Signals

← Signals

☆NEAR

514 in-universe funds with a nonzero position in NEAR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#349
Score / z0.622 / 0.73
Consensus146.82 over 273 funds
Momentum-0.24 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-0%
Short interest+94% / 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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 284.7 0.0% 5 +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 196.1 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 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 168.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 164.6 12.1% 5 -0.7 pp -0.4 pp -0.2 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 147.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 136.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 132.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 132.0 10.1% 5 -0.4 pp +3.0 pp +1.3 pp -3.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 120.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 80.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 63.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 59.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 59.9 1.3% 5 -0.2 pp +0.8 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 45.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 32.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 32.7 2.5% 5 +1.6 pp +1.5 pp +1.7 pp +2.3 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 29.6 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.6 0.0% 6 -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 25.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED SERVICES AUTOMOBILE ASSOCIATION CIK 0001021249 0.949 15 24.8 2.0% 4 -0.9 pp +0.4 pp +0.2 pp +2.0 pp
☆Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 24.2 20.0% 5 -0.3 pp +1.2 pp +1.5 pp +3.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 22.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 21.7 4.3% 5 -0.5 pp +0.0 pp +1.2 pp +1.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 19.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 19.4 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 18.9 0.3% 5 -0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆KWMG, LLC CIK 0001633024 0.515 153 17.0 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 15.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 15.0 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 14.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp -0.3 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 14.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 14.3 0.5% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 14.1 10.3% 2 +0.3 pp +10.3 pp +10.3 pp +10.3 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 13.1 2.7% 5 -0.1 pp -0.2 pp +0.3 pp +2.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 13.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 10.9 0.2% 7 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 10.1 1.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 9.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 9.4 1.5% 5 -0.2 pp +0.0 pp +0.1 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 9.2 2.2% 5 -0.2 pp -0.4 pp -0.4 pp -0.5 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 8.8 6.7% 2 -0.5 pp +6.7 pp +6.7 pp +6.7 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 8.7 1.0% 5 -0.1 pp +0.2 pp +0.1 pp -0.1 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 8.2 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.1 0.3% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 8.1 2.0% 4 +0.0 pp +0.3 pp +1.9 pp +2.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 7.9 6.8% 2 +0.0 pp +6.8 pp +6.8 pp +6.8 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.9 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 7.7 1.9% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 7.6 1.0% 5 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 7.5 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 7.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.8 0.0% 6 -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 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.6 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 6.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 6.2 0.9% 5 -0.9 pp -0.4 pp -0.2 pp -0.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 6.1 1.7% 4 -0.1 pp -0.0 pp -0.2 pp +1.7 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 6.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 5.7 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 5.3 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 5.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 5.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 5.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kure Advisory, LLC CIK 0001986795 0.729 62 5.0 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 4.6 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 4.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 4.4 1.8% 5 -0.3 pp +1.5 pp +1.4 pp +1.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 4.3 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 3.9 0.5% 5 -0.1 pp -0.1 pp -0.5 pp -0.6 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 3.9 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 3.8 1.6% 5 -0.1 pp +0.6 pp +0.6 pp +0.7 pp
☆Cadia Private Client LLC CIK 0002135817 0.358 76 3.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 3.7 1.5% 4 -0.0 pp +0.4 pp +1.2 pp +1.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.7 0.0% 5 -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% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 3.6 1.9% 4 -3.2 pp -1.2 pp -0.6 pp +1.9 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 3.6 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 3.5 0.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 3.5 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 3.4 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 3.3 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 3.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 3.1 1.4% 5 -0.1 pp +0.3 pp +1.0 pp +1.2 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 3.0 0.6% 3 +0.3 pp +0.4 pp +0.6 pp +0.6 pp
☆Sage Capital Advisors,llc CIK 0001714107 0.286 136 3.0 0.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardworking Capital Advisors, LLC CIK 0002098583 0.197 84 2.6 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.6 0.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 2.4 1.3% 4 -0.2 pp -0.3 pp -0.4 pp +1.3 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 2.4 1.1% 4 +0.0 pp +0.3 pp +0.6 pp +1.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.3 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 2.1 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Finhabits Advisors LLC CIK 0002106949 0.791 15 2.1 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Unified Investment Management CIK 0002054855 0.105 141 2.1 2.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 2.0 0.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 2.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.9 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 1.8 0.7% 5 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.8 0.3% 3 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 1.8 1.0% 3 -0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 1.7 0.4% 5 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 1.7 0.7% 5 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 1.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.6 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.6 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 1.6 1.2% 5 -0.4 pp -0.7 pp -1.0 pp -1.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.6 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 1.5 0.1% 5 -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 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
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☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.0 0.0% 0 +0.0 pp -0.6 pp -0.4 pp -0.3 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -1.1 pp -0.1 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆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
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆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
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☆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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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