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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,503,322$179M0.01%+284,08413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,161,171$162M0.01%+492,41213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,609,179$133M0.03%+280,28813F-HRTimelineGroup
Clearwater Capital Advisors, LLC2,607,464$133M12.17%-6,33613F-HRTimeline
LPL Financial LLC2,562,461$131M0.04%+170,35313F-HRTimeline
Bramshill Investments, LLC2,472,338$126M13.21%-1,011,34813F-HRTimeline
UBS Group AGin group UBS Group AG1,161,807$59.4M0.01%+28,12613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,007,793$51.5M<0.01%+162,68813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC977,075$49.9M0.02%-364,07813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC918,189$46.9M0.01%+167,21013F-HRTimelineGroup
Cambridge Investment Research Advisors,…814,067$41.6M0.13%+109,51413F-HRTimeline
Cetera Investment Advisers737,364$37.7M0.06%+174,24013F-HRTimeline
Summit Financial, LLC709,707$36.3M0.82%-8,80413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP648,156$33.1M0.03%+415,58713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC608,347$31.1M0.01%-11,15213F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC504,799$25.8M0.95%-68,16113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA480,164$24.5M<0.01%-87,48513F-HR/ATimelineGroup
Americana Partners, LLC390,609$20M0.69%+13,05713F-HRTimeline
Alexander Randolph Advisory, Inc.364,871$18.6M16.7%+70,11813F-HRTimeline
CWM, LLCin group CWM, LLC361,196$18.5M0.07%+9,16113F-HRTimelineGroup
DT Investment Partners, LLC347,014$17.7M1.59%-11,35813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC339,293$17.3M0.02%-343,50713F-HRTimeline
Union Bancaire Privee, UBP SA338,573$17.3M0.25%+12,99613F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC318,620$16.3M0.46%013F-HRTimeline
Integrated Investment Consultants, LLC317,803$16.2M3.19%+60,55613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP306,453$15.7M0.02%new13F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS294,471$15M0.03%-75,89913F-HRTimeline
Proficio Capital Partners LLC275,970$14.1M0.88%new13F-HRTimeline
KWMG, LLC274,946$14M1.32%+7,86013F-HRTimeline
Members Advisory Group LLC269,323$13.8M5.17%-56,92713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.263,272$13.5M0.02%-10,17713F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.262,970$13.4M0.07%+22,66513F-HRTimeline
NewEdge Advisors, LLC250,899$12.8M0.07%-90,81913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth243,391$12.4M0.03%+87513F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC239,507$12.2M3.28%+8,02513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding223,046$11.4M+152,700Timeline
Private Advisor Group, LLC217,951$11.1M0.06%+40,13613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC213,723$10.9M0.01%+31613F-HRTimeline
HighTower Advisors, LLC199,768$10.2M0.01%+5,92413F-HRTimeline
Ifrah Financial Services, Inc.194,206$9.92M2.71%-28913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…189,193$9.62M0.02%-25,41613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP185,057$9.46M0.13%+108,60813F-HRTimeline
Klaas Financial Asset Advisors, LLC183,938$9.4M1.49%+4,08113F-HRTimeline
WBH ADVISORY INC182,191$9.31M0.79%+32,96813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC178,965$9.15M0.22%+37,58213F-HRTimeline
Semmax Financial Advisors Inc.173,094$8.83M2.27%+5,34813F-HRTimeline
Mariner, LLCin group Mariner, LLC159,995$8.18M0.01%+47,97713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/157,667$8.06M<0.01%-19,56413F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC152,839$7.81M1.27%+10,79513F-HRTimeline
&PARTNERS146,697$7.5M0.06%+80,75513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …146,131$7.47M0.1%+21,57413F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC143,482$7.33M2.33%-6,29613F-HRTimeline
Sand Hill Global Advisors, LLC141,453$7.23M0.27%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC138,677$7.09M0.4%+25,15013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…137,592$7.03M0.01%+2,36913F-HRTimelineGroup
Brookwood Investment Group LLC135,857$6.94M1.12%-75,69213F-HRTimeline
INTEGRITY ALLIANCE, LLC.135,204$6.91M0.38%-52,75413F-HRTimeline
OneDigital Investment Advisors LLC133,752$6.83M0.08%-23,47413F-HRTimeline
STALEY CAPITAL ADVISERS INC122,150$6.24M0.27%013F-HRTimeline
MML INVESTORS SERVICES, LLC113,501$5.8M0.02%-1,68213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC111,953$5.69M1.02%+2713F-HRTimeline
Gladstone Institutional Advisory LLC109,740$5.61M0.23%-34013F-HRTimeline
Waverly Advisors, LLC108,752$5.56M0.06%+2,94313F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC106,993$5.47M0.97%+3,37913F-HRTimeline
Rollins Financial Advisors, LLC105,100$5.37M0.86%+15,85813F-HRTimeline
Sanctuary Advisors, LLC103,726$5.3M0.03%-71813F-HRTimeline
Canal Insurance CO100,000$5.11M1.14%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC99,640$5.09M0.18%-9,18213F-HRTimeline
San Luis Wealth Advisors LLC98,109$5.01M1.08%-16,30313F-HRTimeline
Astor Investment Management LLC93,013$4.75M2.57%+37,52013F-HRTimeline
Caliber Wealth Management, LLC / KS90,742$4.64M0.5%+22413F-HRTimeline
BRADY FAMILY WEALTH, LLC89,164$4.56M1.41%+4,95013F-HRTimeline
Values First Advisors, Inc.82,268$4.2M2.29%-1,08413F-HRTimeline
Van Hulzen Asset Management, LLC81,436$4.16M0.35%+1,65913F-HRTimeline
Sage Capital Advisors,llc72,020$3.68M0.91%-50913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC71,086$3.63M<0.01%+6,42713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,002$3.58M<0.01%+46,06713F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding69,646$3.56M-1,410Timeline
Atria Wealth Solutions, Inc.68,050$3.47M0.08%+59,03513F-HRTimeline
KKM Financial LLC64,427$3.29M1.15%+1,59813F-HRTimeline
Kingsview Wealth Management, LLC61,149$3.12M0.05%+26,58713F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC61,015$3.12M2.84%-42,00213F-HRTimeline
Sovereign Financial Group, Inc.60,961$3.12M0.64%-3,97513F-HRTimeline
Sigma Planning Corp60,582$3.1M0.09%-5,32613F-HRTimeline
Perennial Investment Advisors, LLC60,330$3.08M0.3%+99013F-HRTimeline
Patten Group, Inc.60,216$3.08M0.65%+5,29013F-HRTimeline
RPg Family Wealth Advisory, LLC60,133$3.07M0.82%+55,65113F-HRTimeline
GeoWealth Management, LLC58,249$2.98M0.12%-2,09413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…57,766$2.95M0.01%+3,72813F-HR/ATimelineGroup
Atria Investments, Inc56,468$2.89M0.03%+17,76913F-HRTimeline
Keystone Financial Group, Inc.56,148$2.86M1.82%+23,93013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,367$2.83M<0.01%+26,47613F-HRTimelineGroup
LVW Advisors, LLC54,935$2.81M0.31%+1,02613F-HRTimeline
AlphaCore Capital LLC54,905$2.81M0.11%+8,97313F-HRTimeline
Belpointe Asset Management LLC54,845$2.8M0.12%-1,58713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management53,539$2.74M0.04%-1,02213F-HRTimelineGroup
GC Wealth Management RIA, LLC52,550$2.69M0.22%-5,65813F-HRTimeline
Guardian Wealth Advisors, LLC52,312$2.67M1.58%-9,38013F-HRTimeline
Wescott Financial Advisory Group, LLC51,072$2.61M0.25%+2,58813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC50,707$2.59M0.07%+89013F-HRTimeline
Realta Investment Advisors49,491$2.53M1%+7,17113F-HRTimeline
Stenger Family Office, LLC50,393$2.48M0.64%13F-HRTimeline
Ameliora Wealth Management Ltd.48,287$2.47M0.88%+3,00013F-HRTimeline
Financial Advocates Investment Manageme…48,044$2.46M0.2%-1,80313F-HRTimeline
Betterment LLC46,854$2.39M0.01%-5,99413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC46,509$2.38M0.01%-8,35413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,100$2.3M<0.01%+30,34013F-HRTimelineGroup
ORG Partners LLC44,694$2.28M0.49%+34,12913F-HRTimeline
Castle Rock Wealth Management, LLC42,493$2.17M0.51%+1,44913F-HRTimeline
Infinity Wealth Counsel, LLC42,346$2.16M2.19%-1,63413F-HRTimeline
Syntegra Private Wealth Group, LLC42,198$2.16M0.22%+28,50613F-HRTimeline
Unified Investment Management41,891$2.14M2.29%+1313F-HRTimeline
MAI Capital Management40,911$2.09M0.01%-1,27113F-HRTimeline
Klingman & Associates, LLC40,413$2.07M0.11%-2,75013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38,342$1.96M<0.01%-7,72113F-HRTimelineGroup
World Investment Advisors36,796$1.88M0.04%+22,63313F-HRTimeline
Kraft, Davis & Associates, LLC36,826$1.88M0.51%new13F-HRTimeline
RMR Wealth Builders34,473$1.76M0.16%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,394$1.71M<0.01%-12,84413F-HRTimelineGroup
First Citizens Financial Corp33,156$1.69M0.93%-1,80513F-HRTimeline
Integrated Advisors Network LLC32,781$1.68M0.08%+3,67313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC32,318$1.65M0.2%+2,16513F-HRTimeline
Snowden Capital Advisors LLC30,911$1.58M0.05%-10,00813F-HRTimeline
WealthPlan Investment Management, LLC30,324$1.55M0.11%+18913F-HRTimeline
GUIDANCE CAPITAL, INC30,128$1.54M0.44%-2,17813F-HRTimeline
SHUFRO ROSE & CO LLC29,919$1.52M0.12%-6213F-HRTimeline
Steward Partners Investment Advisory, L…29,240$1.49M0.01%+18213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC28,778$1.47M0.13%-6,95013F-HRTimeline
Prime Capital Investment Advisors, LLC28,753$1.47M0.02%-12,34513F-HRTimeline
Forbes Financial Planning, Inc.27,781$1.42M0.96%-131,83913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,438$1.4M0.03%+13,66413F-HRTimelineGroup
Apex Wealth Management, LLC26,736$1.37M1.1%-104,05713F-HRTimeline
Joel Adams & Associates, Inc.25,740$1.32M1.16%+97313F-HRTimeline
One Capital Management, LLC25,370$1.3M0.04%+1,40013F-HRTimeline
Michels Family Financial, LLC25,161$1.29M1.1%+313F-HRTimeline
WHITE PINE CAPITAL LLC25,117$1.28M0.41%+8,95313F-HRTimeline
Capital Advisors, Ltd. LLC24,225$1.24M0.15%+2013F-HRTimeline
Mutual Advisors, LLC23,919$1.22M0.03%-25,71513F-HRTimeline
WJ Wealth Management, LLC23,550$1.2M0.38%+4,00013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC23,400$1.2M0.06%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.23,215$1.19M0.05%+4,60013F-HRTimeline
Prospera Financial Services Inc22,978$1.17M0.02%+5,50013F-HRTimeline
Aletheian Wealth Advisors LLC22,007$1.12M0.55%+47013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV21,997$1.12M0.16%013F-HRTimeline
Embree Financial Group21,782$1.11M0.17%+1,09913F-HRTimeline
SPINNAKER TRUST21,687$1.11M0.07%-19,93613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…21,683$1.11M<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC21,620$1.1M0.03%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…20,508$1.05M0.01%-1,20713F-HRTimelineGroup
Live Oak Private Wealth LLC20,351$1.04M0.16%+17113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,570$1.04M<0.01%+57513F-HR/ATimelineGroup
Secure Asset Management, LLC18,822$962K0.18%new13F-HRTimeline
Investment Advisory Group, LLC17,953$917K0.28%-1,23013F-HRTimeline
Syverson Strege & Co17,933$916K0.22%+11,18613F-HRTimeline
KEYVANTAGE WEALTH, LLC17,331$886K0.4%-2,95713F-HRTimeline
Westside Investment Management, Inc.17,200$879K0.16%-14,45013F-HRTimeline
LVZ, Inc.17,172$877K0.11%-3,14113F-HRTimeline
Core Wealth Advisors, Inc.17,158$877K0.25%013F-HRTimeline
Werba Rubin Papier Wealth Management16,964$867K0.16%+3,08613F-HRTimeline
Roble, Belko & Company, Inc16,554$846K0.12%-2,89713F-HRTimeline
Rosenberg Matthew Hamilton16,523$844K0.2%-1,49613F-HRTimeline
Chicago Partners Investment Group LLC16,461$839K0.02%+2,49213F-HRTimeline
American Institute for Advanced Investm…16,400$838K0.59%013F-HRTimeline
WIN ADVISORS, INC15,980$817K0.39%-1,60413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC15,215$777K0.06%+4,36613F-HRTimeline
BlueChip Wealth Advisors LLC15,195$776K0.35%-1,00113F-HRTimeline
BEACON FINANCIAL GROUP15,193$776K0.08%-19913F-HRTimeline
Janney Montgomery Scott LLC15,120$773K<0.01%+28213F-HRTimeline
Eagle Bluffs Wealth Management LLC15,108$772K0.37%-1013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC14,919$762K0.2%+8,42413F-HRTimelineGroup
Pflug Koory, LLC14,831$758K0.38%+5,28313F-HRTimeline
Creative Planningin group Creative Planning14,579$745K<0.01%+5,23213F-HRTimelineGroup
Arkadios Wealth Advisors14,573$745K0.02%+31113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS14,336$733K<0.01%+3,27513F-HRTimelineGroup
NOVEM GROUP14,239$728K0.09%+1,23213F-HRTimeline
Fortis Advisors, LLC14,111$721K0.46%+16313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,912$711K<0.01%-3,41113F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC13,864$708K0.34%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC13,740$702K0.01%-1,97013F-HRTimelineGroup
Keystone Wealth Services, LLC13,583$694K0.17%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…13,148$672K0.05%-2,41513F-HRTimelineGroup
Centurion Wealth Management LLC13,090$669K0.19%-32213F-HRTimeline
Darrow Company, Inc.13,089$669K0.34%-19813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,898$659K0.02%-41813F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…12,475$637K0.23%013F-HRTimeline
Dakota Wealth Management12,181$622K0.01%-1,00013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…12,179$622K0.13%+4,32013F-HRTimeline
FIRST AMERICAN TRUST, FSB12,114$619K0.05%+1,00913F-HRTimeline
Stonebridge Financial Planning Group, L…11,916$609K0.25%-25613F-HRTimeline
Smithfield Trust Co11,730$601K0.03%-12,57713F-HRTimeline
TCI Wealth Advisors, Inc.11,726$599K0.04%-9513F-HRTimeline
J.W. COLE ADVISORS, INC.11,559$591K0.01%+4,37313F-HRTimeline
Aviso Financial Inc.11,500$588K0.03%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,452$585K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC11,200$572K<0.01%013F-HRTimelineGroup
Valley Financial Group, Inc.11,127$569K0.34%-713F-HRTimeline
Koshinski Asset Management, Inc.10,905$557K0.04%-79113F-HRTimeline
Cross Staff Investments Inc10,668$545K0.4%-81013F-HRTimeline
COURIER CAPITAL LLC10,627$543K0.03%013F-HRTimeline
Hudock, Inc.10,512$537K0.09%-11213F-HRTimeline