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, Q4 2024
Institutional positions in NewtekOne, Inc. as of Dec 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
- 119
- +18 vs. Q3 2024
- Shares held
- 9.46M
- +443.5K (+4.9%) vs. Q3 2024
- Total value
- $120.9M
- +$9.34M (+8.4%) vs. Q3 2024
- New holders
- 29
- 52 more added
- Sold out
- 11
- 26 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1 | $13 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 20 | $255 | 0.00% | +20 | New |
| Caitong International Asset Management Co., Ltd | 25 | $319 | 0.00% | +25 | New |
| Quadrant Capital Group LLC | 31 | $396 | 0.00% | +31 | New |
| SRS Capital Advisors, Inc. | 48 | $613 | 0.00% | −37−43.5% | Reduced |
| US Bancorp | 63 | $805 | 0.00% | +63 | New |
| Skopos Labs, Inc. | 67 | $856 | 0.00% | +67 | New |
| Rothschild Investment LLC | 70 | $894 | 0.00% | +10+16.7% | Added |
| Covestor Ltd | 69 | $1.00K | 0.00% | +43+165.4% | Added |
| Front Row Advisors LLC | 80 | $1.04K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 89 | $1.14K | 0.00% | +1+1.1% | Added |
| GAMMA Investing LLC | 90 | $1.15K | 0.00% | +90 | New |
| Cornerstone Planning Group LLC | 112 | $1.49K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 131 | $1.67K | 0.00% | +2+1.6% | Added |
| Capital Advisors, Ltd. LLC | 179 | $2.00K | 0.00% | +179 | New |
| Wood Tarver Financial Group, LLC | 231 | $2.00K | 0.00% | +231 | New |
| Jones Financial Companies LLLP | 181 | $2.31K | 0.00% | +181 | New |
| Lindbrook Capital, LLC | 210 | $2.68K | 0.00% | +210 | New |
| AlphaMark Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 302 | $3.86K | 0.00% | +302 | New |
| Avion Wealth | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 466 | $5.95K | 0.00% | +466 | New |
| CWM, LLC | 531 | $7.00K | 0.00% | +46+9.5% | Added |
| Sterling Capital Management LLC | 745 | $9.51K | 0.00% | +671+906.8% | Added |
| Amalgamated Bank | 786 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,130 | $14.4K | 0.00% | +1,130 | New |
| Huntington National Bank | 1,200 | $15.3K | 0.00% | +1,200 | New |
| California State Teachers Retirement System | 1,808 | $23.1K | 0.00% | +124+7.4% | Added |
| Vision Financial Markets LLC | 1,829 | $23.4K | 0.03% | +1,829 | New |
| Ameritas Investment Partners, Inc. | 1,925 | $24.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,998 | $25.5K | 0.00% | +7+0.4% | Added |
| Legal & General Group Plc | 1,999 | $25.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,557 | $32.7K | 0.00% | +1,703+199.4% | Added |
| IFP Advisors, Inc | 3,875 | $49.5K | 0.00% | +300+8.4% | Added |
| Quantbot Technologies LP | 4,283 | $54.7K | 0.00% | +4,283 | New |
| Nisa Investment Advisors, LLC | 4,316 | $55.9K | 0.00% | +2,500+137.7% | Added |
| Aquatic Capital Management LLC | 5,484 | $70.0K | 0.00% | +2,184+66.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $75.8K | 0.00% | +5,933 | New |
| FMR LLC | 6,298 | $80.4K | 0.00% | +3,739+146.1% | Added |
| Glen Eagle Advisors, LLC | 6,566 | $83.8K | 0.01% | −1,910−22.5% | Reduced |
| Harbor Capital Advisors, Inc. | 6,542 | $84.0K | 0.00% | −1,000−13.3% | Reduced |
| New York State Common Retirement Fund | 7,597 | $97.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,184 | $117.3K | 0.00% | +1,077+13.3% | Added |
| Kovitz Investment Group Partners, LLC | 10,366 | $132.4K | 0.00% | −3,287−24.1% | Reduced |
| Jump Financial, LLC | 10,442 | $133.3K | 0.00% | −10,820−50.9% | Reduced |
| BNP Paribas Arbitrage, SA | 11,085 | $141.6K | 0.00% | −2,778−20.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 11,133 | $142.0K | 0.02% | −4,649−29.5% | Reduced |
| SG Americas Securities, LLC | 11,274 | $144.0K | 0.00% | +3,166+39.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,800 | $151.0K | 0.00% | −13,039−52.5% | Reduced |
| Corebridge Financial, Inc. | 12,152 | $155.2K | 0.00% | −275−2.2% | Reduced |
| Creative Planning | 12,340 | $157.6K | 0.00% | +12,340 | New |
| Tradition Wealth Management, LLC | 12,563 | $160.4K | 0.01% | +172+1.4% | Added |
| Quest Partners LLC | 13,465 | $171.9K | 0.02% | −20,153−59.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,806 | $176.3K | 0.00% | +1,081+8.5% | Added |
| Price T Rowe Associates Inc | 14,115 | $181.0K | 0.00% | +2,633+22.9% | Added |
| Ameriprise Financial Inc | 14,840 | $193.5K | 0.00% | +134+0.9% | Added |
| Susquehanna International Group, LLP | 15,206 | $194.2K | 0.00% | +3,319+27.9% | Added |
| Gsa Capital Partners LLP | 15,373 | $196.0K | 0.01% | +15,373 | New |
| Semanteon Capital Management, LP | 16,442 | $210.0K | 0.11% | +16,442 | New |
| Royal Bank of Canada | 17,723 | $226.0K | 0.00% | −133−0.7% | Reduced |
| Cornercap Investment Counsel Inc | 18,911 | $241.5K | 0.08% | 00.0% | Unchanged |
| Citigroup Inc | 19,339 | $247.0K | 0.00% | +2,344+13.8% | Added |
| Connective Capital Management, LLC | 19,557 | $249.7K | 0.29% | +19,557 | New |
| Bailard, Inc. | 20,100 | $256.7K | 0.01% | +20,100 | New |
| Algert Global LLC | 20,253 | $258.6K | 0.01% | −2,700−11.8% | Reduced |
| Deutsche Bank AG | 20,580 | $262.8K | 0.00% | −388−1.9% | Reduced |
| Wells Fargo & Company | 21,568 | $275.4K | 0.00% | +5,444+33.8% | Added |
| Graham Capital Management, L.P. | 22,049 | $281.6K | 0.01% | +6,524+42.0% | Added |
| LSV Asset Management | 23,000 | $294.0K | 0.00% | +23,000 | New |
| MetLife Investment Management | 23,035 | $294.2K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 24,063 | $307.3K | 0.02% | +335+1.4% | Added |
| LPL Financial LLC | 24,199 | $309.0K | 0.00% | −635−2.6% | Reduced |
| Beacon Investment Advisors LLC | 25,256 | $322.5K | 0.15% | +749+3.1% | Added |
| Alliancebernstein L.P. | 26,570 | $339.3K | 0.00% | −1,500−5.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 26,574 | $339.4K | 0.04% | +26,574 | New |
| Corton Capital Inc. | 27,057 | $345.5K | 0.20% | +27,057 | New |
| Founders Financial Alliance, LLC | 29,216 | $373.1K | 0.10% | −16,417−36.0% | Reduced |
| Jane Street Group, LLC | 29,402 | $375.5K | 0.00% | +5,986+25.6% | Added |
| UBS Group AG | 30,398 | $388.2K | 0.00% | +9,421+44.9% | Added |
| Alps Advisors Inc | 31,300 | $399.7K | 0.00% | −500−1.6% | Reduced |
| Citadel Advisors LLC | 31,411 | $401.1K | 0.00% | +17,842+131.5% | Added |
| 1620 Investment Advisors, Inc. | 33,846 | $432.2K | 0.33% | +33,846 | New |
| Rhumbline Advisers | 35,267 | $450.4K | 0.00% | +294+0.8% | Added |
| Avenir Corp | 37,800 | $482.7K | 0.05% | 00.0% | Unchanged |
| Barclays PLC | 38,598 | $492.9K | 0.00% | +8,397+27.8% | Added |
| AQR Capital Management LLC | 41,404 | $528.7K | 0.00% | +41,404 | New |
| Russell Investments Group, Ltd. | 42,379 | $541.2K | 0.00% | +199+0.5% | Added |
| Invesco Ltd. | 42,541 | $543.2K | 0.00% | +671+1.6% | Added |
| Arkadios Wealth Advisors | 43,301 | $553.0K | 0.03% | +678+1.6% | Added |
| Cubist Systematic Strategies, LLC | 49,516 | $632.3K | 0.01% | +37,968+328.8% | Added |
| Man Group plc | 50,790 | $648.6K | 0.00% | +5,843+13.0% | Added |
| Ridgewood Investments LLC | 52,485 | $670.2K | 0.32% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 68,230 | $871.3K | 0.00% | +25,399+59.3% | Added |
| Bank of America Corp | 71,039 | $907.2K | 0.00% | +16,913+31.2% | Added |
| Trexquant Investment LP | 73,869 | $943.3K | 0.01% | −38,146−34.1% | Reduced |
| Millennium Management LLC | 76,260 | $973.8K | 0.00% | −13,073−14.6% | Reduced |
| Raymond James Financial Inc | 88,123 | $1.13M | 0.00% | +88,123 | New |
| Two Sigma Investments, LP | 90,407 | $1.15M | 0.00% | +17,629+24.2% | Added |
| First Trust Advisors LP | 93,941 | $1.20M | 0.00% | −7,470−7.4% | Reduced |
| D. E. Shaw & Co., Inc. | 105,855 | $1.35M | 0.00% | +44,969+73.9% | Added |