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Disclosery

NEAR ISHARES U S ETF TR

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SHOR DURA BD ETF (fund)

373 managers (376 13F filers) reported a position in NEAR shares at 2025-06-30, 41,132,006 shares in all. 37 filers opened a position and 25 filers sold out during the quarter.

Managers
373
13F filers
376
New
37
Added
149
Reduced
125
Sold out
25
Shares held by filers
41,132,006

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
JGP Wealth Management, LLC10,362$529K0.06%-10,85713F-HRTimeline
Merit Financial Group, LLC10,302$526K0.01%+25913F-HRTimeline
4J Wealth Management LLC10,189$521K0.35%013F-HRTimeline
SYNOVUS FINANCIAL CORP10,165$519K0.01%+6,09813F-HRTimeline
Yukon Wealth Management, Inc.10,093$516K0.18%new13F-HRTimeline
GRIES FINANCIAL LLC10,062$514K0.09%013F-HRTimeline
Luken Investment Analytics, LLC9,966$509K0.22%+2,61613F-HRTimeline
Bison Wealth, LLC9,963$507K0.04%+15113F-HRTimeline
TOWNSQUARE CAPITAL LLC9,849$503K0.05%-4,98913F-HRTimeline
Quantinno Capital Management LP9,779$500K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC9,770$499K<0.01%+8013F-HRTimeline
Focus Financial Network, Inc.9,760$499K0.02%+17813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,604$491K<0.01%+55213F-HRTimelineGroup
Integrated Wealth Concepts LLC9,521$487K<0.01%+4,53013F-HRTimeline
Parallel Advisors, LLC9,484$485K0.01%-31513F-HRTimeline
Tyche Wealth Partners LLC9,370$479K0.1%-99713F-HRTimeline
Financial Futures Ltd Liability Co.9,364$478K0.26%new13F-HRTimeline
IFG Advisory, LLC9,342$477K0.02%+3,76313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,341$477K<0.01%-3013F-HRTimelineGroup
Crews Bank & Trust9,325$477K0.08%-10513F-HRTimeline
RWA WEALTH PARTNERS, LLC9,149$467K0.01%+10613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,120$466K0.18%+2,25213F-HRTimeline
PFG Advisors9,107$465K0.02%-7,90313F-HRTimeline
SOL Capital Management CO8,850$452K0.04%+4013F-HRTimeline
COMERICA BANK8,674$443K<0.01%-13013F-HRTimeline
Summit Wealth Partners, LLC8,600$439K0.08%-16413F-HRTimeline
Oxinas Partners, LLC8,577$438K0.22%-2,93813F-HRTimeline
Beirne Wealth Consulting Services, LLC8,261$422K0.14%+45013F-HRTimeline
Avidian Wealth Enterprises, LLC8,262$422K0.02%+95013F-HRTimeline
Somerset Group LLC8,152$417K0.35%013F-HRTimeline
Sowell Financial Services LLC8,043$411K0.02%013F-HRTimeline
GS Investments, Inc.7,965$407K0.18%013F-HRTimeline
Physician Wealth Solutions Inc.7,893$403K0.19%013F-HRTimeline
Journey Advisory Group, LLC7,871$402K0.03%new13F-HRTimeline
Advisory Services Network, LLC7,653$391K0.01%new13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.7,575$387K0.21%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,520$384K0.01%+1,15213F-HRTimeline
North Capital, Inc.7,498$383K0.33%-4513F-HRTimeline
ETF Store, Inc.7,358$376K0.44%-1,34313F-HRTimeline
Consolidated Portfolio Review Corp7,308$373K0.05%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,110$363K<0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,072$361K<0.01%-4,01213F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC7,029$359K0.01%+113F-HRTimeline
Columbia Bank7,068$359K0.11%+1,78313F-HRTimeline
NTV Asset Management LLC7,000$358K0.04%013F-HRTimeline
Stonebridge Financial Group, LLC6,933$354K0.03%-9813F-HRTimeline
MERIDIAN MANAGEMENT CO6,900$352K0.1%013F-HRTimeline
Objective Capital Management, LLC6,813$348K0.39%+43713F-HRTimeline
CIBC WORLD MARKET INC.6,803$348K<0.01%+90813F-HRTimeline
Waycross Investment Management Co6,794$347K0.36%013F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC6,763$346K0.26%013F-HRTimeline
Intrua Financial, LLC6,752$345K0.05%+30613F-HRTimeline
Windsor Capital Management, LLC6,684$342K0.1%-24013F-HRTimeline
Visionary Horizons, LLC6,634$339K0.21%new13F-HRTimeline
Larson Financial Group LLC6,564$335K0.01%+713F-HRTimeline
Nikulski Financial, Inc.6,535$334K0.09%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.6,396$325K0.13%-44,92413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,357$325K0.02%-1213F-HRTimeline
Charter Oak Capital Management, LLC6,342$324K0.03%+20713F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding6,195$317K+11Timeline
First Heartland Consultants, Inc.6,187$316K0.03%+1,01113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,159$315K0.01%+313F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP6,070$310K0.02%new13F-HRTimeline
ONE Advisory Partners, LLC6,068$309K0.1%013F-HRTimeline
Symmetry Partners, LLC6,044$309K0.04%013F-HRTimeline
Clark Capital Management Group, Inc.5,999$307K<0.01%-5,22113F-HRTimeline
Global Retirement Partners, LLC5,730$293K0.01%13F-HRTimeline
VANCE WEALTH, LLC5,691$291K0.1%-1,12313F-HRTimeline
Kovack Advisors, Inc.5,521$282K0.03%-82313F-HRTimeline
Christensen, King & Associates Investme…5,508$281K0.13%+2913F-HRTimeline
Guided Capital Wealth Management, LLC5,499$281K0.22%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5,484$280K0.02%013F-HRTimeline
TrueWealth Advisors, LLC5,453$279K0.08%+1,45313F-HRTimeline
PINNACLE ASSOCIATES LTD5,452$279K<0.01%-5,56513F-HRTimeline
Shared Vision Wealth Group LLC5,453$278K0.14%new13F-HRTimeline
Ausdal Financial Partners, Inc.5,441$278K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC5,436$278K0.06%+4,94413F-HRTimeline
Western Wealth Management, LLC5,227$267K0.02%+75113F-HRTimeline
Fortress Wealth Management, Inc.5,217$267K0.13%+1713F-HRTimeline
Madrona Financial Services, LLC5,135$262K0.06%013F-HRTimeline
Alpha Cubed Investments, LLC5,135$262K0.01%-1,13713F-HRTimeline
WEALTHGARDEN F.S. LLC5,135$262K0.22%+10013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,109$261K0.01%-15513F-HRTimeline
Mayflower Financial Advisors, LLC5,041$258K0.04%-5613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,000$256K<0.01%013F-HRTimelineGroup
Allworth Financial LP5,000$256K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,970$254K<0.01%013F-HR/ATimelineGroup
Farther Finance Advisors, LLC4,948$253K0.01%-11713F-HRTimeline
Gotham Asset Management, LLC4,889$250K<0.01%+86813F-HRTimeline
SCOTIA CAPITAL INC.4,888$250K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,843$247K0.02%-23613F-HRTimeline
New Capital Management LP4,816$246K0.07%-1,04913F-HRTimeline
Flaharty Asset Management, LLC4,810$246K0.03%013F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,803$245K<0.01%new13F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC4,788$245K0.05%-1013F-HRTimelineGroup
Apeiron RIA LLC4,708$241K0.06%013F-HRTimeline
Patton Albertson Miller Group, LLC4,703$240K0.03%013F-HRTimeline
Legacy Capital Group California, Inc.4,689$240K0.07%-37413F-HRTimeline
Beacon Financial Advisory LLC4,636$237K0.06%new13F-HRTimeline
D.A. DAVIDSON & CO.4,635$237K<0.01%-49513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,627$236K0.01%+3,11713F-HRTimelineGroup
FIRST WILSHIRE SECURITIES MANAGEMENT INC4,614$236K0.06%013F-HRTimeline
Marshall Financial Group, LLC4,603$234K0.05%-21913F-HRTimeline
Beacon Pointe Advisors, LLC4,569$233K<0.01%-2,96413F-HRTimeline
TWO SIGMA SECURITIES, LLC4,529$231K0.03%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.4,489$229K0.22%-74913F-HRTimeline
Flagship Private Wealth, LLC4,461$228K0.1%+3213F-HR/ATimeline
WestHill Financial Advisors, Inc.4,367$223K0.05%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,119$211K0.01%+313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,113$210K<0.01%-1,97113F-HRTimeline
Compound Planning, Inc.4,107$210K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,095$209K<0.01%-1,23613F-HRTimelineGroup
INGALLS & SNYDER LLC4,000$204K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC3,978$203K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC3,948$202K<0.01%013F-HRTimeline
Triton Financial Group Inc3,935$201K0.15%13F-HRTimeline
NFSG Corp3,754$192K0.03%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,665$186K0.03%new13F-HRTimelineGroup
FMR LLCin group FMR LLC3,604$184K<0.01%+3,41313F-HRTimelineGroup
Medallion Wealth Advisors, LLC3,082$157K0.06%-18913F-HRTimeline
EP Wealth Advisors, LLC3,044$156K<0.01%-3,63913F-HRTimeline
Bellwether Advisors, LLC3,036$155K0.03%013F-HRTimeline
CoreCap Advisors, LLC3,001$153K0.01%+97813F-HRTimeline
Capital Investment Advisory Services, L…2,958$151K0.01%-5613F-HRTimeline
Geneos Wealth Management Inc.2,846$145K<0.01%-3,61613F-HRTimeline
Signature Resources Capital Management,…2,287$117K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,926$98.4K<0.01%+56513F-HRTimelineGroup
Davidson Capital Management Inc.1,704$87.1K0.02%+81713F-HRTimeline
AdvisorNet Financial, Inc1,599$81.7K0.01%+16213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,495$76.4K<0.01%new13F-HRTimelineGroup
Vermillion & White Wealth Management Gr…1,451$74.1K0.05%+613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,414$72.3K<0.01%-85713F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,193$60.9K0.01%-14613F-HRTimeline
New Millennium Group LLC1,146$58.6K0.03%-462,04913F-HRTimeline
CVA Family Office, LLC1,118$57.1K0.01%-9,91513F-HRTimeline
Glen Eagle Advisors, LLC1,115$57K0.01%013F-HRTimeline
AE Wealth Management LLC1,023$52.3K<0.01%+21813F-HRTimeline
Boreal Capital Management LLC996$50.9K0.04%13F-HRTimeline
Indiana Trust & Investment Management Co934$47.7K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…911$46.5K<0.01%new13F-HRTimelineGroup
TSFG, LLC900$46K0.01%-9713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC880$45K<0.01%013F-HRTimeline
LGT Financial Advisors LLC747$38.2K0.1%013F-HRTimeline
Hurley Capital, LLC663$33.9K0.02%+213F-HRTimeline
Iron Horse Wealth Management, LLC531$27.1K0.01%-42513F-HRTimeline
Dunhill Financial, LLC500$25.6K0.01%013F-HRTimeline
Financial Management Professionals, Inc.495$25.3K<0.01%013F-HRTimeline
Friedenthal Financial438$22.4K0.01%+5713F-HRTimeline
Ridgewood Investments LLC413$21.1K0.01%013F-HRTimeline
Sound Income Strategies, LLC319$16.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC300$15.3K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.296$15.1K0.01%013F-HRTimeline
Headlands Technologies LLC267$13.6K<0.01%013F-HRTimeline
City State Bank174$8.89K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC153$7.81K<0.01%013F-HRTimeline
JNBA Financial Advisors127$6.49K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC125$6.39K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC124$6.34K<0.01%+113F-HRTimelineGroup
Elequin Capital, LP119$6.08K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.115$5.88K0.02%+4013F-HRTimeline
Brooklyn Investment Group108$5.52K<0.01%new13F-HR/ATimeline
Hughes Financial Services, LLC101$5.16K<0.01%-2013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.11K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.100$5.11K<0.01%013F-HRTimeline
Arax Advisory Partners95$4.86K<0.01%+113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC89$4.53K<0.01%+113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC88$4.5K0.01%+113F-HRTimeline
Winch Advisory Services, LLC75$3.85K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.52$2K<0.01%013F-HRTimeline
GAMMA Investing LLC31$1.58K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC13$664<0.01%013F-HRTimeline
HighMark Wealth Management LLC9$460<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.