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.
Q2 2022 vs. Q1 2022
How the institutions holding NewtekOne, Inc. changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 85 | 1 | 80 | −4 |
| Shares | 3.71M | 125.0K | 4.16M | +576.9K (+16.1%) |
| Value | $98.9M | $3.34M | $78.8M | −$16.8M (−17.6%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held NewtekOne, Inc. at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 223,242 | $4.23M | 0.08% |
| RMB Capital Management, LLC | 125,000 | $2.37M | 0.08% |
| Banque Pictet & Cie SA | 72,800 | $1.38M | 0.01% |
| Pictet North America Advisors SA | 72,800 | $1.38M | 0.18% |
| Cubist Systematic Strategies, LLC | 14,120 | $267.0K | 0.00% |
| Quantbot Technologies LP | 10,419 | $197.0K | 0.02% |
| Jump Financial, LLC | 10,300 | $195.0K | 0.01% |
| Group One Trading, L.P. | 3,176 | $60.0K | 0.00% |
| Heritage Financial Services, LLC | 2,275 | $43.0K | 0.02% |
| BDO Wealth Advisors, LLC | 1,200 | $23.0K | 0.00% |
| Point72 Hong Kong Ltd | 1,146 | $22.0K | 0.00% |
| New Millennium Group LLC | 991 | $19.0K | 0.02% |
| Harbour Investments, Inc. | 100 | $2.00K | 0.00% |
Sold out (17)
Institutions that held NewtekOne, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| HRT Financial LP | 13,973 | $373.0K |
| Chubb Ltd | 10,692 | $285.0K |
| Algert Global LLC | 10,692 | $285.0K |
| Ameriprise Financial Inc | 10,066 | $269.0K |
| Summitry LLC | 10,000 | $267.0K |
| Natixis | 9,715 | $259.0K |
| Susquehanna International Group, LLP | 9,616 | $257.0K |
| Axiom Investment Management LLC | 9,172 | $244.0K |
| Thomas J. Herzfeld Advisors, Inc. | 5,417 | $145.0K |
| Money Concepts Capital Corp | 3,302 | $88.0K |
| Fortitude Advisory Group L.L.C. | 3,201 | $85.0K |
| Meeder Asset Management Inc | 1,107 | $30.0K |
| Clear Street Markets LLC | 300 | $8.00K |
| Gemmer Asset Management LLC | 250 | $6.00K |
| Citigroup Inc | 64 | $2.00K |
| CWM, LLC | 39 | $1.00K |
| Covestor Ltd | 10 | $0 |
Not filed for Q2 2022 yet (1)
Institutions that held NewtekOne, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Mendon Capital Advisors Corp | 125,000 | $3.34M |