Wertpapierdatensatz · archiviertes Quartal
NEAR
iShares Short Duration Bond Active ETF · Financial Services · Asset Management - Bonds
45Erfasste Halter
-2Δ Inhaber
24.04MGehaltene Aktien
$1.23BGemeldeter Wert
+0Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -4.3% ·
Aktienfluss +1.2% ·
neue Nettopositionen -4.4%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | +1 | 33.57M | $1.70B | +2 | −1 |
| 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 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.27M | -3.8% | $167.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.27M | -3.8% | $167.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.27M | -3.8% | $167.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 2.94M | — | $150.34M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.94M | — | $150.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 2.94M | — | $150.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.69M | — | $137.69M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.69M | — | $137.69M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | LPL Financial LLC | 2.66M | — | $135.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 2.27M | +40.5% | $116.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passiv) | 2.27M | +40.5% | $116.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passiv) | 2.27M | +40.5% | $116.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passiv) | 2.27M | +40.5% | $116.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 1.61M | — | $82.44M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 1.61M | — | $82.44M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cetera Investment Advisers | 1.27M | — | $64.99M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 1.16M | — | $59.29M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 1.16M | — | $59.29M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 1.14M | — | $58.34M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 1.14M | — | $58.34M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 1.14M | — | $58.34M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 569.67K | — | $29.11M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 569.67K | — | $29.11M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 569.67K | — | $29.11M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 569.67K | — | $29.11M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 569.67K | — | $29.11M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 569.67K | — | $29.11M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 526.54K | — | $26.91M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 526.54K | — | $26.91M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 520.82K | — | $26.61M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 520.82K | — | $26.61M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Stifel Financial Corp | 520.82K | — | $26.61M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 478.53K | — | $24.45M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 328.52K | — | $16.79M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 328.52K | — | $16.79M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 328.52K | — | $16.79M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 271.08K | — | $13.85M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Captrust Financial Advisors | 241.76K | — | $12.35M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Focus Partners Wealth | 235.20K | — | $12.02M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cwm, Llc | 211.57K | — | $10.81M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 203.61K | — | $10.40M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Gotham Asset Management ✦ | 200.21K | +22.9% | $10.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 168.20K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 158.38K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 140.94K | — | $7.20M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 140.94K | — | $7.20M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mariner, LLC | 129.53K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mariner, LLC | 129.53K | — | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Mml Investors Services, Llc | 93.03K | — | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Truist Financial Corp | 89.77K | — | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 79.20K | +921.1% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 75.36K | — | $3.85M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Citigroup Inc | 67.56K | — | $3.45M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Baird Financial Group, Inc. | 59.11K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Baird Financial Group, Inc. | 59.11K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 32.74K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | National Bank Of Canada /Fi/ | 22.18K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 22.18K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Cibc World Market Inc. | 20.18K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Jones Financial Companies Lllp | 19.20K | — | $981,253 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 18.98K | 0.0% | $970,040 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Cerity Partners LLC | 10.61K | — | $542,171 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Creative Planning | 10.34K | — | $528,323 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Allspring Global Investments… | 9.90K | — | $505,890 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Barclays Plc | 4.97K | — | $253,967 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Susquehanna International Group, Llp | 4.80K | — | $245,331 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Fidelity (FMR) ✦ | 4.33K | +5.7% | $221,452 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Blair William & Co/Il | 4.00K | — | $204,247 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 2.93K | -96.5% | $149,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Us Bancorp \De\ | 2.00K | — | $102,200 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Assetmark, Inc | 101 | — | $5,161 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Renaissance Technologies | $12.11M | war 0.0% |
| Citadel Advisors | $1.14M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 385 Inhaber, 50.63M Anteile, $2.46B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
Methodik ·
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