Signals

← Signals

☆NEAR

471 in-universe funds with a nonzero position in NEAR within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#397
Score / z0.550 / 0.48
Consensus136.91 over 261 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+422% / 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 ▾
☆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 178.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 158.5 12.8% 4 +0.3 pp +0.5 pp +0.6 pp +12.8 pp
☆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 155.5 0.0% 5 +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 140.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 139.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 127.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 121.8 10.5% 4 +3.4 pp +1.7 pp -2.7 pp +10.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 114.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 71.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 63.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 57.8 1.5% 4 +0.9 pp +0.9 pp +0.8 pp +1.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 55.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 50.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 32.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.7 0.0% 5 +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 27.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 24.9 2.9% 3 +1.3 pp +1.2 pp +2.9 pp +2.9 pp
☆Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 23.5 20.2% 4 +1.4 pp +1.8 pp +3.5 pp +20.2 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 22.6 4.8% 4 +0.6 pp +1.7 pp +1.6 pp +4.8 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 21.0 0.7% 4 -0.0 pp -0.1 pp -0.3 pp +0.7 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 20.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 17.2 3.9% 4 +0.4 pp +0.4 pp +0.7 pp +3.9 pp
☆KWMG, LLC CIK 0001633024 0.515 153 16.1 1.3% 4 +0.0 pp +0.1 pp +0.0 pp +1.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 15.7 0.5% 4 +0.4 pp +0.3 pp +0.3 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 15.2 0.1% 4 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 14.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 14.4 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 13.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 13.1 2.8% 4 -0.1 pp +0.3 pp +2.3 pp +2.8 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 12.7 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 12.6 0.7% 1 +0.7 pp +0.7 pp -0.2 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 11.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 11.1 1.8% 4 +0.5 pp +0.8 pp +0.8 pp +1.8 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 10.6 10.0% 1 +10.0 pp +10.0 pp +10.0 pp +10.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 9.8 0.9% 4 -0.1 pp +0.1 pp +0.7 pp +0.9 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 9.6 1.2% 4 -0.0 pp -0.1 pp -0.0 pp +1.2 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 9.4 1.7% 4 +0.2 pp +0.2 pp +0.7 pp +1.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.4 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 9.1 2.4% 4 -0.2 pp -0.2 pp -0.3 pp +2.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 8.3 1.1% 4 +0.3 pp +0.2 pp -0.1 pp +1.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 8.3 5.0% 3 +2.0 pp +2.6 pp +5.0 pp +5.0 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 8.3 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 8.1 2.3% 4 +0.1 pp +0.0 pp -0.1 pp +2.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.0 0.1% 4 -0.0 pp -0.2 pp -0.7 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 7.9 1.2% 4 +0.1 pp +0.4 pp +0.4 pp +1.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 7.7 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 7.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 7.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 7.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 7.1 2.0% 3 +0.3 pp +1.9 pp +2.0 pp +2.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 6.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 6.5 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 6.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.3 0.0% 4 +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 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 6.1 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 5.9 1.8% 3 +0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 5.8 0.9% 4 -0.1 pp -0.2 pp -0.1 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 5.7 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 5.5 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 5.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 4.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 4.7 2.1% 4 +1.5 pp +1.5 pp +1.8 pp +2.1 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 4.7 2.4% 4 +0.1 pp +0.1 pp +0.1 pp +2.4 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 4.6 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 4.6 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 4.4 2.0% 4 +1.8 pp +1.7 pp +1.7 pp +2.0 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 4.2 1.3% 4 -0.0 pp -0.0 pp -0.1 pp +1.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 4.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 3.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 3.7 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 3.7 1.7% 4 +0.7 pp +0.8 pp +0.8 pp +1.7 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 3.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 3.6 0.6% 4 +0.0 pp -0.4 pp -0.5 pp +0.6 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 3.5 1.5% 3 +0.4 pp +1.2 pp +1.5 pp +1.5 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 3.4 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 3.3 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 3.3 0.7% 4 +0.0 pp +0.0 pp -0.1 pp +0.7 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 3.2 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 3.2 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 3.2 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 3.0 1.5% 4 +0.4 pp +1.1 pp +1.3 pp +1.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardworking Capital Advisors, LLC CIK 0002098583 0.197 84 2.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 2.6 0.8% 4 +0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 2.5 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.4 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.3 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 2.1 1.1% 3 +0.2 pp +0.6 pp +1.1 pp +1.1 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.1 2.2% 4 +0.0 pp +0.0 pp -0.1 pp +2.2 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 2.0 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.9 0.5% 4 -0.0 pp +0.2 pp +0.1 pp +0.5 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 1.9 1.6% 4 -0.3 pp -0.6 pp -1.3 pp +1.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 1.8 0.8% 4 +0.1 pp +0.2 pp +0.4 pp +0.8 pp
☆Finhabits Advisors LLC CIK 0002106949 0.791 15 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 1.7 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 1.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 1.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.5 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp +0.0 pp -2.6 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.416 82 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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