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, Q4 2025
Institutional positions in NewtekOne, Inc. as of Dec 31, 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
- 133
- +4 vs. Q3 2025
- Shares held
- 14.4M
- +185.5K (+1.3%) vs. Q3 2025
- Total value
- $163.7M
- +$795.1K (+0.5%) vs. Q3 2025
- New holders
- 23
- 41 more added
- Sold out
- 19
- 52 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Torren Management, LLC | 2 | $22 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 11 | $125 | 0.00% | +11 | New |
| Steward Partners Investment Advisory, LLC | 12 | $136 | 0.00% | +12 | New |
| TD Private Client Wealth LLC | 13 | $148 | 0.00% | +13 | New |
| MAI Capital Management | 19 | $216 | 0.00% | +19 | New |
| Transamerica Financial Advisors, Inc. | 21 | $242 | 0.00% | +21 | New |
| Front Row Advisors LLC | 32 | $370 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $466 | 0.00% | −130−76.0% | Reduced |
| Fifth Third Bancorp | 45 | $511 | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 50 | $568 | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 50 | $684 | 0.00% | +48+2,400.0% | Added |
| Rockefeller Capital Management L.P. | 79 | $897 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 98 | $1.11K | 0.00% | +98 | New |
| US Bancorp | 101 | $1.15K | 0.00% | +72+248.3% | Added |
| SRS Capital Advisors, Inc. | 145 | $1.65K | 0.00% | −19,413−99.3% | Reduced |
| Covestor Ltd | 154 | $2.00K | 0.00% | −84−35.3% | Reduced |
| Jones Financial Companies LLLP | 181 | $2.05K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 203 | $2.31K | 0.00% | +203 | New |
| Rothschild Investment LLC | 266 | $3.02K | 0.00% | +105+65.2% | Added |
| Optiver Holding B.V. | 450 | $5.11K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 500 | $5.67K | 0.00% | +500 | New |
| Flagship Harbor Advisors, LLC | 673 | $7.64K | 0.00% | +673 | New |
| Amalgamated Bank | 704 | $8.00K | 0.00% | −82−10.4% | Reduced |
| FNY Investment Advisers, LLC | 800 | $9.00K | 0.00% | +800 | New |
| Nisa Investment Advisors, LLC | 840 | $9.54K | 0.00% | +799+1,948.8% | Added |
| Versant Capital Management, Inc | 856 | $9.72K | 0.00% | +738+625.4% | Added |
| Avion Wealth | 1,000 | $11.0K | 0.00% | +400+66.7% | Added |
| GAMMA Investing LLC | 970 | $11.0K | 0.00% | +469+93.6% | Added |
| EverSource Wealth Advisors, LLC | 1,063 | $12.1K | 0.00% | −132−11.0% | Reduced |
| Atlantic Union Bankshares Corp | 1,100 | $12.5K | 0.00% | −100−8.3% | Reduced |
| Signaturefd, LLC | 1,132 | $12.8K | 0.00% | +1,115+6,558.8% | Added |
| Quadrant Capital Group LLC | 1,206 | $13.7K | 0.00% | +1,110+1,156.3% | Added |
| Sterling Capital Management LLC | 1,291 | $14.7K | 0.00% | −420−24.5% | Reduced |
| Essential Partners LLC | 1,355 | $15.4K | 0.00% | −1,113−45.1% | Reduced |
| California State Teachers Retirement System | 1,380 | $15.7K | 0.00% | −172−11.1% | Reduced |
| Royal Bank of Canada | 1,688 | $18.0K | 0.00% | +955+130.3% | Added |
| Farther Finance Advisors, LLC | 1,678 | $19.0K | 0.00% | −369−18.0% | Reduced |
| International Assets Investment Management, LLC | 1,875 | $21.3K | 0.00% | +1,875 | New |
| Legal & General Group Plc | 1,888 | $21.4K | 0.00% | −330−14.9% | Reduced |
| Vision Financial Markets LLC | 1,910 | $21.7K | 0.02% | +21+1.1% | Added |
| Ameritas Investment Partners, Inc. | 1,925 | $21.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,936 | $22.0K | 0.00% | +1,919+11,288.2% | Added |
| Crewe Advisors LLC | 2,000 | $22.7K | 0.00% | +2,000 | New |
| IFP Advisors, Inc | 2,144 | $24.3K | 0.00% | −4,655−68.5% | Reduced |
| Allworth Financial LP | 2,421 | $27.5K | 0.00% | +32+1.3% | Added |
| Tower Research Capital LLC (TRC) | 3,253 | $36.9K | 0.00% | +1,563+92.5% | Added |
| Advisor Group Holdings, Inc. | 3,479 | $39.5K | 0.00% | −3,837−52.4% | Reduced |
| Glen Eagle Advisors, LLC | 4,083 | $46.3K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 4,114 | $46.7K | 0.00% | +1,576+62.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $67.3K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,059 | $72.1K | 0.00% | −25,392−78.2% | Reduced |
| New York State Common Retirement Fund | 7,597 | $86.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,370 | $95.0K | 0.00% | +929+12.5% | Added |
| Intech Investment Management LLC | 10,334 | $117.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,355 | $118.0K | 0.00% | −2,000−16.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,433 | $118.4K | 0.00% | −1,234−10.6% | Reduced |
| Mariner, LLC | 10,708 | $121.5K | 0.00% | −1,954−15.4% | Reduced |
| Colony Group, LLC | 12,535 | $142.3K | 0.00% | +12,535 | New |
| Wealth Enhancement Advisory Services, LLC | 11,901 | $142.3K | 0.00% | −1,503−11.2% | Reduced |
| Round Rock Advisors, LLC | 13,000 | $147.6K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,714 | $155.7K | 0.00% | +2,095+18.0% | Added |
| BNP Paribas Arbitrage, SA | 15,142 | $171.9K | 0.00% | −6,342−29.5% | Reduced |
| Verition Fund Management LLC | 15,200 | $172.5K | 0.00% | −22,530−59.7% | Reduced |
| Tudor Investment Corp Et Al | 15,254 | $173.1K | 0.00% | −3,530−18.8% | Reduced |
| Beacon Investment Advisors LLC | 16,499 | $187.3K | 0.08% | +314+1.9% | Added |
| Arkadios Wealth Advisors | 16,827 | $191.0K | 0.00% | −1,545−8.4% | Reduced |
| Kestra Advisory Services, LLC | 17,742 | $201.4K | 0.00% | +2,136+13.7% | Added |
| Deutsche Bank AG | 17,897 | $203.1K | 0.00% | −252−1.4% | Reduced |
| LPL Financial LLC | 21,220 | $240.8K | 0.00% | +775+3.8% | Added |
| Raymond James Financial Inc | 21,221 | $240.9K | 0.00% | +833+4.1% | Added |
| CWM, LLC | 21,793 | $247.0K | 0.00% | +504+2.4% | Added |
| Quest Partners LLC | 22,161 | $251.5K | 0.01% | +409+1.9% | Added |
| MetLife Investment Management | 22,446 | $254.8K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 24,637 | $279.6K | 0.19% | −8,950−26.6% | Reduced |
| Alliancebernstein L.P. | 25,670 | $291.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 25,720 | $291.9K | 0.00% | −22,507−46.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 26,048 | $311.5K | 0.03% | −300−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 28,064 | $318.5K | 0.00% | −242,742−89.6% | Reduced |
| Rhumbline Advisers | 29,188 | $331.3K | 0.00% | −6,117−17.3% | Reduced |
| Bridgeway Capital Management, LLC | 29,700 | $337.1K | 0.01% | +29,700 | New |
| Founders Financial Alliance, LLC | 30,401 | $345.1K | 0.07% | +250+0.8% | Added |
| Graham Capital Management, L.P. | 33,034 | $374.9K | 0.01% | +11,587+54.0% | Added |
| Jefferies Financial Group Inc. | 35,000 | $397.3K | 0.00% | +35,000 | New |
| Wells Fargo & Company | 39,082 | $443.6K | 0.00% | +6,913+21.5% | Added |
| Quantinno Capital Management LP | 40,553 | $460.3K | 0.00% | −3,879−8.7% | Reduced |
| Avenir Corp | 40,800 | $463.1K | 0.05% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 41,142 | $467.0K | 0.00% | +41,142 | New |
| Two Sigma Advisers, LP | 42,300 | $480.1K | 0.00% | −10,600−20.0% | Reduced |
| Creative Planning | 43,447 | $493.1K | 0.00% | −1,597−3.5% | Reduced |
| Invesco Ltd. | 44,519 | $505.3K | 0.00% | −3,246−6.8% | Reduced |
| Man Group plc | 45,906 | $521.0K | 0.00% | +2,761+6.4% | Added |
| Ieq Capital, LLC | 45,942 | $521.4K | 0.00% | −15,262−24.9% | Reduced |
| Barclays PLC | 46,818 | $531.4K | 0.00% | +3,638+8.4% | Added |
| Bank of America Corp | 51,681 | $586.6K | 0.00% | −55,217−51.7% | Reduced |
| Almitas Capital LLC | 53,570 | $608.0K | 0.13% | +53,570 | New |
| Citigroup Inc | 57,256 | $649.9K | 0.00% | +5,272+10.1% | Added |
| Millennium Management LLC | 61,895 | $702.5K | 0.00% | −27,330−30.6% | Reduced |
| Ancora Advisors, LLC | 63,200 | $717.3K | 0.01% | −76,132−54.6% | Reduced |
| American Century Companies Inc | 63,620 | $722.1K | 0.00% | −86−0.1% | Reduced |
| Qube Research & Technologies Ltd | 63,903 | $725.3K | 0.00% | +63,903 | New |