有価証券レコード · アーカイブ済み四半期
NEAR
iShares Short Duration Bond Active ETF · Financial Services · Asset Management - Bonds
44追跡対象保有者
-2Δ保有者数
27.05M保有株数
$1.36B報告済み評価額
+2新規ポジション
−4解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり -4.3% ·
株式フロー +12.5% ·
新規ネットポジション数 -4.5%
· 計算式
集中的な積み上げ：少数の保有者による株数の増加
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q1 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 132.57K | $6.61M | n/a | −1 |
| 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 | n/a | −2 |
| Q3 2025 | 9 | +1 | 5.55M | $284.66M | +1 | n/a |
| Q2 2025 | 5 | 0 | 1.43M | $72.85M | n/a | n/a |
| Q1 2025 | 3 | 0 | 710.76K | $36.16M | n/a | n/a |
| Q4 2024 | 3 | +1 | 538.11K | $27.17M | +1 | n/a |
| Q3 2024 | 2 | 0 | 980.25K | $50.23M | n/a | n/a |
| Q2 2024 | 2 | n/a | 794.02K | $39.96M | n/a | n/a |
保有者情報 · Q1 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.52M | +7.6% | $178.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 3.06M | +4.0% | $155.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Wells Fargo & Company/Mn | 2.76M | +2.6% | $140.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 2.75M | +3.4% | $139.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 2.51M | +55.6% | $127.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | BlackRock ✦ (パッシブ) | 2.26M | -0.6% | $114.87M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 7 | Cetera Investment Advisers | 1.41M | +11.1% | $71.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.25M | +7.8% | $63.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 1.10M | -4.1% | $55.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Fidelity (FMR) ✦ | 983.35K | +22589.2% | $49.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Royal Bank Of Canada | 723.10K | +26.9% | $36.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | Envestnet Asset Management Inc | 629.85K | +31.6% | $32.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 564.59K | +71.9% | $28.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 530.43K | +1.8% | $26.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Gotham Asset Management ✦ | 397.27K | +98.4% | $20.20M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 291.88K | +7.7% | $14.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 238.14K | -1.5% | $12.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Focus Partners Wealth | 232.06K | -1.3% | $11.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 197.06K | +17.2% | $10.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 165.59K | -18.7% | $8.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 137.25K | -35.1% | $6.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 127.09K | -19.8% | $6.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 126.67K | -2.2% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Baird Financial Group, Inc. | 122.95K | +108.0% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Bank Of Montreal /Can/ | 121.94K | -13.5% | $6.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Mml Investors Services, Llc | 112.92K | +21.4% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 93.15K | +3.8% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 81.35K | +7.9% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Citigroup Inc | 72.93K | +7.9% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 50.58K | +163.4% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 35.46K | +1111.2% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Pnc Financial Services Group, Inc. | 29.90K | -8.7% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 26.39K | +19.0% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Cibc World Market Inc. | 19.23K | -4.7% | $977,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 18.98K | 0.0% | $965,009 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 15.52K | 新規 | $788,807 | 0.0% | New | 1 | SEC ↗ |
| 37 | Creative Planning | 10.44K | +1.0% | $530,768 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Cerity Partners LLC | 9.46K | -10.8% | $481,212 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | CIBC Bancorp USA Inc. | 4.79K | n/a | $243,330 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Blair William & Co/Il | 4.00K | 0.0% | $203,187 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 2.07K | +3.6% | $105,330 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Corient Private Wealth LP | 263.39K | -50.0% | $19,433 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 146 | +44.5% | $7,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 143 | 新規 | $7,269 | 0.0% | New | 1 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Fifth Third Bancorp | $788,807 | 0.0% |
| Bnp Paribas Financial Markets | $7,269 | 0.0% |
ポジション解消済み
| Goldman Sachs Group | $4.05M | だった 0.0% |
| Allspring Global Investments… | $505,890 | だった 0.0% |
| Barclays Plc | $253,967 | だった 0.0% |
| Susquehanna International… | $245,331 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 385 保有者, 50.63M 株式数, $2.46B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。