How many shares of NEAR does NewEdge Advisors, LLC own?

As of 2026-Q2, NewEdge Advisors, LLC holds 598,998 shares of NEAR (ISHARES U S ETF TR).

What is NewEdge Advisors, LLC's NEAR position worth?

As of 2026-Q2, NewEdge Advisors, LLC's NEAR position is worth $30.3M.

In 2026-Q2, NewEdge Advisors, LLC decreased their NEAR position (-34.5% change in shares).

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in NEAR in 2018-Q4. They have held the position across 31 quarters.

Position history for NewEdge Advisors, LLC's holdings in ISHARES U S ETF TR

Current Value

$30.3M

Current Shares

598,998

Total Value Change

+$18.2M

Total Shares Change

+355,742

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	598,998	-34.5%	$30.3M	0.1%	$50.30	0
2026-Q1	Increased	914,401	+94.9%	$46.5M	0.2%	$49.94	56
2025-Q4	Increased	469,238	+19.6%	$24M	0.1%	$49.86	34
2025-Q3	Increased	392,397	+56.4%	$20.1M	0.1%	$49.25	40
2025-Q2	Decreased	250,899	-26.6%	$12.8M	0.1%	$48.55	0
2025-Q1	Increased	341,718	+112.7%	$17.4M	0.1%	$47.78	55
2024-Q4	Increased	160,665	+20.1%	$8.1M	0.0%	$47.08	33
2024-Q3	Increased	133,831	+6.6%	$6.9M	0.0%	$46.96	29
2024-Q2	Decreased	125,506	-1.7%	$6.3M	0.0%	$45.54	0
2024-Q1	Decreased	127,733	-2.5%	$6.4M	0.1%	$45.11	0
2023-Q4	Increased	130,953	+2.8%	$6.6M	0.1%	$44.80	28
2023-Q3	Increased	127,339	+56.4%	$6.4M	0.1%	$43.40	39
2023-Q2	Decreased	81,408	-41.3%	$4M	0.0%	$42.77	0
2023-Q1	Increased	138,586	+49.1%	$6.9M	0.1%	$42.22	38
2022-Q4	Decreased	92,936	-8.2%	$204,662	0.0%	$41.71	0
2022-Q3	Increased	101,178	+0.6%	$5M	0.1%	$41.27	27
2022-Q2	Increased	100,606	+130.0%	$5M	0.1%	$41.10	43
2022-Q1	Decreased	43,742	-6.0%	$2.2M	0.0%	$41.27	0
2021-Q4	Increased	46,547	+1.6%	$2.3M	0.0%	$41.54	26
2021-Q3	Decreased	45,797	-69.1%	$2.3M	0.1%	$41.61	0
2021-Q2	Decreased	148,326	-1.4%	$7.4M	0.2%	$41.56	0
2021-Q1	Increased	150,393	+2.1%	$7.5M	0.2%	$41.49	33
2020-Q4	Decreased	147,325	-24.3%	$7.4M	0.2%	$41.41	0
2020-Q3	Increased	194,697	+5.6%	$9.8M	0.3%	$41.22	35
2020-Q2	Decreased	184,372	-20.8%	$9.2M	0.4%	$41.01	0
2020-Q1	Decreased	232,717	-0.7%	$11.3M	0.5%	$39.56	0
2019-Q4	Decreased	234,274	-26.5%	$11.8M	0.5%	$40.84	0
2019-Q3	Increased	318,619	+5.7%	$16M	0.7%	$40.57	42
2019-Q2	Increased	301,395	+25.4%	$15.2M	0.9%	$40.29	49
2019-Q1	Decreased	240,383	-1.2%	$12.1M	0.8%	$39.93	0
2018-Q4	New	243,256	-	$12.1M	0.8%	$39.44	54