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 |
|---|---|---|---|---|---|
| FMR LLC | 1,410 | $16.9K | 0.00% | −4,888−77.6% | Reduced |
| CWM, LLC | 1,039 | $12.0K | 0.00% | +508+95.7% | Added |
| Point72 (DIFC) Ltd | 995 | $11.9K | 0.00% | +995 | New |
| Tower Research Capital LLC (TRC) | 928 | $11.1K | 0.00% | −1,629−63.7% | Reduced |
| Amalgamated Bank | 786 | $9.00K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 635 | $7.59K | 0.00% | +635 | New |
| Kiker Wealth Management, LLC | 482 | $5.76K | 0.00% | +482 | New |
| Sterling Capital Management LLC | 427 | $5.11K | 0.00% | −318−42.7% | Reduced |
| Avion Wealth | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 231 | $2.76K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 181 | $2.15K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 162 | $1.94K | 0.00% | +162 | New |
| Signaturefd, LLC | 143 | $1.71K | 0.00% | −323−69.3% | Reduced |
| CoreCap Advisors, LLC | 133 | $1.59K | 0.00% | +2+1.5% | Added |
| GAMMA Investing LLC | 103 | $1.23K | 0.00% | +13+14.4% | Added |
| Lindbrook Capital, LLC | 85 | $1.02K | 0.00% | −125−59.5% | Reduced |
| Covestor Ltd | 55 | $1.00K | 0.00% | −14−20.3% | Reduced |
| Front Row Advisors LLC | 80 | $959 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 80 | $957 | 0.00% | +10+14.3% | Added |
| Cornerstone Planning Group LLC | 50 | $532 | 0.00% | −62−55.4% | Reduced |
| Nisa Investment Advisors, LLC | 43 | $514 | 0.00% | −4,273−99.0% | Reduced |
| Parkside Financial Bank & Trust | 40 | $478 | 0.00% | +40 | New |
| Stephens Consulting, LLC | 30 | $359 | 0.00% | +30 | New |
| Caitong International Asset Management Co., Ltd | 25 | $299 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $276 | 0.00% | +23 | New |
| Parallel Advisors, LLC | 13 | $155 | 0.00% | +13 | New |
| Bailard, Inc. | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −19,557−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −18,911−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,373−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −6,542−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,283−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |