NEAR

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Institutional ownership· 13F filers holding NEAR · 2026-Q1 methodology → sources →

386 holders

% of shares outstanding held

—

Shares held (13F)

50,730,188

Reporting holders

386

Top holders

largest 100 of 386 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,516,3953.5M	$179M	—	ADD 8%
2	Clearwater Capital Advisors, LLC	3,117,8013.1M	$158M	—	ADD 7%
3	BANK OF AMERICA CORP /DE/	3,059,4163.1M	$156M	—	ADD 4%
4	WELLS FARGO & COMPANY/MN	2,764,1462.8M	$141M	—	ADD 3%
5	LPL Financial LLC	2,745,1462.7M	$140M	—	ADD 3%
6	UBS Group AG	2,509,8342.5M	$128M	—	ADD 56%
7	Bramshill Investments, LLC	2,396,8032.4M	$122M	—	TRIM -2%
8	BlackRock, Inc.	2,259,7122.3M	$115M	—	—
9	Cetera Investment Advisers	1,413,5211.4M	$72M	—	ADD 11%
10	RAYMOND JAMES FINANCIAL INC	1,250,1871.3M	$64M	—	ADD 8%
11	Americana Partners, LLC	1,136,3911.1M	$58M	—	ADD 170%
12	AMERIPRISE FINANCIAL INC	1,095,3561.1M	$56M	—	TRIM -4%
13	Cambridge Investment Research Advisors, Inc.	1,067,0841.1M	$54M	—	ADD 8%
14	FMR LLC	983,350983,350	$50M	—	ADD 22589%
15	ROYAL BANK OF CANADA	723,098723,098	$37M	—	ADD 27%
16	ENVESTNET ASSET MANAGEMENT INC	629,849629,849	$32M	—	ADD 32%
17	OSAIC HOLDINGS, INC.	564,586564,586	$29M	—	ADD 72%
18	STIFEL FINANCIAL CORP	530,427530,427	$27M	—	—
19	UNITED SERVICES AUTOMOBILE ASSOCIATION	490,400490,400	$25M	—	—
20	Alexander Randolph Advisory, Inc.	461,536461,536	$23M	—	ADD 4%
21	PEAPACK GLADSTONE FINANCIAL CORP	417,124417,124	$21M	—	ADD 45%
22	DONALDSON CAPITAL MANAGEMENT, LLC	412,128412,128	$21M	—	TRIM -3%
23	Gotham Asset Management, LLC	397,270397,270	$20M	—	ADD 98%
24	MBM WEALTH CONSULTANTS, LLC	337,510337,510	$17M	—	ADD 15%
25	KWMG, LLC	317,129317,129	$16M	—	ADD 5%
26	AXXCESS WEALTH MANAGEMENT, LLC	307,924307,924	$16M	—	ADD 29%
27	Waverly Advisors, LLC	298,806298,806	$15M	—	ADD 15%
28	COMMONWEALTH EQUITY SERVICES, LLC	291,880291,880	$15M	—	ADD 8%
29	Union Bancaire Privee, UBP SA	286,598286,598	$15M	—	—
30	SECURIAN ASSET MANAGEMENT, INC	283,620283,620	$14M	—	—
31	OPPENHEIMER & CO INC	269,833269,833	$14M	—	ADD 18%
32	Private Advisor Group, LLC	265,877265,877	$14M	—	ADD 6%
33	Kraft, Davis & Associates, LLC	257,870257,870	$13M	—	—
34	WBH ADVISORY INC	250,366250,366	$13M	—	ADD 7%
35	Proficio Capital Partners LLC	248,595248,595	$13M	—	ADD 311%
36	CAPTRUST FINANCIAL ADVISORS	238,140238,140	$12M	—	—
37	Concurrent Investment Advisors, LLC	234,815234,815	$12M	—	ADD 38%
38	Focus Partners Wealth	232,064232,064	$12M	—	—
39	Equitable Holdings, Inc.	229,277229,277	$12M	—	ADD 2196%
40	San Luis Wealth Advisors LLC	218,861218,861	$11M	—	ADD 44%
41	Timmons Wealth Management, LLC	208,079208,079	$11M	—	ADD 21%
42	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	197,057197,057	$10M	—	ADD 17%
43	Syntegra Private Wealth Group, LLC	193,452193,452	$10M	—	TRIM -8%
44	VALLEY NATIONAL ADVISERS INC	188,608188,608	$10M	—	ADD 5%
45	JACOBSON & SCHMITT ADVISORS, LLC	185,629185,629	$9M	—	ADD 5%
46	Kingsview Wealth Management, LLC	184,753184,753	$9M	—	TRIM -16%
47	Kestra Advisory Services, LLC	180,072180,072	$9M	—	ADD 117%
48	Ifrah Financial Services, Inc.	179,122179,122	$9M	—	TRIM -10%
49	HighTower Advisors, LLC	165,585165,585	$8M	—	TRIM -19%
50	Brookwood Investment Group LLC	164,195164,195	$8M	—	ADD 29%
51	Optivise Advisory Services LLC	163,727163,727	$8M	—	ADD 59%
52	MAIMON WEALTH MANAGEMENT LTD.	163,160163,160	$8M	—	ADD 7%
53	PROATHLETE WEALTH MANAGEMENT LLC	159,332159,332	$8M	—	ADD 2%
54	OneDigital Investment Advisors LLC	157,305157,305	$8M	—	ADD 14%
55	Summit Financial, LLC	156,551156,551	$8M	—	TRIM -21%
56	Thrivent Financial for Lutherans	155,128155,128	$8M	—	ADD 12%
57	Rollins Financial Advisors, LLC	154,656154,656	$8M	—	—
58	INTEGRITY ALLIANCE, LLC.	151,455151,455	$8M	—	ADD 4%
59	&PARTNERS	149,650149,650	$8M	—	TRIM -20%
60	OakTrust Wealth Advisors, LLC	147,331147,331	$7M	—	ADD 5%
61	Selby Wealth Management, LLC	143,443143,443	$7M	—	ADD 150%
62	Sand Hill Global Advisors, LLC	141,314141,314	$7M	—	—
63	Bond & Devick Financial Network, Inc.	139,987139,987	$7M	—	ADD 17%
64	CWM, LLC	137,255137,255	$7M	—	TRIM -35%
65	LOWE BROCKENBROUGH & CO INC	129,919129,919	$7M	—	—
66	Apollon Financial, LLC	128,010128,010	$7M	—	TRIM -3%
67	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	127,094127,094	$6M	—	TRIM -20%
68	Mariner, LLC	126,669126,669	$6M	—	TRIM -2%
69	EXENCIAL WEALTH ADVISORS, LLC	126,269126,269	$6M	—	ADD 5%
70	LEVEL FOUR ADVISORY SERVICES, LLC	124,722124,722	$6M	—	—
71	Baird Financial Group, Inc.	122,951122,951	$6M	—	ADD 108%
72	BANK OF MONTREAL /CAN/	121,938121,938	$6M	—	TRIM -13%
73	STALEY CAPITAL ADVISERS INC	119,430119,430	$6M	—	—
74	Alpha Financial Advisors, LLC	115,525115,525	$6M	—	ADD 3%
75	Sanctuary Advisors, LLC	114,616114,616	$6M	—	—
76	FINANCIAL MANAGEMENT NETWORK INC	113,671113,671	$6M	—	TRIM -6%
77	MML INVESTORS SERVICES, LLC	112,923112,923	$6M	—	ADD 21%
78	Montecito Bank & Trust	111,566111,566	$6M	—	TRIM -2%
79	Patriot Financial Group Insurance Agency, LLC	107,942107,942	$5M	—	ADD 281%
80	Gladstone Institutional Advisory LLC	106,149106,149	$5M	—	TRIM -4%
81	Meramec Financial Planners, LLC	99,37699,376	$5M	—	—
82	Van Hulzen Asset Management, LLC	95,97195,971	$5M	—	ADD 3%
83	TRUIST FINANCIAL CORP	93,15493,154	$5M	—	ADD 4%
84	VISTA INVESTMENT PARTNERS II, LLC	91,94091,940	$5M	—	ADD 241%
85	Values First Advisors, Inc.	91,73391,733	$5M	—	ADD 2%
86	Caliber Wealth Management, LLC / KS	91,07391,073	$5M	—	—
87	Kure Advisory, LLC	89,64189,641	$5M	—	ADD 5%
88	WJ Wealth Management, LLC	86,01886,018	$4M	—	ADD 631%
89	BRADY FAMILY WEALTH, LLC	83,48883,488	$4M	—	—
90	Rockefeller Capital Management L.P.	81,34781,347	$4M	—	ADD 8%
91	Sigma Planning Corp	80,05580,055	$4M	—	ADD 11%
92	CARY STREET PARTNERS FINANCIAL LLC	78,91578,915	$4M	—	—
93	AlphaCore Capital LLC	77,77977,779	$4M	—	—
94	Wescott Financial Advisory Group, LLC	73,08373,083	$4M	—	ADD 20%
95	CITIGROUP INC	72,92972,929	$4M	—	ADD 8%
96	One Capital Management, LLC	72,04372,043	$4M	—	TRIM -3%
97	First Citizens Financial Corp	71,84471,844	$4M	—	ADD 83%
98	LVW Advisors, LLC	71,13271,132	$4M	—	ADD 7%
99	KKM Financial LLC	70,64470,644	$4M	—	—
100	IRON Financial LLC	69,55669,556	$4M	—	ADD 47%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

2.9M

2.7M

3.2M

3.4M

3.3M

3.5M

$179M

Clearwater Capital Advisors, LLC

2.6M

2.8M

2.9M

3.1M

$158M

BANK OF AMERICA CORP /DE/

3.3M

3.2M

3.5M

2.9M

3.1M

$156M

WELLS FARGO & COMPANY/MN

1.9M

2.3M

2.6M

2.7M

2.8M

$141M

LPL Financial LLC

2.2M

2.4M

2.6M

2.8M

2.7M

$140M

UBS Group AG

1.1M

1.2M

1.3M

1.6M

2.5M

$128M

Bramshill Investments, LLC

3.2M

3.5M

2.5M

2.4M

$122M

BlackRock, Inc.

951K

845K

1.0M

1.6M

2.3M

$115M

Cetera Investment Advisers

499K

563K

737K

1.1M

1.3M

1.4M

$72M

RAYMOND JAMES FINANCIAL INC

1.3M

977K

1.1M

1.2M

1.3M

$64M

Americana Partners, LLC

—

378K

391K

416K

420K

1.1M

$58M

AMERIPRISE FINANCIAL INC

534K

751K

918K

944K

1.1M

$56M

Cambridge Investment Research Advisors, Inc.

533K

705K

814K

890K

989K

1.1M

$54M

FMR LLC

109

191

983K

$50M

ROYAL BANK OF CANADA

430K

568K

960K

476K

570K

723K

$37M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	386	50,730,188	—	$2.6B
2025-Q4	396	46,549,653	—	$2.4B
2025-Q3	374	44,316,802	—	$2.3B
2025-Q2	375	41,669,936	—	$2.1B
2025-Q1	363	40,283,479	—	$2.0B
2024-Q4	347	38,028,963	—	$1.9B
2024-Q3

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding NEAR · 2026-Q1 methodology → sources →

386 holders

% of shares outstanding held

—

Shares held (13F)

50,730,188

Reporting holders

386

Top holders

largest 100 of 386 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	3,516,3953.5M	$179M	—	ADD 8%
2	Clearwater Capital Advisors, LLC	3,117,8013.1M	$158M	—	ADD 7%
3	BANK OF AMERICA CORP /DE/	3,059,4163.1M	$156M	—	ADD 4%
4	WELLS FARGO & COMPANY/MN	2,764,1462.8M	$141M	—	ADD 3%
5	LPL Financial LLC	2,745,1462.7M	$140M	—	ADD 3%
6	UBS Group AG	2,509,8342.5M	$128M	—	ADD 56%
7	Bramshill Investments, LLC	2,396,8032.4M	$122M	—	TRIM -2%
8	BlackRock, Inc.	2,259,7122.3M	$115M	—	—
9	Cetera Investment Advisers	1,413,5211.4M	$72M	—	ADD 11%
10	RAYMOND JAMES FINANCIAL INC	1,250,1871.3M	$64M	—	ADD 8%
11	Americana Partners, LLC	1,136,3911.1M	$58M	—	ADD 170%
12	AMERIPRISE FINANCIAL INC	1,095,3561.1M	$56M	—	TRIM -4%
13	Cambridge Investment Research Advisors, Inc.	1,067,0841.1M	$54M	—	ADD 8%
14	FMR LLC	983,350983,350	$50M	—	ADD 22589%
15	ROYAL BANK OF CANADA	723,098723,098	$37M	—	ADD 27%
16	ENVESTNET ASSET MANAGEMENT INC	629,849629,849	$32M	—	ADD 32%
17	OSAIC HOLDINGS, INC.	564,586564,586	$29M	—	ADD 72%
18	STIFEL FINANCIAL CORP	530,427530,427	$27M	—	—
19	UNITED SERVICES AUTOMOBILE ASSOCIATION	490,400490,400	$25M	—	—
20	Alexander Randolph Advisory, Inc.	461,536461,536	$23M	—	ADD 4%
21	PEAPACK GLADSTONE FINANCIAL CORP	417,124417,124	$21M	—	ADD 45%
22	DONALDSON CAPITAL MANAGEMENT, LLC	412,128412,128	$21M	—	TRIM -3%
23	Gotham Asset Management, LLC	397,270397,270	$20M	—	ADD 98%
24	MBM WEALTH CONSULTANTS, LLC	337,510337,510	$17M	—	ADD 15%
25	KWMG, LLC	317,129317,129	$16M	—	ADD 5%
26	AXXCESS WEALTH MANAGEMENT, LLC	307,924307,924	$16M	—	ADD 29%
27	Waverly Advisors, LLC	298,806298,806	$15M	—	ADD 15%
28	COMMONWEALTH EQUITY SERVICES, LLC	291,880291,880	$15M	—	ADD 8%
29	Union Bancaire Privee, UBP SA	286,598286,598	$15M	—	—
30	SECURIAN ASSET MANAGEMENT, INC	283,620283,620	$14M	—	—
31	OPPENHEIMER & CO INC	269,833269,833	$14M	—	ADD 18%
32	Private Advisor Group, LLC	265,877265,877	$14M	—	ADD 6%
33	Kraft, Davis & Associates, LLC	257,870257,870	$13M	—	—
34	WBH ADVISORY INC	250,366250,366	$13M	—	ADD 7%
35	Proficio Capital Partners LLC	248,595248,595	$13M	—	ADD 311%
36	CAPTRUST FINANCIAL ADVISORS	238,140238,140	$12M	—	—
37	Concurrent Investment Advisors, LLC	234,815234,815	$12M	—	ADD 38%
38	Focus Partners Wealth	232,064232,064	$12M	—	—
39	Equitable Holdings, Inc.	229,277229,277	$12M	—	ADD 2196%
40	San Luis Wealth Advisors LLC	218,861218,861	$11M	—	ADD 44%
41	Timmons Wealth Management, LLC	208,079208,079	$11M	—	ADD 21%
42	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	197,057197,057	$10M	—	ADD 17%
43	Syntegra Private Wealth Group, LLC	193,452193,452	$10M	—	TRIM -8%
44	VALLEY NATIONAL ADVISERS INC	188,608188,608	$10M	—	ADD 5%
45	JACOBSON & SCHMITT ADVISORS, LLC	185,629185,629	$9M	—	ADD 5%
46	Kingsview Wealth Management, LLC	184,753184,753	$9M	—	TRIM -16%
47	Kestra Advisory Services, LLC	180,072180,072	$9M	—	ADD 117%
48	Ifrah Financial Services, Inc.	179,122179,122	$9M	—	TRIM -10%
49	HighTower Advisors, LLC	165,585165,585	$8M	—	TRIM -19%
50	Brookwood Investment Group LLC	164,195164,195	$8M	—	ADD 29%
51	Optivise Advisory Services LLC	163,727163,727	$8M	—	ADD 59%
52	MAIMON WEALTH MANAGEMENT LTD.	163,160163,160	$8M	—	ADD 7%
53	PROATHLETE WEALTH MANAGEMENT LLC	159,332159,332	$8M	—	ADD 2%
54	OneDigital Investment Advisors LLC	157,305157,305	$8M	—	ADD 14%
55	Summit Financial, LLC	156,551156,551	$8M	—	TRIM -21%
56	Thrivent Financial for Lutherans	155,128155,128	$8M	—	ADD 12%
57	Rollins Financial Advisors, LLC	154,656154,656	$8M	—	—
58	INTEGRITY ALLIANCE, LLC.	151,455151,455	$8M	—	ADD 4%
59	&PARTNERS	149,650149,650	$8M	—	TRIM -20%
60	OakTrust Wealth Advisors, LLC	147,331147,331	$7M	—	ADD 5%
61	Selby Wealth Management, LLC	143,443143,443	$7M	—	ADD 150%
62	Sand Hill Global Advisors, LLC	141,314141,314	$7M	—	—
63	Bond & Devick Financial Network, Inc.	139,987139,987	$7M	—	ADD 17%
64	CWM, LLC	137,255137,255	$7M	—	TRIM -35%
65	LOWE BROCKENBROUGH & CO INC	129,919129,919	$7M	—	—
66	Apollon Financial, LLC	128,010128,010	$7M	—	TRIM -3%
67	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	127,094127,094	$6M	—	TRIM -20%
68	Mariner, LLC	126,669126,669	$6M	—	TRIM -2%
69	EXENCIAL WEALTH ADVISORS, LLC	126,269126,269	$6M	—	ADD 5%
70	LEVEL FOUR ADVISORY SERVICES, LLC	124,722124,722	$6M	—	—
71	Baird Financial Group, Inc.	122,951122,951	$6M	—	ADD 108%
72	BANK OF MONTREAL /CAN/	121,938121,938	$6M	—	TRIM -13%
73	STALEY CAPITAL ADVISERS INC	119,430119,430	$6M	—	—
74	Alpha Financial Advisors, LLC	115,525115,525	$6M	—	ADD 3%
75	Sanctuary Advisors, LLC	114,616114,616	$6M	—	—
76	FINANCIAL MANAGEMENT NETWORK INC	113,671113,671	$6M	—	TRIM -6%
77	MML INVESTORS SERVICES, LLC	112,923112,923	$6M	—	ADD 21%
78	Montecito Bank & Trust	111,566111,566	$6M	—	TRIM -2%
79	Patriot Financial Group Insurance Agency, LLC	107,942107,942	$5M	—	ADD 281%
80	Gladstone Institutional Advisory LLC	106,149106,149	$5M	—	TRIM -4%
81	Meramec Financial Planners, LLC	99,37699,376	$5M	—	—
82	Van Hulzen Asset Management, LLC	95,97195,971	$5M	—	ADD 3%
83	TRUIST FINANCIAL CORP	93,15493,154	$5M	—	ADD 4%
84	VISTA INVESTMENT PARTNERS II, LLC	91,94091,940	$5M	—	ADD 241%
85	Values First Advisors, Inc.	91,73391,733	$5M	—	ADD 2%
86	Caliber Wealth Management, LLC / KS	91,07391,073	$5M	—	—
87	Kure Advisory, LLC	89,64189,641	$5M	—	ADD 5%
88	WJ Wealth Management, LLC	86,01886,018	$4M	—	ADD 631%
89	BRADY FAMILY WEALTH, LLC	83,48883,488	$4M	—	—
90	Rockefeller Capital Management L.P.	81,34781,347	$4M	—	ADD 8%
91	Sigma Planning Corp	80,05580,055	$4M	—	ADD 11%
92	CARY STREET PARTNERS FINANCIAL LLC	78,91578,915	$4M	—	—
93	AlphaCore Capital LLC	77,77977,779	$4M	—	—
94	Wescott Financial Advisory Group, LLC	73,08373,083	$4M	—	ADD 20%
95	CITIGROUP INC	72,92972,929	$4M	—	ADD 8%
96	One Capital Management, LLC	72,04372,043	$4M	—	TRIM -3%
97	First Citizens Financial Corp	71,84471,844	$4M	—	ADD 83%
98	LVW Advisors, LLC	71,13271,132	$4M	—	ADD 7%
99	KKM Financial LLC	70,64470,644	$4M	—	—
100	IRON Financial LLC	69,55669,556	$4M	—	ADD 47%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

2.9M

2.7M

3.2M

3.4M

3.3M

3.5M

$179M

Clearwater Capital Advisors, LLC

2.6M

2.8M

2.9M

3.1M

$158M

BANK OF AMERICA CORP /DE/

3.3M

3.2M

3.5M

2.9M

3.1M

$156M

WELLS FARGO & COMPANY/MN

1.9M

2.3M

2.6M

2.7M

2.8M

$141M

LPL Financial LLC

2.2M

2.4M

2.6M

2.8M

2.7M

$140M

UBS Group AG

1.1M

1.2M

1.3M

1.6M

2.5M

$128M

Bramshill Investments, LLC

3.2M

3.5M

2.5M

2.4M

$122M

BlackRock, Inc.

951K

845K

1.0M

1.6M

2.3M

$115M

Cetera Investment Advisers

499K

563K

737K

1.1M

1.3M

1.4M

$72M

RAYMOND JAMES FINANCIAL INC

1.3M

977K

1.1M

1.2M

1.3M

$64M

Americana Partners, LLC

—

378K

391K

416K

420K

1.1M

$58M

AMERIPRISE FINANCIAL INC

534K

751K

918K

944K

1.1M

$56M

Cambridge Investment Research Advisors, Inc.

533K

705K

814K

890K

989K

1.1M

$54M

FMR LLC

109

191

983K

$50M

ROYAL BANK OF CANADA

430K

568K

960K

476K

570K

723K

$37M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	386	50,730,188	—	$2.6B
2025-Q4	396	46,549,653	—	$2.4B
2025-Q3	374	44,316,802	—	$2.3B
2025-Q2	375	41,669,936	—	$2.1B
2025-Q1	363	40,283,479	—	$2.0B
2024-Q4	347	38,028,963	—	$1.9B
2024-Q3

Short interest has its own tab now — open SI →

NEAR☆

Institutional ownership· 13F filers holding NEAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding NEAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

NEAR