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 2024 vs. Q2 2024
How the institutions holding NewtekOne, Inc. changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 100 | 1 | 103 | +4 |
| Shares | 9.76M | 1.83M | 9.11M | +1.17M (+14.8%) |
| Value | $122.7M | $23.0M | $112.7M | +$13.0M (+13.0%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held NewtekOne, Inc. at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BlackRock, Inc. | 2,042,642 | $25.5M | 0.00% |
| Wellington Management Group LLP | 152,638 | $1.90M | 0.00% |
| Tudor Investment Corp Et Al | 87,079 | $1.09M | 0.01% |
| Man Group plc | 44,947 | $560.0K | 0.00% |
| Alps Advisors Inc | 31,800 | $396.2K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 29,473 | $367.2K | 0.02% |
| Algert Global LLC | 22,953 | $286.0K | 0.01% |
| Dynamic Technology Lab Private Ltd | 15,782 | $197.0K | 0.02% |
| Paloma Partners Management Co | 15,796 | $196.8K | 0.01% |
| Graham Capital Management, L.P. | 15,525 | $193.4K | 0.01% |
| Magnetar Financial LLC | 13,752 | $171.3K | 0.00% |
| Brevan Howard Capital Management LP | 13,410 | $167.1K | 0.01% |
| Susquehanna International Group, LLP | 11,887 | $148.1K | 0.00% |
| SG Americas Securities, LLC | 8,108 | $101.0K | 0.00% |
| Allworth Financial LP | 1,366 | $17.0K | 0.00% |
| Avion Wealth | 400 | $4.00K | 0.00% |
| Capital Performance Advisors LLP | 298 | $3.71K | 0.00% |
| CoreCap Advisors, LLC | 129 | $1.61K | 0.00% |
| Global Retirement Partners, LLC | 88 | $1.10K | 0.00% |
| Sterling Capital Management LLC | 74 | $922 | 0.00% |
Sold out (16)
Institutions that held NewtekOne, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Franklin Resources Inc | 250,067 | $3.14M |
| Charles Schwab Investment Management Inc | 192,073 | $2.41M |
| Jacobs Asset Management, LLC | 176,203 | $2.21M |
| AQR Capital Management LLC | 32,043 | $402.8K |
| Janney Montgomery Scott LLC | 20,805 | $262.0K |
| D.A. Davidson & Co. | 15,564 | $195.6K |
| Kinloch Capital, LLC | 13,489 | $169.6K |
| SeaBridge Investment Advisors LLC | 10,000 | $125.7K |
| Two Sigma Advisers, LP | 10,000 | $125.7K |
| Quantbot Technologies LP | 5,815 | $73.1K |
| Simplex Trading, LLC | 2,519 | $31.0K |
| Point72 Asia (Singapore) Pte. Ltd. | 916 | $11.5K |
| Quarry LP | 490 | $6.16K |
| Steward Partners Investment Advisory, LLC | 200 | $2.51K |
| 1620 Investment Advisors, Inc. | 155 | $1.95K |
| GAMMA Investing LLC | 3 | $38 |
Not filed for Q3 2024 yet (1)
Institutions that held NewtekOne, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 1,826,989 | $23.0M |