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, Q3 2025
Institutional positions in NewtekOne, Inc. as of Sep 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
- 132
- +9 vs. Q2 2025
- Shares held
- 14.4M
- +2.51M (+21.1%) vs. Q2 2025
- Total value
- $164.6M
- +$30.7M (+22.9%) vs. Q2 2025
- New holders
- 21
- 45 more added
- Sold out
- 12
- 47 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 2 | $6 | 0.00% | −48−96.0% | Reduced |
| The PNC Financial Services Group, Inc. | 17 | $195 | 0.00% | +17 | New |
| Signaturefd, LLC | 17 | $195 | 0.00% | +17 | New |
| Point72 Europe (London) LLP | 21 | $240 | 0.00% | +21 | New |
| US Bancorp | 29 | $332 | 0.00% | +29 | New |
| Front Row Advisors LLC | 32 | $367 | 0.00% | −16−33.3% | Reduced |
| Nisa Investment Advisors, LLC | 41 | $469 | 0.00% | +25+156.3% | Added |
| Fifth Third Bancorp | 45 | $515 | 0.00% | −26−36.6% | Reduced |
| Rockefeller Capital Management L.P. | 79 | $905 | 0.00% | +79 | New |
| Quadrant Capital Group LLC | 96 | $1.10K | 0.00% | +96 | New |
| Versant Capital Management, Inc | 118 | $1.35K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 137 | $1.58K | 0.00% | +2+1.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 150 | $1.72K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 161 | $1.84K | 0.00% | +41+34.2% | Added |
| Clearstead Advisors, LLC | 171 | $1.96K | 0.00% | +67+64.4% | Added |
| True Wealth Design, LLC | 171 | $1.96K | 0.00% | +102+147.8% | Added |
| Jones Financial Companies LLLP | 181 | $2.15K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 238 | $3.00K | 0.00% | +45+23.3% | Added |
| Optiver Holding B.V. | 450 | $5.15K | 0.00% | +450 | New |
| Principal Securities, Inc. | 500 | $5.72K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 501 | $5.74K | 0.00% | +71+16.5% | Added |
| Avion Wealth | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 733 | $9.00K | 0.00% | −26,967−97.4% | Reduced |
| Amalgamated Bank | 786 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $11.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,195 | $13.7K | 0.00% | +411+52.4% | Added |
| Atlantic Union Bankshares Corp | 1,200 | $13.7K | 0.00% | +1,200 | New |
| California State Teachers Retirement System | 1,552 | $17.8K | 0.00% | +1,552 | New |
| Tower Research Capital LLC (TRC) | 1,690 | $19.4K | 0.00% | −1,243−42.4% | Reduced |
| Sterling Capital Management LLC | 1,711 | $19.6K | 0.00% | +1,047+157.7% | Added |
| Vision Financial Markets LLC | 1,889 | $21.6K | 0.02% | +19+1.0% | Added |
| Ameritas Investment Partners, Inc. | 1,925 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,047 | $23.4K | 0.00% | −25−1.2% | Reduced |
| Legal & General Group Plc | 2,218 | $25.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,389 | $27.4K | 0.00% | +240+11.2% | Added |
| Essential Partners LLC | 2,468 | $28.3K | 0.01% | +1,767+252.1% | Added |
| FMR LLC | 2,538 | $29.1K | 0.00% | −213−7.7% | Reduced |
| Advisory Services Network, LLC | 4,000 | $45.8K | 0.00% | +4,000 | New |
| Glen Eagle Advisors, LLC | 4,083 | $46.7K | 0.01% | −2,483−37.8% | Reduced |
| Quantbot Technologies LP | 5,870 | $67.2K | 0.00% | −3,582−37.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $67.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,799 | $77.8K | 0.00% | +23+0.3% | Added |
| Aquatic Capital Management LLC | 7,441 | $85.2K | 0.00% | −3,328−30.9% | Reduced |
| New York State Common Retirement Fund | 7,597 | $87.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,316 | $90.3K | 0.00% | +324+4.6% | Added |
| Intech Investment Management LLC | 10,334 | $118.3K | 0.00% | −1,798−14.8% | Reduced |
| Stifel Financial Corp | 10,820 | $123.9K | 0.00% | −31−0.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,897 | $124.8K | 0.00% | +176+1.6% | Added |
| Cerity Partners LLC | 11,619 | $133.0K | 0.00% | +11,619 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,667 | $133.6K | 0.00% | −1,903−14.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,355 | $141.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 12,662 | $145.0K | 0.00% | +12,662 | New |
| Round Rock Advisors, LLC | 13,000 | $148.8K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,404 | $149.7K | 0.00% | +13,404 | New |
| Boothbay Fund Management, LLC | 15,338 | $175.6K | 0.00% | −4,096−21.1% | Reduced |
| Kestra Advisory Services, LLC | 15,606 | $178.7K | 0.00% | +2,200+16.4% | Added |
| Franklin Resources Inc | 15,933 | $182.4K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 16,185 | $185.3K | 0.08% | −9,380−36.7% | Reduced |
| Mercer Global Advisors Inc | 16,711 | $191.3K | 0.00% | +16,711 | New |
| Price T Rowe Associates Inc | 17,106 | $197.0K | 0.00% | +1,817+11.9% | Added |
| Deutsche Bank AG | 18,149 | $207.8K | 0.00% | +5,834+47.4% | Added |
| Arkadios Wealth Advisors | 18,372 | $210.4K | 0.01% | −2,463−11.8% | Reduced |
| Tudor Investment Corp Et Al | 18,784 | $215.1K | 0.00% | −90,789−82.9% | Reduced |
| State of Wisconsin Investment Board | 18,800 | $215.3K | 0.00% | −14,635−43.8% | Reduced |
| SRS Capital Advisors, Inc. | 19,558 | $223.9K | 0.00% | +19,558 | New |
| R Squared Ltd | 19,658 | $225.1K | 0.10% | +19,658 | New |
| Raymond James Financial Inc | 20,388 | $233.4K | 0.00% | −25,232−55.3% | Reduced |
| LPL Financial LLC | 20,445 | $234.1K | 0.00% | −554−2.6% | Reduced |
| CWM, LLC | 21,289 | $244.0K | 0.00% | +12,679+147.3% | Added |
| Graham Capital Management, L.P. | 21,447 | $245.6K | 0.01% | +21,447 | New |
| BNP Paribas Arbitrage, SA | 21,484 | $246.0K | 0.00% | +6,489+43.3% | Added |
| Quest Partners LLC | 21,752 | $249.1K | 0.02% | +15,661+257.1% | Added |
| MetLife Investment Management | 22,446 | $257.0K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 23,400 | $267.9K | 0.01% | +23,400 | New |
| Alliancebernstein L.P. | 25,670 | $293.9K | 0.00% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 26,348 | $295.4K | 0.03% | +156+0.6% | Added |
| Founders Financial Alliance, LLC | 30,151 | $345.2K | 0.07% | +232+0.8% | Added |
| Wells Fargo & Company | 32,169 | $368.3K | 0.00% | −1,924−5.6% | Reduced |
| Los Angeles Capital Management LLC | 32,451 | $371.6K | 0.00% | −36,211−52.7% | Reduced |
| 1620 Investment Advisors, Inc. | 33,587 | $384.6K | 0.26% | −185−0.5% | Reduced |
| Rhumbline Advisers | 35,305 | $404.2K | 0.00% | −1,128−3.1% | Reduced |
| Verition Fund Management LLC | 37,730 | $432.0K | 0.00% | −4,525−10.7% | Reduced |
| Avenir Corp | 40,800 | $467.2K | 0.05% | +3,000+7.9% | Added |
| Jane Street Group, LLC | 40,820 | $467.4K | 0.00% | +5,442+15.4% | Added |
| Man Group plc | 43,145 | $494.0K | 0.00% | +3,007+7.5% | Added |
| Barclays PLC | 43,180 | $494.4K | 0.00% | +641+1.5% | Added |
| Campbell & CO Investment Adviser LLC | 43,600 | $499.2K | 0.04% | −22,170−33.7% | Reduced |
| Quantinno Capital Management LP | 44,432 | $508.7K | 0.00% | +28,038+171.0% | Added |
| Creative Planning | 45,044 | $515.7K | 0.00% | +45,044 | New |
| ExodusPoint Capital Management, LP | 45,527 | $521.3K | 0.01% | +20,214+79.9% | Added |
| UBS Group AG | 46,074 | $527.5K | 0.00% | −159,172−77.6% | Reduced |
| Invesco Ltd. | 47,765 | $546.9K | 0.00% | +1,116+2.4% | Added |
| Russell Investments Group, Ltd. | 48,227 | $552.2K | 0.00% | +15,561+47.6% | Added |
| Citigroup Inc | 51,984 | $595.2K | 0.00% | +20,590+65.6% | Added |
| Ridgewood Investments LLC | 52,485 | $601.0K | 0.25% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 52,900 | $605.7K | 0.00% | +39,000+280.6% | Added |
| Ieq Capital, LLC | 61,204 | $700.8K | 0.00% | +35,944+142.3% | Added |
| American Century Companies Inc | 63,706 | $729.4K | 0.00% | −1,782−2.7% | Reduced |
| Commons Capital, LLC | 70,658 | $809.0K | 0.54% | 00.0% | Unchanged |
| Jump Financial, LLC | 72,300 | $827.8K | 0.01% | +1,922+2.7% | Added |