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 2023 vs. Q2 2023
How the institutions holding NewtekOne, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 82 | 1 | 84 | +3 |
| Shares | 9.03M | 1.20K | 8.96M | −69.2K (−0.8%) |
| Value | $143.6M | $19.1K | $132.2M | −$11.4M (−7.9%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held NewtekOne, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Russell Investments Group, Ltd. | 151,731 | $2.24M | 0.00% |
| First Trust Advisors LP | 71,317 | $1.05M | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 18,465 | $272.4K | 0.00% |
| Alliancebernstein L.P. | 13,640 | $201.2K | 0.00% |
| Kinloch Capital, LLC | 13,310 | $196.3K | 0.12% |
| Commonwealth Financial Services, LLC | 10,940 | $161.4K | 0.05% |
| SG Americas Securities, LLC | 9,976 | $147.0K | 0.00% |
| Comerica Bank | 4,500 | $66.4K | 0.00% |
| Allspring Global Investments Holdings, LLC | 1,061 | $15.6K | 0.00% |
| Activest Wealth Management | 1,000 | $14.8K | 0.01% |
| Steward Partners Investment Advisory, LLC | 400 | $5.90K | 0.00% |
| Huntington National Bank | 98 | $1.45K | 0.00% |
| CWM, LLC | 8 | $0 | 0.00% |
Sold out (10)
Institutions that held NewtekOne, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| International Assets Investment Management, LLC | 41,950 | $667.0K |
| Susquehanna International Group, LLP | 37,698 | $599.4K |
| Mackenzie Financial Corp | 25,458 | $405.8K |
| Stifel Financial Corp | 11,845 | $188.3K |
| Guggenheim Capital LLC | 10,799 | $171.7K |
| Capital Market Strategies LLC | 10,132 | $161.1K |
| Natixis | 1,685 | $26.8K |
| Tompkins Financial Corp | 300 | $4.77K |
| Simplex Trading, LLC | 285 | $4.00K |
| Gradient Investments LLC | 11 | $175 |
Not filed for Q3 2023 yet (1)
Institutions that held NewtekOne, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| BDO Wealth Advisors, LLC | 1,200 | $19.1K |