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 2025
Institutional positions in NewtekOne, Inc. as of Mar 31, 2025. 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
- 126
- +10 vs. Q4 2024
- Shares held
- 10.6M
- +1.19M (+12.7%) vs. Q4 2024
- Total value
- $126.5M
- +$6.44M (+5.4%) vs. Q4 2024
- New holders
- 25
- 48 more added
- Sold out
- 15
- 35 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 13 | $155 | 0.00% | +13 | New |
| True Wealth Design, LLC | 23 | $276 | 0.00% | +23 | New |
| Caitong International Asset Management Co., Ltd | 25 | $299 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $359 | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 40 | $478 | 0.00% | +40 | New |
| Nisa Investment Advisors, LLC | 43 | $514 | 0.00% | −4,273−99.0% | Reduced |
| Cornerstone Planning Group LLC | 50 | $532 | 0.00% | −62−55.4% | Reduced |
| Rothschild Investment LLC | 80 | $957 | 0.00% | +10+14.3% | Added |
| Front Row Advisors LLC | 80 | $959 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 55 | $1.00K | 0.00% | −14−20.3% | Reduced |
| Lindbrook Capital, LLC | 85 | $1.02K | 0.00% | −125−59.5% | Reduced |
| GAMMA Investing LLC | 103 | $1.23K | 0.00% | +13+14.4% | Added |
| CoreCap Advisors, LLC | 133 | $1.59K | 0.00% | +2+1.5% | Added |
| Signaturefd, LLC | 143 | $1.71K | 0.00% | −323−69.3% | Reduced |
| Coldstream Capital Management Inc | 162 | $1.94K | 0.00% | +162 | New |
| Jones Financial Companies LLLP | 181 | $2.15K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 231 | $2.76K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 427 | $5.11K | 0.00% | −318−42.7% | Reduced |
| Kiker Wealth Management, LLC | 482 | $5.76K | 0.00% | +482 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 635 | $7.59K | 0.00% | +635 | New |
| Amalgamated Bank | 786 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 928 | $11.1K | 0.00% | −1,629−63.7% | Reduced |
| Point72 (DIFC) Ltd | 995 | $11.9K | 0.00% | +995 | New |
| CWM, LLC | 1,039 | $12.0K | 0.00% | +508+95.7% | Added |
| FMR LLC | 1,410 | $16.9K | 0.00% | −4,888−77.6% | Reduced |
| Quadrant Capital Group LLC | 1,511 | $18.1K | 0.00% | +1,480+4,774.2% | Added |
| California State Teachers Retirement System | 1,808 | $21.6K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,847 | $22.1K | 0.02% | +18+1.0% | Added |
| Ameritas Investment Partners, Inc. | 1,925 | $23.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,999 | $23.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,006 | $24.2K | 0.00% | +8+0.4% | Added |
| IFP Advisors, Inc | 3,875 | $46.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,737 | $68.6K | 0.00% | +253+4.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $71.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,438 | $77.0K | 0.00% | −2,746−29.9% | Reduced |
| Glen Eagle Advisors, LLC | 6,566 | $78.5K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 7,597 | $90.9K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,042 | $108.0K | 0.00% | −2,232−19.8% | Reduced |
| ExodusPoint Capital Management, LP | 10,070 | $120.0K | 0.00% | +10,070 | New |
| Commonwealth Equity Services, LLC | 10,214 | $122.0K | 0.00% | +10,214 | New |
| EP Wealth Advisors, LLC | 10,251 | $122.6K | 0.00% | +10,251 | New |
| XTX Topco Ltd | 10,515 | $125.8K | 0.01% | +10,515 | New |
| Kovitz Investment Group Partners, LLC | 10,527 | $125.9K | 0.00% | +161+1.6% | Added |
| Quantinno Capital Management LP | 10,774 | $128.9K | 0.00% | +10,774 | New |
| Centiva Capital, LP | 11,055 | $132.2K | 0.01% | +11,055 | New |
| Corton Capital Inc. | 11,288 | $135.0K | 0.45% | −15,769−58.3% | Reduced |
| Corebridge Financial, Inc. | 12,132 | $145.1K | 0.00% | −20−0.2% | Reduced |
| Tradition Wealth Management, LLC | 12,758 | $152.6K | 0.01% | +195+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,780 | $153.0K | 0.00% | +980+8.3% | Added |
| Magnetar Financial LLC | 13,367 | $159.9K | 0.00% | +13,367 | New |
| Intech Investment Management LLC | 14,040 | $167.9K | 0.00% | +14,040 | New |
| Price T Rowe Associates Inc | 14,115 | $170.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 14,430 | $172.6K | 0.00% | +624+4.5% | Added |
| Franklin Resources Inc | 15,933 | $190.6K | 0.00% | +15,933 | New |
| Semanteon Capital Management, LP | 16,438 | $196.6K | 0.11% | −40.0% | Reduced |
| Deutsche Bank AG | 17,315 | $207.1K | 0.00% | −3,265−15.9% | Reduced |
| Creative Planning | 17,366 | $207.7K | 0.00% | +5,026+40.7% | Added |
| LPL Financial LLC | 17,698 | $211.7K | 0.00% | −6,501−26.9% | Reduced |
| BNP Paribas Arbitrage, SA | 18,000 | $215.3K | 0.00% | +6,915+62.4% | Added |
| Quest Partners LLC | 20,117 | $240.6K | 0.03% | +6,652+49.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,390 | $243.9K | 0.02% | +20,390 | New |
| Two Sigma Advisers, LP | 22,200 | $265.5K | 0.00% | +22,200 | New |
| Jackson Thornton Asset Management, LLC | 26,113 | $267.1K | 0.04% | −461−1.7% | Reduced |
| MetLife Investment Management | 22,446 | $268.5K | 0.00% | −589−2.6% | Reduced |
| Royal Bank of Canada | 23,639 | $282.0K | 0.00% | +5,916+33.4% | Added |
| Beacon Investment Advisors LLC | 25,346 | $303.1K | 0.14% | +90+0.4% | Added |
| Algert Global LLC | 25,843 | $309.1K | 0.01% | +5,590+27.6% | Added |
| Alliancebernstein L.P. | 26,570 | $317.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 26,692 | $319.2K | 0.00% | −11,906−30.8% | Reduced |
| Graham Capital Management, L.P. | 26,911 | $321.9K | 0.01% | +4,862+22.1% | Added |
| Alps Advisors Inc | 29,475 | $352.5K | 0.00% | −1,825−5.8% | Reduced |
| Founders Financial Alliance, LLC | 29,542 | $353.3K | 0.09% | +326+1.1% | Added |
| Wells Fargo & Company | 30,523 | $365.1K | 0.00% | +8,955+41.5% | Added |
| Citigroup Inc | 32,643 | $390.4K | 0.00% | +13,304+68.8% | Added |
| Jump Financial, LLC | 33,114 | $396.0K | 0.01% | +22,672+217.1% | Added |
| 1620 Investment Advisors, Inc. | 33,772 | $403.9K | 0.31% | −74−0.2% | Reduced |
| Rhumbline Advisers | 34,325 | $410.5K | 0.00% | −942−2.7% | Reduced |
| Susquehanna International Group, LLP | 34,831 | $416.6K | 0.00% | +19,625+129.1% | Added |
| Cubist Systematic Strategies, LLC | 35,235 | $421.4K | 0.01% | −14,281−28.8% | Reduced |
| Jane Street Group, LLC | 36,676 | $438.6K | 0.00% | +7,274+24.7% | Added |
| Avenir Corp | 37,800 | $452.1K | 0.05% | 00.0% | Unchanged |
| Man Group plc | 37,834 | $452.5K | 0.00% | −12,956−25.5% | Reduced |
| Squarepoint Ops LLC | 37,874 | $453.0K | 0.00% | +37,874 | New |
| Raymond James Financial Inc | 37,946 | $453.8K | 0.00% | −50,177−56.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 38,542 | $461.0K | 0.07% | +27,409+246.2% | Added |
| Invesco Ltd. | 40,987 | $490.2K | 0.00% | −1,554−3.7% | Reduced |
| Qube Research & Technologies Ltd | 41,468 | $496.0K | 0.00% | +41,468 | New |
| Los Angeles Capital Management LLC | 42,553 | $508.9K | 0.00% | +42,553 | New |
| Campbell & CO Investment Adviser LLC | 42,634 | $509.9K | 0.04% | +18,571+77.2% | Added |
| Arkadios Wealth Advisors | 43,561 | $521.0K | 0.02% | +260+0.6% | Added |
| Russell Investments Group, Ltd. | 48,432 | $579.2K | 0.00% | +6,053+14.3% | Added |
| Ridgewood Investments LLC | 52,485 | $627.7K | 0.29% | 00.0% | Unchanged |
| UBS Group AG | 54,568 | $652.6K | 0.00% | +24,170+79.5% | Added |
| Nuveen, LLC | 63,362 | $757.8K | 0.00% | +63,362 | New |
| Millennium Management LLC | 72,327 | $865.0K | 0.00% | −3,933−5.2% | Reduced |
| Prudential Financial Inc | 73,051 | $873.7K | 0.00% | +73,051 | New |
| Boothbay Fund Management, LLC | 77,556 | $927.6K | 0.03% | −39,336−33.7% | Reduced |
| Ameriprise Financial Inc | 83,014 | $992.8K | 0.00% | +68,174+459.4% | Added |
| American Century Companies Inc | 85,077 | $1.02M | 0.00% | −27,323−24.3% | Reduced |