NEAR Institutional Ownership
iShares Short Duration Bond Active ETF
1W: -0.1%
1M: -1.0%
3M: -1.5%
YTD: -1.9%
1Y: -1.5%
3Y: +12.0%
5Y: +16.7%
$49.78
+0.00 (+0.00%)
Weekly Expected Move ±0.3%
$49
$50
$50
$50
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NEAR
435
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
51
New Positions
176
Increased
155
Reduced
29
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (475 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 5,619,600 | $280M | +4,636,250 | +471.5% | 32Q | SEC ↗ |
| 2 | MORGAN STANLEY | 3,871,460 | $193M | +355,065 | +10.1% | 47Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 3,317,434 | $165M | +258,018 | +8.4% | 15Q | SEC ↗ |
| 4 | Clearwater Capital Advisors, LLC | 3,249,759 | $162M | +131,958 | +4.2% | 28Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 2,900,901 | $144M | +136,755 | +4.9% | 47Q | SEC ↗ |
| 6 | LPL Financial LLC | 2,700,719 | $134M | -44,427 | -1.6% | 47Q | SEC ↗ |
| 7 | UBS Group AG | 2,622,657 | $131M | +112,823 | +4.5% | 47Q | SEC ↗ |
| 8 | Bramshill Investments, LLC | 2,605,312 | $130M | +208,509 | +8.7% | 28Q | SEC ↗ |
| 9 | BlackRock, Inc. | 2,374,042 | $118M | +114,330 | +5.1% | 8Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 1,592,377 | $79M | +178,856 | +12.7% | 39Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 1,248,932 | $62M | -1,255 | -0.1% | 7Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 1,182,343 | $59M | +86,987 | +7.9% | 8Q | SEC ↗ |
| 13 | Americana Partners, LLC | 1,182,187 | $59M | +45,796 | +4.0% | 6Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 894,861 | $45M | +697,804 | +354.1% | 35Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 865,349 | $43M | -201,735 | -18.9% | 44Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 835,366 | $42M | +112,268 | +15.5% | 47Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 648,483 | $32M | +18,634 | +3.0% | 45Q | SEC ↗ |
| 18 | Syntegra Private Wealth Group, LLC | 644,912 | $32M | +451,460 | +233.4% | 15Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 598,998 | $30M | -315,403 | -34.5% | 37Q | SEC ↗ |
| 20 | Weil Company, Inc. NEW | 583,651 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 21 | PEAPACK GLADSTONE FINANCIAL CORP | 533,561 | $27M | +116,437 | +27.9% | 6Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 524,353 | $26M | -40,233 | -7.1% | 26Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 506,861 | $25M | -23,566 | -4.4% | 40Q | SEC ↗ |
| 24 | UNITED SERVICES AUTOMOBILE ASSOCIATION | 490,400 | $24M | — | +0.0% | 4Q | SEC ↗ |
| 25 | Alexander Randolph Advisory, Inc. | 478,466 | $24M | +16,930 | +3.7% | 11Q | SEC ↗ |
| 26 | Integrated Investment Consultants, LLC | 439,042 | $22M | -5,289 | -1.2% | 11Q | SEC ↗ |
| 27 | Gotham Asset Management, LLC | 435,242 | $22M | +37,972 | +9.6% | 7Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 416,549 | $21M | +124,669 | +42.7% | 35Q | SEC ↗ |
| 29 | Steward Partners Investment Advisory, | 388,871 | $19M | +362,321 | +1364.7% | 35Q | SEC ↗ |
| 30 | DONALDSON CAPITAL MANAGEMENT, LLC | 382,732 | $19M | -29,396 | -7.1% | 28Q | SEC ↗ |
| 31 | AXXCESS WEALTH MANAGEMENT, LLC | 373,440 | $19M | +65,516 | +21.3% | 8Q | SEC ↗ |
| 32 | KWMG, LLC | 334,989 | $17M | +17,860 | +5.6% | 28Q | SEC ↗ |
| 33 | OPPENHEIMER & CO INC | 312,941 | $16M | +43,108 | +16.0% | 15Q | SEC ↗ |
| 34 | WBH ADVISORY INC | 296,264 | $15M | +45,898 | +18.3% | 14Q | SEC ↗ |
| 35 | Waverly Advisors, LLC | 293,880 | $15M | -4,926 | -1.6% | 17Q | SEC ↗ |
| 36 | Proficio Capital Partners LLC | 291,350 | $15M | +42,755 | +17.2% | 5Q | SEC ↗ |
| 37 | Union Bancaire Privee, UBP SA | 287,639 | $14M | +1,041 | +0.4% | 7Q | SEC ↗ |
| 38 | SECURIAN ASSET MANAGEMENT, INC | 283,620 | $14M | — | +0.0% | 43Q | SEC ↗ |
| 39 | Timmons Wealth Management, LLC | 278,069 | $14M | +69,990 | +33.6% | 3Q | SEC ↗ |
| 40 | Kraft, Davis & Associates, LLC | 259,050 | $13M | +1,180 | +0.5% | 5Q | SEC ↗ |
| 41 | Concurrent Investment Advisors, LLC | 256,177 | $13M | +21,362 | +9.1% | 11Q | SEC ↗ |
| 42 | Focus Partners Wealth | 235,567 | $12M | +3,503 | +1.5% | 9Q | SEC ↗ |
| 43 | CAPTRUST FINANCIAL ADVISORS | 224,104 | $11M | -14,036 | -5.9% | 21Q | SEC ↗ |
| 44 | INDEPENDENT FINANCIAL GROUP, LLC | 215,557 | $11M | +168,095 | +354.2% | 17Q | SEC ↗ |
| 45 | VALLEY NATIONAL ADVISERS INC | 198,551 | $10M | +9,943 | +5.3% | 28Q | SEC ↗ |
| 46 | OneDigital Investment Advisors LLC | 193,239 | $10M | +35,934 | +22.8% | 28Q | SEC ↗ |
| 47 | McAdam, LLC NEW | 188,682 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 48 | JACOBSON & SCHMITT ADVISORS, LLC | 186,421 | $9M | +792 | +0.4% | 26Q | SEC ↗ |
| 49 | Private Advisor Group, LLC | 182,875 | $9M | -83,002 | -31.2% | 47Q | SEC ↗ |
| 50 | HighTower Advisors, LLC | 181,673 | $9M | +16,088 | +9.7% | 46Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Weil Company, Inc. | 583,651 | $29M |
| McAdam, LLC | 188,682 | $9M |
| Savant Capital, LLC | 142,216 | $7M |
| Cadia Private Client LLC | 73,894 | $4M |
| Blueprint Investment Partners LLC | 63,847 | $3M |
| Blueprint Financial Advisors LLC | 63,847 | $3M |
| FLOW TRADERS U.S. LLC | 36,642 | $2M |
| Claro Advisors Inc. | 25,925 | $1M |
| NATIXIS ADVISORS, LLC | 24,376 | $1M |
| ALTERNA WEALTH MANAGEMENT, INC | 23,620 | $1M |
| Lebenthal Global Advisors, LLC | 19,957 | $993K |
| Shah Wealth Advisors, LLC | 18,091 | $901K |
| COMMERCE BANK | 16,277 | $810K |
| JOHNSON INVESTMENT COUNSEL INC | 15,263 | $760K |
| Global Retirement Partners, LLC | 13,248 | $659K |
| Retireful, LLC | 10,930 | $544K |
| MILLINGTON SECURITIES, LLC | 8,960 | $446K |
| Avestar Capital, LLC | 7,416 | $369K |
| Kachkovsky & Fisher, Inc. | 7,230 | $360K |
| MERCER GLOBAL ADVISORS INC /ADV | 7,205 | $359K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MBM WEALTH CONSULTANTS, LLC | 337,510 | $17M |
| VISTA INVESTMENT PARTNERS II, LLC | 91,940 | $5M |
| GOLDMAN SACHS GROUP INC | 79,199 | $4M |
| Stenger Family Office, LLC | 53,286 | $3M |
| GC Wealth Management RIA, LLC | 49,673 | $2M |
| Independent Advisor Alliance | 43,044 | $2M |
| Prime Capital Investment Advisors, | 29,681 | $1M |
| Financial Futures Ltd Liability Co. | 26,107 | $1M |
| KMG FIDUCIARY PARTNERS, LLC | 20,617 | $1M |
| WIN ADVISORS, INC | 17,653 | $879K |
| RMR Wealth Builders | 15,550 | $774K |
| HANCOCK WHITNEY CORP | 14,628 | $728K |
| KEYVANTAGE WEALTH, LLC | 13,876 | $691K |
| Capital Advisory Group Advisory Ser | 12,475 | $621K |
| TWO SIGMA SECURITIES, LLC | 10,947 | $545K |
| Yukon Wealth Management, Inc. | 10,373 | $516K |
| Allspring Global Investments Holdin | 9,900 | $493K |
| Boulder Wealth Advisors, LLC | 9,774 | $487K |
| Aviso Financial Inc. | 9,771 | $486K |
| BlueChip Wealth Advisors LLC | 9,363 | $466K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +4,636,250 | +471.5% | 5,619,600 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +697,804 | +354.1% | 894,861 |
| Syntegra Private Wealth Group, LLC | +451,460 | +233.4% | 644,912 |
| Steward Partners Investment Advisor | +362,321 | +1364.7% | 388,871 |
| MORGAN STANLEY | +355,065 | +10.1% | 3,871,460 |
| BANK OF AMERICA CORP /DE | +258,018 | +8.4% | 3,317,434 |
| Bramshill Investments, LLC | +208,509 | +8.7% | 2,605,312 |
| Cetera Investment Advisers | +178,856 | +12.7% | 1,592,377 |
| INDEPENDENT FINANCIAL GROUP, LLC | +168,095 | +354.2% | 215,557 |
| WELLS FARGO & COMPANY/MN | +136,755 | +4.9% | 2,900,901 |
| Clearwater Capital Advisors, LLC | +131,958 | +4.2% | 3,249,759 |
| COMMONWEALTH EQUITY SERVICES, LLC | +124,669 | +42.7% | 416,549 |
| PEAPACK GLADSTONE FINANCIAL CORP | +116,437 | +27.9% | 533,561 |
| BlackRock, Inc. | +114,330 | +5.1% | 2,374,042 |
| UBS Group AG | +112,823 | +4.5% | 2,622,657 |
| ROYAL BANK OF CANADA | +112,268 | +15.5% | 835,366 |
| AMERIPRISE FINANCIAL INC | +86,987 | +7.9% | 1,182,343 |
| Timmons Wealth Management, LLC | +69,990 | +33.6% | 278,069 |
| AXXCESS WEALTH MANAGEMENT, LLC | +65,516 | +21.3% | 373,440 |
| JONES FINANCIAL COMPANIES LLLP | +62,664 | +123.9% | 113,239 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NewEdge Advisors, LLC | -315,403 | -34.5% | 598,998 |
| Corient Private Wealth LP | -243,304 | -92.4% | 20,086 |
| Equitable Holdings, Inc. | -216,429 | -94.4% | 12,848 |
| Cambridge Investment Research Advis | -201,735 | -18.9% | 865,349 |
| Patriot Financial Group Insurance A | -102,732 | -95.2% | 5,210 |
| San Luis Wealth Advisors LLC | -97,316 | -44.5% | 121,545 |
| Optivise Advisory Services LLC | -91,723 | -56.0% | 72,004 |
| Private Advisor Group, LLC | -83,002 | -31.2% | 182,875 |
| Values First Advisors, Inc. | -82,577 | -90.0% | 9,156 |
| CWM, LLC | -74,312 | -35.1% | 137,255 |
| Kestra Advisory Services, LLC | -55,613 | -30.9% | 124,459 |
| LPL Financial LLC | -44,427 | -1.6% | 2,700,719 |
| OSAIC HOLDINGS, INC. | -40,233 | -7.1% | 524,353 |
| DONALDSON CAPITAL MANAGEMENT, LLC | -29,396 | -7.1% | 382,732 |
| Kingsview Wealth Management, LLC | -28,307 | -15.3% | 156,446 |
| Arkadios Wealth Advisors | -26,694 | -75.0% | 8,918 |
| Summit Financial, LLC | -25,447 | -16.3% | 131,104 |
| LOWE BROCKENBROUGH & CO INC | -25,305 | -19.5% | 104,614 |
| STIFEL FINANCIAL CORP | -23,566 | -4.4% | 506,861 |
| Mariner, LLC | -17,300 | -13.7% | 109,369 |