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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 16 | $180 | 0.00% | −27−62.8% | Reduced |
| Front Row Advisors LLC | 48 | $543 | 0.00% | −32−40.0% | Reduced |
| Cornerstone Planning Group LLC | 50 | $569 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 69 | $779 | 0.00% | +46+200.0% | Added |
| Fifth Third Bancorp | 71 | $801 | 0.00% | +71 | New |
| Wood Tarver Financial Group, LLC | 150 | $1.00K | 0.00% | −81−35.1% | Reduced |
| Clearstead Advisors, LLC | 104 | $1.17K | 0.00% | +104 | New |
| Versant Capital Management, Inc | 118 | $1.33K | 0.00% | +118 | New |
| Rothschild Investment LLC | 120 | $1.35K | 0.00% | +40+50.0% | Added |
| CoreCap Advisors, LLC | 135 | $1.53K | 0.00% | +2+1.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 150 | $1.69K | 0.00% | +150 | New |
| Covestor Ltd | 193 | $2.00K | 0.00% | +138+250.9% | Added |
| Jones Financial Companies LLLP | 181 | $2.05K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 430 | $4.85K | 0.00% | +327+317.5% | Added |
| Principal Securities, Inc. | 500 | $5.64K | 0.00% | +500 | New |
| Avion Wealth | 600 | $6.00K | 0.00% | +200+50.0% | Added |
| Sterling Capital Management LLC | 664 | $7.49K | 0.00% | +237+55.5% | Added |
| Essential Partners LLC | 701 | $7.91K | 0.00% | +701 | New |
| EverSource Wealth Advisors, LLC | 784 | $8.84K | 0.00% | +784 | New |
| Amalgamated Bank | 786 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $11.3K | 0.00% | +1,000 | New |
| Vision Financial Markets LLC | 1,870 | $21.1K | 0.02% | +23+1.2% | Added |
| Ameritas Investment Partners, Inc. | 1,925 | $21.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,072 | $23.4K | 0.00% | +66+3.3% | Added |
| Allworth Financial LP | 2,149 | $24.2K | 0.00% | +2,149 | New |
| Legal & General Group Plc | 2,218 | $25.0K | 0.00% | +219+11.0% | Added |
| Trust Co of Vermont | 2,605 | $29.4K | 0.00% | +2,605 | New |
| FMR LLC | 2,751 | $31.0K | 0.00% | +1,341+95.1% | Added |
| Tower Research Capital LLC (TRC) | 2,933 | $33.1K | 0.00% | +2,005+216.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $66.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6,091 | $68.7K | 0.01% | −14,026−69.7% | Reduced |
| Glen Eagle Advisors, LLC | 6,566 | $74.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,776 | $76.5K | 0.00% | +2,901+74.9% | Added |
| Advisor Group Holdings, Inc. | 6,992 | $78.9K | 0.00% | +554+8.6% | Added |
| New York State Common Retirement Fund | 7,597 | $85.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,610 | $97.0K | 0.00% | +7,571+728.7% | Added |
| Quantbot Technologies LP | 9,452 | $106.6K | 0.00% | +9,452 | New |
| Kovitz Investment Group Partners, LLC | 10,721 | $120.9K | 0.00% | +194+1.8% | Added |
| Aquatic Capital Management LLC | 10,769 | $121.5K | 0.00% | +5,032+87.7% | Added |
| Stifel Financial Corp | 10,851 | $122.4K | 0.00% | +10,851 | New |
| Intech Investment Management LLC | 12,132 | $136.8K | 0.00% | −1,908−13.6% | Reduced |
| Deutsche Bank AG | 12,315 | $138.9K | 0.00% | −5,000−28.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,355 | $139.0K | 0.00% | −425−3.3% | Reduced |
| Round Rock Advisors, LLC | 13,000 | $146.6K | 0.03% | +13,000 | New |
| Y-Intercept (Hong Kong) Ltd | 13,081 | $147.6K | 0.00% | −7,309−35.8% | Reduced |
| Kestra Advisory Services, LLC | 13,406 | $151.2K | 0.00% | +13,406 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,570 | $153.1K | 0.00% | −860−6.0% | Reduced |
| Two Sigma Advisers, LP | 13,900 | $156.8K | 0.00% | −8,300−37.4% | Reduced |
| BNP Paribas Arbitrage, SA | 14,995 | $169.1K | 0.00% | −3,005−16.7% | Reduced |
| Price T Rowe Associates Inc | 15,289 | $173.0K | 0.00% | +1,174+8.3% | Added |
| Franklin Resources Inc | 15,933 | $179.7K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 16,394 | $184.9K | 0.00% | +5,620+52.2% | Added |
| Boothbay Fund Management, LLC | 19,434 | $219.2K | 0.01% | −58,122−74.9% | Reduced |
| Arkadios Wealth Advisors | 20,835 | $235.0K | 0.01% | −22,726−52.2% | Reduced |
| LPL Financial LLC | 20,999 | $236.9K | 0.00% | +3,301+18.7% | Added |
| MetLife Investment Management | 22,446 | $253.2K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 25,260 | $284.9K | 0.00% | +25,260 | New |
| ExodusPoint Capital Management, LP | 25,313 | $286.0K | 0.00% | +15,243+151.4% | Added |
| Beacon Investment Advisors LLC | 25,565 | $289.1K | 0.12% | +219+0.9% | Added |
| Alliancebernstein L.P. | 25,670 | $289.6K | 0.00% | −900−3.4% | Reduced |
| Algert Global LLC | 25,843 | $291.5K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 27,700 | $313.0K | 0.00% | +4,061+17.2% | Added |
| Jackson Thornton Asset Management, LLC | 26,192 | $314.3K | 0.04% | +79+0.3% | Added |
| Petrus Trust Company, LTA | 28,120 | $317.2K | 0.03% | +28,120 | New |
| Corton Capital Inc. | 28,311 | $319.3K | 0.37% | +17,023+150.8% | Added |
| Founders Financial Alliance, LLC | 29,919 | $337.5K | 0.08% | +377+1.3% | Added |
| Alps Advisors Inc | 30,536 | $344.4K | 0.00% | +1,061+3.6% | Added |
| Susquehanna International Group, LLP | 30,746 | $346.8K | 0.00% | −4,085−11.7% | Reduced |
| Citigroup Inc | 31,394 | $354.1K | 0.00% | −1,249−3.8% | Reduced |
| Russell Investments Group, Ltd. | 32,666 | $368.5K | 0.00% | −15,766−32.6% | Reduced |
| State of Wisconsin Investment Board | 33,435 | $377.1K | 0.00% | +33,435 | New |
| 1620 Investment Advisors, Inc. | 33,772 | $380.9K | 0.27% | 00.0% | Unchanged |
| Wells Fargo & Company | 34,093 | $384.6K | 0.00% | +3,570+11.7% | Added |
| Jane Street Group, LLC | 35,378 | $399.1K | 0.00% | −1,298−3.5% | Reduced |
| Rhumbline Advisers | 36,433 | $411.0K | 0.00% | +2,108+6.1% | Added |
| Avenir Corp | 37,800 | $426.4K | 0.04% | 00.0% | Unchanged |
| Man Group plc | 40,138 | $452.8K | 0.00% | +2,304+6.1% | Added |
| Qube Research & Technologies Ltd | 41,279 | $465.6K | 0.00% | −189−0.5% | Reduced |
| Verition Fund Management LLC | 42,255 | $476.6K | 0.00% | +42,255 | New |
| Barclays PLC | 42,539 | $479.8K | 0.00% | +15,847+59.4% | Added |
| Raymond James Financial Inc | 45,620 | $514.6K | 0.00% | +7,674+20.2% | Added |
| Invesco Ltd. | 46,649 | $526.2K | 0.00% | +5,662+13.8% | Added |
| Nuveen, LLC | 51,761 | $583.9K | 0.00% | −11,601−18.3% | Reduced |
| Ridgewood Investments LLC | 52,485 | $592.0K | 0.26% | 00.0% | Unchanged |
| Magnetar Financial LLC | 54,039 | $609.6K | 0.00% | +40,672+304.3% | Added |
| Dynamic Technology Lab Private Ltd | 55,928 | $631.0K | 0.09% | +17,386+45.1% | Added |
| Gsa Capital Partners LLP | 57,697 | $651.0K | 0.05% | +57,697 | New |
| American Century Companies Inc | 65,488 | $738.7K | 0.00% | −19,589−23.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 65,770 | $741.9K | 0.05% | +23,136+54.3% | Added |
| Los Angeles Capital Management LLC | 68,662 | $774.5K | 0.00% | +26,109+61.4% | Added |
| Jump Financial, LLC | 70,378 | $793.9K | 0.01% | +37,264+112.5% | Added |
| Commons Capital, LLC | 70,658 | $797.0K | 0.61% | +70,658 | New |
| Boston Partners | 71,050 | $801.4K | 0.00% | +71,050 | New |
| First Trust Advisors LP | 96,747 | $1.09M | 0.00% | +4,251+4.6% | Added |
| Two Sigma Investments, LP | 108,248 | $1.22M | 0.00% | −16,199−13.0% | Reduced |
| Tudor Investment Corp Et Al | 109,573 | $1.24M | 0.01% | −20,668−15.9% | Reduced |
| LSV Asset Management | 111,300 | $1.25M | 0.00% | +10,772+10.7% | Added |
| Cubist Systematic Strategies, LLC | 125,008 | $1.41M | 0.02% | +89,773+254.8% | Added |
| Bard Associates Inc | 125,812 | $1.42M | 0.46% | −1,845−1.4% | Reduced |
| Barrett & Company, Inc. | 131,349 | $1.48M | 0.56% | −5,927−4.3% | Reduced |