NewtekOne, Inc.

NEWT

Exchange: Nasdaq
Industry: National Commercial Banks
SEC CIK: 0001587987

SEC filings (opens in a new tab)

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.

Other share classesNEWTG NEWTH NEWTI NEWTO NEWTP

Q2 2023 vs. Q1 2023

How the institutions holding NewtekOne, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023 All holders in Q1 2023

13F holders of NEWT: Q1 2023 compared with Q2 2023
Measure	Q1 2023	Of which not filed for Q2 2023	Q2 2023	Change
Holders	76	1	82	+7
Shares	5.28M	1.05K	9.03M	+3.76M (+71.2%)
Value	$67.6M	$13.4K	$143.6M	+$76.1M (+112.6%)

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held NewtekOne, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to NEWT in Q2 2023
Institution	Shares	Value	% of portfolio
BlackRock Inc.	1,631,088	$25.9M	0.00%
Vanguard Group Inc	1,372,522	$21.8M	0.00%
State Street Corp	376,068	$5.98M	0.00%
Northern Trust Corp	194,589	$3.09M	0.00%
Charles Schwab Investment Management Inc	179,881	$2.86M	0.00%
Boothbay Fund Management, LLC	161,020	$2.56M	0.09%
Bank of New York Mellon Corp	70,353	$1.12M	0.00%
Nuveen Asset Management, LLC	42,831	$673.7K	0.00%
Rhumbline Advisers	27,068	$430.4K	0.00%
Marshall Wace, LLP	19,401	$308.5K	0.00%
Kovitz Investment Group Partners, LLC	12,770	$203.0K	0.00%
Mirae Asset Global Investments Co., Ltd.	11,641	$185.1K	0.00%
American International Group, Inc.	11,221	$178.4K	0.00%
American Century Companies Inc	10,555	$167.8K	0.00%
Capital Market Strategies LLC	10,132	$161.1K	0.15%
New York State Common Retirement Fund	9,500	$151.1K	0.00%
Deutsche Bank AG	8,195	$130.3K	0.00%
California State Teachers Retirement System	7,755	$123.3K	0.00%
Citigroup Inc	6,943	$110.4K	0.00%
Barclays PLC	4,630	$73.6K	0.00%
Amalgamated Bank	2,267	$36.0K	0.00%
Legal & General Group Plc	2,202	$35.0K	0.00%
Ameritas Investment Partners, Inc.	1,925	$30.6K	0.00%
Metropolitan Life Insurance Co	1,311	$20.8K	0.00%
Federation des caisses Desjardins du Quebec	1,137	$18.1K	0.00%
FMR LLC	262	$4.17K	0.00%
Simplex Trading, LLC	285	$4.00K	0.00%
Sutton Wealth Advisors Inc.	75	$1.19K	0.00%
Gradient Investments LLC	11	$175	0.00%

Sold out (22)

Institutions that held NewtekOne, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of NEWT in Q2 2023
Institution	Shares, Q1 2023	Value, Q1 2023
Two Sigma Advisers, LP	71,700	$917.8K
HRT Financial LP	68,892	$881.0K
Millennium Management LLC	67,924	$869.0K
Prescott Group Capital Management, L.L.C.	60,415	$773.0K
Corsair Capital Management, L.P.	42,470	$543.6K
Balyasny Asset Management LLC	25,782	$330.0K
Quantbot Technologies LP	17,778	$227.6K
Jane Street Group, LLC	14,206	$181.8K
Kinloch Capital, LLC	13,000	$166.0K
Centiva Capital, LP	12,475	$159.7K
ExodusPoint Capital Management, LP	11,096	$142.0K
Jaffetilchin Investment Partners, LLC	10,812	$138.4K
1620 Investment Advisors, Inc.	10,714	$133.3K
Dynamic Technology Lab Private Ltd	10,264	$131.0K
Summitry LLC	10,000	$128.0K
FNY Investment Advisers, LLC	3,416	$43.0K
Advisory Services Network, LLC	2,338	$29.9K
New Millennium Group LLC	1,074	$13.7K
Belpointe Asset Management LLC	1,000	$12.8K
Ameritas Advisory Services, LLC	505	$5.90K
Aquatic Capital Management LLC	100	$1.00K
Sound Income Strategies, LLC	32	$410

Not filed for Q2 2023 yet (1)

Institutions that held NewtekOne, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding NEWT in Q1 2023 that haven't filed for Q2 2023
Institution	Shares, Q1 2023	Value, Q1 2023
Ahrens Investment Partners LLC	1,050	$13.4K