Who owns iShares Short Duration Bond Active ETF?
Institutional ownership of NEAR from SEC Form 13F filings across 220 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
220
13F holders
$2.12B
value, 2026 filers
46.3%
of shares outstanding (43.9M sh)
31
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of NEAR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 5.6M | $284.7M | 0.0% | 5.9% | +471.5% |
| 2 | MORGAN STANLEY | 3.9M | $196.1M | 0.0% | 4.1% | +10.1% |
| 3 | BANK OF AMERICA CORP /DE/ | 3.3M | $168.1M | 0.0% | 3.5% | +8.4% |
| 4 | WELLS FARGO & COMPANY/MN | 2.9M | $147.0M | 0.0% | 3.1% | +4.9% |
| 5 | LPL Financial LLC | 2.7M | $136.8M | 0.0% | 2.8% | -1.6% |
| 6 | UBS Group AG | 2.6M | $132.9M | 0.0% | 2.8% | +4.5% |
| 7 | BlackRock, Inc. | 2.4M | $120.3M | 0.0% | 2.5% | +5.1% |
| 8 | Cambridge Investment Research Advisors, Inc. | 1.7M | $87,678 | 0.2% | 1.8% | +62.2% |
| 9 | Cetera Investment Advisers | 1.6M | $80.7M | 0.1% | 1.7% | +12.7% |
| 10 | RAYMOND JAMES FINANCIAL INC | 1.2M | $63.3M | 0.0% | 1.3% | -0.1% |
| 11 | AMERIPRISE FINANCIAL INC | 1.2M | $59.9M | 0.0% | 1.2% | +7.9% |
| 12 | Americana Partners, LLC | 1.2M | $59.9M | 1.3% | 1.2% | +4.0% |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 894,861 | $45.3M | 0.0% | 0.9% | +354.1% |
| 14 | ROYAL BANK OF CANADA | 835,366 | $42.3M | 0.0% | 0.9% | +15.5% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 648,483 | $32.9M | 0.0% | 0.7% | +3.0% |
| 16 | NewEdge Advisors, LLCNEW | 598,998 | $30.3M | 0.1% | 0.6% | new |
| 17 | OSAIC HOLDINGS, INC. | 524,353 | $26.6M | 0.0% | 0.6% | -7.1% |
| 18 | STIFEL FINANCIAL CORP | 506,861 | $25.7M | 0.0% | 0.5% | -4.4% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 416,549 | $21.1M | 0.0% | 0.4% | +42.7% |
| 20 | Steward Partners Investment Advisory, LLC | 388,871 | $19.7M | 0.1% | 0.4% | +1364.7% |
| 21 | AXXCESS WEALTH MANAGEMENT, LLC | 373,440 | $18.9M | 0.3% | 0.4% | +21.3% |
| 22 | OPPENHEIMER & CO INC | 312,941 | $15.9M | 0.2% | 0.3% | +16.0% |
| 23 | Waverly Advisors, LLC | 293,880 | $14.9M | 0.1% | 0.3% | -1.6% |
| 24 | Timmons Wealth Management, LLC | 278,069 | $14.1M | 10.3% | 0.3% | +33.6% |
| 25 | Concurrent Investment Advisors, LLC | 256,177 | $13.0M | 0.1% | 0.3% | +9.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.