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.
13F holders, Q1 2024
Institutional positions in NewtekOne, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 89
- 0 vs. Q4 2023
- Shares held
- 9.31M
- +94.0K (+1.0%) vs. Q4 2023
- Total value
- $102.6M
- −$24.7M (−19.4%) vs. Q4 2023
- New holders
- 16
- 34 more added
- Sold out
- 16
- 28 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NEWT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 149 | $238.0M |
| Q1 2026 | 146 | $167.5M |
| Q4 2025 | 133 | $163.7M |
| Q3 2025 | 132 | $164.6M |
| Q2 2025 | 123 | $133.9M |
| Q1 2025 | 126 | $126.5M |
| Q4 2024 | 119 | $120.9M |
| Q3 2024 | 103 | $112.7M |
| Q2 2024 | 100 | $122.7M |
| Q1 2024 | 89 | $102.6M |
| Q4 2023 | 90 | $130.3M |
| Q3 2023 | 84 | $132.2M |
| Q2 2023 | 82 | $143.6M |
| Q1 2023 | 76 | $67.6M |
| Q4 2022 | 69 | $68.5M |
| Q3 2022 | 74 | $63.0M |
| Q2 2022 | 80 | $78.8M |
| Q1 2022 | 85 | $98.9M |
| Q4 2021 | 74 | $125.5M |
| Q3 2021 | 75 | $94.9M |
| Q2 2021 | 83 | $99.0M |
| Q1 2021 | 72 | $82.0M |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $176 | 0.00% | +16 | New |
| Front Row Advisors LLC | 80 | $897 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $1.25K | 0.00% | +112 | New |
| Cape Investment Advisory, Inc. | 140 | $1.54K | 0.00% | −6,328−97.8% | Reduced |
| AlphaMark Advisors, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 203 | $2.24K | 0.00% | −512−71.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 300 | $3.30K | 0.00% | −150−33.3% | Reduced |
| IFP Advisors, Inc | 375 | $4.13K | 0.00% | −675−64.3% | Reduced |
| PSI Advisors, LLC | 550 | $6.05K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 568 | $6.25K | 0.00% | −883−60.9% | Reduced |
| First Manhattan Co | 654 | $7.19K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 786 | $9.00K | 0.00% | −1,247−61.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,058 | $11.6K | 0.00% | −5,512−83.9% | Reduced |
| Quarry LP | 1,437 | $15.8K | 0.01% | +1,437 | New |
| Nisa Investment Advisors, LLC | 1,500 | $16.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,681 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,925 | $21.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,999 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,962 | $22.4K | 0.00% | +6+0.3% | Added |
| California State Teachers Retirement System | 2,344 | $25.8K | 0.00% | −1,493−38.9% | Reduced |
| Citigroup Inc | 4,371 | $48.1K | 0.00% | +1,064+32.2% | Added |
| Quantbot Technologies LP | 6,077 | $66.8K | 0.00% | +6,077 | New |
| Harbor Capital Advisors, Inc. | 7,481 | $82.0K | 0.01% | +7,481 | New |
| Wells Fargo & Company | 8,239 | $90.6K | 0.00% | +1,056+14.7% | Added |
| Aquatic Capital Management LLC | 8,800 | $96.8K | 0.00% | +8,800 | New |
| nVerses Capital, LLC | 9,700 | $106.7K | 0.26% | +9,700 | New |
| SeaBridge Investment Advisors LLC | 10,000 | $110.0K | 0.03% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 10,365 | $114.0K | 0.00% | +657+6.8% | Added |
| Verition Fund Management LLC | 10,700 | $117.7K | 0.00% | +10,700 | New |
| Deutsche Bank AG | 10,805 | $118.9K | 0.00% | +916+9.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,201 | $123.2K | 0.00% | +11,201 | New |
| American International Group, Inc. | 11,489 | $126.4K | 0.00% | −98−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 12,150 | $134.0K | 0.00% | +12,150 | New |
| Advisor Group Holdings, Inc. | 12,326 | $135.6K | 0.00% | −1,595−11.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 13,253 | $145.8K | 0.00% | +184+1.4% | Added |
| JPMorgan Chase & Co | 13,415 | $147.6K | 0.00% | −5,870−30.4% | Reduced |
| Kinloch Capital, LLC | 13,489 | $148.4K | 0.08% | +13,489 | New |
| BNP Paribas Arbitrage, SA | 14,354 | $157.9K | 0.00% | +7,961+124.5% | Added |
| Tradition Wealth Management, LLC | 15,953 | $175.5K | 0.02% | +208+1.3% | Added |
| Barclays PLC | 16,080 | $176.9K | 0.00% | −17,848−52.6% | Reduced |
| Royal Bank of Canada | 16,223 | $179.0K | 0.00% | +7,699+90.3% | Added |
| Alliancebernstein L.P. | 17,190 | $189.1K | 0.00% | +1,010+6.2% | Added |
| Ameriprise Financial Inc | 17,574 | $193.3K | 0.00% | +2,271+14.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,419 | $213.6K | 0.00% | +192+1.0% | Added |
| ExodusPoint Capital Management, LP | 19,561 | $215.0K | 0.00% | +19,561 | New |
| Corton Capital Inc. | 20,787 | $228.7K | 0.08% | +6,576+46.3% | Added |
| Jump Financial, LLC | 21,000 | $231.0K | 0.01% | +9,796+87.4% | Added |
| Beacon Investment Advisors LLC | 21,043 | $231.5K | 0.13% | +6,037+40.2% | Added |
| MetLife Investment Management | 21,354 | $234.9K | 0.00% | +40.0% | Added |
| Glen Eagle Advisors, LLC | 22,034 | $242.4K | 0.05% | −4,622−17.3% | Reduced |
| Millennium Management LLC | 22,943 | $252.4K | 0.00% | +11,481+100.2% | Added |
| Advisors Asset Management, Inc. | 24,163 | $265.8K | 0.01% | −548−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,346 | $268.0K | 0.00% | −4,091−14.4% | Reduced |
| LPL Financial LLC | 28,229 | $310.5K | 0.00% | −2,220−7.3% | Reduced |
| Rhumbline Advisers | 30,048 | $330.5K | 0.00% | +974+3.4% | Added |
| Bank of America Corp | 30,776 | $338.5K | 0.00% | −31,149−50.3% | Reduced |
| UBS Group AG | 32,529 | $357.8K | 0.00% | −12,156−27.2% | Reduced |
| Gsa Capital Partners LLP | 33,211 | $365.0K | 0.03% | +33,211 | New |
| D.A. Davidson & Co. | 35,941 | $395.4K | 0.00% | −26,277−42.2% | Reduced |
| Quest Partners LLC | 40,554 | $446.1K | 0.08% | +40,554 | New |
| Nuveen Asset Management, LLC | 42,831 | $471.1K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 45,551 | $501.1K | 0.15% | +2,024+4.6% | Added |
| Knightsbridge Asset Management, LLC | 37,066 | $511.5K | 0.14% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 46,882 | $515.7K | 0.00% | −79,044−62.8% | Reduced |
| Arkadios Wealth Advisors | 47,279 | $520.1K | 0.04% | +1,344+2.9% | Added |
| Invesco Ltd. | 49,508 | $544.6K | 0.00% | +31,656+177.3% | Added |
| Raymond James & Associates | 52,377 | $576.1K | 0.00% | +2,406+4.8% | Added |
| Ridgewood Investments LLC | 52,485 | $577.3K | 0.31% | +7,000+15.4% | Added |
| Avenir Corp | 59,800 | $657.8K | 0.06% | +19,000+46.6% | Added |
| Two Sigma Investments, LP | 68,724 | $756.0K | 0.00% | +68,724 | New |
| First Trust Advisors LP | 78,442 | $862.9K | 0.00% | +1,341+1.7% | Added |
| Morgan Stanley | 89,090 | $980.0K | 0.00% | +4,109+4.8% | Added |
| Marshall Wace, LLP | 90,081 | $990.9K | 0.00% | +75,286+508.9% | Added |
| Citadel Advisors LLC | 96,284 | $1.06M | 0.00% | +45,316+88.9% | Added |
| Bard Associates Inc | 124,240 | $1.39M | 0.50% | −2,517−2.0% | Reduced |
| Ancora Advisors, LLC | 130,933 | $1.44M | 0.03% | +39,659+43.5% | Added |
| Boothbay Fund Management, LLC | 136,573 | $1.50M | 0.04% | −7,732−5.4% | Reduced |
| American Century Companies Inc | 149,974 | $1.65M | 0.00% | −14,324−8.7% | Reduced |
| Goldman Sachs Group Inc | 151,166 | $1.66M | 0.00% | +64,177+73.8% | Added |
| Barrett & Company, Inc. | 164,323 | $1.81M | 0.86% | −10,902−6.2% | Reduced |
| Bank of New York Mellon Corp | 177,413 | $1.95M | 0.00% | −3,513−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 187,312 | $2.06M | 0.00% | +3,610+2.0% | Added |
| Northern Trust Corp | 196,739 | $2.16M | 0.00% | −4,131−2.1% | Reduced |
| Franklin Resources Inc | 218,858 | $2.41M | 0.00% | +218,858 | New |
| State Street Corp | 449,916 | $5.03M | 0.00% | +3,004+0.7% | Added |
| Geode Capital Management, LLC | 519,933 | $5.72M | 0.00% | +9,689+1.9% | Added |
| Vanguard Group Inc | 1,368,607 | $15.1M | 0.00% | +17,505+1.3% | Added |
| BlackRock Inc. | 1,787,439 | $19.7M | 0.00% | −5,690−0.3% | Reduced |
| Royce & Associates LP | 1,953,056 | $21.5M | 0.19% | −89,434−4.4% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −121,770−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −57,985−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −53,599−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −47,004−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −23,350−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,442−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,942−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,058−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −11,641−100.0% | Sold out |