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On this page, we present all of the funds holding NEAR from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding NEAR, with a link to that fund's top holdings. The next columns
indicate the amount of NEAR stock held by each of the funds holding NEAR, followed by the NEAR position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 332 funds holding NEAR within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding NEAR), click the fund name in the "Holder" column of the funds-holding-NEAR table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Bank of America Corp DE | 3,415,713 | $172,562 | 12/31/2023 | | NEAR | 3,415,713 | $172,562 | 12/31/2023 | | Morgan Stanley | 3,018,941 | $152,517 | 12/31/2023 | | NEAR | 3,018,941 | $152,517 | 12/31/2023 | | Bramshill Investments LLC | 2,203,882 | $111,340 | 12/31/2023 | | NEAR | 2,203,882 | $111,340 | 12/31/2023 | | Wells Fargo & Company MN | 1,638,309 | $82,767 | 12/31/2023 | | NEAR | 1,638,309 | $82,767 | 12/31/2023 | | Clearwater Capital Advisors LLC | 1,417,601 | $71,617 | 12/31/2023 | | NEAR | 1,417,601 | $71,617 | 12/31/2023 | | BlackRock Inc. | 1,399,522 | $70,704 | 12/31/2023 | | NEAR | 1,399,522 | $70,704 | 12/31/2023 | | TAP Consulting LLC | 1,341,422 | $67,688 | 03/31/2024 | | NEAR | 1,341,422 | $67,688 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 1,273,365 | $64,254 | 03/31/2024 | | NEAR | 1,273,365 | $64,254 | 03/31/2024 | | Renaissance Technologies LLC | 1,268,300 | $64,075 | 12/31/2023 | | NEAR | 1,268,300 | $64,075 | 12/31/2023 | | LPL Financial LLC | 1,197,874 | $60,517 | 12/31/2023 | | NEAR | 1,197,874 | $60,517 | 12/31/2023 | | UBS Group AG | 1,088,490 | $54,991 | 12/31/2023 | | NEAR | 1,088,490 | $54,991 | 12/31/2023 | | Captrust Financial Advisors | 970,866 | $49,048 | 12/31/2023 | | NEAR | 970,866 | $49,048 | 12/31/2023 | | Envestnet Asset Management Inc. | 856,743 | $43,283 | 12/31/2023 | | NEAR | 856,743 | $43,283 | 12/31/2023 | | Donaldson Capital Management LLC | 702,234 | $35,435 | 03/31/2024 | | NEAR | 702,234 | $35,435 | 03/31/2024 | | Truist Financial Corp | 584,916 | $29,550 | 12/31/2023 | | NEAR | 584,916 | $29,550 | 12/31/2023 | | CI Private Wealth LLC | 575,914 | $29,095 | 12/31/2023 | | NEAR | 575,914 | $29,095 | 12/31/2023 | | CWM LLC | 553,276 | $27,918 | 03/31/2024 | | NEAR | 553,276 | $27,918 | 03/31/2024 | | Richard P Slaughter Associates Inc | 543,975 | $27,449 | 03/31/2024 | | NEAR | 543,975 | $27,449 | 03/31/2024 | | Cetera Investment Advisers | 535,379 | $27,047 | 12/31/2023 | | NEAR | 535,379 | $27,047 | 12/31/2023 | | Royal Bank of Canada | 513,951 | $25,965 | 12/31/2023 | | NEAR | 513,951 | $25,965 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 461,209 | $23,273 | 03/31/2024 | | NEAR | 461,209 | $23,273 | 03/31/2024 | | San Luis Wealth Advisors LLC | 342,263 | $17,271 | 03/31/2024 | | NEAR | 342,263 | $17,271 | 03/31/2024 | | Securian Asset Management Inc | 318,620 | $16,097 | 12/31/2023 | | NEAR | 318,620 | $16,097 | 12/31/2023 | | Kiwi Wealth Investments Limited Partnership | 317,615 | $16,046 | 12/31/2023 | | NEAR | 317,615 | $16,046 | 12/31/2023 | | Advisor Group Holdings Inc. | 317,528 | $16,043 | 12/31/2023 | | NEAR | 317,528 | $16,043 | 12/31/2023 | | Cetera Advisor Networks LLC | 280,639 | $14,178 | 12/31/2023 | | NEAR | 280,639 | $14,178 | 12/31/2023 | | Clark Capital Management Group Inc. | 269,836 | $13,632 | 12/31/2023 | | NEAR | 269,836 | $13,632 | 12/31/2023 | | Crestone Asset Management LLC | 245,834 | $12,420 | 12/31/2023 | | NEAR | 245,834 | $12,420 | 12/31/2023 | | InterOcean Capital Group LLC | 244,387 | $12,346 | 12/31/2023 | | NEAR | 244,387 | $12,346 | 12/31/2023 | | Kwmg LLC | 242,547 | $12,239 | 03/31/2024 | | NEAR | 242,547 | $12,239 | 03/31/2024 | | Alexander Randolph Advisory Inc. | 210,789 | $10,649 | 12/31/2023 | | NEAR | 210,789 | $10,649 | 12/31/2023 | | Bank of Montreal Can | 191,492 | $9,674 | 12/31/2023 | | NEAR | 191,492 | $9,674 | 12/31/2023 | | Gladstone Institutional Advisory LLC | 191,232 | $9,661 | 12/31/2023 | | NEAR | 191,232 | $9,661 | 12/31/2023 | | Wealthsource Partners LLC | 186,220 | $9,408 | 12/31/2023 | | NEAR | 186,220 | $9,408 | 12/31/2023 | | Ifrah Financial Services Inc. | 171,612 | $8,670 | 12/31/2023 | | NEAR | 171,612 | $8,670 | 12/31/2023 | | Commonwealth Equity Services LLC | 170,486 | $8,613 | 12/31/2023 | | NEAR | 170,486 | $8,613 | 12/31/2023 | | PFG Advisors | 165,577 | $8,365 | 12/31/2023 | | NEAR | 165,577 | $8,365 | 12/31/2023 | | Shufro Rose & Co. LLC | 163,765 | $8,170 | 12/31/2023 | | NEAR | 163,765 | $8,170 | 12/31/2023 | | Valley National Advisers Inc. | 159,344 | $8,038 | 03/31/2024 | | NEAR | 159,344 | $8,038 | 03/31/2024 | | Adroit Compliance LLC | 153,312 | $7,745 | 12/31/2023 | | NEAR | 153,312 | $7,745 | 12/31/2023 | | Klaas Financial Asset Advisors LLC | 153,312 | $7,745 | 12/31/2023 | | NEAR | 153,312 | $7,745 | 12/31/2023 | | FinTrust Capital Advisors LLC | 151,892 | $7,674 | 12/31/2023 | | NEAR | 151,892 | $7,674 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 140,507 | $7,098 | 12/31/2023 | | NEAR | 140,507 | $7,098 | 12/31/2023 | | MML Investors Services LLC | 132,003 | $6,669 | 12/31/2023 | | NEAR | 132,003 | $6,669 | 12/31/2023 | | GWM Advisors LLC | 130,953 | $6,618 | 12/31/2023 | | NEAR | 130,953 | $6,618 | 12/31/2023 | | Ameliora Wealth Management Ltd. | 130,147 | $6,567 | 03/31/2024 | | NEAR | 130,147 | $6,567 | 03/31/2024 | | Montecito Bank & Trust | 129,101 | $6,514 | 03/31/2024 | | NEAR | 129,101 | $6,514 | 03/31/2024 | | Warren Averett Asset Management LLC | 128,055 | $6,469 | 12/31/2023 | | NEAR | 128,055 | $6,469 | 12/31/2023 | | Lowe Brockenbrough & Co. Inc. | 127,654 | $6,449 | 12/31/2023 | | NEAR | 127,654 | $6,449 | 12/31/2023 | | Cassady Schiller Wealth Management LLC | 127,350 | $6,434 | 12/31/2023 | | NEAR | 127,350 | $6,434 | 12/31/2023 | | Kestra Advisory Services LLC | 120,680 | $6,097 | 12/31/2023 | | NEAR | 120,680 | $6,097 | 12/31/2023 | | Financial Management Network Inc. | 120,777 | $6,067 | 03/31/2024 | | NEAR | 120,777 | $6,067 | 03/31/2024 | | Staley Capital Advisers Inc. | 111,150 | $5,615 | 12/31/2023 | | NEAR | 111,150 | $5,615 | 12/31/2023 | | Exencial Wealth Advisors LLC | 108,529 | $5,483 | 12/31/2023 | | NEAR | 108,529 | $5,483 | 12/31/2023 | | Astor Investment Management LLC | 108,402 | $5,476 | 12/31/2023 | | NEAR | 108,402 | $5,476 | 12/31/2023 | | Pinnacle Associates Ltd. | 107,762 | $5,444 | 12/31/2023 | | NEAR | 107,762 | $5,444 | 12/31/2023 | | Stifel Financial Corp | 101,349 | $5,120 | 12/31/2023 | | NEAR | 101,349 | $5,120 | 12/31/2023 | | CNA Financial Corp | 100,000 | $5,052 | 12/31/2023 | | NEAR | 100,000 | $5,052 | 12/31/2023 | | Canal Insurance CO | 100,000 | $5,052 | 12/31/2023 | | NEAR | 100,000 | $5,052 | 12/31/2023 | | Outlook Wealth Advisors LLC | 99,718 | $5,032 | 03/31/2024 | | NEAR | 99,718 | $5,032 | 03/31/2024 | | Auour Investments LLC | 97,022 | $4,909 | 12/31/2023 | | NEAR | 97,022 | $4,909 | 12/31/2023 | | Oppenheimer & Co. Inc. | 95,409 | $4,820 | 12/31/2023 | | NEAR | 95,409 | $4,820 | 12/31/2023 | | Proathlete Wealth Management LLC | 93,861 | $4,742 | 12/31/2023 | | NEAR | 93,861 | $4,742 | 12/31/2023 | | Mariner LLC | 90,172 | $4,555 | 12/31/2023 | | NEAR | 90,172 | $4,555 | 12/31/2023 | | GeoWealth Management LLC | 90,139 | $4,554 | 12/31/2023 | | NEAR | 90,139 | $4,554 | 12/31/2023 | | WBH Advisory Inc. | 90,051 | $4,544 | 03/31/2024 | | NEAR | 90,051 | $4,544 | 03/31/2024 | | JPMorgan Chase & Co. | 89,025 | $4,498 | 12/31/2023 | | NEAR | 89,025 | $4,498 | 12/31/2023 | | HighTower Advisors LLC | 88,872 | $4,488 | 12/31/2023 | | NEAR | 88,872 | $4,488 | 12/31/2023 | | Rollins Financial | 87,556 | $4,423 | 12/31/2023 | | NEAR | 87,556 | $4,423 | 12/31/2023 | | Rollins Financial Advisors LLC | 87,556 | $4,423 | 12/31/2023 | | NEAR | 87,556 | $4,423 | 12/31/2023 | | RPg Family Wealth Advisory LLC | 83,153 | $4,201 | 12/31/2023 | | NEAR | 83,153 | $4,201 | 12/31/2023 | | Smithfield Trust Co. | 80,833 | $4,083 | 12/31/2023 | | NEAR | 80,833 | $4,083 | 12/31/2023 | | Jacobson & Schmitt Advisors LLC | 73,465 | $3,711 | 12/31/2023 | | NEAR | 73,465 | $3,711 | 12/31/2023 | | Sage Capital Advisors llc | 72,962 | $3,682 | 03/31/2024 | | NEAR | 72,962 | $3,682 | 03/31/2024 | | AE Wealth Management LLC | 71,358 | $3,616 | 12/31/2023 | | NEAR | 71,358 | $3,616 | 12/31/2023 | | Naples Global Advisors LLC | 69,447 | $3,508 | 12/31/2023 | | NEAR | 69,447 | $3,508 | 12/31/2023 | | Columbia Trust Co 01012016 | 67,352 | $3,403 | 12/31/2023 | | NEAR | 67,352 | $3,403 | 12/31/2023 | | Sage Advisory Services Ltd.Co. | 64,571 | $3,262 | 12/31/2023 | | NEAR | 64,571 | $3,262 | 12/31/2023 | | Brady Family Wealth LLC | 63,665 | $3,216 | 12/31/2023 | | NEAR | 63,665 | $3,216 | 12/31/2023 | | Brookstone Capital Management | 63,148 | $3,186 | 03/31/2024 | | NEAR | 63,148 | $3,186 | 03/31/2024 | | Guardian Wealth Advisors LLC | 62,434 | $3,154 | 12/31/2023 | | NEAR | 62,434 | $3,154 | 12/31/2023 | | Planning Alternatives Ltd. ADV | 62,273 | $3,142 | 03/31/2024 | | NEAR | 62,273 | $3,142 | 03/31/2024 | | Pinnacle Wealth Management Advisory Group LLC | 59,888 | $3,026 | 12/31/2023 | | NEAR | 59,888 | $3,026 | 12/31/2023 | | Sovereign Financial Group Inc. | 59,879 | $3,022 | 03/31/2024 | | NEAR | 59,879 | $3,022 | 03/31/2024 | | Citigroup Inc. | 59,072 | $2,984 | 12/31/2023 | | NEAR | 59,072 | $2,984 | 12/31/2023 | | Betterment LLC | 58,037 | $2,932 | 12/31/2023 | | NEAR | 58,037 | $2,932 | 12/31/2023 | | Arkfeld Wealth Strategies L.L.C. | 57,871 | $2,892 | 03/31/2024 | | NEAR | 57,871 | $2,892 | 03/31/2024 | | Clayton Financial Group LLC | 55,569 | $2,807 | 12/31/2023 | | NEAR | 55,569 | $2,807 | 12/31/2023 | | Values First Advisors Inc. | 51,618 | $2,605 | 03/31/2024 | | NEAR | 51,618 | $2,605 | 03/31/2024 | | Snowden Capital Advisors LLC | 47,589 | $2,404 | 12/31/2023 | | NEAR | 47,589 | $2,404 | 12/31/2023 | | Financial Advocates Investment Management | 47,442 | $2,397 | 12/31/2023 | | NEAR | 47,442 | $2,397 | 12/31/2023 | | J.W. Cole Advisors Inc. | 46,975 | $2,373 | 12/31/2023 | | NEAR | 46,975 | $2,373 | 12/31/2023 | | Rockefeller Capital Management L.P. | 46,312 | $2,340 | 12/31/2023 | | NEAR | 46,312 | $2,340 | 12/31/2023 | | Coastal Investment Advisors Inc. | 45,651 | $2,304 | 03/31/2024 | | NEAR | 45,651 | $2,304 | 03/31/2024 | | Atria Investments LLC | 45,060 | $2,276 | 12/31/2023 | | NEAR | 45,060 | $2,276 | 12/31/2023 | | Castle Rock Wealth Management LLC | 44,139 | $2,226 | 12/31/2023 | | NEAR | 44,139 | $2,226 | 12/31/2023 | | Private Advisor Group LLC | 43,574 | $2,201 | 12/31/2023 | | NEAR | 43,574 | $2,201 | 12/31/2023 | | Klingman & Associates LLC | 43,163 | $2,181 | 12/31/2023 | | NEAR | 43,163 | $2,181 | 12/31/2023 | | Mutual Advisors LLC | 42,549 | $2,150 | 12/31/2023 | | NEAR | 42,549 | $2,150 | 12/31/2023 | | Raymond James & Associates | 41,166 | $2,077 | 03/31/2024 | | NEAR | 41,166 | $2,077 | 03/31/2024 | | Syverson Strege & Co | 40,668 | $2,055 | 12/31/2023 | | NEAR | 40,668 | $2,055 | 12/31/2023 | | LVW Advisors LLC | 40,428 | $2,040 | 03/31/2024 | | NEAR | 40,428 | $2,040 | 03/31/2024 | | Sigma Planning Corp | 39,515 | $1,996 | 12/31/2023 | | NEAR | 39,515 | $1,996 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 39,522 | $1,994 | 03/31/2024 | | NEAR | 39,522 | $1,994 | 03/31/2024 | | AlphaCore Capital LLC | 37,925 | $1,916 | 12/31/2023 | | NEAR | 37,925 | $1,916 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 37,259 | $1,882 | 12/31/2023 | | NEAR | 37,259 | $1,882 | 12/31/2023 | | United Capital Financial Advisers LLC | 36,048 | $1,821 | 12/31/2023 | | NEAR | 36,048 | $1,821 | 12/31/2023 | | Guidance Capital Inc. | 36,257 | $1,813 | 03/31/2024 | | NEAR | 36,257 | $1,813 | 03/31/2024 | | EP Wealth Advisors LLC | 35,414 | $1,789 | 12/31/2023 | | NEAR | 35,414 | $1,789 | 12/31/2023 | | Kovack Advisors Inc. | 35,429 | $1,788 | 03/31/2024 | | NEAR | 35,429 | $1,788 | 03/31/2024 | | Patten Group Inc. | 35,272 | $1,780 | 03/31/2024 | | NEAR | 35,272 | $1,780 | 03/31/2024 | | WealthPLAN Partners LLC | 35,120 | $1,774 | 12/31/2023 | | NEAR | 35,120 | $1,774 | 12/31/2023 | | Catalytic Wealth RIA LLC | 34,617 | $1,749 | 12/31/2023 | | NEAR | 34,617 | $1,749 | 12/31/2023 | | Integrated Advisors Network LLC | 34,421 | $1,739 | 12/31/2023 | | NEAR | 34,421 | $1,739 | 12/31/2023 | | Nikulski Financial Inc. | 34,300 | $1,731 | 03/31/2024 | | NEAR | 34,300 | $1,731 | 03/31/2024 | | Proequities Inc. | 31,433 | $1,588 | 12/31/2023 | | NEAR | 31,433 | $1,588 | 12/31/2023 | | Rosenberg Matthew Hamilton | 31,426 | $1,576 | 03/31/2024 | | NEAR | 31,426 | $1,576 | 03/31/2024 | | Cetera Advisors LLC | 30,870 | $1,560 | 12/31/2023 | | NEAR | 30,870 | $1,560 | 12/31/2023 | | Spinnaker Trust | 29,830 | $1,507 | 12/31/2023 | | NEAR | 29,830 | $1,507 | 12/31/2023 | | Baird Financial Group Inc. | 29,666 | $1,499 | 12/31/2023 | | NEAR | 29,666 | $1,499 | 12/31/2023 | | Westside Investment Management Inc. | 28,900 | $1,458 | 03/31/2024 | | NEAR | 28,900 | $1,458 | 03/31/2024 | | WJ Wealth Management LLC | 27,950 | $1,410 | 03/31/2024 | | NEAR | 27,950 | $1,410 | 03/31/2024 | | Kingsview Wealth Management LLC | 27,715 | $1,400 | 12/31/2023 | | NEAR | 27,715 | $1,400 | 12/31/2023 | | Total Clarity Wealth Management Inc. | 27,657 | $1,396 | 03/31/2024 | | NEAR | 27,657 | $1,396 | 03/31/2024 | | Mattern Capital Management LLC | 26,978 | $1,363 | 12/31/2023 | | NEAR | 26,978 | $1,363 | 12/31/2023 | | Parallel Advisors LLC | 26,932 | $1,361 | 12/31/2023 | | NEAR | 26,932 | $1,361 | 12/31/2023 | | Capital Advisors Ltd. LLC | 26,687 | $1,347 | 03/31/2024 | | NEAR | 26,687 | $1,347 | 03/31/2024 | | Cary Street Partners Investment Advisory LLC | 25,891 | $1,308 | 12/31/2023 | | NEAR | 25,891 | $1,308 | 12/31/2023 | | Pensionmark Financial Group LLC | 25,746 | $1,301 | 12/31/2023 | | NEAR | 25,746 | $1,301 | 12/31/2023 | | Osborne Partners Capital Management LLC | 25,650 | $1,296 | 12/31/2023 | | NEAR | 25,650 | $1,296 | 12/31/2023 | | Beacon Financial Group | 25,552 | $1,291 | 12/31/2023 | | NEAR | 25,552 | $1,291 | 12/31/2023 | | Belpointe Asset Management LLC | 24,323 | $1,229 | 12/31/2023 | | NEAR | 24,323 | $1,229 | 12/31/2023 | | Arete Wealth Advisors LLC | 23,527 | $1,189 | 12/31/2023 | | NEAR | 23,527 | $1,189 | 12/31/2023 | | First Citizens Financial Corp | 21,914 | $1,107 | 12/31/2023 | | NEAR | 21,914 | $1,107 | 12/31/2023 | | LVZ Advisors Inc. | 21,442 | $1,082 | 03/31/2024 | | NEAR | 21,442 | $1,082 | 03/31/2024 | | National Bank of Canada FI | 21,413 | $1,080 | 12/31/2023 | | NEAR | 21,413 | $1,080 | 12/31/2023 | | Roble Belko & Company Inc | 21,261 | $1,073 | 03/31/2024 | | NEAR | 21,261 | $1,073 | 03/31/2024 | | Live Oak Private Wealth LLC | 20,906 | $1,055 | 03/31/2024 | | NEAR | 20,906 | $1,055 | 03/31/2024 | | Resources Investment Advisors LLC. | 20,810 | $1,051 | 12/31/2023 | | NEAR | 20,810 | $1,051 | 12/31/2023 | | BNP Paribas Arbitrage SA | 20,636 | $1,043 | 12/31/2023 | | NEAR | 20,636 | $1,043 | 12/31/2023 | | TCI Wealth Advisors Inc. | 20,627 | $1,042 | 12/31/2023 | | NEAR | 20,627 | $1,042 | 12/31/2023 | | Stonebridge Financial Planning Group LLC | 20,515 | $1,036 | 12/31/2023 | | NEAR | 20,515 | $1,036 | 12/31/2023 | | Comerica Bank | 19,828 | $1,002 | 12/31/2023 | | NEAR | 19,828 | $1,002 | 12/31/2023 | | Industrial Alliance Investment Management Inc. | 19,738 | $997 | 12/31/2023 | | NEAR | 19,738 | $997 | 12/31/2023 | | Sugarloaf Wealth Management LLC | 19,486 | $983 | 03/31/2024 | | NEAR | 19,486 | $983 | 03/31/2024 | | American Institute for Advanced Investment Management LLP | 19,440 | $981 | 03/31/2024 | | NEAR | 19,440 | $981 | 03/31/2024 | | Aletheian Wealth Advisors LLC | 19,095 | $964 | 03/31/2024 | | NEAR | 19,095 | $964 | 03/31/2024 | | White Pine Capital LLC | 18,829 | $951 | 12/31/2023 | | NEAR | 18,829 | $951 | 12/31/2023 | | Ancora Advisors LLC | 18,787 | $949 | 12/31/2023 | | NEAR | 18,787 | $949 | 12/31/2023 | | Crabel Capital Management LLC | 18,791 | $949 | 12/31/2023 | | NEAR | 18,791 | $949 | 12/31/2023 | | Legacy Capital Group California Inc. | 18,321 | $926 | 12/31/2023 | | NEAR | 18,321 | $926 | 12/31/2023 | | Green Square Capital Advisors LLC | 17,807 | $900 | 12/31/2023 | | NEAR | 17,807 | $900 | 12/31/2023 | | BCJ Capital Management LLC | 17,724 | $895 | 12/31/2023 | | NEAR | 17,724 | $895 | 12/31/2023 | | Investment Advisory Group LLC | 17,723 | $895 | 12/31/2023 | | NEAR | 17,723 | $895 | 12/31/2023 | | Benchmark Investment Advisors LLC | 17,724 | $895 | 12/31/2023 | | NEAR | 17,724 | $895 | 12/31/2023 | | Elevated Capital Advisors LLC | 17,690 | $893 | 03/31/2024 | | NEAR | 17,690 | $893 | 03/31/2024 | | Thrivent Financial for Lutherans | 17,008 | $859 | 12/31/2023 | | NEAR | 17,008 | $859 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 16,806 | $848 | 03/31/2024 | | NEAR | 16,806 | $848 | 03/31/2024 | | Eagle Bluffs Wealth Management LLC | 16,359 | $825 | 03/31/2024 | | NEAR | 16,359 | $825 | 03/31/2024 | | Cerity Partners LLC | 16,013 | $809 | 12/31/2023 | | NEAR | 16,013 | $809 | 12/31/2023 | | KFA Private Wealth Group LLC | 15,902 | $803 | 12/31/2023 | | NEAR | 15,902 | $803 | 12/31/2023 | | Dakota Wealth Management | 15,764 | $795 | 03/31/2024 | | NEAR | 15,764 | $795 | 03/31/2024 | | Spire Wealth Management | 15,682 | $791 | 03/31/2024 | | NEAR | 15,682 | $791 | 03/31/2024 | | Atria Wealth Solutions Inc. | 15,387 | $777 | 12/31/2023 | | NEAR | 15,387 | $777 | 12/31/2023 | | Syntegra Private Wealth Group LLC | 15,343 | $775 | 12/31/2023 | | NEAR | 15,343 | $775 | 12/31/2023 | | Oxinas Partners Wealth Management LLC | 15,090 | $761 | 03/31/2024 | | NEAR | 15,090 | $761 | 03/31/2024 | | The PNC Financial Services Group Inc. | 14,809 | $748 | 12/31/2023 | | NEAR | 14,809 | $748 | 12/31/2023 | | Centurion Wealth Management LLC | 14,355 | $725 | 12/31/2023 | | NEAR | 14,355 | $725 | 12/31/2023 | | D.A. Davidson & CO. | 14,070 | $711 | 12/31/2023 | | NEAR | 14,070 | $711 | 12/31/2023 | | Beacon Pointe Advisors LLC | 13,930 | $704 | 12/31/2023 | | NEAR | 13,930 | $704 | 12/31/2023 | | Cross Staff Investments Inc | 13,795 | $697 | 12/31/2023 | | NEAR | 13,795 | $697 | 12/31/2023 | | Core Wealth Advisors Inc. | 13,767 | $696 | 12/31/2023 | | NEAR | 13,767 | $696 | 12/31/2023 | | Bank of New York Mellon Corp | 13,314 | $673 | 12/31/2023 | | NEAR | 13,314 | $673 | 12/31/2023 | | Fortis Advisors LLC | 13,186 | $666 | 12/31/2023 | | NEAR | 13,186 | $666 | 12/31/2023 | | Synovus Financial Corp | 12,856 | $650 | 12/31/2023 | | NEAR | 12,856 | $650 | 12/31/2023 | | Valley Financial Group Inc. | 12,773 | $645 | 12/31/2023 | | NEAR | 12,773 | $645 | 12/31/2023 | | Chicago Partners Investment Group LLC | 12,587 | $637 | 12/31/2023 | | NEAR | 12,587 | $637 | 12/31/2023 | | Heritage Wealth Management LLC | 12,154 | $614 | 12/31/2023 | | NEAR | 12,154 | $614 | 12/31/2023 | | Darrow Company Inc. | 12,039 | $608 | 12/31/2023 | | NEAR | 12,039 | $608 | 12/31/2023 | | Laffer Tengler Investments | 11,761 | $594 | 12/31/2023 | | NEAR | 11,761 | $594 | 12/31/2023 | | ONE Advisory Partners LLC | 11,205 | $565 | 03/31/2024 | | NEAR | 11,205 | $565 | 03/31/2024 | | 4J Wealth Management LLC | 11,055 | $558 | 03/31/2024 | | NEAR | 11,055 | $558 | 03/31/2024 | | JFS Wealth Advisors LLC | 11,000 | $556 | 12/31/2023 | | NEAR | 11,000 | $556 | 12/31/2023 | | Courier Capital LLC | 10,854 | $548 | 03/31/2024 | | NEAR | 10,854 | $548 | 03/31/2024 | | Stephens Inc. AR | 10,700 | $541 | 12/31/2023 | | NEAR | 10,700 | $541 | 12/31/2023 | | Tyche Wealth Partners LLC | 10,667 | $538 | 03/31/2024 | | NEAR | 10,667 | $538 | 03/31/2024 | | Citadel Advisors LLC | 10,638 | $537 | 12/31/2023 | | NEAR | 10,638 | $537 | 12/31/2023 | | ETF Store Inc. | 10,381 | $524 | 12/31/2023 | | NEAR | 10,381 | $524 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 10,102 | $510 | 12/31/2023 | | NEAR | 10,102 | $510 | 12/31/2023 | | Concurrent Investment Advisors LLC | 10,074 | $509 | 12/31/2023 | | NEAR | 10,074 | $509 | 12/31/2023 | | Gries Financial LLC | 10,062 | $508 | 12/31/2023 | | NEAR | 10,062 | $508 | 12/31/2023 | | Davidson Capital Management Inc. | 10,026 | $507 | 12/31/2023 | | NEAR | 10,026 | $507 | 12/31/2023 | | Gs Investments Inc. | 9,975 | $504 | 12/31/2023 | | NEAR | 9,975 | $504 | 12/31/2023 | | Townsquare Capital LLC | 9,957 | $503 | 12/31/2023 | | NEAR | 9,957 | $503 | 12/31/2023 | | Keybank National Association OH | 9,935 | $502 | 12/31/2023 | | NEAR | 9,935 | $502 | 12/31/2023 | | CVA Family Office LLC | 9,915 | $500 | 03/31/2024 | | NEAR | 9,915 | $500 | 03/31/2024 | | Phillips Financial Management LLC | 9,879 | $498 | 03/31/2024 | | NEAR | 9,879 | $498 | 03/31/2024 | | Flaharty Asset Management LLC | 9,729 | $492 | 12/31/2023 | | NEAR | 9,729 | $492 | 12/31/2023 | | Axxcess Wealth Management LLC | 9,432 | $477 | 12/31/2023 | | NEAR | 9,432 | $477 | 12/31/2023 | | Providence First Trust Co | 9,078 | $459 | 12/31/2023 | | NEAR | 9,078 | $459 | 12/31/2023 | | SOL Capital Management CO | 9,025 | $455 | 03/31/2024 | | NEAR | 9,025 | $455 | 03/31/2024 | | Next Capital Management LLC | 8,975 | $453 | 12/31/2023 | | NEAR | 8,975 | $453 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 8,942 | $452 | 12/31/2023 | | NEAR | 8,942 | $452 | 12/31/2023 | | NTV Asset Management LLC | 8,870 | $448 | 12/31/2023 | | NEAR | 8,870 | $448 | 12/31/2023 | | Orion Portfolio Solutions LLC | 8,571 | $433 | 12/31/2023 | | NEAR | 8,571 | $433 | 12/31/2023 | | Adviser Investments LLC | 8,539 | $431 | 12/31/2023 | | NEAR | 8,539 | $431 | 12/31/2023 | | Wescott Financial Advisory Group LLC | 8,430 | $426 | 12/31/2023 | | NEAR | 8,430 | $426 | 12/31/2023 | | Litman Gregory Asset Management LLC | 8,295 | $419 | 12/31/2023 | | NEAR | 8,295 | $419 | 12/31/2023 | | Thrive Capital Management LLC | 8,296 | $419 | 12/31/2023 | | NEAR | 8,296 | $419 | 12/31/2023 | | Somerset Group LLC | 8,152 | $412 | 12/31/2023 | | NEAR | 8,152 | $412 | 12/31/2023 | | Meridian Wealth Management LLC | 7,992 | $404 | 12/31/2023 | | NEAR | 7,992 | $404 | 12/31/2023 | | Equitable Holdings Inc. | 7,931 | $401 | 12/31/2023 | | NEAR | 7,931 | $401 | 12/31/2023 | | Kure Advisory LLC | 7,927 | $400 | 12/31/2023 | | NEAR | 7,927 | $400 | 12/31/2023 | | Integrated Investment Consultants LLC | 7,863 | $397 | 03/31/2024 | | NEAR | 7,863 | $397 | 03/31/2024 | | Waycross Investment Management Co | 7,855 | $396 | 03/31/2024 | | NEAR | 7,855 | $396 | 03/31/2024 | | Windsor Capital Management LLC | 7,836 | $395 | 03/31/2024 | | NEAR | 7,836 | $395 | 03/31/2024 | | CFO4Life Group LLC | 7,701 | $389 | 12/31/2023 | | NEAR | 7,701 | $389 | 12/31/2023 | | Sequoia Financial Advisors LLC | 7,639 | $386 | 12/31/2023 | | NEAR | 7,639 | $386 | 12/31/2023 | | Main Management LLC | 7,595 | $384 | 12/31/2023 | | NEAR | 7,595 | $384 | 12/31/2023 | | Capital Advisory Group Advisory Services LLC | 7,583 | $383 | 03/31/2024 | | NEAR | 7,583 | $383 | 03/31/2024 | | Larson Financial Group LLC | 7,551 | $381 | 12/31/2023 | | NEAR | 7,551 | $381 | 12/31/2023 | | Stillwater Capital Advisors LLC | 7,495 | $378 | 03/31/2024 | | NEAR | 7,495 | $378 | 03/31/2024 | | Beirne Wealth Consulting Services LLC | 7,380 | $373 | 12/31/2023 | | NEAR | 7,380 | $373 | 12/31/2023 | | First Wilshire Securities Management Inc. | 6,987 | $353 | 12/31/2023 | | NEAR | 6,987 | $353 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 6,912 | $349 | 12/31/2023 | | NEAR | 6,912 | $349 | 12/31/2023 | | Objective Capital Management LLC | 6,900 | $349 | 12/31/2023 | | NEAR | 6,900 | $349 | 12/31/2023 | | Meridian Management Co. | 6,900 | $348 | 12/31/2023 | | NEAR | 6,900 | $348 | 12/31/2023 | | Geneos Wealth Management Inc. | 6,893 | $348 | 12/31/2023 | | NEAR | 6,893 | $348 | 12/31/2023 | | Charter Oak Capital Management LLC | 6,845 | $345 | 03/31/2024 | | NEAR | 6,845 | $345 | 03/31/2024 | | Patriot Investment Management Inc. | 6,783 | $342 | 03/31/2024 | | NEAR | 6,783 | $342 | 03/31/2024 | | Fortress Wealth Management Inc. | 6,732 | $340 | 03/31/2024 | | NEAR | 6,732 | $340 | 03/31/2024 | | Harbour Investments Inc. | 6,500 | $328 | 12/31/2023 | | NEAR | 6,500 | $328 | 12/31/2023 | | Capital Investment Advisory Services LLC | 6,469 | $327 | 12/31/2023 | | NEAR | 6,469 | $327 | 12/31/2023 | | Spectrum Planning & Advisory Services Inc. | 6,324 | $319 | 12/31/2023 | | NEAR | 6,324 | $319 | 12/31/2023 | | New Capital Management LP | 6,277 | $317 | 03/31/2024 | | NEAR | 6,277 | $317 | 03/31/2024 | | Stratos Wealth Partners LTD. | 6,031 | $304 | 03/31/2024 | | NEAR | 6,031 | $304 | 03/31/2024 | | Farther Finance Advisors LLC | 5,992 | $303 | 12/31/2023 | | NEAR | 5,992 | $303 | 12/31/2023 | | Inscription Capital LLC | 5,800 | $291 | 03/31/2024 | | NEAR | 5,800 | $291 | 03/31/2024 | | Alpha Cubed Investments LLC | 5,635 | $284 | 03/31/2024 | | NEAR | 5,635 | $284 | 03/31/2024 | | Gerber Kawasaki Wealth & Investment Management | 5,608 | $283 | 12/31/2023 | | NEAR | 5,608 | $283 | 12/31/2023 | | Meitav Dash Investments Ltd. | 5,598 | $281 | 12/31/2023 | | NEAR | 5,598 | $281 | 12/31/2023 | | Verus Capital Partners LLC | 5,503 | $278 | 12/31/2023 | | NEAR | 5,503 | $278 | 12/31/2023 | | Global Retirement Partners LLC | 5,269 | $266 | 03/31/2024 | | NEAR | 5,269 | $266 | 03/31/2024 | | Madrona Financial Services LLC | 5,135 | $259 | 03/31/2024 | | NEAR | 5,135 | $259 | 03/31/2024 | | Patton Albertson Miller Group LLC | 5,093 | $257 | 03/31/2024 | | NEAR | 5,093 | $257 | 03/31/2024 | | NBC Securities Inc. | 5,067 | $255 | 03/31/2024 | | NEAR | 5,067 | $255 | 03/31/2024 | | Steele Capital Management Inc. | 5,048 | $255 | 03/31/2024 | | NEAR | 5,048 | $255 | 03/31/2024 | | FMR LLC | 5,036 | $254 | 12/31/2023 | | NEAR | 5,036 | $254 | 12/31/2023 | | Family Asset Management LLC | 5,030 | $254 | 12/31/2023 | | NEAR | 5,030 | $254 | 12/31/2023 | | Sheaff Brock Investment Advisors LLC | 5,000 | $253 | 12/31/2023 | | NEAR | 5,000 | $253 | 12/31/2023 | | Physician Wealth Solutions Inc. | 4,978 | $251 | 03/31/2024 | | NEAR | 4,978 | $251 | 03/31/2024 | | Barclays PLC | 4,970 | $251 | 12/31/2023 | | NEAR | 4,970 | $251 | 12/31/2023 | | DGS Capital Management LLC | 4,883 | $246 | 03/31/2024 | | NEAR | 4,883 | $246 | 03/31/2024 | | Share Andrew L. | 4,860 | $246 | 12/31/2023 | | NEAR | 4,860 | $246 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 4,860 | $245 | 03/31/2024 | | NEAR | 4,860 | $245 | 03/31/2024 | | Vance Wealth Inc. | 4,740 | $239 | 12/31/2023 | | NEAR | 4,740 | $239 | 12/31/2023 | | Apeiron RIA LLC | 4,708 | $238 | 03/31/2024 | | NEAR | 4,708 | $238 | 03/31/2024 | | Moneta Group Investment Advisors LLC | 4,638 | $234 | 12/31/2023 | | NEAR | 4,638 | $234 | 12/31/2023 | | One Capital Management LLC | 4,590 | $232 | 12/31/2023 | | NEAR | 4,590 | $232 | 12/31/2023 | | Formidable Asset Management LLC | 4,476 | $226 | 12/31/2023 | | NEAR | 4,476 | $226 | 12/31/2023 | | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 4,458 | $225 | 03/31/2024 | | NEAR | 4,458 | $225 | 03/31/2024 | | Avantax Advisory Services Inc. | 4,205 | $212 | 12/31/2023 | | NEAR | 4,205 | $212 | 12/31/2023 | | Taddei Ludwig & Associates Inc. | 4,190 | $212 | 12/31/2023 | | NEAR | 4,190 | $212 | 12/31/2023 | | Mayflower Financial Advisors LLC | 4,199 | $212 | 12/31/2023 | | NEAR | 4,199 | $212 | 12/31/2023 | | Principal Securities Inc. | 4,161 | $210 | 12/31/2023 | | NEAR | 4,161 | $210 | 12/31/2023 | | Flagship Harbor Advisors LLC | 4,119 | $208 | 03/31/2024 | | NEAR | 4,119 | $208 | 03/31/2024 | | Strategy Asset Managers LLC | 4,051 | $205 | 12/31/2023 | | NEAR | 4,051 | $205 | 12/31/2023 | | LGT Financial Advisors LLC | 4,032 | $204 | 12/31/2023 | | NEAR | 4,032 | $204 | 12/31/2023 | | Capstone Triton Financial Group LLC | 4,007 | $202 | 03/31/2024 | | NEAR | 4,007 | $202 | 03/31/2024 | | TrueWealth Advisors LLC | 4,000 | $202 | 03/31/2024 | | NEAR | 4,000 | $202 | 03/31/2024 | | C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,958 | $200 | 12/31/2023 | | NEAR | 3,958 | $200 | 12/31/2023 | | Clearstead Advisors LLC | 3,809 | $192 | 12/31/2023 | | NEAR | 3,809 | $192 | 12/31/2023 | | Private Trust Co. NA | 3,612 | $182 | 03/31/2024 | | NEAR | 3,612 | $182 | 03/31/2024 | | Nomura Asset Management Co. Ltd. | 3,415 | $173 | 12/31/2023 | | NEAR | 3,415 | $173 | 12/31/2023 | | Signaturefd LLC | 3,413 | $172 | 12/31/2023 | | NEAR | 3,413 | $172 | 12/31/2023 | | Semmax Financial Advisors Inc. | 3,189 | $160 | 12/31/2023 | | NEAR | 3,189 | $160 | 12/31/2023 | | Tradition Wealth Management LLC | 3,105 | $157 | 12/31/2023 | | NEAR | 3,105 | $157 | 12/31/2023 | | Pflug Koory LLC | 2,936 | $148 | 03/31/2024 | | NEAR | 2,936 | $148 | 03/31/2024 | | Advisory Services Network LLC | 2,609 | $132 | 12/31/2023 | | NEAR | 2,609 | $132 | 12/31/2023 | | Signature Resources Capital Management LLC | 2,287 | $116 | 03/31/2024 | | NEAR | 2,287 | $116 | 03/31/2024 | | Clear Investment Research LLC | 1,952 | $99 | 12/31/2023 | | NEAR | 1,952 | $99 | 12/31/2023 | | Tsfg LLC | 1,774 | $90 | 03/31/2024 | | NEAR | 1,774 | $90 | 03/31/2024 | | AdvisorNet Financial Inc | 1,634 | $82 | 03/31/2024 | | NEAR | 1,634 | $82 | 03/31/2024 | | Indiana Trust & Investment Management CO | 1,584 | $80 | 03/31/2024 | | NEAR | 1,584 | $80 | 03/31/2024 | | Vermillion & White Wealth Management Group LLC | 1,421 | $72 | 12/31/2023 | | NEAR | 1,421 | $72 | 12/31/2023 | | Venturi Wealth Management LLC | 1,327 | $67 | 03/31/2024 | | NEAR | 1,327 | $67 | 03/31/2024 | | Laurel Wealth Advisors LLC | 1,318 | $67 | 12/31/2023 | | NEAR | 1,318 | $67 | 12/31/2023 | | Luken Investment Analytics LLC | 1,105 | $56 | 03/31/2024 | | NEAR | 1,105 | $56 | 03/31/2024 | | Iron Horse Wealth Management LLC | 971 | $49 | 03/31/2024 | | NEAR | 971 | $49 | 03/31/2024 | | Glass Jacobson Investment Advisors llc | 962 | $49 | 12/31/2023 | | NEAR | 962 | $49 | 12/31/2023 | | Able Wealth Management LLC | 977 | $49 | 12/31/2023 | | NEAR | 977 | $49 | 12/31/2023 | | Tucker Asset Management LLC | 945 | $48 | 12/31/2023 | | NEAR | 945 | $48 | 12/31/2023 | | Tidemark LLC | 917 | $46 | 12/31/2023 | | NEAR | 917 | $46 | 12/31/2023 | | Mine & Arao Wealth Creation & Management LLC. | 858 | $43 | 12/31/2023 | | NEAR | 858 | $43 | 12/31/2023 | | Resurgent Financial Advisors LLC | 853 | $43 | 12/31/2023 | | NEAR | 853 | $43 | 12/31/2023 | | Voisard Asset Management Group Inc. | 725 | $37 | 03/31/2024 | | NEAR | 725 | $37 | 03/31/2024 | | First Horizon Advisors Inc. | 709 | $36 | 12/31/2023 | | NEAR | 709 | $36 | 12/31/2023 | | PFG Private Wealth Management LLC | 700 | $35 | 03/31/2024 | | NEAR | 700 | $35 | 03/31/2024 | | IFP Advisors Inc | 625 | $32 | 12/31/2023 | | NEAR | 625 | $32 | 12/31/2023 | | Fifth Third Bancorp | 575 | $29 | 03/31/2024 | | NEAR | 575 | $29 | 03/31/2024 | | US Bancorp DE | 508 | $26 | 12/31/2023 | | NEAR | 508 | $26 | 12/31/2023 | | Founders Financial Alliance LLC | 492 | $25 | 12/31/2023 | | NEAR | 492 | $25 | 12/31/2023 | | Dunhill Financial LLC | 500 | $25 | 12/31/2023 | | NEAR | 500 | $25 | 12/31/2023 | | Hallmark Capital Management Inc. | 359 | $18 | 12/31/2023 | | NEAR | 359 | $18 | 12/31/2023 | | Mather Group LLC. | 335 | $17 | 03/31/2024 | | NEAR | 335 | $17 | 03/31/2024 | | Friedenthal Financial | 335 | $17 | 12/31/2023 | | NEAR | 335 | $17 | 12/31/2023 | | Sound Income Strategies LLC | 319 | $16 | 03/31/2024 | | NEAR | 319 | $16 | 03/31/2024 | | First Manhattan Co. | 229 | $12 | 12/31/2023 | | NEAR | 229 | $12 | 12/31/2023 | | GoalVest Advisory LLC | 218 | $11 | 03/31/2024 | | NEAR | 218 | $11 | 03/31/2024 | | Sanctuary Wealth Management L.L.C. | 215 | $11 | 12/31/2023 | | NEAR | 215 | $11 | 12/31/2023 | | Provence Wealth Management Group | 199 | $10 | 12/31/2023 | | NEAR | 199 | $10 | 12/31/2023 | | Northwest Capital Management Inc | 188 | $9 | 03/31/2024 | | NEAR | 188 | $9 | 03/31/2024 | | City State Bank | 174 | $9 | 03/31/2024 | | NEAR | 174 | $9 | 03/31/2024 | | Focused Wealth Management Inc | 183 | $9 | 12/31/2023 | | NEAR | 183 | $9 | 12/31/2023 | | Vima LLC | 167 | $8 | 12/31/2023 | | NEAR | 167 | $8 | 12/31/2023 | | Penserra Capital Management LLC | 147 | $7 | 12/31/2023 | | NEAR | 147 | $7 | 12/31/2023 | | Rockbridge Investment Management LCC | 133 | $7 | 12/31/2023 | | NEAR | 133 | $7 | 12/31/2023 | | Impact Partnership Wealth LLC | 147 | $7 | 12/31/2023 | | NEAR | 147 | $7 | 12/31/2023 | | JNBA Financial Advisors | 119 | $6 | 12/31/2023 | | NEAR | 119 | $6 | 12/31/2023 | | Anchor Investment Management LLC | 125 | $6 | 12/31/2023 | | NEAR | 125 | $6 | 12/31/2023 | | Turtle Creek Wealth Advisors LLC | 126 | $6 | 12/31/2023 | | NEAR | 126 | $6 | 12/31/2023 | | Woodmont Investment Counsel LLC | 100 | $5 | 03/31/2024 | | NEAR | 100 | $5 | 03/31/2024 | | New England Asset Management Inc. | 100 | $5 | 12/31/2023 | | NEAR | 100 | $5 | 12/31/2023 | | Winch Advisory Services LLC | 70 | $4 | 12/31/2023 | | NEAR | 70 | $4 | 12/31/2023 | | Capital Analysts LLC | 83 | $4 | 12/31/2023 | | NEAR | 83 | $4 | 12/31/2023 | | Coppell Advisory Solutions LLC | 67 | $3 | 12/31/2023 | | NEAR | 67 | $3 | 12/31/2023 | | PSI Advisors LLC | 31 | $2 | 03/31/2024 | | NEAR | 31 | $2 | 03/31/2024 | | Creative Financial Designs Inc. ADV | 22 | $1 | 12/31/2023 | | NEAR | 22 | $1 | 12/31/2023 | | AllSquare Wealth Management LLC | 13 | $1 | 12/31/2023 | | NEAR | 13 | $1 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 24 | $1 | 12/31/2023 | | NEAR | 24 | $1 | 12/31/2023 | | ICA Group Wealth Management LLC | 7 | $0 | 12/31/2023 | | NEAR | 7 | $0 | 12/31/2023 | | ORG Partners LLC | 0 | $0 | 12/31/2023 | | NEAR | 0 | $0 | 12/31/2023 | | Sachetta LLC | 1 | $0 | 12/31/2023 | | NEAR | 1 | $0 | 12/31/2023 |
See Summary: Institutional Holders of NEAR
See Details: Top 10 Hedge Funds Holding NEAR
Also See: NEAR Holdings Changes
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