NEAR

Ishares SH Dba ETF Usd IncETF
UnclassifiedUSCUSIP 46431W507◍ Confluence graph
Tracked 13F Holders
376
-56 QoQ
13F Value (tracked)
$2.6B
13F Moves · latest Q
36 added
8 trimmed
Recent Filings
0

Who owns NEAR?

376 tracked 13F filers

376 tracked 13F filers disclose a position in NEAR as of the latest SEC 13F filings, a combined $2.6B in reported value. 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.

1 source-reported value row is withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$178.8M
3.5M
+7.6%
Added · +248K sh
Q1 2026
2Clearwater Capital Advisors, LLC
$164.6M
3.2M
+4.2%
Added · +132K sh
Q2 2026
3BANK OF AMERICA CORP /DE/
$155.5M
3.1M
+4.0%
Added · +117K sh
Q1 2026
4WELLS FARGO & COMPANY/MN
$140.5M
2.8M
+2.6%
Added · +70K sh
Q1 2026
5LPL Financial LLC
$139.5M
2.7M
+3.4%
Added · +89K sh
Q1 2026
6Bramshill Investments, LLC
$132.0M
2.6M
+8.7%
Added · +209K sh
Q2 2026
7UBS Group AG
$127.6M
2.5M
+56%
Added · +897K sh
Q1 2026
8BlackRock, Inc.
$114.9M
2.3M
−0.6%
Reduced · −13K sh
Q1 2026
9Cetera Investment Advisers
$71.9M
1.4M
+11%
Added · +142K sh
Q1 2026
10RAYMOND JAMES FINANCIAL INC
$63.6M
1.3M
+7.7%
Added · +90K sh
Q1 2026
11Americana Partners, LLC
$59.9M
1.2M
+4.0%
Added · +46K sh
Q2 2026
12AMERIPRISE FINANCIAL INC
$55.7M
1.1M
−4.0%
Reduced · −46K sh
Q1 2026
13FMR LLC
$50.0M
983K
227×
Added · +979K sh
Q1 2026
14ROYAL BANK OF CANADA
$36.8M
723K
+27%
Added · +153K sh
Q1 2026
15Syntegra Private Wealth Group, LLC
$32.7M
645K
+233%
Added · +451K sh
Q2 2026
16ENVESTNET ASSET MANAGEMENT INC
$32.0M
630K
+32%
Added · +151K sh
Q1 2026
17NewEdge Advisors, LLC
$30.3M
599K
−34%
Reduced · −315K sh
Q2 2026
18Weil Company, Inc.
$29.6M
584K
New
+584K sh
Q2 2026
19OSAIC HOLDINGS, INC.
$28.7M
565K
+72%
Added · +236K sh
Q1 2026
20STIFEL FINANCIAL CORP
$27.0M
530K
+1.8%
Added · +10K sh
Q1 2026
21UNITED SERVICES AUTOMOBILE ASSOCIATION
$24.8M
490K
Held
Q2 2026
22Alexander Randolph Advisory, Inc.
$24.2M
478K
+3.7%
Added · +17K sh
Q2 2026
23Integrated Investment Consultants, LLC
$21.7M
439K
−1.2%
Reduced · −5K sh
Q2 2026
24DONALDSON CAPITAL MANAGEMENT, LLC
$21.0M
412K
−3.3%
Reduced · −14K sh
Q1 2026
25Gotham Asset Management, LLC
$20.2M
397K
+98%
Added · +197K 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.

Is NEAR being bought or sold by institutions?

Last quarter, 3 funds opened a new position in NEAR and 33 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
33
funds
Reduced
8
funds
Exited
0
funds

Funds that own NEAR also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT222 funds$14.7B
APPLE INCAAPL221 funds$20.9B
NVIDIA CORPNVDA220 funds$20.1B
SS SPDR S&P 500 ETF TRUST-USSPY218 funds$15.3B
AMAZON.COM INCAMZN217 funds$10.2B
ALPHABET INC-CL AGOOGL216 funds$9.1B
INVESCO QQQ TRUST SERIES 1QQQ206 funds$7.5B
JPMORGAN CHASE & COJPM206 funds$6.2B
ALPHABET INC-CL CGOOG205 funds$6.7B
BROADCOM INCAVGO204 funds$7.5B
JOHNSON & JOHNSONJNJ204 funds$4.2B
WALMART INCWMT204 funds$4.2B

Ranked by how many of NEAR's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

294 funds+67 since Q3 2024
0175350Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.2B

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for NEAR

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Ask your agent what changed in NEAR

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/NEAR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for NEAR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.