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Disclosery

NEAR ISHARES U S ETF TR

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SHOR DURA BD ETF (fund)

384 managers (389 13F filers) reported a position in NEAR shares at 2026-03-31, 52,097,880 shares in all. 33 filers opened a position and 40 filers sold out during the quarter.

Managers
384
13F filers
389
New
33
Added
185
Reduced
111
Sold out
40
Shares held by filers
52,097,880

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY3,516,395$179M0.01%+247,67213F-HRTimelineGroup
Clearwater Capital Advisors, LLC3,117,801$158M12.79%+192,93013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,059,416$156M0.01%+117,30113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,764,146$141M0.03%+69,63013F-HR/ATimelineGroup
LPL Financial LLC2,745,146$140M0.04%+89,36813F-HRTimeline
UBS Group AGin group UBS Group AG2,509,834$128M0.02%+896,57013F-HRTimelineGroup
Bramshill Investments, LLC2,396,803$122M10.5%-52,04013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,259,712$115M<0.01%-12,65913F-HRTimelineGroup
Cetera Investment Advisers1,413,521$71.9M0.08%+141,62313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,250,187$63.6M0.02%+89,91313F-HRTimelineGroup
Americana Partners, LLC1,136,391$57.8M1.5%+716,17213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,095,356$55.7M0.01%-46,30413F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…1,067,084$54.2M0.14%+78,52413F-HRTimeline
FMR LLCin group FMR LLC983,350$50M<0.01%+979,01613F-HRTimelineGroup
NewEdge Advisors, LLC914,401$46.5M0.17%+445,16313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA723,098$36.8M0.01%+153,42913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC629,849$32M0.01%+151,31713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.564,586$28.7M0.04%+236,07013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP530,427$27M0.02%+9,60613F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…490,400$24.9M2.93%013F-HRTimelineGroup
Alexander Randolph Advisory, Inc.461,536$23.5M20.23%+19,19013F-HRTimeline
Integrated Investment Consultants, LLC444,331$22.6M4.79%+39,85713F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP417,124$21.2M0.27%+129,78913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC412,128$21M0.68%-14,25313F-HRTimeline
Gotham Asset Management, LLC397,270$20.2M0.06%+197,06013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC337,510$17.2M3.94%+43,35313F-HRTimeline
KWMG, LLC317,129$16.1M1.35%+15,18513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC307,924$15.7M0.5%+69,32813F-HRTimeline
Waverly Advisors, LLC298,806$15.2M0.11%+39,46213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC291,880$14.8M0.02%+20,80013F-HRTimeline
Union Bancaire Privee, UBP SA286,598$14.5M0.2%-2,61213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC283,620$14.4M0.57%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …269,833$13.7M0.17%+40,26913F-HRTimelineGroup
Private Advisor Group, LLC265,877$13.5M0.06%+15,16813F-HRTimeline
Kraft, Davis & Associates, LLC257,870$13.1M2.79%+5,03913F-HRTimeline
WBH ADVISORY INC250,366$12.7M0.95%+17,35513F-HRTimeline
Proficio Capital Partners LLC248,595$12.6M0.68%+188,13513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS238,140$12.1M0.02%-3,62113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…234,815$11.9M0.13%+65,27213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth232,064$11.8M0.01%-3,13613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.229,277$11.7M0.08%+219,29113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding219,057$11.1M+90,350Timeline
San Luis Wealth Advisors LLC218,861$11.1M1.84%+67,34213F-HRTimeline
Timmons Wealth Management, LLC208,079$10.6M10.02%+35,63613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…197,057$10M0.01%+28,85813F-HRTimelineGroup
Syntegra Private Wealth Group, LLC193,452$9.83M0.93%-17,20613F-HRTimeline
VALLEY NATIONAL ADVISERS INC188,608$9.59M1.24%+8,56613F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC185,629$9.44M1.71%+8,42213F-HRTimeline
Kingsview Wealth Management, LLC184,753$9.39M0.13%-34,00913F-HRTimeline
Ifrah Financial Services, Inc.179,122$9.11M2.41%-19,92113F-HRTimeline
HighTower Advisors, LLC165,585$8.42M0.01%-38,02713F-HRTimeline
Brookwood Investment Group LLC164,195$8.35M1.06%+36,54513F-HRTimeline
Optivise Advisory Services LLC163,727$8.32M5.04%+60,56313F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.163,160$8.28M7.26%+10,47013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC159,332$8.12M2.25%+3,49713F-HRTimeline
OneDigital Investment Advisors LLC157,305$8M0.08%+19,06013F-HRTimeline
Summit Financial, LLC156,551$7.96M0.1%-41,60813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…155,128$7.89M0.02%+17,09813F-HRTimelineGroup
Rollins Financial Advisors, LLC154,656$7.86M1.24%+2,02613F-HRTimeline
INTEGRITY ALLIANCE, LLC.151,455$7.7M0.29%+5,71213F-HRTimeline
&PARTNERS149,650$7.61M0.04%-37,75113F-HRTimeline
OakTrust Wealth Advisors, LLC147,331$7.49M6.82%+6,68813F-HRTimeline
Selby Wealth Management, LLC143,443$7.29M2.87%+86,10713F-HRTimeline
Sand Hill Global Advisors, LLC141,314$7.18M0.24%-10213F-HRTimeline
Bond & Devick Financial Network, Inc.139,987$7.12M1.99%+19,94713F-HRTimeline
CWM, LLCin group CWM, LLC137,255$6.98M0.02%-74,31213F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC129,919$6.6M0.33%-1,85813F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC128,010$6.51M0.9%-3,64113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…127,094$6.45M0.01%-31,28913F-HRTimeline
Mariner, LLCin group Mariner, LLC126,669$6.44M0.01%-2,86213F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC126,269$6.42M0.2%+6,34013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…124,722$6.34M0.21%+33013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.122,951$6.25M0.01%+63,84213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/121,938$6.2M<0.01%-19,00213F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC119,430$6.07M0.26%-82013F-HRTimeline
Alpha Financial Advisors, LLC115,525$5.87M1.8%+3,75113F-HRTimeline
Sanctuary Advisors, LLC114,616$5.83M0.03%+1,87913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC113,671$5.77M0.88%-7,89813F-HRTimeline
MML INVESTORS SERVICES, LLC112,923$5.74M0.02%+19,89413F-HRTimeline
Montecito Bank & Trust111,566$5.67M0.93%-2,67813F-HRTimeline
Patriot Financial Group Insurance Agenc…107,942$5.49M0.31%+79,61013F-HRTimeline
Gladstone Institutional Advisory LLC106,149$5.4M0.2%-4,99313F-HRTimeline
Meramec Financial Planners, LLC99,376$5.07M2.01%+1,92613F-HRTimeline
Van Hulzen Asset Management, LLC95,971$4.88M0.36%+3,04113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP93,154$4.74M0.01%+3,38413F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC91,940$4.67M2.1%+65,01513F-HRTimeline
Values First Advisors, Inc.91,733$4.66M2.43%+1,97613F-HRTimeline
Caliber Wealth Management, LLC / KS91,073$4.63M0.51%+70813F-HRTimeline
Kure Advisory, LLC89,641$4.56M2.48%+4,49513F-HRTimeline
WJ Wealth Management, LLC86,018$4.37M2.05%+74,24313F-HRTimeline
BRADY FAMILY WEALTH, LLC83,488$4.24M1.32%-79113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…81,347$4.14M0.01%+5,98513F-HRTimelineGroup
Sigma Planning Corp80,055$4.07M0.11%+8,03213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding79,043$4.02M-273Timeline
AlphaCore Capital LLC77,779$3.95M0.09%+49713F-HRTimeline
Wescott Financial Advisory Group, LLC73,083$3.72M0.33%+12,36513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC72,929$3.71M<0.01%+5,36513F-HRTimelineGroup
One Capital Management, LLC72,043$3.66M0.1%-1,92213F-HRTimeline
First Citizens Financial Corp71,844$3.65M1.72%+32,68313F-HRTimeline
LVW Advisors, LLC71,132$3.62M0.35%+4,44613F-HRTimeline
KKM Financial LLC70,644$3.61M0.64%013F-HRTimeline
IRON Financial LLC69,556$3.54M1.55%+22,25513F-HRTimeline
Sage Capital Advisors,llc66,226$3.37M0.78%-5,19413F-HRTimeline
Focus Financial Network, Inc.64,910$3.3M0.12%+17,18013F-HRTimeline
Realta Investment Advisors64,756$3.29M1.14%+1,97013F-HRTimeline
RPg Family Wealth Advisory, LLC64,131$3.26M0.68%+6,15913F-HRTimeline
Patten Group, Inc.63,912$3.25M0.56%+86013F-HRTimeline
Secure Asset Management, LLC63,854$3.25M0.51%+9,41013F-HRTimeline
Sovereign Financial Group, Inc.62,675$3.19M0.55%+3,41113F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.58,153$2.96M1.48%+14,25013F-HRTimeline
Prospera Financial Services Inc57,210$2.91M0.05%+1,31813F-HRTimeline
Hardworking Capital Advisors, LLC53,726$2.73M2.56%+21713F-HRTimeline
Beacon Pointe Advisors, LLC51,694$2.63M0.01%+8,37513F-HRTimeline
GeoWealth Management, LLC50,980$2.59M0.09%-45813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,575$2.56M<0.01%+31,37213F-HRTimelineGroup
Ameliora Wealth Management Ltd.50,237$2.55M0.81%013F-HRTimeline
J.W. COLE ADVISORS, INC.48,996$2.49M0.08%+1,88113F-HRTimeline
GENTRY PRIVATE WEALTH, LLC48,200$2.45M1.48%+1,20013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management47,782$2.43M0.03%-1,22213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC47,462$2.41M0.05%-31513F-HR/ATimeline
Smartleaf Asset Management LLC46,443$2.36M0.09%-6,99313F-HRTimeline
Castle Rock Wealth Management, LLC44,387$2.25M0.49%+25613F-HRTimeline
Belpointe Asset Management LLC43,523$2.21M0.08%+1,11413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…43,230$2.2M0.07%+5,23113F-HR/ATimelineGroup
Betterment LLC43,134$2.19M<0.01%-1,56513F-HRTimeline
Independent Advisor Alliance43,044$2.19M0.02%new13F-HRTimeline
Kovack Advisors, Inc.43,685$2.19M0.12%-22,30013F-HRTimeline
PLANNING DIRECTIONS INC41,769$2.12M1.07%+9,49913F-HRTimeline
Unified Investment Management41,392$2.1M2.17%+3113F-HRTimeline
Klingman & Associates, LLC40,413$2.05M0.1%013F-HRTimeline
Integrated Advisors Network LLC39,492$2.01M0.11%-1,76213F-HRTimeline
SPINNAKER TRUST39,424$2M0.11%+8,56013F-HRTimeline
WHITE PINE CAPITAL LLC37,417$1.9M0.52%-3,12213F-HR/ATimeline
Professional Financial Advisors, LLC37,331$1.9M0.39%+27,90113F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC37,257$1.89M1.56%-8,03713F-HRTimeline
Perigon Wealth Management, LLC35,641$1.81M0.03%-3,57313F-HRTimeline
Arkadios Wealth Advisors35,612$1.81M0.03%+26,61613F-HRTimeline
Pflug Koory, LLC35,492$1.8M0.83%+3,32013F-HRTimeline
Finhabits Advisors LLC35,448$1.8M1.66%+1,90813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,464$1.8M<0.01%+32,53613F-HR/ATimelineGroup
MEMBERS WEALTH LLC34,367$1.75M1.04%+7,82513F-HRTimeline
SHUFRO ROSE & CO LLC33,096$1.68M0.11%+45713F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC32,897$1.67M0.18%+1,33513F-HRTimeline
Vestmark Advisory Solutions, Inc.32,515$1.65M0.02%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC32,515$1.65M0.04%new13F-HRTimeline
World Investment Advisors31,322$1.59M0.03%+5,63313F-HRTimeline
FreeGulliver LLC31,249$1.59M0.67%new13F-HRTimeline
GUIDANCE CAPITAL, INC31,003$1.57M0.35%-22013F-HRTimeline
Daybright Advisory Services, Inc.30,885$1.57M0.43%-1,70413F-HRTimeline
Core Wealth Advisors, Inc.30,293$1.54M0.37%+13,00213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,902$1.52M<0.01%-2,84113F-HRTimelineGroup
WealthPlan Investment Management, LLC29,851$1.52M0.08%+66213F-HRTimeline
Vise Technologies, Inc.29,362$1.5M0.03%013F-HRTimeline
MAI Capital Management29,455$1.5M0.01%-2,58313F-HRTimeline
Janney Montgomery Scott LLC29,170$1.48M<0.01%+15,51713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC28,702$1.46M0.01%-12,52813F-HRTimelineGroup
Snowden Capital Advisors LLC27,550$1.4M0.04%-4,31313F-HRTimeline
Westside Investment Management, Inc.27,550$1.4M0.21%+6,05013F-HRTimeline
Joel Adams & Associates, Inc.27,410$1.39M1.03%+1,20813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding26,684$1.36M+14,356Timeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.26,593$1.35M0.05%+2,20313F-HRTimelineGroup
Steward Partners Investment Advisory, L…26,550$1.35M0.01%-2,66813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/26,386$1.34M<0.01%+4,20613F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.25,205$1.28M0.05%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …24,395$1.24M0.01%+4,56513F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC24,400$1.24M0.07%013F-HRTimeline
Michels Family Financial, LLC23,252$1.18M0.85%-5513F-HRTimeline
Atwater Malick LLC23,230$1.18M0.32%new13F-HRTimeline
Merit Financial Group, LLC22,867$1.16M0.01%+11,85913F-HRTimeline
Capital Advisors, Ltd. LLC22,670$1.15M0.13%+1813F-HRTimeline
LANDAAS & CO /WI /ADV22,354$1.14M0.25%+11,70713F-HRTimeline
Infinity Wealth Counsel, LLC22,322$1.13M1.04%-73013F-HRTimeline
Aletheian Wealth Advisors LLC22,281$1.13M0.55%13F-HRTimeline
Visionary Horizons, LLC22,019$1.12M0.55%+9,51613F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV21,997$1.12M0.14%013F-HRTimeline
Luken Investment Analytics, LLC21,656$1.1M0.42%+14,46913F-HRTimeline
Centurion Wealth Management LLC20,692$1.05M0.24%+34113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC20,617$1.05M0.08%+2,98213F-HRTimeline
Mutual Advisors, LLC20,611$1.05M0.02%-1,29613F-HRTimeline
HARBOUR INVESTMENTS, INC.19,906$1.01M0.02%+12,23913F-HRTimeline
Apex Wealth Management, LLC19,332$983K0.67%-4,19813F-HRTimeline
Live Oak Private Wealth LLC19,254$979K0.14%-1,19313F-HRTimeline
CIBC WORLD MARKET INC.19,234$978K<0.01%-94213F-HRTimeline
Objective Capital Management, LLC19,187$975K0.99%+4,13213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,983$965K<0.01%013F-HRTimelineGroup
Lynch Investment Planning, LLC18,791$955K0.86%+79813F-HRTimeline
Clark Capital Management Group, Inc.18,338$932K0.01%-182,53713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…17,856$907K0.01%+15913F-HRTimelineGroup
LANE BROTHERS & CO INC17,676$899K0.65%+26013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC17,327$881K0.06%013F-HRTimeline
American Institute for Advanced Investm…17,175$873K0.57%+15013F-HRTimeline
Atria Investments, Inc17,069$868K0.01%-72113F-HRTimeline
NOVEM GROUP16,808$854K0.1%+88513F-HRTimeline
LVZ, Inc.16,607$844K0.1%+1613F-HRTimeline
Forbes Financial Planning, Inc.16,381$833K0.48%-2,65213F-HRTimeline
Investment Advisory Group, LLC16,253$826K0.21%-1,80013F-HRTimeline
Stonebridge Financial Group, LLC16,134$820K0.07%+4,00213F-HRTimeline
JGP Wealth Management, LLC15,996$813K0.08%+5,53313F-HRTimeline
Klaas Financial Asset Advisors, LLC15,779$802K0.11%-177,49413F-HRTimeline
Clearstead Advisors, LLC15,322$779K0.01%+10,39413F-HRTimeline