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 $238.0M in total; no superinvestor holds it.
Q3 2021 vs. Q2 2021
How the institutions holding NewtekOne, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 83 | 75 | −8 |
| Shares | 2.84M | 3.42M | +582.7K (+20.6%) |
| Value | $99.0M | $94.9M | −$4.07M (−4.1%) |
New holders (13)
Institutions that held NewtekOne, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Marshall Wace North America L.P. | 111,185 | $3.08M | 0.01% |
| Emerald Mutual Fund Advisers Trust | 107,990 | $3.00M | 0.10% |
| Jaffetilchin Investment Partners, LLC | 31,509 | $874.0K | 0.09% |
| Marshall Wace, LLP | 18,847 | $523.0K | 0.00% |
| Virtu Financial LLC | 17,383 | $482.0K | 0.04% |
| Algert Global LLC | 15,302 | $424.0K | 0.06% |
| AXA S.A. | 12,900 | $358.0K | 0.00% |
| Susquehanna Fundamental Investments, LLC | 7,366 | $204.0K | 0.00% |
| Thomas J. Herzfeld Advisors, Inc. | 4,000 | $111.0K | 0.05% |
| Wagner Wealth Management, LLC | 2,833 | $85.0K | 0.07% |
| Kessler Investment Group, LLC | 340 | $9.00K | 0.01% |
| Salem Investment Counselors Inc | 300 | $8.00K | 0.00% |
| Gemmer Asset Management LLC | 125 | $3.00K | 0.00% |
Sold out (21)
Institutions that held NewtekOne, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| HRT Financial LP | 52,559 | $1.83M |
| Lebenthal Global Advisors, LLC | 22,780 | $795.0K |
| Kestra Advisory Services, LLC | 21,109 | $737.0K |
| Cetera Advisors LLC | 16,100 | $562.0K |
| Alliancebernstein L.P. | 10,982 | $383.0K |
| Natixis | 10,874 | $380.0K |
| All Season Financial Advisors, Inc. | 10,108 | $353.0K |
| Summitry LLC | 10,000 | $349.0K |
| Chubb Ltd | 6,827 | $238.0K |
| Gsa Capital Partners LLP | 6,420 | $224.0K |
| Telos Capital Management, Inc. | 6,131 | $214.0K |
| Geneos Wealth Management Inc. | 2,393 | $86.0K |
| PEAK6 Investments LLC | 2,351 | $82.0K |
| Group One Trading, L.P. | 2,217 | $77.0K |
| Barclays PLC | 1,744 | $61.0K |
| FNY Investment Advisers, LLC | 1,710 | $59.0K |
| Advisory Services Network, LLC | 1,637 | $57.0K |
| Tower Research Capital LLC (TRC) | 947 | $33.0K |
| D'Orazio & Associates, Inc. | 935 | $33.0K |
| Brendel Financial Advisors LLC | 48 | $2.00K |
| FMR LLC | 2 | $0 |