F-HRTimelineGroup
Syntegra Private Wealth Group, LLC644,912$32.7M2.53%+451,46013F-HRTimeline
NewEdge Advisors, LLC598,998$30.3M0.09%-315,40313F-HRTimeline
Weil Company, Inc.583,651$29.6M5.21%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP533,561$27M0.31%+116,43713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.524,353$26.6M0.03%-40,23313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP506,861$25.7M0.02%-23,56613F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…490,400$24.8M2%013F-HRTimelineGroup
Alexander Randolph Advisory, Inc.478,466$24.2M19.96%+16,93013F-HRTimeline
Gotham Asset Management, LLC435,242$22M0.05%+37,97213F-HRTimeline
Integrated Investment Consultants, LLC439,042$21.7M4.28%-5,28913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC416,549$21.1M0.03%+124,66913F-HRTimeline
Steward Partners Investment Advisory, L…388,871$19.7M0.1%+362,32113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC382,732$19.4M0.55%-29,39613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC373,440$18.9M0.3%+65,51613F-HRTimeline
KWMG, LLC334,989$17M1.23%+17,86013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …312,941$15.9M0.17%+43,10813F-HRTimelineGroup
WBH ADVISORY INC296,264$15M1.01%+45,89813F-HRTimeline
Waverly Advisors, LLC293,880$14.9M0.09%-4,92613F-HRTimeline
Proficio Capital Partners LLC291,350$14.8M0.53%+42,75513F-HRTimeline
Union Bancaire Privee, UBP SA287,639$14.6M0.16%+1,04113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC283,620$14.3M0.52%013F-HRTimeline
Timmons Wealth Management, LLC278,069$14.1M10.3%+69,99013F-HRTimeline
Kraft, Davis & Associates, LLC259,050$13.1M2.73%+1,18013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…256,177$13M0.11%+21,36213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth235,567$11.9M0.01%+3,50313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS224,104$11.4M0.02%-14,03613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC215,557$10.9M0.2%+168,09513F-HRTimeline
VALLEY NATIONAL ADVISERS INC198,551$10.1M1.12%+9,94313F-HRTimeline
OneDigital Investment Advisors LLC193,239$9.79M0.08%+35,93413F-HRTimeline
McAdam, LLC188,682$9.56M0.37%new13F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC186,421$9.44M1.54%+79213F-HRTimeline
Private Advisor Group, LLC182,875$9.26M0.04%-83,00213F-HRTimeline
HighTower Advisors, LLC181,673$9.2M0.01%+16,08813F-HRTimeline
Ifrah Financial Services, Inc.180,947$9.17M2.24%+1,82513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…180,626$9.15M0.02%+25,49813F-HRTimelineGroup
MAIMON WEALTH MANAGEMENT LTD.172,910$8.76M6.75%+9,75013F-HRTimeline
Brookwood Investment Group LLC171,037$8.66M1.01%+6,84213F-HRTimeline
Selby Wealth Management, LLC161,291$8.17M2.9%+17,84813F-HRTimeline
INTEGRITY ALLIANCE, LLC.159,942$8.1M0.25%+8,48713F-HRTimeline
Bond & Devick Financial Network, Inc.159,205$8.07M1.99%+19,21813F-HRTimeline
&PARTNERS158,938$8.04M0.03%+9,28813F-HRTimeline
OakTrust Wealth Advisors, LLC156,826$7.94M6.85%+9,49513F-HRTimeline
Kingsview Wealth Management, LLC156,446$7.93M0.1%-28,30713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.152,361$7.72M0.01%+29,41013F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC154,765$7.7M1.91%-4,56713F-HRTimeline
Rollins Financial Advisors, LLC149,420$7.57M1%-5,23613F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC147,595$7.48M0.88%+19,58513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding147,409$7.47M-71,648Timeline
Savant Capital, LLC142,216$7.17M0.02%new13F-HRTimeline
Sand Hill Global Advisors, LLC141,314$7.16M0.22%013F-HRTimeline
MML INVESTORS SERVICES, LLC135,515$6.87M0.01%+22,59213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…134,240$6.78M0.01%+7,14613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/132,370$6.71M<0.01%+10,43213F-HRTimelineGroup
Summit Financial, LLC131,104$6.64M0.07%-25,44713F-HRTimeline
Sanctuary Advisors, LLC129,740$6.57M0.03%+15,12413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…129,603$6.57M0.19%+4,88113F-HRTimelineGroup
San Luis Wealth Advisors LLC121,545$6.16M0.93%-97,31613F-HRTimeline
Alpha Financial Advisors, LLC121,315$6.15M1.71%+5,79013F-HRTimeline
STALEY CAPITAL ADVISERS INC119,430$6.05M0.24%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP113,239$5.74M<0.01%+62,66413F-HRTimelineGroup
Montecito Bank & Trust112,329$5.69M0.85%+76313F-HRTimeline
Mariner, LLCin group Mariner, LLC109,369$5.54M0.01%-17,30013F-HRTimelineGroup
Gladstone Institutional Advisory LLC105,933$5.37M0.17%-21613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC104,865$5.3M0.76%-8,80613F-HRTimeline
LOWE BROCKENBROUGH & CO INC104,614$5.3M0.24%-25,30513F-HRTimeline
Meramec Financial Planners, LLC103,366$5.21M1.91%+3,99013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,883$5.16M0.01%+8,72913F-HRTimelineGroup
AlphaCore Capital LLC101,850$5.16M0.09%+24,07113F-HRTimeline
Kure Advisory, LLC98,616$5M2.37%+8,97513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC92,394$4.68M<0.01%+19,46513F-HRTimelineGroup
Caliber Wealth Management, LLC / KS91,470$4.63M0.45%+39713F-HRTimeline
Sigma Planning Corp90,263$4.57M0.12%+10,20813F-HRTimeline
Van Hulzen Asset Management, LLC88,576$4.49M0.32%-7,39513F-HRTimeline
WJ Wealth Management, LLC87,652$4.44M1.75%+1,63413F-HRTimeline
Focus Financial Network, Inc.86,697$4.39M0.14%+21,78713F-HRTimeline
BRADY FAMILY WEALTH, LLC84,905$4.3M1.24%+1,41713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding80,862$4.1M+1,819Timeline
KKM Financial LLC76,874$3.89M0.53%+6,23013F-HRTimeline
Wescott Financial Advisory Group, LLC76,837$3.89M0.3%+3,75413F-HRTimeline
First Citizens Financial Corp75,443$3.82M1.6%+3,59913F-HRTimeline
Cadia Private Client LLC73,894$3.74M2.69%new13F-HRTimeline
IRON Financial LLC73,824$3.74M1.54%+4,26813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…73,289$3.71M0.01%-8,05813F-HRTimelineGroup
One Capital Management, LLC72,043$3.66M0.1%013F-HRTimeline
Optivise Advisory Services LLC72,004$3.65M1.85%-91,72313F-HRTimeline
Realta Investment Advisors71,087$3.6M1.12%+6,33113F-HRTimeline
Secure Asset Management, LLC70,035$3.55M0.5%+6,18113F-HRTimeline
Sovereign Financial Group, Inc.68,830$3.49M0.53%+6,15513F-HRTimeline
LVW Advisors, LLC66,754$3.38M0.29%-4,37813F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding63,847$3.23MnewTimeline
Beacon Pointe Advisors, LLC63,514$3.22M0.01%+11,82013F-HRTimeline
RPg Family Wealth Advisory, LLC63,179$3.2M0.53%-95213F-HR/ATimeline
Prospera Financial Services Inc62,577$3.17M0.05%+5,36713F-HRTimeline
GeoWealth Management, LLC62,084$3.15M0.1%+11,10413F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.61,259$3.1M1.39%+3,10613F-HRTimeline
LANDAAS & CO /WI /ADV59,768$3.03M0.55%+37,41413F-HRTimeline
Sage Capital Advisors,llc59,707$3.02M0.63%-6,51913F-HRTimeline
Arax Advisory Partners52,596$2.66M0.02%+52,49913F-HRTimeline
Hardworking Capital Advisors, LLC51,673$2.62M2.14%-2,05313F-HRTimeline
Patten Group, Inc.51,418$2.6M0.4%-12,49413F-HRTimeline
J.W. COLE ADVISORS, INC.48,760$2.47M0.04%-23613F-HRTimeline
GENTRY PRIVATE WEALTH, LLC48,017$2.43M1.25%-18313F-HRTimeline
PLANNING DIRECTIONS INC46,706$2.37M1.1%+4,93713F-HRTimeline
Smartleaf Asset Management LLC46,443$2.35M0.08%013F-HRTimeline
Integrated Wealth Concepts LLC45,100$2.28M0.01%+30,89613F-HRTimeline
Castle Rock Wealth Management, LLC44,791$2.26M0.44%+40413F-HRTimeline
Integrated Advisors Network LLC44,124$2.24M0.1%+4,63213F-HRTimeline
Belpointe Asset Management LLC43,819$2.22M0.07%+29613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management43,577$2.21M0.02%-4,20513F-HRTimelineGroup
Vise Technologies, Inc.43,300$2.19M0.02%+13,93813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…43,069$2.18M0.07%-16113F-HRTimelineGroup
Betterment LLC42,428$2.15M<0.01%-70613F-HRTimeline
Core Wealth Advisors, Inc.42,069$2.13M0.43%+11,77613F-HRTimeline
Finhabits Advisors LLC41,416$2.1M1.76%+5,96813F-HRTimeline
Unified Investment Management41,415$2.1M1.96%+2313F-HRTimeline
Perigon Wealth Management, LLC39,868$2.02M0.03%+4,22713F-HRTimeline
Ameliora Wealth Management Ltd.39,287$1.99M0.59%-10,95013F-HRTimeline
Atwater Malick LLC39,032$1.98M0.43%+15,80213F-HRTimeline
Kovack Advisors, Inc.37,089$1.88M0.09%-6,59613F-HRTimeline
FLOW TRADERS U.S. LLC36,642$1.86M0.08%new13F-HRTimeline
Pflug Koory, LLC36,103$1.83M0.73%+61113F-HRTimeline
Professional Financial Advisors, LLC35,796$1.81M0.31%-1,53513F-HRTimeline
MEMBERS WEALTH LLC35,741$1.81M0.99%+1,37413F-HRTimeline
WHITE PINE CAPITAL LLC34,252$1.74M0.41%-3,16513F-HRTimeline
Visionary Horizons, LLC33,387$1.69M0.71%+11,36813F-HRTimeline
Daybright Advisory Services, Inc.32,788$1.66M0.4%+1,90313F-HRTimeline
Clark Capital Management Group, Inc.32,284$1.64M0.01%+13,94613F-HRTimeline
Janney Montgomery Scott LLC32,230$1.63M<0.01%+3,06013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC32,232$1.63M0.15%-66513F-HRTimeline
GUIDANCE CAPITAL, INC31,830$1.61M0.34%+82713F-HRTimeline
World Investment Advisors31,322$1.59M0.03%013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC31,378$1.59M1.17%-5,87913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…31,094$1.58M<0.01%+1,19213F-HRTimelineGroup
Westside Investment Management, Inc.30,857$1.56M0.21%+3,30713F-HRTimeline
Vestmark Advisory Solutions, Inc.30,663$1.55M0.01%-1,85213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC30,663$1.55M0.03%-1,85213F-HRTimeline
SHUFRO ROSE & CO LLC30,290$1.53M0.09%-2,80613F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.29,960$1.52M0.05%+3,36713F-HRTimelineGroup
SPINNAKER TRUST28,672$1.45M0.07%-10,75213F-HRTimeline
WealthPlan Investment Management, LLC28,447$1.44M0.07%-1,40413F-HRTimeline
MGO ONE SEVEN LLC28,269$1.43M0.02%+13,02913F-HRTimeline
FreeGulliver LLC27,867$1.41M0.5%-3,38213F-HRTimeline
Joel Adams & Associates, Inc.27,473$1.39M0.89%+6313F-HRTimeline
Snowden Capital Advisors LLC27,398$1.39M0.03%-15213F-HRTimeline
Clearstead Advisors, LLC27,098$1.37M0.01%+11,77613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.26,205$1.33M0.05%+1,00013F-HRTimeline
Claro Advisors Inc.25,925$1.31M0.14%new13F-HRTimeline
Klingman & Associates, LLC25,590$1.3M0.06%-14,82313F-HRTimeline
MAI Capital Management25,455$1.29M<0.01%-4,00013F-HRTimeline
Objective Capital Management, LLC25,351$1.28M1.14%+6,16413F-HRTimeline
Lynch Investment Planning, LLC25,242$1.28M0.98%+6,45113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding24,977$1.27M-1,707Timeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC24,400$1.24M0.07%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers24,376$1.23M<0.01%new13F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC23,620$1.2M0.69%new13F-HRTimeline
Mutual Advisors, LLC22,989$1.16M0.02%+2,37813F-HRTimeline
Aletheian Wealth Advisors LLC22,844$1.16M0.49%+56313F-HRTimeline
Michels Family Financial, LLC22,651$1.15M0.74%-60113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,501$1.14M<0.01%-3,88513F-HRTimelineGroup
Carrera Capital Advisors22,363$1.13M0.17%+7,75713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,273$1.13M<0.01%-13,19113F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV21,997$1.11M0.12%013F-HRTimeline
Capital Advisors, Ltd. LLC21,509$1.09M0.11%-1,16113F-HRTimeline
Live Oak Private Wealth LLC21,431$1.09M0.14%+2,17713F-HRTimeline
UPTICK PARTNERS, LLC21,251$1.08M0.17%+10,36313F-HRTimeline
Centurion Wealth Management LLC21,096$1.07M0.26%+40413F-HRTimeline
Infinity Wealth Counsel, LLC21,066$1.07M0.86%-1,25613F-HRTimeline
Merit Financial Group, LLC20,615$1.04M0.01%-2,25213F-HR/ATimeline
Atria Investments, Inc20,574$1.04M0.01%+3,50513F-HRTimeline
CIBC WORLD MARKET INC.20,333$1.03M<0.01%+1,09913F-HRTimeline
American Institute for Advanced Investm…20,140$1.02M0.59%+2,96513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP20,086$1.02M<0.01%-243,30413F-HR/ATimelineGroup
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC19,957$1.01M0.14%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.19,642$995K0.01%-26413F-HRTimeline
Luken Investment Analytics, LLC19,480$987K0.34%-2,17613F-HRTimeline
TCI Wealth Advisors, Inc.19,150$970K0.04%+7,06413F-HRTimeline
Apex Wealth Management, LLC18,943$960K0.59%-38913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,728$949K<0.01%-25513F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …18,508$938K0.01%-5,88713F-HRTimelineGroup
Investment Advisory Group, LLC18,253$925K0.2%+2,00013F-HRTimeline
Shah Wealth Advisors, LLC18,091$917K0.21%13F-HRTimeline
NOVEM GROUP17,995$912K0.09%+1,18713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,791$900K<0.01%-6513F-HRTimelineGroup