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Disclosery

NEAR ISHARES U S ETF TR

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SHOR DURA BD ETF (fund)

401 managers (406 13F filers) reported a position in NEAR shares at 2026-06-30, 60,194,872 shares in all. 47 filers opened a position and 29 filers sold out during the quarter.

Managers
401
13F filers
406
New
47
Added
176
Reduced
126
Sold out
29
Shares held by filers
60,194,872

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
FIRST AMERICAN TRUST, FSB17,672$895K0.05%+3,33113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,645$894K<0.01%-11,05713F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC17,227$873K0.05%-10013F-HRTimeline
LANE BROTHERS & CO INC17,070$865K0.57%-60613F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.16,434$833K0.68%+2,00713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK16,277$825K<0.01%new13F-HRTimelineGroup
LVZ, Inc.16,222$822K0.08%-38513F-HRTimeline
JGP Wealth Management, LLC16,038$812K0.07%+4213F-HRTimeline
Forbes Financial Planning, Inc.15,704$796K0.43%-67713F-HRTimeline
Owl Creek Wealth Partners LLC15,527$787K0.23%+67613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC15,263$773K0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC15,251$773K0.05%+1,48013F-HRTimeline
Fortis Advisors, LLC14,745$747K0.35%+15713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC14,738$746K0.02%+1,97813F-HRTimelineGroup
Eagle Bluffs Wealth Management LLC14,628$741K0.25%-23813F-HRTimeline
Stonebridge Financial Group, LLC14,596$739K0.06%-1,53813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC14,492$734K0.42%+97313F-HRTimeline
Creative Planningin group Creative Planning14,206$720K<0.01%+3,76513F-HRTimelineGroup
Clark Asset Management, LLC14,135$716K0.06%013F-HRTimeline
Darrow Company, Inc.13,975$708K0.27%+1013F-HRTimeline
North Capital, Inc.13,875$703K0.53%+6,40013F-HRTimeline
Keystone Financial Group13,623$690K0.04%+10613F-HRTimeline
Crews Bank & Trust13,400$679K0.09%-39513F-HRTimeline
Global Retirement Partners, LLC13,248$671K0.01%13F-HRTimeline
Beacon Capital Management, Inc.13,098$664K0.04%-10713F-HRTimeline
CVA Family Office, LLC12,972$657K0.06%013F-HRTimeline
4J Wealth Management LLC12,900$654K0.32%+2,48013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,848$651K<0.01%-216,42913F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD12,817$649K0.09%+6,38913F-HRTimeline
Guardian Wealth Advisors, LLC12,573$637K0.32%-1,64613F-HRTimeline
BEACON FINANCIAL GROUP12,321$624K0.06%013F-HRTimeline
Syverson Strege & Co12,075$612K0.13%-213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,075$612K0.01%+8,25313F-HRTimelineGroup
Journey Advisory Group, LLC11,990$607K0.05%-1,97013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,819$599K0.03%+63713F-HRTimeline
Hudock, Inc.11,403$578K0.07%+3113F-HRTimeline
Roble, Belko & Company, Inc11,399$577K0.06%-17613F-HRTimeline
Farther Finance Advisors, LLC11,070$561K<0.01%-25313F-HRTimeline
Steele Capital Management, Inc.10,973$556K0.02%+27413F-HRTimeline
Retireful, LLC10,930$554K0.52%new13F-HRTimeline
XY Planning Network, Inc.10,768$546K0.07%013F-HRTimeline
Rosenberg Matthew Hamilton10,718$543K0.1%-1,43013F-HRTimeline
COURIER CAPITAL LLC10,539$534K0.03%+2,35713F-HRTimeline
Oxinas Partners, LLC10,419$528K0.21%+2,02813F-HRTimeline
Bison Wealth, LLC10,373$524K0.05%+3713F-HRTimeline
Chicago Partners Investment Group LLC10,157$512K0.01%+1,13613F-HRTimeline
Fiduciary Group, LLC10,075$510K0.04%-29613F-HRTimeline
Detalus Advisors, LLC10,000$507K0.1%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,866$498K0.03%-2,77713F-HRTimeline
RWA WEALTH PARTNERS, LLC9,560$484K<0.01%+10213F-HRTimeline
GW&K Investment Management, LLC9,547$484K<0.01%-55413F-HRTimeline
Integrity Advisory Solutions, LLC9,512$482K0.05%+1,24913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO9,437$478K0.12%-15013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,406$477K0.12%-3713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,248$468K0.01%+413F-HRTimelineGroup
Values First Advisors, Inc.9,156$464K0.21%-82,57713F-HR/ATimeline
Valley Financial Group, Inc.9,064$459K0.23%013F-HRTimeline
IFP Advisors, Inc8,970$454K0.01%-1,76813F-HRTimeline
Arkadios Wealth Advisors8,918$452K0.01%-26,69413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,860$449K0.01%-113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,854$448K<0.01%-61013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,535$432K<0.01%+1,32513F-HRTimelineGroup
Smithfield Trust Co8,471$430K0.02%013F-HRTimeline
Sowell Financial Services LLC8,401$426K0.01%-61213F-HRTimeline
Beirne Wealth Consulting Services, LLC8,166$414K0.08%-65113F-HRTimeline
Somerset Group LLC8,153$412K0.29%-2013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC7,774$394K0.1%-1,18613F-HRTimelineGroup
First Heartland Consultants, Inc.7,491$380K0.02%+1,00913F-HRTimeline
Avestar Capital, LLC7,416$376K0.02%new13F-HRTimeline
Cross Staff Investments Inc7,394$375K0.21%-2,09113F-HRTimeline
Parallel Advisors, LLC7,354$373K0.01%013F-HRTimeline
Stonebridge Financial Planning Group, L…7,240$367K0.12%-1,89413F-HRTimeline
Kachkovsky & Fisher, Inc.7,230$366K0.35%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,205$365K<0.01%new13F-HR/ATimeline
Avidian Wealth Enterprises, LLC7,123$361K0.01%+613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,000$355K<0.01%new13F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding6,990$354K-505Timeline
Atlanta Consulting Group Advisors, LLC6,914$350K0.06%new13F-HRTimeline
HERBST GROUP, LLC6,855$347K0.19%new13F-HRTimeline
NTV Asset Management LLC6,795$344K0.03%013F-HRTimeline
Waycross Investment Management Co6,794$344K0.26%013F-HRTimeline
Koshinski Asset Management, Inc.6,786$344K0.02%-7513F-HRTimeline
ETF Store, Inc.6,784$344K0.29%+64713F-HRTimeline
Intrua Financial, LLC6,752$342K0.03%013F-HRTimeline
Summit Wealth Partners, LLC6,741$341K0.05%-54313F-HRTimeline
Windsor Capital Management, LLC6,611$335K0.09%+50813F-HRTimeline
Larson Financial Group LLC6,589$334K0.01%+613F-HRTimeline
Accelerate Investment Advisors LLC6,550$332K0.19%-38213F-HRTimeline
EP Wealth Advisors, LLC6,521$330K<0.01%-1,24013F-HRTimeline
Strategic Wealth Advisors LLC6,421$328K0.28%-4,50313F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.6,419$324K0.1%+613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,400$324K<0.01%013F-HRTimelineGroup
Argos Wealth Advisors, LLC6,314$320K0.08%new13F-HRTimeline
BLUELINE ADVISORS LLC6,241$316K0.22%+1,05913F-HRTimeline
VANCE WEALTH, LLC6,139$311K0.07%+21813F-HRTimeline
Advisor Resource Council6,080$307K0.1%new13F-HRTimeline
Symmetry Partners, LLC6,044$306K0.02%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,976$303K0.01%-26913F-HRTimeline
PINNACLE ASSOCIATES LTD5,961$302K<0.01%-14913F-HRTimeline
GS Investments, Inc.5,940$301K0.22%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…5,852$296K<0.01%+1,56613F-HRTimelineGroup
Embree Financial Group5,813$294K0.03%-2,27813F-HRTimeline
Founders Financial Alliance, LLC5,717$290K0.04%+5613F-HRTimeline
WEALTHGARDEN F.S. LLC5,669$287K0.16%+76913F-HRTimeline
Advisory Services Network, LLC5,668$287K<0.01%+32113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,661$287K0.08%-29413F-HRTimeline
Shum Financial Group, Inc.5,656$287K0.17%+12213F-HRTimeline
Burford Brothers, Inc.5,654$286K0.11%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,623$285K0.01%+2013F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC5,539$281K0.03%-10,24013F-HRTimeline
Western Wealth Management, LLC5,528$280K0.01%+19313F-HRTimeline
Physician Wealth Solutions Inc.5,485$278K0.11%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5,484$278K0.01%013F-HRTimeline
CoreCap Advisors, LLC5,481$278K0.01%-85713F-HRTimeline
TrueWealth Advisors, LLC5,453$276K0.06%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC5,353$271K<0.01%new13F-HRTimelineGroup
Guided Capital Wealth Management, LLC5,323$270K0.16%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,240$265K0.02%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,231$265K0.06%-1,29913F-HRTimeline
Patriot Financial Group Insurance Agenc…5,210$264K0.03%-102,73213F-HRTimeline
TIAAgroup of 2 filers holding5,193$263K+479Timeline
INSIGNEO ADVISORY SERVICES, LLC5,172$262K0.01%new13F-HRTimeline
Madrona Financial Services, LLC5,135$260K0.05%013F-HRTimeline
Flagship Private Wealth, LLC5,128$260K0.09%+1113F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC5,081$257K0.01%new13F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,063$256K0.02%013F-HRTimelineGroup
Allegheny Financial Group5,056$256K0.03%013F-HRTimeline
Allworth Financial LP5,000$253K<0.01%013F-HRTimeline
Christensen, King & Associates Investme…4,998$253K0.1%-59713F-HRTimeline
Nikulski Financial, Inc.4,900$248K0.05%-1,00013F-HRTimeline
Modern Wealth Management, LLC4,810$244K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,702$238K<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.4,657$236K0.01%new13F-HRTimeline
IFG Advisory, LLC4,641$235K0.01%new13F-HRTimeline
Apeiron RIA LLC4,605$233K0.06%013F-HRTimeline
HUB Investment Partners, LLC4,583$232K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.4,569$231K0.18%+47213F-HRTimeline
RFG Advisory, LLC4,544$230K<0.01%new13F-HRTimeline
Patton Albertson Miller Group, LLC4,520$229K0.02%013F-HRTimeline
WestHill Financial Advisors, Inc.4,461$226K0.04%013F-HRTimeline
SCOTIA CAPITAL INC.4,457$226K<0.01%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,457$226K<0.01%-33013F-HRTimelineGroup
Buck Wealth Strategies, LLC4,439$225K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC3,052$220K0.07%+13113F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC4,281$217K0.16%-43513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,252$215K0.01%-16513F-HRTimeline
SAX WEALTH ADVISORS, LLC4,178$212K0.01%new13F-HRTimeline
Sherrill & Hutchins Financial Advisory,…4,192$212K0.1%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,150$210K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,108$208K0.01%+313F-HRTimeline
Lantern Wealth Advisors, LLC4,080$207K0.09%new13F-HRTimeline
Shared Vision Wealth Group LLC4,047$205K0.07%013F-HRTimeline
INGALLS & SNYDER LLC4,000$203K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.3,878$196K0.16%+113F-HRTimeline
AdvisorNet Financial, Inc3,800$193K0.01%+56213F-HRTimeline
Keystone Financial Group, Inc.3,300$167K0.09%-49613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,199$162K<0.01%-25613F-HRTimelineGroup
Capital Investment Advisory Services, L…3,051$155K0.01%-4713F-HRTimeline
PRIVATE TRUST CO NA2,852$144K0.01%-1913F-HRTimeline
Signature Resources Capital Management,…2,287$116K0.05%013F-HRTimeline
AE Wealth Management LLC1,628$82.5K<0.01%-4,09413F-HRTimeline
Friedenthal Financial1,287$65.2K0.03%new13F-HRTimeline
Glen Eagle Advisors, LLC1,115$56.5K0.01%013F-HRTimeline
First Bancorp, Inc /ME/1,000$50.7K0.02%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,000$50.7K0.01%+50013F-HRTimeline
BLAIR WILLIAM & CO/IL991$50.2K<0.01%-3,00613F-HRTimeline
TSFG, LLC900$46K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC880$44.6K<0.01%013F-HRTimeline
SHP Wealth Management850$43.1K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.810$41K0.03%+6013F-HRTimeline
Indiana Trust & Investment Management Co794$40.2K0.01%013F-HRTimeline
LGT Financial Advisors LLC747$37.8K0.2%013F-HRTimeline
PlanVest Financial, Inc723$36.6K0.02%+113F-HRTimeline
Geneos Wealth Management Inc.718$36.4K<0.01%-1,00413F-HRTimeline
Hurley Capital, LLC693$35.1K0.02%+813F-HRTimeline
IMA Advisory Services, Inc.600$30.4K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.565$28.6K0.06%+25513F-HRTimeline
Davidson Capital Management Inc.561$28.4K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.495$25.1K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…410$20.8K0.01%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC304$15.4K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.296$15K<0.01%013F-HRTimeline
UMB Bank, n.a.296$15K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ritter Daniher Financial Advisory LLC /…250$12.7K<0.01%013F-HRTimeline
Hamrick Investment Counsel, llc230$11.7K0.01%-6013F-HRTimeline
City State Bank174$8.81K<0.01%013F-HRTimeline
Signature Equity Partners, LLC135$6.84K<0.01%+113F-HRTimeline
JNBA Financial Advisors133$6.72K<0.01%+213F-HRTimeline
Center for Financial Planning, Inc.131$6.64K<0.01%013F-HRTimeline
Anchor Investment Management, LLC130$6.57K<0.01%+213F-HRTimeline
FIRST HORIZON CORP125$6.33K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\100$5.07K<0.01%-1,97213F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC100$5.07K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC100$5.07K<0.01%-113F-HRTimeline
Physician Wealth Advisors, Inc.93$4.73K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC93$4.71K<0.01%-5313F-HRTimelineGroup
Winch Advisory Services, LLC79$3.98K<0.01%+113F-HRTimeline
WOLFF WIESE MAGANA LLC76$3.85K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV69$3.5K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC22$1.11K<0.01%13F-HRTimeline