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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 1,291 | $14.7K | 0.00% | −420−24.5% | Reduced |
| Quadrant Capital Group LLC | 1,206 | $13.7K | 0.00% | +1,110+1,156.3% | Added |
| Signaturefd, LLC | 1,132 | $12.8K | 0.00% | +1,115+6,558.8% | Added |
| Atlantic Union Bankshares Corp | 1,100 | $12.5K | 0.00% | −100−8.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,063 | $12.1K | 0.00% | −132−11.0% | Reduced |
| GAMMA Investing LLC | 970 | $11.0K | 0.00% | +469+93.6% | Added |
| Avion Wealth | 1,000 | $11.0K | 0.00% | +400+66.7% | Added |
| Versant Capital Management, Inc | 856 | $9.72K | 0.00% | +738+625.4% | Added |
| Nisa Investment Advisors, LLC | 840 | $9.54K | 0.00% | +799+1,948.8% | Added |
| FNY Investment Advisers, LLC | 800 | $9.00K | 0.00% | +800 | New |
| Amalgamated Bank | 704 | $8.00K | 0.00% | −82−10.4% | Reduced |
| Flagship Harbor Advisors, LLC | 673 | $7.64K | 0.00% | +673 | New |
| Northwestern Mutual Wealth Management Co | 500 | $5.67K | 0.00% | +500 | New |
| Optiver Holding B.V. | 450 | $5.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 266 | $3.02K | 0.00% | +105+65.2% | Added |
| WealthCollab, LLC | 203 | $2.31K | 0.00% | +203 | New |
| Jones Financial Companies LLLP | 181 | $2.05K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 154 | $2.00K | 0.00% | −84−35.3% | Reduced |
| SRS Capital Advisors, Inc. | 145 | $1.65K | 0.00% | −19,413−99.3% | Reduced |
| US Bancorp | 101 | $1.15K | 0.00% | +72+248.3% | Added |
| Bare Financial Services, Inc | 98 | $1.11K | 0.00% | +98 | New |
| Rockefeller Capital Management L.P. | 79 | $897 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $684 | 0.00% | +48+2,400.0% | Added |
| UBS Asset Management Americas Inc | 50 | $568 | 0.00% | +50 | New |
| Fifth Third Bancorp | 45 | $511 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $466 | 0.00% | −130−76.0% | Reduced |
| Front Row Advisors LLC | 32 | $370 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $242 | 0.00% | +21 | New |
| MAI Capital Management | 19 | $216 | 0.00% | +19 | New |
| TD Private Client Wealth LLC | 13 | $148 | 0.00% | +13 | New |
| Steward Partners Investment Advisory, LLC | 12 | $136 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 11 | $125 | 0.00% | +11 | New |
| Torren Management, LLC | 2 | $22 | 0.00% | +2 | New |
| Bard Associates Inc | 0 | $0 | 0.00% | −121,639−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −70,658−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −45,527−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −43,600−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −23,400−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −19,658−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −16,711−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −15,933−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,338−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −10,897−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −10,820−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,870−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Ridgewood Investments LLC | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |