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Disclosery

NEAR ISHARES U S ETF TR

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SHOR DURA BD ETF (fund)

393 managers (396 13F filers) reported a position in NEAR shares at 2025-12-31, 46,286,382 shares in all. 35 filers opened a position and 28 filers sold out during the quarter.

Managers
393
13F filers
396
New
35
Added
173
Reduced
116
Sold out
28
Shares held by filers
46,286,382

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,268,723$167M0.01%-127,95513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,942,115$150M0.01%-581,03813F-HRTimelineGroup
Clearwater Capital Advisors, LLC2,924,871$149M12.46%+120,93613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,694,516$138M0.03%-2,53413F-HRTimelineGroup
LPL Financial LLC2,655,778$136M0.04%-144,78913F-HRTimeline
Bramshill Investments, LLC2,448,843$125M7.07%-65,66513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,272,371$116M<0.01%+654,70913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,613,264$82.4M0.02%+264,88713F-HRTimelineGroup
Cetera Investment Advisers1,271,898$65M0.07%+154,61113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,160,274$59.3M0.02%+95,51013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,141,660$58.3M0.01%+197,58113F-HRTimelineGroup
Cambridge Investment Research Advisors,…988,560$50.5M0.13%+98,34013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA569,669$29.1M0.01%+93,98913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP520,821$26.6M0.02%-171,79513F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…490,400$25.1M1.59%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC478,532$24.5M0.01%-87,96213F-HRTimelineGroup
NewEdge Advisors, LLC469,238$24M0.09%+76,84113F-HRTimeline
Alexander Randolph Advisory, Inc.442,346$22.6M18.79%+6,20013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC426,381$21.8M0.69%-22,69913F-HRTimeline
Americana Partners, LLC420,219$21.5M0.59%+4,63313F-HRTimeline
Integrated Investment Consultants, LLC404,474$20.7M4.06%+50,49113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.328,516$16.8M0.02%+47,49613F-HRTimelineGroup
KWMG, LLC301,944$15.4M1.33%+13,65513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC294,157$15M3.57%+13,98513F-HRTimeline
Union Bancaire Privee, UBP SA289,210$14.8M0.18%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP287,335$14.7M0.18%+48,27713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC283,620$14.5M0.55%-35,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC271,080$13.9M0.02%+34,43513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP263,271$13.5M0.02%-1613F-HR/ATimelineGroup
Waverly Advisors, LLC259,344$13.3M0.11%+16,09013F-HRTimeline
Kraft, Davis & Associates, LLC252,831$12.9M2.9%+54,25713F-HRTimeline
Private Advisor Group, LLC250,709$12.8M0.06%+34,84013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS241,761$12.4M0.02%-23,93413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC238,596$12.2M0.22%+44,73313F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth235,200$12M0.01%-5,66613F-HRTimelineGroup
WBH ADVISORY INC233,011$11.9M0.88%+8,95213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …229,564$11.7M0.17%+57,93313F-HRTimelineGroup
Kingsview Wealth Management, LLC218,762$11.2M0.16%+71,76913F-HRTimeline
CWM, LLCin group CWM, LLC211,567$10.8M0.03%-108,14513F-HRTimelineGroup
Syntegra Private Wealth Group, LLC210,658$10.8M0.99%+41,87413F-HRTimeline
HighTower Advisors, LLC203,612$10.4M0.01%+2,49013F-HRTimeline
Clark Capital Management Group, Inc.200,875$10.3M0.06%new13F-HRTimeline
Gotham Asset Management, LLC200,210$10.2M0.04%+37,31113F-HRTimeline
Ifrah Financial Services, Inc.199,043$10.2M2.61%+3,78713F-HRTimeline
Summit Financial, LLC198,159$10.1M0.15%-162,40113F-HRTimeline
Klaas Financial Asset Advisors, LLC193,273$9.88M1.43%+5,57713F-HRTimeline
&PARTNERS187,401$9.58M0.05%-65313F-HRTimeline
VALLEY NATIONAL ADVISERS INC180,042$9.2M1.27%+16,52313F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC177,207$9.06M1.52%+8,19913F-HRTimeline
Timmons Wealth Management, LLC172,443$8.81M8.67%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…169,543$8.66M0.1%+90,61613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…168,199$8.59M0.01%+18,53413F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…158,383$8.1M0.01%+3,93913F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC155,835$7.99M2.18%+4,03313F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.152,690$7.8M7.25%13F-HRTimeline
Rollins Financial Advisors, LLC152,630$7.8M1.14%+39,75113F-HRTimeline
San Luis Wealth Advisors LLC151,519$7.74M1.3%+30,65813F-HRTimeline
INTEGRITY ALLIANCE, LLC.145,743$7.45M0.27%+26313F-HRTimeline
Sand Hill Global Advisors, LLC141,416$7.23M0.25%-15013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/140,940$7.2M<0.01%-6,17513F-HRTimelineGroup
OakTrust Wealth Advisors, LLC140,643$7.19M6.63%13F-HRTimeline
OneDigital Investment Advisors LLC138,245$7.06M0.07%-4,77413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…138,030$7.06M0.01%-11,07313F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC131,777$6.73M0.33%-9,64013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC131,651$6.73M0.98%+5,71213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC129,531$6.62M0.01%-12,52813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding128,707$6.58M+52,120Timeline
Brookwood Investment Group LLC127,650$6.52M0.79%-2,30513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…124,392$6.36M0.21%new13F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC121,569$6.21M0.98%-2,96913F-HRTimeline
STALEY CAPITAL ADVISERS INC120,250$6.14M0.25%013F-HRTimeline
Bond & Devick Financial Network, Inc.120,040$6.13M1.73%+115,37913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC119,929$6.13M0.19%+14,86713F-HRTimeline
Montecito Bank & Trust114,244$5.84M0.93%-99413F-HRTimeline
Sanctuary Advisors, LLC112,737$5.76M0.03%+8,22913F-HRTimeline
Alpha Financial Advisors, LLC111,774$5.71M1.75%+5,55013F-HRTimeline
Gladstone Institutional Advisory LLC111,142$5.68M0.21%-1,85813F-HRTimeline
Optivise Advisory Services LLC103,164$5.27M3.04%+22,55413F-HRTimeline
Meramec Financial Planners, LLC97,450$4.99M1.94%13F-HRTimeline
MML INVESTORS SERVICES, LLC93,029$4.75M0.01%+2,78413F-HRTimeline
Van Hulzen Asset Management, LLC92,930$4.75M0.35%+8,25513F-HRTimeline
Caliber Wealth Management, LLC / KS90,365$4.62M0.5%+56913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP89,770$4.59M0.01%+18,89913F-HRTimelineGroup
Values First Advisors, Inc.89,757$4.59M2.38%+5,27313F-HRTimeline
Kure Advisory, LLC85,146$4.35M2.43%new13F-HRTimeline
BRADY FAMILY WEALTH, LLC84,279$4.31M1.33%+45313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding79,316$4.05M+2,176Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC79,199$4.05M<0.01%+71,44313F-HR/ATimelineGroup
AlphaCore Capital LLC77,282$3.95M0.09%+19,49713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…75,362$3.85M0.01%+13,30313F-HR/ATimelineGroup
One Capital Management, LLC73,965$3.78M0.11%+8,80113F-HRTimeline
Sigma Planning Corp72,023$3.68M0.1%+8,86713F-HRTimeline
Sage Capital Advisors,llc71,420$3.65M0.87%-20613F-HRTimeline
KKM Financial LLC70,644$3.61M0.64%+5,79613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC67,564$3.45M<0.01%-8,34613F-HRTimelineGroup
LVW Advisors, LLC66,686$3.41M0.35%+7,66513F-HRTimeline
Kovack Advisors, Inc.65,985$3.37M0.16%+60,47513F-HR/ATimeline
Patten Group, Inc.63,052$3.22M0.6%+4,11413F-HRTimeline
Realta Investment Advisors62,786$3.21M1.05%+1,87813F-HRTimeline
Wescott Financial Advisory Group, LLC60,718$3.1M0.27%+5,93313F-HRTimeline
Proficio Capital Partners LLC60,460$3.09M0.22%-226,53013F-HRTimeline
Sovereign Financial Group, Inc.59,264$3.03M0.54%-96913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.59,109$3.02M<0.01%+23,26513F-HRTimelineGroup
Keystone Financial Group, Inc.58,051$2.97M1.55%-67113F-HRTimeline
RPg Family Wealth Advisory, LLC57,972$2.96M0.65%-613F-HRTimeline
Selby Wealth Management, LLC57,336$2.93M1.18%13F-HRTimeline
Prospera Financial Services Inc55,892$2.86M0.05%+15,76913F-HRTimeline
Secure Asset Management, LLC54,444$2.78M0.44%+22,13413F-HRTimeline
Hardworking Capital Advisors, LLC53,509$2.73M2.48%13F-HRTimeline
Smartleaf Asset Management LLC53,436$2.73M0.1%-12,83013F-HRTimeline
Stenger Family Office, LLC53,286$2.66M0.55%-2,94913F-HRTimeline
GeoWealth Management, LLC51,438$2.63M0.1%-1,80213F-HRTimeline
New Millennium Group LLC50,254$2.57M1.11%+44,68913F-HRTimeline
Ameliora Wealth Management Ltd.50,237$2.57M0.78%+1,95013F-HRTimeline
GC Wealth Management RIA, LLC49,673$2.54M0.09%-1,79413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management49,004$2.5M0.03%-13,09813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC47,777$2.44M0.05%-1,54013F-HRTimeline
Focus Financial Network, Inc.47,730$2.44M0.08%+25,57413F-HRTimeline
IRON Financial LLC47,301$2.42M1.11%+32,09513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC47,000$2.4M1.51%013F-HRTimeline
J.W. COLE ADVISORS, INC.47,115$2.37M0.06%+32,83213F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC45,294$2.31M1.89%-5,01713F-HRTimeline
Betterment LLC44,699$2.28M<0.01%-1,77613F-HRTimeline
Castle Rock Wealth Management, LLC44,131$2.25M0.49%+1,38613F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.43,903$2.24M1.1%+27,97813F-HRTimeline
Beacon Pointe Advisors, LLC43,319$2.21M0.02%+27,24913F-HRTimeline
Belpointe Asset Management LLC42,409$2.17M0.08%-7,70913F-HRTimeline
Unified Investment Management41,361$2.11M2.14%-6713F-HRTimeline
Integrated Advisors Network LLC41,254$2.11M0.09%+6,51413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC41,230$2.11M0.01%-2,73913F-HRTimelineGroup
WHITE PINE CAPITAL LLC40,539$2.07M0.57%+14,57413F-HRTimeline
Klingman & Associates, LLC40,413$2.07M0.1%013F-HRTimeline
Perigon Wealth Management, LLC39,214$2M0.04%+11,53113F-HRTimeline
First Citizens Financial Corp39,161$2M0.99%+1,09513F-HRTimeline
RFG Advisory, LLC38,230$1.95M0.04%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…37,999$1.94M0.07%+1,24413F-HRTimelineGroup
Finhabits Advisors LLC33,540$1.71M1.61%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…32,743$1.67M<0.01%-4,96013F-HRTimelineGroup
SHUFRO ROSE & CO LLC32,639$1.67M0.11%+3,19413F-HRTimeline
Daybright Advisory Services, Inc.32,589$1.67M0.44%13F-HRTimeline
PLANNING DIRECTIONS INC32,270$1.65M0.83%+13,87813F-HRTimeline
Pflug Koory, LLC32,172$1.64M0.77%+7,21813F-HRTimeline
MAI Capital Management32,038$1.64M0.01%-8,60313F-HRTimeline
Snowden Capital Advisors LLC31,863$1.63M0.04%+1,65213F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC31,562$1.61M0.17%-75613F-HRTimeline
GUIDANCE CAPITAL, INC31,223$1.6M0.39%+1,49513F-HRTimeline
SPINNAKER TRUST30,864$1.58M0.08%+9,86313F-HRTimeline
Prime Capital Investment Advisors, LLC29,681$1.52M0.02%-3,54613F-HRTimeline
Vise Technologies, Inc.29,362$1.5M0.03%+10,25813F-HRTimeline
Steward Partners Investment Advisory, L…29,218$1.49M0.01%-9813F-HRTimeline
WealthPlan Investment Management, LLC29,189$1.49M0.1%+35513F-HRTimeline
Patriot Financial Group Insurance Agenc…28,332$1.45M0.17%+18,10213F-HRTimeline
Beacon Capital Management, Inc.26,969$1.38M0.07%-15,87213F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC26,925$1.38M0.59%+3,06713F-HRTimeline
MEMBERS WEALTH LLC26,542$1.36M0.85%new13F-HRTimeline
Joel Adams & Associates, Inc.26,202$1.34M1.01%+93013F-HRTimeline
Financial Futures Ltd Liability Co.26,107$1.33M0.62%+11,33313F-HRTimeline
World Investment Advisors25,689$1.31M0.02%+5,62213F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.25,205$1.29M0.05%013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC24,400$1.25M0.06%+1,00013F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.24,390$1.25M0.05%-7113F-HRTimelineGroup
Apex Wealth Management, LLC23,530$1.2M1.22%-1,28613F-HRTimeline
Michels Family Financial, LLC23,307$1.19M0.87%-75813F-HRTimeline
Infinity Wealth Counsel, LLC23,052$1.18M1.07%-17,31013F-HRTimeline
Capital Advisors, Ltd. LLC22,652$1.16M0.13%+4213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,180$1.13M<0.01%+4313F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV21,997$1.12M0.14%013F-HRTimeline
Mutual Advisors, LLC21,907$1.12M0.02%-1,19613F-HRTimeline
Guardian Wealth Advisors, LLC21,667$1.11M0.62%-5,63913F-HRTimeline
Westside Investment Management, Inc.21,500$1.1M0.18%+1,90013F-HRTimeline
Live Oak Private Wealth LLC20,447$1.04M0.14%+31113F-HRTimeline
Centurion Wealth Management LLC20,351$1.04M0.23%+7,65113F-HRTimeline
CIBC WORLD MARKET INC.20,176$1.03M<0.01%+2,10513F-HRTimeline
HERBST GROUP, LLC19,898$1.02M0.6%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …19,830$1.01M0.01%13F-HR/ATimelineGroup
AE Wealth Management LLC19,224$982K0.01%+12,47813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,203$981K<0.01%+18,81113F-HRTimelineGroup
Forbes Financial Planning, Inc.19,033$973K0.57%-6,20613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,983$970K<0.01%013F-HRTimelineGroup
Investment Advisory Group, LLC18,053$923K0.24%+20013F-HRTimeline
Lynch Investment Planning, LLC17,993$919K0.88%13F-HRTimeline
Atria Investments, Inc17,790$909K0.01%-1,70313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,697$904K0.01%-2,17713F-HRTimelineGroup
WIN ADVISORS, INC17,653$902K0.38%+48113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC17,635$901K0.06%+1,21613F-HRTimeline
LANE BROTHERS & CO INC17,416$890K0.64%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC17,327$885K0.07%-10,45113F-HRTimeline
Core Wealth Advisors, Inc.17,291$884K0.23%+13313F-HRTimeline
American Institute for Advanced Investm…17,025$870K0.56%+1,12513F-HRTimeline
KEYVANTAGE WEALTH, LLC16,910$864K0.37%-7413F-HRTimeline
LVZ, Inc.16,591$848K0.09%-69313F-HR/ATimeline
NOVEM GROUP15,923$814K0.09%+1,53313F-HRTimeline
FIRST AMERICAN TRUST, FSB15,794$807K0.06%+3713F-HRTimeline
RMR Wealth Builders15,550$795K0.06%-40013F-HRTimeline
Eagle Bluffs Wealth Management LLC15,302$782K0.32%+35213F-HRTimeline
Objective Capital Management, LLC15,055$769K0.78%+8,30313F-HRTimeline
HANCOCK WHITNEY CORP14,628$747K0.01%+10,19513F-HRTimeline
Fortis Advisors, LLC14,489$740K0.41%+22613F-HRTimeline
BEACON FINANCIAL GROUP14,273$729K0.07%+113F-HRTimeline
Darrow Company, Inc.13,959$713K0.32%+87013F-HRTimeline