Security record
NEAR
iShares Short Duration Bond Active ETF · Financial Services · Asset Management - Bonds
43Tracked holders
+1Δ holders
33.39MShares held
$1.69BReported value
+2New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow +24.8% ·
net new positions 0.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +1 | 33.39M | $1.69B | +2 | −2 |
| Q1 2026 | 44 | -2 | 27.05M | $1.36B | +2 | −4 |
| Q4 2025 | 45 | -2 | 24.04M | $1.23B | — | −2 |
| Q3 2025 | 9 | +1 | 5.55M | $284.66M | +1 | — |
| Q2 2025 | 5 | 0 | 1.43M | $72.85M | — | — |
| Q1 2025 | 3 | 0 | 710.76K | $36.16M | — | — |
| Q4 2024 | 3 | +1 | 538.11K | $27.17M | +1 | — |
| Q3 2024 | 2 | 0 | 980.25K | $50.23M | — | — |
| Q2 2024 | 2 | — | 794.02K | $39.96M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 5.62M | +471.5% | $284.69M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.87M | +10.1% | $196.13M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 3.32M | +8.4% | $168.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 2.90M | +5.0% | $146.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 2.70M | -1.6% | $136.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | UBS Group AG | 2.62M | +4.5% | $132.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 2.37M | +5.1% | $120.27M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 8 | Cetera Investment Advisers | 1.59M | +12.7% | $80.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.25M | -0.1% | $63.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Ameriprise Financial Inc | 1.18M | +7.9% | $59.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Northwestern Mutual Wealth… | 894.86K | +354.1% | $45.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 835.37K | +15.5% | $42.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | Envestnet Asset Management Inc | 648.48K | +3.0% | $32.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 524.35K | -7.1% | $26.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 506.86K | -4.4% | $25.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Gotham Asset Management ✦ | 435.24K | +9.6% | $22.05M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 416.55K | +42.7% | $21.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Focus Partners Wealth | 235.57K | +1.5% | $11.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Captrust Financial Advisors | 224.10K | -5.9% | $11.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 152.36K | +23.9% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Mml Investors Services, Llc | 135.51K | +20.0% | $6.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 134.24K | +5.6% | $6.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 132.37K | +8.6% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Jones Financial Companies Lllp | 113.24K | +123.9% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Mariner, LLC | 109.37K | -13.7% | $5.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Truist Financial Corp | 101.88K | +9.4% | $5.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Citigroup Inc | 92.39K | +26.7% | $4.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 73.29K | -9.9% | $3.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Pnc Financial Services Group, Inc. | 31.09K | +4.0% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 22.50K | -14.7% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | JPMorgan Chase ✦ | 22.27K | -37.2% | $1.13M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 32 | Corient Private Wealth LP | 21.49K | -91.8% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cibc World Market Inc. | 20.33K | +5.7% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 18.73K | -1.3% | $948,769 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Creative Planning | 14.21K | +36.1% | $719,685 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 12.41K | -20.0% | $628,633 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 8.85K | -6.5% | $448,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 7.21K | New | $365,005 | 0.0% | New | 1 | SEC ↗ |
| 39 | Nuveen, LLC | 5.19K | New | $263,063 | 0.0% | New | 1 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 4.46K | -6.9% | $225,787 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 991 | -75.2% | $50,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Us Bancorp \De\ | 100 | -95.2% | $5,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Assetmark, Inc | 93 | -36.3% | $4,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mercer Global Advisors Inc… | $365,005 | 0.0% |
| Nuveen, LLC | $263,063 | 0.0% |
Exited
| HighTower Advisors, LLC | $8.42M | was 0.0% |
| Bnp Paribas Financial Markets | $7,269 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 385 holders, 50.63M shares, $2.46B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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