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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 1,925 | $22.0K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,889 | $21.6K | 0.02% | +19+1.0% | Added |
| Sterling Capital Management LLC | 1,711 | $19.6K | 0.00% | +1,047+157.7% | Added |
| Tower Research Capital LLC (TRC) | 1,690 | $19.4K | 0.00% | −1,243−42.4% | Reduced |
| California State Teachers Retirement System | 1,552 | $17.8K | 0.00% | +1,552 | New |
| Atlantic Union Bankshares Corp | 1,200 | $13.7K | 0.00% | +1,200 | New |
| EverSource Wealth Advisors, LLC | 1,195 | $13.7K | 0.00% | +411+52.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $11.4K | 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 |
| Avion Wealth | 600 | $6.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 501 | $5.74K | 0.00% | +71+16.5% | Added |
| Principal Securities, Inc. | 500 | $5.72K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 450 | $5.15K | 0.00% | +450 | New |
| Covestor Ltd | 238 | $3.00K | 0.00% | +45+23.3% | Added |
| Jones Financial Companies LLLP | 181 | $2.15K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rothschild Investment LLC | 161 | $1.84K | 0.00% | +41+34.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 150 | $1.72K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 137 | $1.58K | 0.00% | +2+1.5% | Added |
| Versant Capital Management, Inc | 118 | $1.35K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 96 | $1.10K | 0.00% | +96 | New |
| Rockefeller Capital Management L.P. | 79 | $905 | 0.00% | +79 | New |
| Fifth Third Bancorp | 45 | $515 | 0.00% | −26−36.6% | Reduced |
| Nisa Investment Advisors, LLC | 41 | $469 | 0.00% | +25+156.3% | Added |
| Front Row Advisors LLC | 32 | $367 | 0.00% | −16−33.3% | Reduced |
| US Bancorp | 29 | $332 | 0.00% | +29 | New |
| Point72 Europe (London) LLP | 21 | $240 | 0.00% | +21 | New |
| The PNC Financial Services Group, Inc. | 17 | $195 | 0.00% | +17 | New |
| Signaturefd, LLC | 17 | $195 | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 2 | $6 | 0.00% | −48−96.0% | Reduced |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −57,697−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −55,928−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −54,039−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −41,279−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −30,746−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −30,536−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −28,311−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −28,120−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −25,843−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,081−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −2,605−100.0% | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |