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, Q2 2025
Institutional positions in NewtekOne, Inc. as of Jun 30, 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
- 123
- −2 vs. Q1 2025
- Shares held
- 11.9M
- +1.28M (+12.1%) vs. Q1 2025
- Total value
- $133.9M
- +$7.36M (+5.8%) vs. Q1 2025
- New holders
- 21
- 57 more added
- Sold out
- 23
- 31 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,038,572 | $23.0M | 0.00% | −87,724−4.1% | Reduced |
| Vanguard Group Inc | 1,432,085 | $16.2M | 0.00% | +21,445+1.5% | Added |
| Geode Capital Management, LLC | 630,105 | $7.11M | 0.00% | +14,413+2.3% | Added |
| Marshall Wace, LLP | 623,540 | $7.03M | 0.01% | +187,103+42.9% | Added |
| State Street Corp | 519,571 | $5.86M | 0.00% | +13,532+2.7% | Added |
| AQR Capital Management LLC | 355,847 | $4.01M | 0.00% | +187,578+111.5% | Added |
| Royce & Associates LP | 337,544 | $3.81M | 0.04% | −182,491−35.1% | Reduced |
| Goldman Sachs Group Inc | 308,918 | $3.48M | 0.00% | +102,523+49.7% | Added |
| Segall Bryant & Hamill, LLC | 284,754 | $3.21M | 0.05% | +127,781+81.4% | Added |
| Bank of New York Mellon Corp | 269,656 | $3.04M | 0.00% | −1340.0% | Reduced |
| Citadel Advisors LLC | 217,775 | $2.46M | 0.00% | +112,741+107.3% | Added |
| Prudential Financial Inc | 212,228 | $2.39M | 0.00% | +139,177+190.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 210,067 | $2.37M | 0.01% | +51,085+32.1% | Added |
| JPMorgan Chase & Co | 209,970 | $2.37M | 0.00% | −3,342−1.6% | Reduced |
| UBS Group AG | 205,246 | $2.32M | 0.00% | +150,678+276.1% | Added |
| D. E. Shaw & Co., Inc. | 203,433 | $2.29M | 0.00% | +22,305+12.3% | Added |
| Northern Trust Corp | 198,263 | $2.24M | 0.00% | −9,458−4.6% | Reduced |
| Millennium Management LLC | 168,972 | $1.91M | 0.00% | +96,645+133.6% | Added |
| Morgan Stanley | 163,194 | $1.84M | 0.00% | −21,549−11.7% | Reduced |
| Ameriprise Financial Inc | 143,607 | $1.62M | 0.00% | +60,593+73.0% | Added |
| Ancora Advisors, LLC | 141,821 | $1.60M | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 135,578 | $1.53M | 0.00% | +22,613+20.0% | Added |
| Trexquant Investment LP | 134,718 | $1.52M | 0.02% | +40,499+43.0% | Added |
| Barrett & Company, Inc. | 131,349 | $1.48M | 0.56% | −5,927−4.3% | Reduced |
| Bard Associates Inc | 125,812 | $1.42M | 0.46% | −1,845−1.4% | Reduced |
| Cubist Systematic Strategies, LLC | 125,008 | $1.41M | 0.02% | +89,773+254.8% | Added |
| LSV Asset Management | 111,300 | $1.25M | 0.00% | +10,772+10.7% | Added |
| Tudor Investment Corp Et Al | 109,573 | $1.24M | 0.01% | −20,668−15.9% | Reduced |
| Two Sigma Investments, LP | 108,248 | $1.22M | 0.00% | −16,199−13.0% | Reduced |
| First Trust Advisors LP | 96,747 | $1.09M | 0.00% | +4,251+4.6% | Added |
| Boston Partners | 71,050 | $801.4K | 0.00% | +71,050 | New |
| Commons Capital, LLC | 70,658 | $797.0K | 0.61% | +70,658 | New |
| Jump Financial, LLC | 70,378 | $793.9K | 0.01% | +37,264+112.5% | Added |
| Los Angeles Capital Management LLC | 68,662 | $774.5K | 0.00% | +26,109+61.4% | Added |
| Campbell & CO Investment Adviser LLC | 65,770 | $741.9K | 0.05% | +23,136+54.3% | Added |
| American Century Companies Inc | 65,488 | $738.7K | 0.00% | −19,589−23.0% | Reduced |
| Gsa Capital Partners LLP | 57,697 | $651.0K | 0.05% | +57,697 | New |
| Dynamic Technology Lab Private Ltd | 55,928 | $631.0K | 0.09% | +17,386+45.1% | Added |
| Magnetar Financial LLC | 54,039 | $609.6K | 0.00% | +40,672+304.3% | Added |
| Ridgewood Investments LLC | 52,485 | $592.0K | 0.26% | 00.0% | Unchanged |
| Nuveen, LLC | 51,761 | $583.9K | 0.00% | −11,601−18.3% | Reduced |
| Invesco Ltd. | 46,649 | $526.2K | 0.00% | +5,662+13.8% | Added |
| Raymond James Financial Inc | 45,620 | $514.6K | 0.00% | +7,674+20.2% | Added |
| Barclays PLC | 42,539 | $479.8K | 0.00% | +15,847+59.4% | Added |
| Verition Fund Management LLC | 42,255 | $476.6K | 0.00% | +42,255 | New |
| Qube Research & Technologies Ltd | 41,279 | $465.6K | 0.00% | −189−0.5% | Reduced |
| Man Group plc | 40,138 | $452.8K | 0.00% | +2,304+6.1% | Added |
| Avenir Corp | 37,800 | $426.4K | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 36,433 | $411.0K | 0.00% | +2,108+6.1% | Added |
| Jane Street Group, LLC | 35,378 | $399.1K | 0.00% | −1,298−3.5% | Reduced |
| Wells Fargo & Company | 34,093 | $384.6K | 0.00% | +3,570+11.7% | Added |
| 1620 Investment Advisors, Inc. | 33,772 | $380.9K | 0.27% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 33,435 | $377.1K | 0.00% | +33,435 | New |
| Russell Investments Group, Ltd. | 32,666 | $368.5K | 0.00% | −15,766−32.6% | Reduced |
| Citigroup Inc | 31,394 | $354.1K | 0.00% | −1,249−3.8% | Reduced |
| Susquehanna International Group, LLP | 30,746 | $346.8K | 0.00% | −4,085−11.7% | Reduced |
| Alps Advisors Inc | 30,536 | $344.4K | 0.00% | +1,061+3.6% | Added |
| Founders Financial Alliance, LLC | 29,919 | $337.5K | 0.08% | +377+1.3% | Added |
| Corton Capital Inc. | 28,311 | $319.3K | 0.37% | +17,023+150.8% | Added |
| Petrus Trust Company, LTA | 28,120 | $317.2K | 0.03% | +28,120 | New |
| Jackson Thornton Asset Management, LLC | 26,192 | $314.3K | 0.04% | +79+0.3% | Added |
| Royal Bank of Canada | 27,700 | $313.0K | 0.00% | +4,061+17.2% | Added |
| Algert Global LLC | 25,843 | $291.5K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 25,670 | $289.6K | 0.00% | −900−3.4% | Reduced |
| Beacon Investment Advisors LLC | 25,565 | $289.1K | 0.12% | +219+0.9% | Added |
| ExodusPoint Capital Management, LP | 25,313 | $286.0K | 0.00% | +15,243+151.4% | Added |
| Ieq Capital, LLC | 25,260 | $284.9K | 0.00% | +25,260 | New |
| MetLife Investment Management | 22,446 | $253.2K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 20,999 | $236.9K | 0.00% | +3,301+18.7% | Added |
| Arkadios Wealth Advisors | 20,835 | $235.0K | 0.01% | −22,726−52.2% | Reduced |
| Boothbay Fund Management, LLC | 19,434 | $219.2K | 0.01% | −58,122−74.9% | Reduced |
| Quantinno Capital Management LP | 16,394 | $184.9K | 0.00% | +5,620+52.2% | Added |
| Franklin Resources Inc | 15,933 | $179.7K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 15,289 | $173.0K | 0.00% | +1,174+8.3% | Added |
| BNP Paribas Arbitrage, SA | 14,995 | $169.1K | 0.00% | −3,005−16.7% | Reduced |
| Two Sigma Advisers, LP | 13,900 | $156.8K | 0.00% | −8,300−37.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,570 | $153.1K | 0.00% | −860−6.0% | Reduced |
| Kestra Advisory Services, LLC | 13,406 | $151.2K | 0.00% | +13,406 | New |
| Y-Intercept (Hong Kong) Ltd | 13,081 | $147.6K | 0.00% | −7,309−35.8% | Reduced |
| Round Rock Advisors, LLC | 13,000 | $146.6K | 0.03% | +13,000 | New |
| Cambridge Investment Research Advisors, Inc. | 12,355 | $139.0K | 0.00% | −425−3.3% | Reduced |
| Deutsche Bank AG | 12,315 | $138.9K | 0.00% | −5,000−28.9% | Reduced |
| Intech Investment Management LLC | 12,132 | $136.8K | 0.00% | −1,908−13.6% | Reduced |
| Stifel Financial Corp | 10,851 | $122.4K | 0.00% | +10,851 | New |
| Aquatic Capital Management LLC | 10,769 | $121.5K | 0.00% | +5,032+87.7% | Added |
| Kovitz Investment Group Partners, LLC | 10,721 | $120.9K | 0.00% | +194+1.8% | Added |
| Quantbot Technologies LP | 9,452 | $106.6K | 0.00% | +9,452 | New |
| CWM, LLC | 8,610 | $97.0K | 0.00% | +7,571+728.7% | Added |
| New York State Common Retirement Fund | 7,597 | $85.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,992 | $78.9K | 0.00% | +554+8.6% | Added |
| IFP Advisors, Inc | 6,776 | $76.5K | 0.00% | +2,901+74.9% | Added |
| Glen Eagle Advisors, LLC | 6,566 | $74.1K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 6,091 | $68.7K | 0.01% | −14,026−69.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $66.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,933 | $33.1K | 0.00% | +2,005+216.1% | Added |
| FMR LLC | 2,751 | $31.0K | 0.00% | +1,341+95.1% | Added |
| Trust Co of Vermont | 2,605 | $29.4K | 0.00% | +2,605 | New |
| Legal & General Group Plc | 2,218 | $25.0K | 0.00% | +219+11.0% | Added |
| Allworth Financial LP | 2,149 | $24.2K | 0.00% | +2,149 | New |
| Farther Finance Advisors, LLC | 2,072 | $23.4K | 0.00% | +66+3.3% | Added |