证券记录
NEAR
iShares Short Duration Bond Active ETF · Financial Services · Asset Management - Bonds
44被追踪持有人
+1Δ持有人
33.57M持有股份
$1.70B报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +2.3% ·
股份流向 +24.7% ·
净新建仓位 +2.3%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | Morgan Stanley ✦ | 3.87M | +10.1% | $196.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.32M | +8.4% | $168.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 3.32M | +8.4% | $168.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 3.32M | +8.4% | $168.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.90M | +5.0% | $146.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.90M | +5.0% | $146.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 2.70M | -1.6% | $136.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | UBS Group AG | 2.62M | +4.5% | $132.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 2.37M | +5.1% | $120.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 2.37M | +5.1% | $120.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 2.37M | +5.1% | $120.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 2.37M | +5.1% | $120.27M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Cetera Investment Advisers | 1.59M | +12.7% | $80.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 1.25M | -0.1% | $63.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 1.25M | -0.1% | $63.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 1.25M | -0.1% | $63.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 1.18M | +7.9% | $59.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 1.18M | +7.9% | $59.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 1.18M | +7.9% | $59.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 1.18M | +7.9% | $59.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 894.86K | +354.1% | $45.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 835.37K | +15.5% | $42.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 835.37K | +15.5% | $42.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 835.37K | +15.5% | $42.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 835.37K | +15.5% | $42.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 835.37K | +15.5% | $42.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 648.48K | +3.0% | $32.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 524.35K | -7.1% | $26.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 524.35K | -7.1% | $26.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 524.35K | -7.1% | $26.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 506.86K | -4.4% | $25.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 506.86K | -4.4% | $25.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Stifel Financial Corp | 506.86K | -4.4% | $25.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 435.24K | +9.6% | $22.05M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 416.55K | +42.7% | $21.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Focus Partners Wealth | 235.57K | +1.5% | $11.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Captrust Financial Advisors | 224.10K | -5.9% | $11.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | HighTower Advisors, LLC | 181.67K | +9.7% | $9.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 152.36K | +23.9% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 152.36K | +23.9% | $7.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 135.51K | +20.0% | $6.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 134.24K | +5.6% | $6.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 132.37K | +8.6% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 132.37K | +8.6% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 132.37K | +8.6% | $6.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Jones Financial Companies Lllp | 113.24K | +123.9% | $5.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Mariner, LLC | 109.37K | -13.7% | $5.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Mariner, LLC | 109.37K | -13.7% | $5.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Truist Financial Corp | 101.88K | +9.4% | $5.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Citigroup Inc | 92.39K | +26.7% | $4.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 73.29K | -9.9% | $3.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 73.29K | -9.9% | $3.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 31.09K | +4.0% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 22.50K | -14.7% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | National Bank Of Canada /Fi/ | 22.50K | -14.7% | $1.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 22.27K | -37.2% | $1.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 22.27K | -37.2% | $1.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 22.27K | -37.2% | $1.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 22.27K | -37.2% | $1.13M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | Corient Private Wealth LP | 21.49K | -91.8% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Cibc World Market Inc. | 20.33K | +5.7% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 18.73K | -1.3% | $948,769 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Creative Planning | 14.21K | +36.1% | $719,685 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Fifth Third Bancorp | 12.41K | -20.0% | $628,633 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Cerity Partners LLC | 8.85K | -6.5% | $448,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Mercer Global Advisors Inc /Adv | 7.21K | 新增 | $365,005 | 0.0% | New | 1 | SEC ↗ |
| 69 | Nuveen, LLC | 5.19K | 新增 | $263,063 | 0.0% | New | 1 | SEC ↗ |
| 70 | CIBC Bancorp USA Inc. | 4.46K | -6.9% | $225,787 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Blair William & Co/Il | 991 | -75.2% | $50,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Us Bancorp \De\ | 100 | -95.2% | $5,066 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Assetmark, Inc | 93 | -36.3% | $4,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Mercer Global Advisors Inc… | $365,005 | 0.0% |
| Nuveen, LLC | $263,063 | 0.0% |
已清仓
| Bnp Paribas Financial Markets | $7,269 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 385 持有人, 50.63M 股份, $2.46B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据