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Disclosery

NEAR ISHARES U S ETF TR

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SHOR DURA BD ETF (fund)

372 managers (374 13F filers) reported a position in NEAR shares at 2025-09-30, 44,170,061 shares in all. 31 filers opened a position and 32 filers sold out during the quarter.

Managers
372
13F filers
374
New
31
Added
156
Reduced
123
Sold out
32
Shares held by filers
44,170,061

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Valley Financial Group, Inc.11,141$571K0.32%+1413F-HRTimeline
Stonebridge Financial Group, LLC10,892$559K0.05%+3,95913F-HRTimeline
Merit Financial Group, LLC10,861$557K0.01%+55913F-HR/ATimeline
Creative Planningin group Creative Planning10,652$546K<0.01%-3,92713F-HRTimelineGroup
JGP Wealth Management, LLC10,403$532K0.06%+4113F-HRTimeline
Patriot Financial Group Insurance Agenc…10,230$525K0.07%new13F-HRTimeline
Hudock, Inc.10,137$520K0.08%-37513F-HRTimeline
4J Wealth Management LLC10,104$518K0.3%-8513F-HRTimeline
Smithfield Trust Co10,091$517K0.02%-1,63913F-HRTimeline
GRIES FINANCIAL LLC10,062$516K0.08%013F-HRTimeline
Bison Wealth, LLC10,068$514K0.05%+10513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,000$513K<0.01%-1,20013F-HRTimelineGroup
ORG Partners LLC31,912$512K0.09%-12,78213F-HRTimeline
Luken Investment Analytics, LLC9,941$510K0.2%-2513F-HRTimeline
Chicago Partners Investment Group LLC9,922$510K0.01%-6,53913F-HRTimeline
GW&K Investment Management, LLC9,876$506K<0.01%+10613F-HRTimeline
Dakota Wealth Management9,831$504K0.01%-2,35013F-HR/ATimeline
Aviso Financial Inc.9,771$501K0.02%-1,72913F-HRTimeline
Stonebridge Financial Planning Group, L…9,616$493K0.19%-2,30013F-HRTimeline
Cross Staff Investments Inc9,485$486K0.34%-1,18313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,471$486K0.16%+35113F-HRTimeline
COMERICA BANK9,421$483K<0.01%+74713F-HRTimeline
Crews Bank & Trust9,325$478K0.07%013F-HRTimeline
RWA WEALTH PARTNERS, LLC9,247$474K0.01%+9813F-HRTimeline
Visionary Horizons, LLC9,013$462K0.26%+2,37913F-HRTimeline
SOL Capital Management CO8,850$454K0.04%013F-HRTimeline
PFG Advisors8,793$451K0.02%-31413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,778$450K<0.01%-82613F-HRTimelineGroup
IFG Advisory, LLC8,675$445K0.02%-66713F-HRTimeline
Summit Wealth Partners, LLC8,525$437K0.08%-7513F-HRTimeline
Stanich Group LLC8,322$427K0.26%new13F-HRTimeline
Tyche Wealth Partners LLC8,320$427K0.07%-1,05013F-HRTimeline
Beirne Wealth Consulting Services, LLC8,249$423K0.1%-1213F-HRTimeline
Avidian Wealth Enterprises, LLC8,248$423K0.02%-1413F-HRTimeline
Compound Planning, Inc.8,153$418K0.01%+4,04613F-HRTimeline
Somerset Group LLC8,152$418K0.33%013F-HRTimeline
Sowell Financial Services LLC8,129$417K0.02%+8613F-HRTimeline
Beacon Financial Advisory LLC8,064$414K0.1%+3,42813F-HRTimeline
NFSG Corp8,061$413K0.06%+4,30713F-HRTimeline
Oxinas Partners, LLC8,056$413K0.22%-52113F-HRTimeline
Shum Financial Group, Inc.8,017$411K0.31%13F-HRTimeline
CoreCap Advisors, LLC7,966$408K0.01%+4,96513F-HRTimeline
GS Investments, Inc.7,965$408K0.2%013F-HRTimeline
Physician Wealth Solutions Inc.7,897$405K0.18%+413F-HRTimeline
COURIER CAPITAL LLC7,827$401K0.02%-2,80013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,756$398K<0.01%-3,69613F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI7,677$394K0.02%+1,32013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,650$392K<0.01%+54013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,642$392K0.01%+12213F-HRTimeline
North Capital, Inc.7,499$385K0.3%+113F-HRTimeline
Parallel Advisors, LLC7,498$385K0.01%-1,98613F-HRTimeline
ETF Store, Inc.7,389$379K0.4%+3113F-HRTimeline
Insight Wealth Strategies, LLC7,339$376K0.04%new13F-HRTimeline
Mach-1 Financial Group, LLC7,218$370K0.06%new13F-HRTimeline
Integrity Advisory Solutions, LLC7,218$370K0.06%13F-HRTimeline
PINNACLE ASSOCIATES LTD7,217$370K<0.01%+1,76513F-HRTimeline
Koshinski Asset Management, Inc.7,112$365K0.02%-3,79313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …7,100$364K<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC7,030$361K0.01%+113F-HRTimeline
NTV Asset Management LLC6,995$359K0.04%-513F-HRTimeline
BBR PARTNERS, LLC6,918$355K0.02%new13F-HRTimeline
MERIDIAN MANAGEMENT CO6,900$354K0.09%013F-HRTimeline
Waycross Investment Management Co6,794$348K0.36%013F-HRTimeline
Objective Capital Management, LLC6,752$346K0.36%-6113F-HRTimeline
Intrua Financial, LLC6,752$346K0.04%013F-HRTimeline
AE Wealth Management LLC6,746$346K<0.01%+5,72313F-HRTimeline
Larson Financial Group LLC6,570$337K0.01%+613F-HRTimeline
Windsor Capital Management, LLC6,447$331K0.09%-23713F-HRTimeline
First Heartland Consultants, Inc.6,437$330K0.03%+25013F-HRTimeline
IFP Advisors, Inc6,436$330K0.01%new13F-HR/ATimeline
Arkfeld Wealth Strategies, L.L.C.6,393$327K0.12%-313F-HRTimeline
Charter Oak Capital Management, LLC6,353$326K0.03%+1113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding6,195$318K0Timeline
Clayton Financial Group LLC6,173$317K0.23%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,163$316K0.01%+413F-HRTimelineGroup
Nikulski Financial, Inc.6,135$315K0.08%-40013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,096$313K0.02%+2613F-HRTimeline
Global Retirement Partners, LLC6,092$312K0.01%+36213F-HRTimeline
Symmetry Partners, LLC6,044$310K0.03%013F-HRTimeline
Advisory Services Network, LLC5,914$303K<0.01%-1,73913F-HRTimeline
VANCE WEALTH, LLC5,781$296K0.09%+9013F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC5,647$290K0.22%-1,11613F-HRTimeline
A4 Wealth Advisors LLC5,566$285K0.24%13F-HRTimeline
New Millennium Group LLC5,565$285K0.13%+4,41913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,557$285K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC5,546$284K0.05%+11013F-HRTimeline
Christensen, King & Associates Investme…5,536$284K0.12%+2813F-HRTimeline
Kovack Advisors, Inc.5,510$283K0.03%-1113F-HRTimeline
Guided Capital Wealth Management, LLC5,499$282K0.24%013F-HRTimeline
Shared Vision Wealth Group LLC5,489$282K0.12%+3613F-HRTimeline
JFS WEALTH ADVISORS, LLC5,484$281K0.02%013F-HRTimeline
TrueWealth Advisors, LLC5,453$280K0.08%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,402$277K<0.01%-3,93913F-HRTimelineGroup
Farther Finance Advisors, LLC5,356$275K<0.01%+40813F-HRTimeline
Caprock Group, LLC5,296$271K0.01%13F-HRTimeline
Western Wealth Management, LLC5,262$270K0.01%+3513F-HRTimeline
Fortress Wealth Management, Inc.5,235$268K0.12%+1813F-HRTimeline
Madrona Financial Services, LLC5,135$263K0.06%013F-HRTimeline
Alpha Cubed Investments, LLC5,135$263K0.01%013F-HRTimeline
Flagship Private Wealth, LLC5,077$260K0.1%+61613F-HRTimeline
Mayflower Financial Advisors, LLC5,041$259K0.03%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,000$256K<0.01%013F-HRTimelineGroup
Allworth Financial LP5,000$256K<0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,994$256K<0.01%-2,07813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,970$255K<0.01%013F-HR/ATimelineGroup
Journey Advisory Group, LLC4,931$253K0.02%-2,94013F-HRTimeline
PRIVATE TRUST CO NA4,921$252K0.02%+7813F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,909$252K0.01%-20013F-HRTimeline
WEALTHGARDEN F.S. LLC4,900$252K0.18%-23513F-HRTimeline
SCOTIA CAPITAL INC.4,888$251K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC4,810$247K0.03%013F-HRTimeline
Marshall Financial Group, LLC4,771$245K0.05%+16813F-HRTimeline
Patton Albertson Miller Group, LLC4,703$241K0.03%013F-HRTimeline
Legacy Capital Group California, Inc.4,687$240K0.06%-213F-HRTimeline
Bond & Devick Financial Network, Inc.4,661$239K0.07%new13F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC4,614$237K0.06%013F-HRTimeline
Apeiron RIA LLC4,605$236K0.05%-10313F-HRTimeline
WestHill Financial Advisors, Inc.4,478$230K0.05%+11113F-HRTimeline
New Capital Management LP4,455$228K0.06%-36113F-HRTimeline
Quest 10 Wealth Builders, Inc.4,443$228K0.21%-4613F-HRTimeline
HANCOCK WHITNEY CORP4,433$227K<0.01%new13F-HRTimeline
Bragg Financial Advisors, Inc4,386$225K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC4,252$218K<0.01%-5,26913F-HRTimeline
D.A. DAVIDSON & CO.4,135$212K<0.01%-50013F-HRTimeline
FMR LLCin group FMR LLC4,102$210K<0.01%+49813F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC4,102$210K0.01%-1713F-HRTimeline
INGALLS & SNYDER LLC4,000$205K0.01%013F-HRTimeline
Clearstead Advisors, LLC3,948$202K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,822$196K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…3,178$163K0.01%+22013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,160$162K<0.01%-11,17613F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,964$152K0.05%-11813F-HRTimeline
AdvisorNet Financial, Inc2,819$145K0.01%+1,22013F-HRTimeline
DT Investment Partners, LLC2,495$128K0.01%-344,51913F-HRTimeline
Signature Resources Capital Management,…2,287$117K0.06%013F-HRTimeline
Sound Income Strategies, LLC2,225$114K0.01%+1,90613F-HRTimeline
Geneos Wealth Management Inc.2,062$106K<0.01%-78413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,906$97.8K<0.01%-2013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,637$83.9K<0.01%-2,34113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,414$72.5K<0.01%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…1,413$72.4K0.04%-3813F-HRTimeline
CVA Family Office, LLC1,118$57.3K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,115$57.2K0.01%013F-HRTimeline
Davidson Capital Management Inc.1,085$55.6K0.01%-61913F-HRTimeline
Indiana Trust & Investment Management Co934$47.9K0.01%013F-HRTimeline
TSFG, LLC900$46K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC880$45.1K<0.01%013F-HRTimeline
LGT Financial Advisors LLC747$38.3K0.08%013F-HRTimeline
Hurley Capital, LLC670$34.4K0.02%+713F-HRTimeline
KELLEHER FINANCIAL ADVISORS500$25.6K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.495$25.4K<0.01%013F-HRTimeline
Friedenthal Financial495$25.4K0.01%+5713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP392$20.1K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC333$17.1K<0.01%+3313F-HRTimeline
BARRETT & COMPANY, INC.296$15.2K0.01%013F-HRTimeline
City State Bank174$8.92K<0.01%013F-HRTimeline
JNBA Financial Advisors128$6.58K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC125$6.43K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.115$5.9K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC101$5.18K<0.01%-2313F-HRTimelineGroup
Hughes Financial Services, LLC101$5.17K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.13K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.100$5.13K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC90$4.59K<0.01%+113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC89$4.56K0.01%+113F-HRTimeline
Physician Wealth Advisors, Inc.85$4.38K<0.01%-1,10813F-HRTimeline
Raleigh Capital Management Inc.80$4.1K<0.01%new13F-HRTimeline
Winch Advisory Services, LLC76$3.9K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.52$2.67K<0.01%013F-HRTimeline
GAMMA Investing LLC31$1.59K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC13$667<0.01%013F-HRTimeline
HighMark Wealth Management LLC9$466<0.01%013F-HRTimeline