NewtekOne, Inc.
NEWT- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001587987
No open-market purchases or sales by NewtekOne, Inc. insiders were filed in the last 90 days; 149 institutions reported holding it in 13F filings for Q2 2026, worth $238.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in NewtekOne, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 149
- +4 vs. Q1 2026
- Shares held
- 16.1M
- +821.6K (+5.4%) vs. Q1 2026
- Total value
- $238.2M
- +$70.9M (+42.4%) vs. Q1 2026
- New holders
- 20
- 70 more added
- Sold out
- 16
- 31 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NEWT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 149 | $238.2M |
| Q1 2026 | 146 | $167.5M |
| Q4 2025 | 133 | $163.7M |
| Q3 2025 | 132 | $166.8M |
| Q2 2025 | 123 | $134.2M |
| Q1 2025 | 126 | $126.5M |
| Q4 2024 | 119 | $120.9M |
| Q3 2024 | 103 | $118.0M |
| Q2 2024 | 100 | $123.5M |
| Q1 2024 | 89 | $104.7M |
| Q4 2023 | 90 | $131.7M |
| Q3 2023 | 84 | $132.2M |
| Q2 2023 | 82 | $143.6M |
| Q1 2023 | 76 | $67.6M |
| Q4 2022 | 69 | $68.5M |
| Q3 2022 | 74 | $64.7M |
| Q2 2022 | 80 | $79.2M |
| Q1 2022 | 85 | $99.7M |
| Q4 2021 | 74 | $125.5M |
| Q3 2021 | 75 | $94.9M |
| Q2 2021 | 83 | $99.0M |
| Q1 2021 | 72 | $82.0M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,528,805 | $37.5M | 0.00% | +332,792+15.2% | Added |
| Patriot Financial Partners GP II, L.P. | 2,307,692 | $34.2M | 8.74% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 1,118,464 | $16.6M | 0.00% | −47,700−4.1% | Reduced |
| Price T Rowe Associates Inc | 1,095,561 | $16.2M | 0.00% | +173,092+18.8% | Added |
| Goldman Sachs Group Inc | 731,313 | $10.8M | 0.00% | +67,549+10.2% | Added |
| Geode Capital Management, LLC | 703,047 | $10.4M | 0.00% | +45,701+7.0% | Added |
| AQR Capital Management LLC | 568,816 | $8.42M | 0.00% | +3,928+0.7% | Added |
| State Street Corp | 539,672 | $8.09M | 0.00% | +21,970+4.2% | Added |
| Marshall Wace, LLP | 536,051 | $7.94M | 0.01% | −88,152−14.1% | Reduced |
| Royce & Associates LP | 337,544 | $5.00M | 0.04% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 332,802 | $4.93M | 0.00% | +93,644+39.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 318,244 | $4.71M | 0.01% | +18,276+6.1% | Added |
| Franklin Resources Inc | 312,014 | $4.62M | 0.00% | +58,021+22.8% | Added |
| Morgan Stanley | 221,074 | $3.27M | 0.00% | −33,506−13.2% | Reduced |
| Northern Trust Corp | 215,138 | $3.19M | 0.00% | +20,769+10.7% | Added |
| Vanguard Portfolio Management LLC | 207,794 | $3.08M | 0.00% | +29,228+16.4% | Added |
| Ameriprise Financial Inc | 202,166 | $2.99M | 0.00% | +67,985+50.7% | Added |
| Vanguard Fiduciary Trust Co | 178,517 | $2.64M | 0.00% | +8,753+5.2% | Added |
| Squarepoint Ops LLC | 173,340 | $2.57M | 0.00% | +11,533+7.1% | Added |
| Tudor Investment Corp Et Al | 158,583 | $2.35M | 0.01% | +70,311+79.7% | Added |
| North Reef Capital Management LP | 155,681 | $2.31M | 0.09% | −43,273−21.8% | Reduced |
| Bank of New York Mellon Corp | 152,841 | $2.26M | 0.00% | +14,335+10.3% | Added |
| Nuveen, LLC | 141,896 | $2.10M | 0.00% | −99,278−41.2% | Reduced |
| Barrett & Company, Inc. | 129,618 | $1.92M | 0.54% | +18,703+16.9% | Added |
| Trexquant Investment LP | 124,555 | $1.84M | 0.01% | −18,058−12.7% | Reduced |
| Quantinno Capital Management LP | 120,632 | $1.79M | 0.00% | +40,089+49.8% | Added |
| D. E. Shaw & Co., Inc. | 120,055 | $1.78M | 0.00% | −22,953−16.1% | Reduced |
| LSV Asset Management | 118,000 | $1.75M | 0.00% | −2,500−2.1% | Reduced |
| First Trust Advisors LP | 100,254 | $1.48M | 0.00% | +3,725+3.9% | Added |
| Huber Capital Management LLC | 99,207 | $1.47M | 0.22% | −1,000−1.0% | Reduced |
| North Star Investment Management Corp. | 94,000 | $1.39M | 0.08% | +94,000 | New |
| Citigroup Inc | 85,311 | $1.26M | 0.00% | +16,992+24.9% | Added |
| Boston Partners | 84,625 | $1.25M | 0.00% | +1,353+1.6% | Added |
| Man Group plc | 82,241 | $1.22M | 0.00% | +10,026+13.9% | Added |
| Creative Planning | 78,886 | $1.17M | 0.00% | +20,654+35.5% | Added |
| Bank of America Corp | 70,992 | $1.05M | 0.00% | +5,550+8.5% | Added |
| American Century Companies Inc | 63,997 | $947.8K | 0.00% | +8,808+16.0% | Added |
| Segall Bryant & Hamill, LLC | 63,433 | $939.4K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 62,285 | $922.4K | 0.35% | −200−0.3% | Reduced |
| Invesco Ltd. | 57,744 | $855.2K | 0.00% | +8,131+16.4% | Added |
| Millennium Management LLC | 53,863 | $797.7K | 0.00% | −9,008−14.3% | Reduced |
| Almitas Capital LLC | 53,570 | $793.4K | 0.19% | 00.0% | Unchanged |
| Numerai GP LLC | 51,188 | $758.1K | 0.06% | −9,424−15.5% | Reduced |
| Ieq Capital, LLC | 51,184 | $758.0K | 0.00% | +3,768+7.9% | Added |
| Jackson Thornton Asset Management, LLC | 51,008 | $755.4K | 0.06% | +25,275+98.2% | Added |
| Jump Financial, LLC | 50,200 | $743.5K | 0.01% | −4,029−7.4% | Reduced |
| Avenir Corp | 40,800 | $604.2K | 0.07% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 40,244 | $596.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 39,733 | $588.4K | 0.00% | +39,733 | New |
| Susquehanna Fundamental Investments, LLC | 38,186 | $565.5K | 0.01% | +8,579+29.0% | Added |
| Wells Fargo & Company | 35,846 | $530.9K | 0.00% | +13,388+59.6% | Added |
| XTX Topco Ltd | 33,276 | $492.8K | 0.01% | +5,036+17.8% | Added |
| Rhumbline Advisers | 30,684 | $454.4K | 0.00% | +1,635+5.6% | Added |
| Bridgeway Capital Management, LLC | 29,700 | $439.9K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 28,897 | $428.0K | 0.06% | +254+0.9% | Added |
| Deutsche Bank AG | 25,226 | $373.6K | 0.00% | +2,025+8.7% | Added |
| HSBC Holdings PLC | 24,330 | $367.9K | 0.00% | +24,330 | New |
| MetLife Investment Management | 24,777 | $367.0K | 0.00% | +2,331+10.4% | Added |
| 1620 Investment Advisors, Inc. | 24,637 | $364.9K | 0.23% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 23,816 | $352.7K | 0.06% | +23,816 | New |
| Cerity Partners LLC | 23,023 | $341.0K | 0.00% | +9,085+65.2% | Added |
| Mercer Global Advisors Inc | 22,295 | $330.2K | 0.00% | +8,014+56.1% | Added |
| Algert Global LLC | 21,878 | $324.0K | 0.00% | +4,030+22.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 21,506 | $317.9K | 0.00% | +6,829+46.5% | Added |
| LPL Financial LLC | 21,081 | $312.2K | 0.00% | −281−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,455 | $303.0K | 0.00% | −4,587−18.3% | Reduced |
| Alliancebernstein L.P. | 27,170 | $297.5K | 0.00% | +1,500+5.8% | Added |
| UBS Group AG | 19,160 | $283.8K | 0.00% | +3,490+22.3% | Added |
| Russell Investments Group, Ltd. | 19,071 | $282.4K | 0.00% | +11,771+161.2% | Added |
| Kestra Advisory Services, LLC | 19,061 | $282.3K | 0.00% | +110+0.6% | Added |
| BNP Paribas Arbitrage, SA | 18,899 | $279.9K | 0.00% | +12,271+185.1% | Added |
| Mariner, LLC | 18,887 | $279.8K | 0.00% | +5,548+41.6% | Added |
| Beacon Investment Advisors LLC | 16,961 | $251.2K | 0.08% | +238+1.4% | Added |
| JPMorgan Chase & Co | 16,371 | $249.2K | 0.00% | +6,276+62.2% | Added |
| Boothbay Fund Management, LLC | 16,751 | $248.1K | 0.00% | +4,395+35.6% | Added |
| CI Private Wealth, LLC | 15,673 | $232.5K | 0.00% | +2,289+17.1% | Added |
| Balyasny Asset Management LLC | 15,159 | $224.5K | 0.00% | +15,159 | New |
| Arkadios Wealth Advisors | 15,142 | $224.3K | 0.00% | −1,059−6.5% | Reduced |
| Empowered Funds, LLC | 14,108 | $208.9K | 0.00% | +14,108 | New |
| Martingale Asset Management L P | 13,950 | $206.6K | 0.00% | +13,950 | New |
| Sequoia Financial Advisors, LLC | 13,047 | $193.2K | 0.00% | +13,047 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,751 | $174.0K | 0.00% | +215+1.9% | Added |
| Jane Street Group, LLC | 10,532 | $156.0K | 0.00% | −47,556−81.9% | Reduced |
| nVerses Capital, LLC | 10,417 | $154.3K | 0.24% | +10,417 | New |
| Dumont & Blake Investment Advisors LLC | 10,254 | $151.9K | 0.03% | −500−4.6% | Reduced |
| Regal Investment Advisors LLC | 10,203 | $151.1K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,106 | $134.9K | 0.00% | +3,173+53.5% | Added |
| SRS Capital Advisors, Inc. | 9,000 | $133.3K | 0.00% | +8,769+3,796.1% | Added |
| New York State Common Retirement Fund | 7,697 | $114.0K | 0.00% | +7,200+1,448.7% | Added |
| Barclays PLC | 7,070 | $104.7K | 0.00% | −9,716−57.9% | Reduced |
| Crewe Advisors LLC | 6,000 | $88.9K | 0.01% | +3,000+100.0% | Added |
| FMR LLC | 5,218 | $77.3K | 0.00% | +89+1.7% | Added |
| Meeder Asset Management Inc | 4,309 | $63.8K | 0.00% | +4,309 | New |
| Allworth Financial LP | 3,115 | $46.1K | 0.00% | +489+18.6% | Added |
| Ancora Advisors, LLC | 3,108 | $46.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,094 | $45.8K | 0.00% | −202−6.1% | Reduced |
| Royal Bank of Canada | 2,468 | $37.0K | 0.00% | +2,374+2,525.5% | Added |
| Farther Finance Advisors, LLC | 2,491 | $36.9K | 0.00% | +779+45.5% | Added |
| Glen Eagle Advisors, LLC | 2,421 | $35.9K | 0.00% | −250−9.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,386 | $35.3K | 0.00% | +1,132+90.3% | Added |