NE
NEAR
ISHARES U S ETF TR
$50.61
-0.04%
No data for this timeframe.
Vol
Inst. Holders48 funds
Inst. Value$1.1B
Inst. Activity8 buys / 2 sells
Prev Close $50.63
Recent Activity
Inst.
FMR LLC — DOUBLED
983,350 shares ($50.0M)
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
629,849 shares ($32.0M)
May 18, 2026
dark_pool
Dark Pool: NEAR — 0.4M shares, 1,457 trades
Week starting 2026-05-18. Total ATS volume: 439,276 shares across 1,457 trades.
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $178.8M | — |
| BANK OF AMERICA CORP | $155.5M | — |
| WELLS FARGO & COMPANY/MN | $140.5M | — |
| Bramshill Investments, LLC | $121.8M | TRIM |
| BlackRock, Inc. | $114.9M | ADD |
48 institutional holders with $1.1B total value (22,594,150 shares) as of 2026-Q1. Top holders: MORGAN, BANK, WELLS. Net buying activity: 8 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,516,395 | $178.8M | 15.6% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 3,059,416 | $155.5M | 13.5% | — |
| 3 | WELLS FARGO & COMPANY/MN | 2,764,146 | $140.5M | 12.2% | — |
| 4 | Bramshill Investments, LLC | 2,396,803 | $121.8M | 10.6% | TRIM -29.0% |
| 5 | BlackRock, Inc. | 2,259,712 | $114.9M | 10.0% | ADD +40.5% |
| 6 | RAYMOND JAMES FINANCIAL INC | 1,250,187 | $63.6M | 5.5% | TRIM -27.1% |
| 7 | AMERIPRISE FINANCIAL INC | 1,095,356 | $55.7M | 4.9% | ADD +40.6% |
| 8 | FMR LLC | 983,350 | $50.0M | 4.4% | DOUBLED +22589.2% |
| 9 | ROYAL BANK OF CANADA | 723,098 | $36.8M | 3.2% | ADD +32.0% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 629,849 | $32.0M | 2.8% | ADD +31.6% |
| 11 | STIFEL FINANCIAL CORP | 530,427 | $27.0M | 2.3% | DOUBLED +178.7% |
| 12 | Gotham Asset Management, LLC | 397,270 | $20.2M | 1.8% | ADD +98.4% |
| 13 | Waverly Advisors, LLC | 298,806 | $15.2M | 1.3% | DOUBLED +123.7% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 291,880 | $14.8M | 1.3% | — |
| 15 | CAPTRUST FINANCIAL ADVISORS | 238,140 | $12.1M | 1.1% | — |
| 16 | Concurrent Investment Advisors, LLC | 234,815 | $11.9M | 1.0% | ADD +38.5% |
| 17 | Equitable Holdings, Inc. | 229,277 | $11.7M | 1.0% | DOUBLED +2196.0% |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 197,057 | $10.0M | 0.9% | — |
| 19 | HighTower Advisors, LLC | 165,585 | $8.4M | 0.7% | — |
| 20 | &PARTNERS | 149,650 | $7.6M | 0.7% | ADD +28.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | DOUBLED | 4,334 | 983,350 | +22589.2% | $50.0M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 478,532 | 629,849 | +31.6% | $32.0M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 200,210 | 397,270 | +98.4% | $20.2M | 2026-Q1 |
| Concurrent Investment Advisors, LLC | ADD | 169,543 | 234,815 | +38.5% | $11.9M | 2026-Q1 |
| Equitable Holdings, Inc. | DOUBLED | 9,986 | 229,277 | +2196.0% | $11.7M | 2026-Q1 |
| CWM, LLC | TRIM | 211,567 | 137,255 | -35.1% | $7.0M | 2026-Q1 |
| Baird Financial Group, Inc. | DOUBLED | 59,109 | 122,951 | +108.0% | $6.3M | 2026-Q1 |
| Merit Financial Group, LLC | DOUBLED | 11,008 | 22,867 | +107.7% | $1.2M | 2026-Q1 |
| Clark Capital Management Group, Inc. | NEAR_EXIT | 200,875 | 18,338 | -90.9% | $932.2K | 2026-Q1 |
| ASSETMARK, INC | ADD | 101 | 146 | +44.6% | $7.4K | 2026-Q1 |
| BlackRock, Inc. | ADD | 1,617,662 | 2,272,371 | +40.5% | $116.1M | 2025-Q4 |
| Clark Capital Management Group, Inc. | NEW | — | 200,875 | — | $10.3M | 2025-Q4 |
| Concurrent Investment Advisors, LLC | DOUBLED | 78,927 | 169,543 | +114.8% | $8.7M | 2025-Q4 |
| Baird Financial Group, Inc. | ADD | 35,844 | 59,109 | +64.9% | $3.0M | 2025-Q4 |
| Beacon Pointe Advisors, LLC | DOUBLED | 16,070 | 43,319 | +169.6% | $2.2M | 2025-Q4 |
| Allspring Global Investments Holdings, LLC | ADD | 7,100 | 9,900 | +39.4% | $505.9K | 2025-Q4 |
| CWM, LLC | TRIM | 319,712 | 211,567 | -33.8% | $10.8K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 236,100 | 0 | -100.0% | $0.00 | 2025-Q4 |
| BlackRock, Inc. | ADD | 1,007,793 | 1,617,662 | +60.5% | $83.0M | 2025-Q3 |
| Waverly Advisors, LLC | DOUBLED | 108,752 | 243,254 | +123.7% | $12.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 339,293 | 236,100 | -30.4% | $12.1M | 2025-Q3 |
| &PARTNERS | ADD | 146,697 | 188,054 | +28.2% | $9.6M | 2025-Q3 |
| Gotham Asset Management, LLC | DOUBLED | 4,889 | 162,899 | +3231.9% | $8.4M | 2025-Q3 |
| Concurrent Investment Advisors, LLC | DOUBLED | 27,438 | 78,927 | +187.7% | $4.0M | 2025-Q3 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 13,912 | 37,703 | +171.0% | $1.9M | 2025-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
No analyst rating data available yet. Consensus ratings and individual firm actions are collected periodically from financial data providers.
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 18, 2026
dark_pool
Dark Pool: NEAR — 0.4M shares, 1,457 trades
Week starting 2026-05-18. Total ATS volume: 439,276 shares across 1,457 trades.
May 11, 2026
dark_pool
Dark Pool: NEAR — 0.4M shares, 1,744 trades
Week starting 2026-05-11. Total ATS volume: 435,799 shares across 1,744 trades.
May 4, 2026
dark_pool
Dark Pool: NEAR — 0.8M shares, 4,385 trades
Week starting 2026-05-04. Total ATS volume: 784,515 shares across 4,385 trades.
Apr 27, 2026
dark_pool
Dark Pool: NEAR — 0.5M shares, 2,149 trades
Week starting 2026-04-27. Total ATS volume: 458,747 shares across 2,149 trades.
Apr 20, 2026
dark_pool
Dark Pool: NEAR — 0.2M shares, 945 trades
Week starting 2026-04-20. Total ATS volume: 166,075 shares across 945 trades.
Apr 13, 2026
dark_pool
Dark Pool: NEAR — 0.1M shares, 522 trades
Week starting 2026-04-13. Total ATS volume: 73,649 shares across 522 trades.
Apr 6, 2026
dark_pool
Dark Pool: NEAR — 0.2M shares, 1,066 trades
Week starting 2026-04-06. Total ATS volume: 235,548 shares across 1,066 trades.
Apr 2, 2026
short_interest
FTD: NEAR — 159,214 shares ($8.1M) failed to deliver
Settlement: 20260402, Price: $50.66, FTD Value: $8,065,781.24, ISHARES SHORT DURATION BOND AC
Apr 1, 2026
short_interest
FTD: NEAR — 12,777 shares ($0.6M) failed to deliver
Settlement: 20260401, Price: $50.84, FTD Value: $649,582.68, ISHARES SHORT DURATION BOND AC
Mar 30, 2026
dark_pool
Dark Pool: NEAR — 0.2M shares, 865 trades
Week starting 2026-03-30. Total ATS volume: 187,352 shares across 865 trades.
Mar 23, 2026
short_interest
FTD: NEAR — 33,503 shares ($1.7M) failed to deliver
Settlement: 20260323, Price: $50.67, FTD Value: $1,697,597.01, ISHARES SHORT DURATION BOND AC
Mar 23, 2026
dark_pool
Dark Pool: NEAR — 0.2M shares, 979 trades
Week starting 2026-03-23. Total ATS volume: 206,824 shares across 979 trades.
Mar 16, 2026
dark_pool
Dark Pool: NEAR — 0.3M shares, 1,245 trades
Week starting 2026-03-16. Total ATS volume: 279,434 shares across 1,245 trades.
Mar 9, 2026
dark_pool
Dark Pool: NEAR — 0.4M shares, 1,683 trades
Week starting 2026-03-09. Total ATS volume: 378,946 shares across 1,683 trades.
Mar 2, 2026
dark_pool
Dark Pool: NEAR — 0.5M shares, 1,529 trades
Week starting 2026-03-02. Total ATS volume: 467,893 shares across 1,529 trades.