NEAR vs CMF overlap
NEAR and CMF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (NEAR: July 31, 2026, CMF: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: NEAR, SEC Form N-PORT, July 31, 2026; CMF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | NEAR | CMF |
|---|---|---|
| FMR LLC | $284.7M | $100.4M |
| Morgan Stanley | $196.1M | $111.6M |
| Bank of America Corp. | $168.1M | $113.9M |
| LPL Financial LLC | $136.8M | $75.6M |
| Wells Fargo & Company | $147.0M | $38.4M |
| BlackRock, Inc. | $120.3M | $49.9M |
| UBS Group AG | $132.9M | $29.0M |
| Cetera Investment Advisers | $80.7M | $20.8M |
| EP Wealth Advisors, LLC | $330K | $97.5M |
| Envestnet Asset Management Inc. | $32.9M | $64.5M |
| Cambridge Investment Research Advisors, Inc. | $87.7M | $2.3M |
| Ameriprise Financial Inc. | $59.9M | $13.7M |
| Royal Bank of Canada | $42.3M | $29.4M |
| Raymond James Financial Inc. | $63.3M | $8.4M |
| Mariner, LLC | $5.5M | $53.7M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: NEAR institutional holders, CMF institutional holders.
Frequently asked questions
How much do NEAR and CMF overlap?
0.0% by weight, with 0 holdings in common, using holdings for NEAR as of July 31, 2026 and CMF as of May 31, 2026.
Do institutions hold both NEAR and CMF?
101 Form 13F filers report positions in both, out of 658 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.