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.
Q4 2021 vs. Q3 2021
How the institutions holding NewtekOne, Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 75 | 1 | 74 | 0 |
| Shares | 3.42M | 111.2K | 4.54M | +1.24M (+37.4%) |
| Value | $94.9M | $3.08M | $125.5M | +$33.7M (+36.7%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held NewtekOne, Inc. at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Royce & Associates LP | 884,357 | $24.4M | 0.18% |
| Eaton Vance Management | 64,857 | $1.79M | 0.00% |
| Mendon Capital Advisors Corp | 53,406 | $1.48M | 0.42% |
| Millennium Management LLC | 39,793 | $1.10M | 0.00% |
| Capital Market Strategies LLC | 12,181 | $337.0K | 0.28% |
| Natixis | 11,967 | $331.0K | 0.00% |
| Summitry LLC | 10,000 | $276.0K | 0.02% |
| Fortitude Advisory Group L.L.C. | 3,201 | $88.0K | 0.04% |
| Ahrens Investment Partners LLC | 1,600 | $44.0K | 0.02% |
| Benjamin F. Edwards & Company, Inc. | 336 | $9.00K | 0.00% |
| Zullo Investment Group, Inc. | 284 | $8.00K | 0.00% |
| PSI Advisors, LLC | 250 | $7.00K | 0.00% |
| BNP Paribas Arbitrage, SA | 236 | $6.52K | 0.00% |
| FMR LLC | 185 | $5.00K | 0.00% |
| Covestor Ltd | 37 | $1.00K | 0.00% |
Sold out (15)
Institutions that held NewtekOne, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Susquehanna International Group, LLP | 70,885 | $1.97M |
| Deutsche Bank AG | 55,071 | $1.53M |
| Citadel Advisors LLC | 38,556 | $1.07M |
| The PNC Financial Services Group, Inc. | 28,526 | $792.0K |
| LSV Asset Management | 27,875 | $772.0K |
| Ameriprise Financial Inc | 24,004 | $666.0K |
| Jane Street Group, LLC | 20,820 | $577.0K |
| Guggenheim Capital LLC | 19,161 | $531.0K |
| Virtu Financial LLC | 17,383 | $482.0K |
| Boston Private Wealth LLC | 13,607 | $377.0K |
| Susquehanna Fundamental Investments, LLC | 7,366 | $204.0K |
| C M Bidwell & Associates Ltd | 6,990 | $194.0K |
| Kessler Investment Group, LLC | 340 | $9.00K |
| Rockbridge Investment Management, LCC | 103 | $3.00K |
| Steward Partners Investment Advisory, LLC | 18 | $0 |
Not filed for Q4 2021 yet (1)
Institutions that held NewtekOne, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Marshall Wace North America L.P. | 111,185 | $3.08M |