Signals

← Signals

☆NEAR

359 in-universe funds with a nonzero position in NEAR within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23570
Score / z-0.182 / -0.25
Consensus117.54 over 235 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-76% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 179.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 161.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 133.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 133.2 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 130.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 126.3 13.2% 1 +13.2 pp +13.2 pp +13.2 pp +13.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 51.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 37.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 36.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 33.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 31.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 25.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 20.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 18.6 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 17.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.765 490 17.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 16.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 16.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 14.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KWMG, LLC CIK 0001633024 0.515 153 14.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 13.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 12.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 9.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 9.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 9.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 8.8 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 7.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 7.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 7.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 6.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 6.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 5.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 5.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 5.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canal Insurance CO CIK 0001313473 0.374 76 5.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 4.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 4.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 4.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 3.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 3.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 3.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 2.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.2 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 1.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 1.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Embree Financial Group CIK 0002020860 0.466 283 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davidson Capital Management Inc. CIK 0001808748 0.604 96 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just NEAR). Qtrs Held counts distinct quarters this fund has actually held NEAR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NEAR position size. Δ columns are the percentage-point change in NEAR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status