This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NEAR/capital-change-brief"
Use Arkolith's capital_change_brief for NEAR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $178.8M | 3.5M | ▲+7.6% Added · +248K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $155.5M | 3.1M | ▲+4.0% Added · +117K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $140.5M | 2.8M | ▲+2.6% Added · +70K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $139.5M | 2.7M | ▲+3.4% Added · +89K sh | Q1 2026 | |
| 5 | UBS Group AG | $127.6M | 2.5M | ▲+56% Added · +897K sh | Q1 2026 | |
| 6 | Bramshill Investments, LLC | $121.8M | 2.4M | ▼−2.1% Reduced · −52K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $114.9M | 2.3M | ▼−0.6% Reduced · −13K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $71.9M | 1.4M | ▲+11% Added · +142K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $63.6M | 1.3M | ▲+7.7% Added · +90K sh | Q1 2026 | |
| 10 | Americana Partners, LLC | $57.8M | 1.1M | ▲+170% Added · +716K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $55.7M | 1.1M | ▼−4.0% Reduced · −46K sh | Q1 2026 | |
| 12 | FMR LLC | $50.0M | 983K | ▲227× Added · +979K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $46.5M | 914K | ▲+95% Added · +445K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $36.8M | 723K | ▲+27% Added · +153K sh | Q1 2026 | |
| 15 | Syntegra Private Wealth Group, LLC | $32.7M | 645K | ▲+233% Added · +451K sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $32.0M | 630K | ▲+32% Added · +151K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $28.7M | 565K | ▲+72% Added · +236K sh | Q1 2026 | |
| 18 | STIFEL FINANCIAL CORP | $27.0M | 530K | ▲+1.8% Added · +10K sh | Q1 2026 | |
| 19 | Integrated Investment Consultants, LLC | $22.6M | 444K | ▲+9.8% Added · +40K sh | Q1 2026 | |
| 20 | DONALDSON CAPITAL MANAGEMENT, LLC | $21.0M | 412K | ▼−3.3% Reduced · −14K sh | Q1 2026 | |
| 21 | Gotham Asset Management, LLC | $20.2M | 397K | ▲+98% Added · +197K sh | Q1 2026 | |
| 22 | KWMG, LLC | $17.0M | 335K | ▲+5.6% Added · +18K sh | Q2 2026 | |
| 23 | AXXCESS WEALTH MANAGEMENT, LLC | $15.7M | 308K | ▲+29% Added · +69K sh | Q1 2026 | |
| 24 | Waverly Advisors, LLC | $15.2M | 299K | ▲+15% Added · +39K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $14.8M | 292K | ▲+7.7% Added · +21K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Class | 13F holders | Value held |
|---|---|---|
| NEARthis pagemc | 224 funds | $2.1B |
| MEARmc | 131 funds | $878.4M |
| COMTINDX FD | 106 funds | $365.5M |
| IETCmc | 80 funds | $279.5M |
| LQDHINT RT HDG C B | 70 funds | $253.2M |
| HYGHmc | 62 funds | $134.0M |
| CMDYmc | 49 funds | $257.1M |
| IGBHINT RT HD LONG | 36 funds | $74.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| BROADCOM INCAVGO | 113 funds | $9.5B |
| NVIDIA CORPNVDA | 112 funds | $23.6B |
| MICROSOFT CORPMSFT | 112 funds | $22.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 112 funds | $19.5B |
| JPMORGAN CHASE & COJPM | 112 funds | $9.7B |
| ALPHABET INC-CL CGOOG | 112 funds | $9.5B |
| JOHNSON & JOHNSONJNJ | 112 funds | $5.8B |
| WALMART INCWMT | 112 funds | $5.6B |
| EXXON MOBIL CORPXOM | 112 funds | $5.6B |
| ELI LILLY & COLLY | 112 funds | $5.5B |
| VISA INC-CLASS A SHARESV | 112 funds | $5.4B |
| COSTCO WHOLESALE CORPCOST | 112 funds | $4.8B |
Ranked by how many of NEAR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for NEAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.