Signals

← Signals

☆NEAR

396 in-universe funds with a nonzero position in NEAR within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#388
Score / z0.470 / 0.70
Consensus128.97 over 241 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 180.7 0.0% 3 -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 174.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 143.8 12.3% 2 +0.1 pp +12.3 pp +12.3 pp +12.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 143.6 0.0% 2 -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 138.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 128.9 8.8% 2 -4.4 pp +8.8 pp +8.8 pp +8.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 83.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 69.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 54.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 48.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 35.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 25.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 23.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 22.4 18.4% 2 +1.7 pp +18.4 pp +18.4 pp +18.4 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 21.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 20.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 18.5 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 18.2 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 16.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 14.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KWMG, LLC CIK 0001633024 0.515 153 14.8 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 14.4 3.6% 2 +0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 13.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 12.8 4.5% 2 -0.6 pp +4.5 pp +4.5 pp +4.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 12.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 12.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 11.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 10.2 2.5% 2 +2.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 10.0 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 9.6 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 8.7 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 8.7 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 8.4 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 7.8 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.7 0.0% 2 -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 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 7.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 7.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 6.7 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 6.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 6.4 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 6.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Montecito Bank & Trust CIK 0001422508 0.402 271 5.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 5.8 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 5.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canal Insurance CO CIK 0001313473 0.374 76 5.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 5.0 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 4.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 4.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 4.3 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 4.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 4.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 3.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 3.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 3.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 3.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 3.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 3.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 3.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 3.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 2.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 2.6 2.2% 2 -0.7 pp +2.2 pp +2.2 pp +2.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 2.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.1 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 2.1 2.0% 3 -0.2 pp -0.4 pp +2.0 pp +2.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 2.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 1.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 1.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 1.4 0.8% 2 -0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Joel Adams & Associates, Inc. CIK 0002020459 0.586 68 1.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 1.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 1.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 1.3 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 1.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 1.2 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANNING ALTERNATIVES LTD /ADV CIK 0000712011 0.898 129 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆New Millennium Group LLC CIK 0001909654 0.000 0 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.415 82 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆New Capital Management LP CIK 0001696731 0.833 60 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.1 0.0% 2 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 -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% 2 -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% 2 -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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.604 131 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 2 -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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -2.6 pp +0.0 pp +0.0 pp +0.0 pp
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☆Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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