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, Q1 2026
Institutional positions in NewtekOne, Inc. as of Mar 31, 2026. 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
- 146
- +14 vs. Q4 2025
- Shares held
- 15.3M
- +2.38M (+18.5%) vs. Q4 2025
- Total value
- $167.5M
- +$21.0M (+14.3%) vs. Q4 2025
- New holders
- 31
- 54 more added
- Sold out
- 17
- 38 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 2,307,692 | $25.3M | 6.51% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,196,013 | $24.0M | 0.00% | +33,178+1.5% | Added |
| Vanguard Capital Management LLC | 1,166,164 | $12.8M | 0.00% | +1,166,164 | New |
| Price T Rowe Associates Inc | 922,469 | $10.1M | 0.00% | +565,363+158.3% | Added |
| Goldman Sachs Group Inc | 663,764 | $7.27M | 0.00% | +114,525+20.9% | Added |
| Geode Capital Management, LLC | 657,346 | $7.20M | 0.00% | +39,357+6.4% | Added |
| Marshall Wace, LLP | 624,203 | $6.84M | 0.01% | +109,223+21.2% | Added |
| AQR Capital Management LLC | 564,888 | $6.19M | 0.00% | +29,365+5.5% | Added |
| State Street Corp | 517,702 | $5.77M | 0.00% | +15,798+3.1% | Added |
| Royce & Associates LP | 337,544 | $3.70M | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 299,968 | $3.28M | 0.01% | +31,292+11.6% | Added |
| Morgan Stanley | 254,580 | $2.79M | 0.00% | +96,516+61.1% | Added |
| Franklin Resources Inc | 253,993 | $2.78M | 0.00% | +253,993 | New |
| Nuveen, LLC | 241,174 | $2.64M | 0.00% | −31,617−11.6% | Reduced |
| Two Sigma Investments, LP | 239,158 | $2.62M | 0.00% | −18,623−7.2% | Reduced |
| North Reef Capital Management LP | 198,954 | $2.18M | 0.07% | −187,969−48.6% | Reduced |
| Northern Trust Corp | 194,369 | $2.13M | 0.00% | +22,481+13.1% | Added |
| Vanguard Portfolio Management LLC | 178,566 | $1.96M | 0.00% | +178,566 | New |
| Vanguard Fiduciary Trust Co | 169,764 | $1.86M | 0.00% | +169,764 | New |
| Squarepoint Ops LLC | 161,807 | $1.77M | 0.00% | +30,100+22.9% | Added |
| D. E. Shaw & Co., Inc. | 143,008 | $1.57M | 0.00% | −90,336−38.7% | Reduced |
| Trexquant Investment LP | 142,613 | $1.56M | 0.01% | −2,640−1.8% | Reduced |
| Bank of New York Mellon Corp | 138,506 | $1.52M | 0.00% | +36,731+36.1% | Added |
| Ameriprise Financial Inc | 134,181 | $1.47M | 0.00% | −4,310−3.1% | Reduced |
| LSV Asset Management | 120,500 | $1.32M | 0.00% | −11,300−8.6% | Reduced |
| Barrett & Company, Inc. | 110,915 | $1.21M | 0.42% | +4,895+4.6% | Added |
| Qube Research & Technologies Ltd | 108,393 | $1.19M | 0.00% | +44,490+69.6% | Added |
| Huber Capital Management LLC | 100,207 | $1.10M | 0.17% | +14,000+16.2% | Added |
| First Trust Advisors LP | 96,529 | $1.06M | 0.00% | −685−0.7% | Reduced |
| Tudor Investment Corp Et Al | 88,272 | $966.6K | 0.01% | +73,018+478.7% | Added |
| Boston Partners | 83,272 | $911.8K | 0.00% | +3,483+4.4% | Added |
| Quantinno Capital Management LP | 80,543 | $881.9K | 0.00% | +39,990+98.6% | Added |
| Man Group plc | 72,215 | $790.8K | 0.00% | +26,309+57.3% | Added |
| Citigroup Inc | 68,319 | $748.1K | 0.00% | +11,063+19.3% | Added |
| Bank of America Corp | 65,442 | $716.6K | 0.00% | +13,761+26.6% | Added |
| Segall Bryant & Hamill, LLC | 63,433 | $694.6K | 0.01% | +35,369+126.0% | Added |
| Millennium Management LLC | 62,871 | $688.4K | 0.00% | +976+1.6% | Added |
| Ridgewood Investments LLC | 62,485 | $684.2K | 0.28% | +62,485 | New |
| Gsa Capital Partners LLP | 60,816 | $666.0K | 0.04% | −38,354−38.7% | Reduced |
| Numerai GP LLC | 60,612 | $663.7K | 0.07% | +60,612 | New |
| Creative Planning | 58,232 | $637.6K | 0.00% | +14,785+34.0% | Added |
| Jane Street Group, LLC | 58,088 | $636.1K | 0.00% | −36,414−38.5% | Reduced |
| American Century Companies Inc | 55,189 | $604.3K | 0.00% | −8,431−13.3% | Reduced |
| Jump Financial, LLC | 54,229 | $593.8K | 0.01% | −33,855−38.4% | Reduced |
| Almitas Capital LLC | 53,570 | $586.6K | 0.13% | 00.0% | Unchanged |
| Invesco Ltd. | 49,613 | $543.3K | 0.00% | +5,094+11.4% | Added |
| Ieq Capital, LLC | 47,416 | $519.2K | 0.00% | +1,474+3.2% | Added |
| ExodusPoint Capital Management, LP | 42,353 | $463.8K | 0.00% | +42,353 | New |
| Avenir Corp | 40,800 | $446.8K | 0.05% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 40,244 | $440.7K | 0.00% | +40,244 | New |
| Bridgeway Capital Management, LLC | 29,700 | $325.2K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 29,607 | $324.2K | 0.01% | +29,607 | New |
| Rhumbline Advisers | 29,049 | $318.1K | 0.00% | −139−0.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 25,733 | $316.3K | 0.03% | −315−1.2% | Reduced |
| Founders Financial Alliance, LLC | 28,643 | $313.6K | 0.06% | −1,758−5.8% | Reduced |
| XTX Topco Ltd | 28,240 | $309.2K | 0.01% | +28,240 | New |
| Alliancebernstein L.P. | 25,670 | $291.4K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 26,607 | $291.3K | 0.00% | +26,607 | New |
| Cambridge Investment Research Advisors, Inc. | 25,042 | $274.0K | 0.00% | +14,687+141.8% | Added |
| 1620 Investment Advisors, Inc. | 24,637 | $269.8K | 0.18% | 00.0% | Unchanged |
| Deutsche Bank AG | 23,201 | $254.1K | 0.00% | +5,304+29.6% | Added |
| Wells Fargo & Company | 22,458 | $245.9K | 0.00% | −16,624−42.5% | Reduced |
| MetLife Investment Management | 22,446 | $245.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 21,362 | $233.9K | 0.00% | +142+0.7% | Added |
| CWM, LLC | 21,148 | $231.6K | 0.00% | −645−3.0% | Reduced |
| Kestra Advisory Services, LLC | 18,951 | $207.5K | 0.00% | +1,209+6.8% | Added |
| Algert Global LLC | 17,848 | $195.4K | 0.00% | +17,848 | New |
| Barclays PLC | 16,786 | $183.8K | 0.00% | −30,032−64.1% | Reduced |
| Beacon Investment Advisors LLC | 16,723 | $183.1K | 0.07% | +224+1.4% | Added |
| Arkadios Wealth Advisors | 16,201 | $177.4K | 0.00% | −626−3.7% | Reduced |
| UBS Group AG | 15,670 | $171.6K | 0.00% | −108,769−87.4% | Reduced |
| Mirabella Financial Services LLP | 14,936 | $163.5K | 0.02% | +14,936 | New |
| Wealth Enhancement Advisory Services, LLC | 14,677 | $162.0K | 0.00% | +2,776+23.3% | Added |
| Susquehanna International Group, LLP | 14,712 | $161.1K | 0.00% | +14,712 | New |
| Mercer Global Advisors Inc | 14,281 | $156.4K | 0.00% | +14,281 | New |
| Magnetar Financial LLC | 14,121 | $154.6K | 0.00% | +14,121 | New |
| Cerity Partners LLC | 13,938 | $152.6K | 0.00% | +224+1.6% | Added |
| CI Private Wealth, LLC | 13,384 | $146.6K | 0.00% | +13,384 | New |
| Mariner, LLC | 13,339 | $146.1K | 0.00% | +2,631+24.6% | Added |
| Colony Group, LLC | 13,041 | $142.8K | 0.00% | +506+4.0% | Added |
| Campbell & CO Investment Adviser LLC | 12,431 | $136.1K | 0.01% | +12,431 | New |
| Boothbay Fund Management, LLC | 12,356 | $135.3K | 0.00% | +12,356 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,536 | $126.3K | 0.00% | +1,103+10.6% | Added |
| Dumont & Blake Investment Advisors LLC | 10,754 | $117.8K | 0.03% | +10,754 | New |
| EP Wealth Advisors, LLC | 10,306 | $112.9K | 0.00% | +10,306 | New |
| Regal Investment Advisors LLC | 10,203 | $111.7K | 0.01% | +10,203 | New |
| JPMorgan Chase & Co | 10,095 | $106.7K | 0.00% | −98,670−90.7% | Reduced |
| Russell Investments Group, Ltd. | 7,300 | $79.9K | 0.00% | −18,420−71.6% | Reduced |
| BNP Paribas Arbitrage, SA | 6,628 | $72.6K | 0.00% | −8,514−56.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $65.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 5,129 | $56.2K | 0.00% | +1,015+24.7% | Added |
| Advisory Services Network, LLC | 4,011 | $43.9K | 0.00% | +4,011 | New |
| Advisor Group Holdings, Inc. | 3,296 | $36.1K | 0.00% | −183−5.3% | Reduced |
| Ancora Advisors, LLC | 3,108 | $34.0K | 0.00% | −60,092−95.1% | Reduced |
| Crewe Advisors LLC | 3,000 | $32.9K | 0.00% | +1,000+50.0% | Added |
| Glen Eagle Advisors, LLC | 2,671 | $29.2K | 0.00% | −1,412−34.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,660 | $29.1K | 0.00% | −593−18.2% | Reduced |
| Allworth Financial LP | 2,626 | $28.8K | 0.00% | +205+8.5% | Added |
| Legal & General Group Plc | 2,320 | $25.4K | 0.00% | +432+22.9% | Added |
| IFP Advisors, Inc | 2,130 | $23.3K | 0.00% | −14−0.7% | Reduced |