ISHARES SH DBA ETF USD INC NEAR
$50.53
+0.1% 52w: $48.68 – $50.63
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data48.6849.6550.63
Jun 20, 2025 Jul 2, 2026
Institutional holders
388
-8 QoQ
13F value
$2.63B
+10.8% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns NEAR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.5M | $178.8M | 0.0% | +7.6% |
| Clearwater Capital Advisors, LLC | Wealth advisor | 3.1M | $158.5M | 12.8% | +6.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.1M | $155.5M | 0.0% | +4.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.8M | $140.5M | 0.0% | +2.6% |
| LPL Financial LLC | Bank broker | 2.7M | $139.5M | 0.0% | +3.4% |
| UBS Group AG | Bank broker | 2.5M | $127.6M | 0.0% | +55.6% |
| Bramshill Investments, LLC | Wealth advisor | 2.4M | $121.8M | 10.5% | -2.1% |
| BlackRock, Inc. | Index provider | 2.3M | $114.9M | 0.0% | -0.6% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $71.9M | 0.1% | +11.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $63.6M | 0.0% | +7.7% |
| Americana Partners, LLC | Other | 1.1M | $57.8M | 1.5% | +170.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.1M | $55.7M | 0.0% | -4.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.1M | $54.2M | 0.1% | +7.9% |
| FMR LLC | Long only active | 983.4K | $50.0M | 0.0% | +22589.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 914.4K | $46.5M | 0.2% | +94.9% |
| ROYAL BANK OF CANADA | Bank broker | 723.1K | $36.8M | 0.0% | +26.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 629.8K | $32.0M | 0.0% | +31.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 564.6K | $28.7M | 0.0% | +71.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 530.4K | $27.0M | 0.0% | +1.8% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | Wealth advisor | 490.4K | $24.9M | 2.9% | Held |
| Alexander Randolph Advisory, Inc. | Other | 461.5K | $23.5M | 20.2% | +4.3% |
| Integrated Investment Consultants, LLC | Wealth advisor | 444.3K | $22.6M | 4.8% | +9.9% |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 417.1K | $21.2M | 0.3% | +45.2% |
| DONALDSON CAPITAL MANAGEMENT, LLC | Other | 412.1K | $21.0M | 0.7% | -3.3% |
| Gotham Asset Management, LLC | Diversified mechanical | 397.3K | $20.2M | 0.1% | +98.4% |
| MBM WEALTH CONSULTANTS, LLC | Wealth advisor | 337.5K | $17.2M | 3.9% | +14.7% |
| KWMG, LLC | Wealth advisor | 317.1K | $16.1M | 1.3% | +5.0% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 307.9K | $15.7M | 0.5% | +29.1% |
| Waverly Advisors, LLC | Wealth advisor | 298.8K | $15.2M | 0.1% | +15.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 291.9K | $14.8M | 0.0% | +7.7% |
| Union Bancaire Privee, UBP SA | Other | 286.6K | $14.5M | 0.2% | -0.9% |
| SECURIAN ASSET MANAGEMENT, INC | Other | 283.6K | $14.4M | 0.6% | Held |
| OPPENHEIMER & CO INC | Diversified mechanical | 269.8K | $13.7M | 0.2% | +17.5% |
| Private Advisor Group, LLC | Wealth advisor | 265.9K | $13.5M | 0.1% | +6.1% |
| Kraft, Davis & Associates, LLC | Wealth advisor | 257.9K | $13.1M | 2.8% | +2.0% |
| WBH ADVISORY INC | Wealth advisor | 250.4K | $12.7M | 0.9% | +7.4% |
| Proficio Capital Partners LLC | Wealth advisor | 248.6K | $12.6M | 0.7% | +311.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 238.1K | $12.1M | 0.0% | -1.5% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 234.8K | $11.9M | 0.1% | +38.5% |
| Focus Partners Wealth | Wealth advisor | 232.1K | $11.8M | 0.0% | -1.3% |
| Equitable Holdings, Inc. | Wealth advisor | 229.3K | $11.7M | 0.1% | +2196.0% |
| San Luis Wealth Advisors LLC | Wealth advisor | 218.9K | $11.1M | 1.8% | +44.4% |
| Timmons Wealth Management, LLC | Wealth advisor | 208.1K | $10.6M | 10.0% | +20.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 197.1K | $10.0M | 0.0% | +17.2% |
| Syntegra Private Wealth Group, LLC | Wealth advisor | 193.5K | $9.8M | 0.9% | -8.2% |
| VALLEY NATIONAL ADVISERS INC | Wealth advisor | 188.6K | $9.6M | 1.2% | +4.8% |
| JACOBSON & SCHMITT ADVISORS, LLC ★2 | Fundamental diversified | 185.6K | $9.4M | 1.7% | +4.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 184.8K | $9.4M | 0.1% | -15.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 180.1K | $9.2M | 0.0% | +117.4% |
| Ifrah Financial Services, Inc. | Wealth advisor | 179.1K | $9.1M | 2.4% | -10.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.