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.
Q3 2025 vs. Q2 2025
How the institutions holding NewtekOne, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 123 | 132 | +9 |
| Shares | 11.9M | 14.4M | +2.51M (+21.1%) |
| Value | $133.9M | $164.6M | +$30.7M (+22.9%) |
New holders (21)
Institutions that held NewtekOne, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 2,307,692 | $26.4M | 8.36% |
| North Reef Capital Management LP | 386,924 | $4.43M | 0.21% |
| Creative Planning | 45,044 | $515.7K | 0.00% |
| Bailard, Inc. | 23,400 | $267.9K | 0.01% |
| Graham Capital Management, L.P. | 21,447 | $245.6K | 0.01% |
| R Squared Ltd | 19,658 | $225.1K | 0.10% |
| SRS Capital Advisors, Inc. | 19,558 | $223.9K | 0.00% |
| Mercer Global Advisors Inc | 16,711 | $191.3K | 0.00% |
| Wealth Enhancement Advisory Services, LLC | 13,404 | $149.7K | 0.00% |
| Mariner, LLC | 12,662 | $145.0K | 0.00% |
| Cerity Partners LLC | 11,619 | $133.0K | 0.00% |
| Advisory Services Network, LLC | 4,000 | $45.8K | 0.00% |
| California State Teachers Retirement System | 1,552 | $17.8K | 0.00% |
| Atlantic Union Bankshares Corp | 1,200 | $13.7K | 0.00% |
| Optiver Holding B.V. | 450 | $5.15K | 0.00% |
| Quadrant Capital Group LLC | 96 | $1.10K | 0.00% |
| Rockefeller Capital Management L.P. | 79 | $905 | 0.00% |
| US Bancorp | 29 | $332 | 0.00% |
| Point72 Europe (London) LLP | 21 | $240 | 0.00% |
| The PNC Financial Services Group, Inc. | 17 | $195 | 0.00% |
| Signaturefd, LLC | 17 | $195 | 0.00% |
Sold out (12)
Institutions that held NewtekOne, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Gsa Capital Partners LLP | 57,697 | $651.0K |
| Dynamic Technology Lab Private Ltd | 55,928 | $631.0K |
| Magnetar Financial LLC | 54,039 | $609.6K |
| Qube Research & Technologies Ltd | 41,279 | $465.6K |
| Susquehanna International Group, LLP | 30,746 | $346.8K |
| Alps Advisors Inc | 30,536 | $344.4K |
| Corton Capital Inc. | 28,311 | $319.3K |
| Petrus Trust Company, LTA | 28,120 | $317.2K |
| Algert Global LLC | 25,843 | $291.5K |
| Y-Intercept (Hong Kong) Ltd | 13,081 | $147.6K |
| Trust Co of Vermont | 2,605 | $29.4K |
| Wood Tarver Financial Group, LLC | 150 | $1.00K |