HoldingsChannel.com
Funds Holding NEAR

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 346 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 Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding NEAR), click the fund name in the "Holder" column of the funds-holding-NEAR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley7,564,048$372,605 06/30/2022
     NEAR7,564,048$372,605 06/30/2022
EP Wealth Advisors LLC5,001,834$246,390 06/30/2022
     NEAR5,001,834$246,390 06/30/2022
FMR LLC4,526,125$222,957 06/30/2022
     NEAR4,526,125$222,957 06/30/2022
Bank of America Corp DE3,927,347$193,462 06/30/2022
     NEAR3,927,347$193,462 06/30/2022
UBS Group AG2,567,338$126,467 06/30/2022
     NEAR2,567,338$126,467 06/30/2022
Wells Fargo & Company MN2,073,650$102,148 06/30/2022
     NEAR2,073,650$102,148 06/30/2022
Bramshill Investments LLC2,057,966$101,375 06/30/2022
     NEAR2,057,966$101,375 06/30/2022
Raymond James Financial Services Advisors Inc.1,668,033$82,168 06/30/2022
     NEAR1,668,033$82,168 06/30/2022
BlackRock Inc.1,554,653$76,582 06/30/2022
     NEAR1,554,653$76,582 06/30/2022
Trustcore Financial Services LLC1,433,025$70,591 06/30/2022
     NEAR1,433,025$70,591 06/30/2022
LPL Financial LLC1,339,780$65,998 06/30/2022
     NEAR1,339,780$65,998 06/30/2022
Clearwater Capital Advisors LLC1,204,365$59,327 06/30/2022
     NEAR1,204,365$59,327 06/30/2022
Shufro Rose & Co. LLC975,922$48,074 06/30/2022
     NEAR975,922$48,074 06/30/2022
Jane Street Group LLC876,504$43,177 06/30/2022
     NEAR876,504$43,177 06/30/2022
Donaldson Capital Management LLC855,859$42,160 06/30/2022
     NEAR855,859$42,160 06/30/2022
Advisor Group Holdings Inc.840,811$41,425 06/30/2022
     NEAR840,811$41,425 06/30/2022
Sun Life Financial INC810,259$39,913 06/30/2022
     NEAR810,259$39,913 06/30/2022
Royal Bank of Canada782,028$38,522 06/30/2022
     NEAR782,028$38,522 06/30/2022
TAP Consulting LLC684,002$33,694 06/30/2022
     NEAR684,002$33,694 06/30/2022
Cambridge Investment Research Advisors Inc.664,644$32,740 06/30/2022
     NEAR664,644$32,740 06/30/2022
Brookstone Capital Management661,262$32,527 06/30/2022
     NEAR661,262$32,527 06/30/2022
Envestnet Asset Management Inc.638,746$31,465 06/30/2022
     NEAR638,746$31,465 06/30/2022
Securian Asset Management Inc541,985$26,698 06/30/2022
     NEAR541,985$26,698 06/30/2022
Kore Private Wealth LLC541,251$26,662 06/30/2022
     NEAR541,251$26,662 06/30/2022
Columbia Trust Co 01012016503,540$24,805 06/30/2022
     NEAR503,540$24,805 06/30/2022
InterOcean Capital Group LLC476,875$23,491 06/30/2022
     NEAR476,875$23,491 06/30/2022
Allspring Global Investments Holdings LLC354,009$17,438 06/30/2022
     NEAR354,009$17,438 06/30/2022
Stillwater Capital Advisors LLC342,563$16,875 06/30/2022
     NEAR342,563$16,875 06/30/2022
Montecito Bank & Trust338,640$16,682 06/30/2022
     NEAR338,640$16,682 06/30/2022
Signify Wealth330,295$16,270 06/30/2022
     NEAR330,295$16,270 06/30/2022
MML Investors Services LLC321,007$15,813 06/30/2022
     NEAR321,007$15,813 06/30/2022
Pinnacle Associates Ltd.288,979$14,235 06/30/2022
     NEAR288,979$14,235 06/30/2022
Rosenberg Matthew Hamilton288,802$14,218 06/30/2022
     NEAR288,802$14,218 06/30/2022
Assetmark Inc.282,645$13,923 06/30/2022
     NEAR282,645$13,923 06/30/2022
Relative Value Partners Group LLC271,463$13,368 06/30/2022
     NEAR271,463$13,368 06/30/2022
Stifel Financial Corp271,352$13,367 06/30/2022
     NEAR271,352$13,367 06/30/2022
Bank of Montreal Can262,221$12,962 06/30/2022
     NEAR262,221$12,962 06/30/2022
UBP Investment Advisors SA231,606$11,410 06/30/2022
     NEAR231,606$11,410 06/30/2022
Lowe Brockenbrough & Co. Inc.228,367$11,249 06/30/2022
     NEAR228,367$11,249 06/30/2022
Roble Belko & Company Inc225,942$11,130 06/30/2022
     NEAR225,942$11,130 06/30/2022
Klaas Financial Asset Advisors LLC222,233$10,947 06/30/2022
     NEAR222,233$10,947 06/30/2022
Betterment LLC217,768$10,727 06/30/2022
     NEAR217,768$10,727 06/30/2022
Kwmg LLC207,295$10,211 06/30/2022
     NEAR207,295$10,211 06/30/2022
Aaron Wealth Advisors206,800$10,186 06/30/2022
     NEAR206,800$10,186 06/30/2022
Smithfield Trust Co.187,735$9,249 06/30/2022
     NEAR187,735$9,249 06/30/2022
Financial Life Advisors184,135$9,070 06/30/2022
     NEAR184,135$9,070 06/30/2022
Commonwealth Equity Services LLC178,054$8,770 06/30/2022
     NEAR178,054$8,770 06/30/2022
Vista Private Wealth Partners. LLC177,861$8,755 06/30/2022
     NEAR177,861$8,755 06/30/2022
Ifrah Financial Services Inc.176,417$8,690 06/30/2022
     NEAR176,417$8,690 06/30/2022
Thrivent Financial for Lutherans169,115$8,330 06/30/2022
     NEAR169,115$8,330 06/30/2022
Mercer Global Advisors Inc. ADV168,976$8,324 06/30/2022
     NEAR168,976$8,324 06/30/2022
Windsor Group LTD163,599$8,052 06/30/2022
     NEAR163,599$8,052 06/30/2022
Sand Hill Global Advisors LLC163,263$8,042 06/30/2022
     NEAR163,263$8,042 06/30/2022
Axxcess Wealth Management LLC161,946$7,978 06/30/2022
     NEAR161,946$7,978 06/30/2022
Staley Capital Advisers Inc.159,400$7,852 06/30/2022
     NEAR159,400$7,852 06/30/2022
Naples Global Advisors LLC159,332$7,849 06/30/2022
     NEAR159,332$7,849 06/30/2022
Klingman & Associates LLC157,639$7,765 06/30/2022
     NEAR157,639$7,765 06/30/2022
Clark Financial Advisors148,603$7,366 03/31/2022
     NEAR148,603$7,366 03/31/2022
Cetera Advisor Networks LLC148,452$7,312 06/30/2022
     NEAR148,452$7,312 06/30/2022
Warren Averett Asset Management LLC145,433$7,164 06/30/2022
     NEAR145,433$7,164 06/30/2022
Steward Partners Investment Advisory LLC137,439$6,770 06/30/2022
     NEAR137,439$6,770 06/30/2022
Cetera Investment Advisers136,180$6,708 06/30/2022
     NEAR136,180$6,708 06/30/2022
Van Hulzen Asset Management LLC133,891$6,595 06/30/2022
     NEAR133,891$6,595 06/30/2022
Truist Financial Corp128,497$6,330 06/30/2022
     NEAR128,497$6,330 06/30/2022
Exencial Wealth Advisors LLC126,289$6,221 06/30/2022
     NEAR126,289$6,221 06/30/2022
Private Advisor Group LLC126,070$6,211 06/30/2022
     NEAR126,070$6,211 06/30/2022
Gladstone Institutional Advisory LLC123,233$6,070 06/30/2022
     NEAR123,233$6,070 06/30/2022
Belpointe Asset Management LLC120,584$5,940 06/30/2022
     NEAR120,584$5,940 06/30/2022
San Luis Wealth Advisors LLC112,201$5,527 06/30/2022
     NEAR112,201$5,527 06/30/2022
Spinnaker Trust108,466$5,343 06/30/2022
     NEAR108,466$5,343 06/30/2022
Raymond James & Associates106,444$5,243 06/30/2022
     NEAR106,444$5,243 06/30/2022
Values First Advisors Inc.105,124$5,179 06/30/2022
     NEAR105,124$5,179 06/30/2022
Oppenheimer & Co. Inc.103,329$5,090 06/30/2022
     NEAR103,329$5,090 06/30/2022
GWM Advisors LLC100,606$4,956 06/30/2022
     NEAR100,606$4,956 06/30/2022
Brand Asset Management Group Inc.100,555$4,953 06/30/2022
     NEAR100,555$4,953 06/30/2022
Canal Insurance CO100,000$4,927 06/30/2022
     NEAR100,000$4,927 06/30/2022
CNA Financial Corp100,000$4,926 06/30/2022
     NEAR100,000$4,926 06/30/2022
Astor Investment Management LLC99,581$4,905 06/30/2022
     NEAR99,581$4,905 06/30/2022
Pinnacle Wealth Management Advisory Group LLC99,509$4,902 06/30/2022
     NEAR99,509$4,902 06/30/2022
United Capital Financial Advisers LLC99,425$4,898 06/30/2022
     NEAR99,425$4,898 06/30/2022
Guardian Wealth Advisors LLC88,116$4,341 06/30/2022
     NEAR88,116$4,341 06/30/2022
Clear Creek Financial Management LLC87,893$4,330 06/30/2022
     NEAR87,893$4,330 06/30/2022
White Pine Capital LLC86,930$4,282 06/30/2022
     NEAR86,930$4,282 06/30/2022
AE Wealth Management LLC84,204$4,148 06/30/2022
     NEAR84,204$4,148 06/30/2022
Arkfeld Wealth Strategies L.L.C.83,773$4,121 06/30/2022
     NEAR83,773$4,121 06/30/2022
Beacon Financial Group83,595$4,118 06/30/2022
     NEAR83,595$4,118 06/30/2022
Advisory Services Network LLC79,769$3,929 06/30/2022
     NEAR79,769$3,929 06/30/2022
Syverson Strege & Co79,543$3,918 06/30/2022
     NEAR79,543$3,918 06/30/2022
WBH Advisory Inc.79,194$3,897 06/30/2022
     NEAR79,194$3,897 06/30/2022
HighTower Advisors LLC78,169$3,853 06/30/2022
     NEAR78,169$3,853 06/30/2022
Sage Capital Advisors llc73,660$3,628 06/30/2022
     NEAR73,660$3,628 06/30/2022
Live Oak Private Wealth LLC73,554$3,623 06/30/2022
     NEAR73,554$3,623 06/30/2022
Citadel Advisors LLC73,499$3,621 06/30/2022
     NEAR73,499$3,621 06/30/2022
Pinnacle Private Wealth LLC69,935$3,445 06/30/2022
     NEAR69,935$3,445 06/30/2022
Wealthsource Partners LLC69,800$3,438 06/30/2022
     NEAR69,800$3,438 06/30/2022
Osborne Partners Capital Management LLC64,395$3,172 06/30/2022
     NEAR64,395$3,172 06/30/2022
Northwestern Mutual Wealth Management Co.63,139$3,110 06/30/2022
     NEAR63,139$3,110 06/30/2022
Mariner LLC62,798$3,094 06/30/2022
     NEAR62,798$3,094 06/30/2022
Lumature Wealth Partners LLC62,807$3,094 06/30/2022
     NEAR62,807$3,094 06/30/2022
Advisors Preferred LLC61,370$3,023 06/30/2022
     NEAR61,370$3,023 06/30/2022
Jacobson & Schmitt Advisors LLC60,982$3,004 06/30/2022
     NEAR60,982$3,004 06/30/2022
MY Wealth Management Inc.60,616$2,986 06/30/2022
     NEAR60,616$2,986 06/30/2022
Colony Group LLC60,144$2,963 06/30/2022
     NEAR60,144$2,963 06/30/2022
Royal Harbor Partners LLC59,772$2,944 06/30/2022
     NEAR59,772$2,944 06/30/2022
Strategic Wealth Advisors Group LLC59,605$2,936 06/30/2022
     NEAR59,605$2,936 06/30/2022
Moseley Investment Management Inc.57,855$2,850 06/30/2022
     NEAR57,855$2,850 06/30/2022
JPMorgan Chase & Co.57,368$2,826 06/30/2022
     NEAR57,368$2,826 06/30/2022
Hancock Whitney Corp56,261$2,771 06/30/2022
     NEAR56,261$2,771 06/30/2022
Janney Montgomery Scott LLC54,295$2,673 06/30/2022
     NEAR54,295$2,673 06/30/2022
Washington Trust Bank54,127$2,666 06/30/2022
     NEAR54,127$2,666 06/30/2022
Nations Financial Group Inc. IA ADV53,560$2,638 06/30/2022
     NEAR53,560$2,638 06/30/2022
Covington Capital Management52,989$2,610 06/30/2022
     NEAR52,989$2,610 06/30/2022
Valley National Advisers Inc.52,992$2,607 06/30/2022
     NEAR52,992$2,607 06/30/2022
Kestra Advisory Services LLC52,080$2,565 06/30/2022
     NEAR52,080$2,565 06/30/2022
FinTrust Capital Advisors LLC48,185$2,374 06/30/2022
     NEAR48,185$2,374 06/30/2022
CWM LLC47,793$2,354 06/30/2022
     NEAR47,793$2,354 06/30/2022
Focused Wealth Management Inc47,743$2,352 06/30/2022
     NEAR47,743$2,352 06/30/2022
J.W. Cole Advisors Inc.47,366$2,333 06/30/2022
     NEAR47,366$2,333 06/30/2022
Integrated Advisors Network LLC47,137$2,322 06/30/2022
     NEAR47,137$2,322 06/30/2022
Baird Financial Group Inc.45,702$2,251 06/30/2022
     NEAR45,702$2,251 06/30/2022
WealthPLAN Partners LLC45,389$2,245 03/31/2022
     NEAR45,389$2,245 03/31/2022
WealthPlan Investment Management LLC45,389$2,245 03/31/2022
     NEAR45,389$2,245 03/31/2022
Cary Street Partners Investment Advisory LLC45,391$2,236 06/30/2022
     NEAR45,391$2,236 06/30/2022
Summit Financial Group Inc.44,158$2,175 06/30/2022
     NEAR44,158$2,175 06/30/2022
Citigroup Inc.43,795$2,157 06/30/2022
     NEAR43,795$2,157 06/30/2022
Synovus Financial Corp42,979$2,117 06/30/2022
     NEAR42,979$2,117 06/30/2022
Dakota Wealth Management42,686$2,103 06/30/2022
     NEAR42,686$2,103 06/30/2022
Foster Victor Wealth Advisors LLC42,417$2,088 06/30/2022
     NEAR42,417$2,088 06/30/2022
American Institute for Advanced Investment Management LLP40,540$1,997 06/30/2022
     NEAR40,540$1,997 06/30/2022
Forte Asset Management LLC40,235$1,982 06/30/2022
     NEAR40,235$1,982 06/30/2022
Financial Advocates Investment Management40,044$1,973 06/30/2022
     NEAR40,044$1,973 06/30/2022
Atria Wealth Solutions Inc.39,520$1,947 06/30/2022
     NEAR39,520$1,947 06/30/2022
Aletheian Wealth Advisors LLC35,911$1,769 06/30/2022
     NEAR35,911$1,769 06/30/2022
Sage Advisory Services Ltd.Co.35,782$1,763 06/30/2022
     NEAR35,782$1,763 06/30/2022
TCG Advisory Services LLC35,496$1,749 06/30/2022
     NEAR35,496$1,749 06/30/2022
Buckingham Capital Management Inc.35,129$1,730 06/30/2022
     NEAR35,129$1,730 06/30/2022
Kingsview Wealth Management LLC34,340$1,692 06/30/2022
     NEAR34,340$1,692 06/30/2022
Atria Investments LLC32,953$1,623 06/30/2022
     NEAR32,953$1,623 06/30/2022
Proequities Inc.31,468$1,550 06/30/2022
     NEAR31,468$1,550 06/30/2022
SeaBridge Investment Advisors LLC31,330$1,543 06/30/2022
     NEAR31,330$1,543 06/30/2022
LVW Advisors LLC31,283$1,541 06/30/2022
     NEAR31,283$1,541 06/30/2022
Total Clarity Wealth Management Inc.30,640$1,509 06/30/2022
     NEAR30,640$1,509 06/30/2022
Cetera Advisors LLC30,613$1,508 06/30/2022
     NEAR30,613$1,508 06/30/2022
Nikulski Financial Inc.29,928$1,474 06/30/2022
     NEAR29,928$1,474 06/30/2022
Heritage Wealth Management LLC29,067$1,432 06/30/2022
     NEAR29,067$1,432 06/30/2022
Pensionmark Financial Group LLC28,051$1,383 06/30/2022
     NEAR28,051$1,383 06/30/2022
Strategic Asset Management LLC28,050$1,382 06/30/2022
     NEAR28,050$1,382 06/30/2022
Meridian Wealth Management LLC27,971$1,378 06/30/2022
     NEAR27,971$1,378 06/30/2022
Ancora Advisors LLC26,440$1,302 06/30/2022
     NEAR26,440$1,302 06/30/2022
24,713$1,219 06/30/2022
     NEAR24,713$1,219 06/30/2022
Carlton Hofferkamp & Jenks Wealth Management LLC24,451$1,203 06/30/2022
     NEAR24,451$1,203 06/30/2022
Snowden Capital Advisors LLC24,095$1,186 06/30/2022
     NEAR24,095$1,186 06/30/2022
Patten Group Inc.23,783$1,170 06/30/2022
     NEAR23,783$1,170 06/30/2022
Darrow Company Inc.23,710$1,167 06/30/2022
     NEAR23,710$1,167 06/30/2022
National Bank of Canada FI23,352$1,150 06/30/2022
     NEAR23,352$1,150 06/30/2022
Capital Advisors Ltd. LLC23,262$1,146 06/30/2022
     NEAR23,262$1,146 06/30/2022
Karn Couzens & Associates Inc.23,099$1,145 03/31/2022
     NEAR23,099$1,145 03/31/2022
Sovereign Financial Group Inc.23,138$1,140 06/30/2022
     NEAR23,138$1,140 06/30/2022
Geneos Wealth Management Inc.23,107$1,137 06/30/2022
     NEAR23,107$1,137 06/30/2022
ESG Planning22,959$1,131 06/30/2022
     NEAR22,959$1,131 06/30/2022
NTV Asset Management LLC22,795$1,123 06/30/2022
     NEAR22,795$1,123 06/30/2022
Two Sigma Securities LLC22,800$1,123 06/30/2022
     NEAR22,800$1,123 06/30/2022
Gerber Kawasaki Wealth & Investment Management22,269$1,096 06/30/2022
     NEAR22,269$1,096 06/30/2022
Thrive Capital Management LLC21,544$1,061 06/30/2022
     NEAR21,544$1,061 06/30/2022
Fortress Wealth Management Inc.21,542$1,061 06/30/2022
     NEAR21,542$1,061 06/30/2022
LaFleur & Godfrey LLC21,070$1,038 06/30/2022
     NEAR21,070$1,038 06/30/2022
Sigma Planning Corp20,655$1,018 06/30/2022
     NEAR20,655$1,018 06/30/2022
Resources Investment Advisors LLC.20,391$1,004 06/30/2022
     NEAR20,391$1,004 06/30/2022
JT Stratford LLC20,350$1,002 06/30/2022
     NEAR20,350$1,002 06/30/2022
Oxinas Partners Wealth Management LLC19,955$983 06/30/2022
     NEAR19,955$983 06/30/2022
Spire Wealth Management19,647$968 06/30/2022
     NEAR19,647$968 06/30/2022
Windsor Capital Management LLC18,598$916 06/30/2022
     NEAR18,598$916 06/30/2022
Intrua Financial LLC18,505$912 06/30/2022
     NEAR18,505$912 06/30/2022
Castle Rock Wealth Management LLC18,427$906 06/30/2022
     NEAR18,427$906 06/30/2022
YorkBridge Wealth Partners LLC18,213$897 06/30/2022
     NEAR18,213$897 06/30/2022
HB Wealth Management LLC18,082$891 06/30/2022
     NEAR18,082$891 06/30/2022
Wealthcare Advisory Partners LLC17,865$880 06/30/2022
     NEAR17,865$880 06/30/2022
NEIRG Wealth Management LLC17,832$878 06/30/2022
     NEAR17,832$878 06/30/2022
Kovack Advisors Inc.17,280$851 06/30/2022
     NEAR17,280$851 06/30/2022
Investment Advisory Group LLC17,122$846 06/30/2022
     NEAR17,122$846 06/30/2022
CX Institutional16,537$814 06/30/2022
     NEAR16,537$814 06/30/2022
Laffer Tengler Investments16,449$810 06/30/2022
     NEAR16,449$810 06/30/2022
Main Street Financial Solutions LLC15,939$785 06/30/2022
     NEAR15,939$785 06/30/2022
Charter Oak Capital Management LLC15,897$783 06/30/2022
     NEAR15,897$783 06/30/2022
LVZ Advisors Inc.15,465$762 06/30/2022
     NEAR15,465$762 06/30/2022
Koshinski Asset Management Inc.15,065$742 06/30/2022
     NEAR15,065$742 06/30/2022
Gs Investments Inc.14,975$737 06/30/2022
     NEAR14,975$737 06/30/2022
Captrust Financial Advisors14,600$719 06/30/2022
     NEAR14,600$719 06/30/2022
Courier Capital LLC13,854$682 06/30/2022
     NEAR13,854$682 06/30/2022
Patriot Investment Management Inc.13,657$672 06/30/2022
     NEAR13,657$672 06/30/2022
Independent Family Office LLC13,294$655 06/30/2022
     NEAR13,294$655 06/30/2022
Navis Wealth Advisors LLC12,874$634 06/30/2022
     NEAR12,874$634 06/30/2022
Rockefeller Capital Management L.P.12,670$624 06/30/2022
     NEAR12,670$624 06/30/2022
Capital Investment Advisory Services LLC12,399$611 06/30/2022
     NEAR12,399$611 06/30/2022
4J Wealth Management LLC12,342$608 06/30/2022
     NEAR12,342$608 06/30/2022
Monticello Wealth Management LLC12,322$607 06/30/2022
     NEAR12,322$607 06/30/2022
Chicago Partners Investment Group LLC12,247$604 06/30/2022
     NEAR12,247$604 06/30/2022
SOL Capital Management CO12,115$597 06/30/2022
     NEAR12,115$597 06/30/2022
Industrial Alliance Investment Management Inc.12,024$592 06/30/2022
     NEAR12,024$592 06/30/2022
Capital Advisors Wealth Management LLC11,982$590 06/30/2022
     NEAR11,982$590 06/30/2022
First Wilshire Securities Management Inc.11,887$586 06/30/2022
     NEAR11,887$586 06/30/2022
First Trust Advisors LP11,710$577 06/30/2022
     NEAR11,710$577 06/30/2022
Orion Portfolio Solutions LLC11,716$577 06/30/2022
     NEAR11,716$577 06/30/2022
Stratos Wealth Partners LTD.11,590$571 06/30/2022
     NEAR11,590$571 06/30/2022
JFS Wealth Advisors LLC11,000$542 06/30/2022
     NEAR11,000$542 06/30/2022
Sequoia Financial Advisors LLC11,008$542 06/30/2022
     NEAR11,008$542 06/30/2022
DT Investment Partners LLC10,803$532 06/30/2022
     NEAR10,803$532 06/30/2022
Providence First Trust Co10,612$523 06/30/2022
     NEAR10,612$523 06/30/2022
Prospera Financial Services Inc10,527$519 06/30/2022
     NEAR10,527$519 06/30/2022
Livingston Group Asset Management CO operating as Southport Capital Management 10,470$519 03/31/2022
     NEAR10,470$519 03/31/2022
Keybank National Association OH10,435$514 06/30/2022
     NEAR10,435$514 06/30/2022
Eagle Bluffs Wealth Management LLC10,440$514 06/30/2022
     NEAR10,440$514 06/30/2022
Marco Investment Management LLC10,383$511 06/30/2022
     NEAR10,383$511 06/30/2022
Redwood Financial Network Corp10,214$503 06/30/2022
     NEAR10,214$503 06/30/2022
Bank of New York Mellon Corp9,932$489 06/30/2022
     NEAR9,932$489 06/30/2022
Townsquare Capital LLC9,849$485 06/30/2022
     NEAR9,849$485 06/30/2022
Sugarloaf Wealth Management LLC9,655$476 06/30/2022
     NEAR9,655$476 06/30/2022
JNB Advisors LLC9,598$473 06/30/2022
     NEAR9,598$473 06/30/2022
The PNC Financial Services Group Inc.9,515$468 06/30/2022
     NEAR9,515$468 06/30/2022
Tranquility Partners LLC9,406$463 06/30/2022
     NEAR9,406$463 06/30/2022
Global Retirement Partners LLC9,258$456 06/30/2022
     NEAR9,258$456 06/30/2022
Howard Wealth Management LLC9,000$443 06/30/2022
     NEAR9,000$443 06/30/2022
Meridian Management Co.8,960$441 06/30/2022
     NEAR8,960$441 06/30/2022
ETF Store Inc.8,785$432 06/30/2022
     NEAR8,785$432 06/30/2022
Journey Strategic Wealth LLC8,400$414 06/30/2022
     NEAR8,400$414 06/30/2022
Vicus Capital8,360$412 06/30/2022
     NEAR8,360$412 06/30/2022
W.G. Shaheen & Associates DBA Whitney & Co8,203$404 06/30/2022
     NEAR8,203$404 06/30/2022
Wetherby Asset Management Inc.8,067$397 06/30/2022
     NEAR8,067$397 06/30/2022
NCM Capital Management LLC7,991$394 06/30/2022
     NEAR7,991$394 06/30/2022
BCJ Capital Management LLC7,740$381 06/30/2022
     NEAR7,740$381 06/30/2022
Vance Wealth Inc.7,735$381 06/30/2022
     NEAR7,735$381 06/30/2022
Somerset Group LLC7,640$376 06/30/2022
     NEAR7,640$376 06/30/2022
Main Management LLC7,595$374 06/30/2022
     NEAR7,595$374 06/30/2022
SILVER OAK SECURITIES Inc7,507$370 06/30/2022
     NEAR7,507$370 06/30/2022
U.S. Capital Wealth Advisors LLC7,420$366 06/30/2022
     NEAR7,420$366 06/30/2022
Flagship Harbor Advisors LLC7,232$356 06/30/2022
     NEAR7,232$356 06/30/2022
Madrona Financial Services LLC7,135$351 06/30/2022
     NEAR7,135$351 06/30/2022
Next Capital Management LLC6,958$342 06/30/2022
     NEAR6,958$342 06/30/2022
Golden State Equity Partners6,890$342 03/31/2022
     NEAR6,890$342 03/31/2022
Bellwether Advisors LLC6,842$337 06/30/2022
     NEAR6,842$337 06/30/2022
Bernardo Wealth Planning LLC6,806$335 06/30/2022
     NEAR6,806$335 06/30/2022
Firestone Capital Management6,775$334 06/30/2022
     NEAR6,775$334 06/30/2022
Coldstream Capital Management Inc.6,760$333 06/30/2022
     NEAR6,760$333 06/30/2022
Keystone Wealth Services LLC6,722$331 06/30/2022
     NEAR6,722$331 06/30/2022
Fortis Advisors LLC6,560$323 06/30/2022
     NEAR6,560$323 06/30/2022
Change Path LLC6,389$315 06/30/2022
     NEAR6,389$315 06/30/2022
Beirne Wealth Consulting Services LLC6,241$307 06/30/2022
     NEAR6,241$307 06/30/2022
Clearview Wealth Advisors LLC6,215$306 06/30/2022
     NEAR6,215$306 06/30/2022
Ledge Wealth Management Inc.6,152$303 06/30/2022
     NEAR6,152$303 06/30/2022
KerberRose Wealth Management LLC6,117$301 06/30/2022
     NEAR6,117$301 06/30/2022
FLC Capital Advisors6,063$299 06/30/2022
     NEAR6,063$299 06/30/2022
Eudaimonia Partners LLC6,069$299 06/30/2022
     NEAR6,069$299 06/30/2022
Capstone Triton Financial Group LLC6,049$298 06/30/2022
     NEAR6,049$298 06/30/2022
Midwest Wealth Management Inc.6,000$297 03/31/2022
     NEAR6,000$297 03/31/2022
ACG Wealth6,000$296 06/30/2022
     NEAR6,000$296 06/30/2022
V Wealth Advisors LLC5,992$295 06/30/2022
     NEAR5,992$295 06/30/2022
Tradition Wealth Management LLC5,920$292 06/30/2022
     NEAR5,920$292 06/30/2022
Cary Street Partners Asset Management LLC5,932$292 06/30/2022
     NEAR5,932$292 06/30/2022
Cross Staff Investments Inc5,617$288 06/30/2022
     NEAR5,617$288 06/30/2022
Western Wealth Management LLC5,808$287 06/30/2022
     NEAR5,808$287 06/30/2022
Inscription Capital LLC5,800$286 06/30/2022
     NEAR5,800$286 06/30/2022
Foster & Motley Inc.5,778$285 06/30/2022
     NEAR5,778$285 06/30/2022
Alpha Cubed Investments LLC5,788$285 06/30/2022
     NEAR5,788$285 06/30/2022
Wedbush Securities Inc.5,501$271 06/30/2022
     NEAR5,501$271 06/30/2022
FDx Advisors Inc.5,398$266 06/30/2022
     NEAR5,398$266 06/30/2022
Patton Albertson Miller Group LLC5,368$264 06/30/2022
     NEAR5,368$264 06/30/2022
Watchman Group Inc.5,307$261 06/30/2022
     NEAR5,307$261 06/30/2022
Wealth Alliance5,172$255 06/30/2022
     NEAR5,172$255 06/30/2022
Ropes Wealth Advisors LLC5,125$252 06/30/2022
     NEAR5,125$252 06/30/2022
Sheaff Brock Investment Advisors LLC5,000$246 06/30/2022
     NEAR5,000$246 06/30/2022
Cadence Bank NA4,960$244 06/30/2022
     NEAR4,960$244 06/30/2022
DAVENPORT & Co LLC4,823$238 06/30/2022
     NEAR4,823$238 06/30/2022
International Assets Investment Management LLC4,824$238 06/30/2022
     NEAR4,824$238 06/30/2022
Flaharty Asset Management LLC4,810$237 06/30/2022
     NEAR4,810$237 06/30/2022
Aspen Investment Management Inc4,800$236 06/30/2022
     NEAR4,800$236 06/30/2022
CFS Investment Advisory Services LLC4,758$234 06/30/2022
     NEAR4,758$234 06/30/2022
Formidable Asset Management LLC4,680$230 06/30/2022
     NEAR4,680$230 06/30/2022
Independent Wealth Network Inc.4,659$230 06/30/2022
     NEAR4,659$230 06/30/2022
Share Andrew L.4,575$225 06/30/2022
     NEAR4,575$225 06/30/2022
Steel Peak Wealth Management LLC4,569$225 06/30/2022
     NEAR4,569$225 06/30/2022
Comerica Bank4,543$223 06/30/2022
     NEAR4,543$223 06/30/2022
Rollins Financial4,515$222 06/30/2022
     NEAR4,515$222 06/30/2022
TriaGen Wealth Management LLC4,470$220 06/30/2022
     NEAR4,470$220 06/30/2022
Spectrum Planning & Advisory Services Inc.4,405$217 06/30/2022
     NEAR4,405$217 06/30/2022
Tcwp LLC4,394$216 06/30/2022
     NEAR4,394$216 06/30/2022
Atlantic Union Bankshares Corp4,320$213 06/30/2022
     NEAR4,320$213 06/30/2022
Tempus Wealth Planning LLC4,303$212 06/30/2022
     NEAR4,303$212 06/30/2022
Lido Advisors LLC4,280$210 06/30/2022
     NEAR4,280$210 06/30/2022
Great Valley Advisor Group Inc.4,224$208 06/30/2022
     NEAR4,224$208 06/30/2022
Mayflower Financial Advisors LLC4,199$207 06/30/2022
     NEAR4,199$207 06/30/2022
Winch Advisory Services LLC3,750$185 06/30/2022
     NEAR3,750$185 06/30/2022
IFP Advisors Inc3,333$166 06/30/2022
     NEAR3,333$166 06/30/2022
Harbour Investments Inc.2,936$145 06/30/2022
     NEAR2,936$145 06/30/2022
Pflug Koory LLC2,950$145 06/30/2022
     NEAR2,950$145 06/30/2022
Patriot Financial Group Insurance Agency LLC2,593$128 06/30/2022
     NEAR2,593$128 06/30/2022
Parallel Advisors LLC1,921$95 06/30/2022
     NEAR1,921$95 06/30/2022
Iron Horse Wealth Management LLC1,746$86 06/30/2022
     NEAR1,746$86 06/30/2022
Sandy Spring Bank1,397$69 06/30/2022
     NEAR1,397$69 06/30/2022
US Bancorp DE1,288$63 06/30/2022
     NEAR1,288$63 06/30/2022
GHP Investment Advisors Inc.1,276$63 06/30/2022
     NEAR1,276$63 06/30/2022
Clear Investment Research LLC1,214$60 06/30/2022
     NEAR1,214$60 06/30/2022
Fifth Third Bancorp1,150$57 06/30/2022
     NEAR1,150$57 06/30/2022
AdvisorNet Financial Inc1,165$57 06/30/2022
     NEAR1,165$57 06/30/2022
Benjamin F. Edwards & Company Inc.1,161$57 06/30/2022
     NEAR1,161$57 06/30/2022
Private Trust Co. NA1,101$54 06/30/2022
     NEAR1,101$54 06/30/2022
Zullo Investment Group Inc.1,046$52 06/30/2022
     NEAR1,046$52 06/30/2022
RWM Asset Management LLC1,036$51 06/30/2022
     NEAR1,036$51 06/30/2022
Strengthening Families & Communities LLC1,000$50 06/30/2022
     NEAR1,000$50 06/30/2022
Semmax Financial Advisors Inc.835$41 06/30/2022
     NEAR835$41 06/30/2022
Capital Analysts LLC803$40 06/30/2022
     NEAR803$40 06/30/2022
Aptus Capital Advisors LLC779$38 06/30/2022
     NEAR779$38 06/30/2022
Founders Financial Alliance LLC719$35 06/30/2022
     NEAR719$35 06/30/2022
PFG Private Wealth Management LLC700$34 06/30/2022
     NEAR700$34 06/30/2022
Professional Financial Advisors LLC647$32 06/30/2022
     NEAR647$32 06/30/2022
Dougherty Wealth Advisers LLC625$31 06/30/2022
     NEAR625$31 06/30/2022
Signaturefd LLC587$29 06/30/2022
     NEAR587$29 06/30/2022
CoreCap Advisors LLC549$27 06/30/2022
     NEAR549$27 06/30/2022
SeaCrest Wealth Management LLC500$25 06/30/2022
     NEAR500$25 06/30/2022
Howe & Rusling Inc.485$24 06/30/2022
     NEAR485$24 06/30/2022
Blair William & Co. IL443$22 06/30/2022
     NEAR443$22 06/30/2022
Ahrens Investment Partners LLC400$20 06/30/2022
     NEAR400$20 06/30/2022
Surevest LLC387$19 06/30/2022
     NEAR387$19 06/30/2022
Graves Light Private Wealth Management Inc.384$19 06/30/2022
     NEAR384$19 06/30/2022
First Manhattan Co.350$17 06/30/2022
     NEAR350$17 06/30/2022
Atticus Wealth Management LLC339$17 06/30/2022
     NEAR339$17 06/30/2022
Permit Capital Advisors LLC313$15 03/31/2022
     NEAR313$15 03/31/2022
Retirement Group LLC258$13 06/30/2022
     NEAR258$13 06/30/2022
Tsfg LLC274$13 06/30/2022
     NEAR274$13 06/30/2022
GPS Wealth Strategies Group LLC162$8 06/30/2022
     NEAR162$8 06/30/2022
City State Bank174$8 06/30/2022
     NEAR174$8 06/30/2022
Stonebridge Capital Advisors LLC120$6 06/30/2022
     NEAR120$6 06/30/2022
Huntington National Bank100$5 06/30/2022
     NEAR100$5 06/30/2022
Beacon Capital Management LLC110$5 06/30/2022
     NEAR110$5 06/30/2022
JNBA Financial Advisors83$4 06/30/2022
     NEAR83$4 06/30/2022
Investors Research Corp88$4 06/30/2022
     NEAR88$4 06/30/2022
Ronald Blue Trust Inc.85$4 06/30/2022
     NEAR85$4 06/30/2022
Gradient Investments LLC65$3 06/30/2022
     NEAR65$3 06/30/2022
Pinnacle Bank69$3 06/30/2022
     NEAR69$3 06/30/2022
Ten Capital Wealth Advisors LLC69$3 06/30/2022
     NEAR69$3 06/30/2022
Nelson Van Denburg & Campbell Wealth Management Group LLC52$2 06/30/2022
     NEAR52$2 06/30/2022
Private Ocean LLC41$2 06/30/2022
     NEAR41$2 06/30/2022
Hexagon Capital Partners LLC35$2 06/30/2022
     NEAR35$2 06/30/2022
Newbridge Financial Services Group Inc.41$2 06/30/2022
     NEAR41$2 06/30/2022
Creative Financial Designs Inc. ADV22$1 06/30/2022
     NEAR22$1 06/30/2022
AllSquare Wealth Management LLC13$1 06/30/2022
     NEAR13$1 06/30/2022
Deseret Mutual Benefit Administrators1$0 06/30/2022
     NEAR1$0 06/30/2022
Urban Wealth Management LLC3$0 06/30/2022
     NEAR3$0 06/30/2022

See Summary: Institutional Holders of NEAR
See Details: Top 10 Hedge Funds Holding NEAR
Also See: NEAR Holdings Changes

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