NEAR ISHARES U S ETF TR

SHOR DURA BD ETF (fund)

Filings received so far for Q3 2026: 18 13F filers report a position in NEAR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
KWMG, LLC	361,350	$18M	1.3%	+26,361	13F-HR Timeline
Montecito Bank & Trust	112,608	$5.61M	0.85%	+279	13F-HR Timeline
Kure Advisory, LLC	101,830	$5.08M	2.35%	+3,214	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	96,654	$4.81M	0.69%	-8,211	13F-HR Timeline
First Citizens Financial Corp	86,810	$4.33M	1.82%	+11,367	13F-HR Timeline
Castle Rock Wealth Management, LLC	43,424	$2.16M	0.41%	-1,367	13F-HR Timeline
Stonebridge Financial Group, LLC	42,307	$2.11M	0.16%	+27,711	13F-HR Timeline
Aletheian Wealth Advisors LLC	24,996	$1.25M	0.5%	+2,152	13F-HR Timeline
Retireful, LLC	11,840	$590K	0.51%	+910	13F-HR Timeline
Farther Finance Advisors, LLC	11,236	$560K	<0.01%	+166	13F-HR Timeline
Rosenberg Matthew Hamilton	10,520	$525K	0.09%	-198	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	9,817	$489K	0.13%	+411	13F-HR Timeline
Avidian Wealth Enterprises, LLC	7,030	$351K	0.01%	-93	13F-HR Timeline
CoreCap Advisors, LLC	5,627	$281K	0.01%	+146	13F-HR Timeline
TrueWealth Advisors, LLC	5,453	$272K	0.06%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	5,063	$252K	0.02%	0	13F-HR Timeline Group
First Heartland Consultants, Inc.	4,789	$239K	0.02%	-2,702	13F-HR Timeline
Apeiron RIA LLC	4,605	$229K	0.05%	0	13F-HR Timeline