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 |
|---|---|---|---|---|---|
| Torren Management, LLC | 2 | $25 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $132 | 0.00% | +1+9.1% | Added |
| TD Private Client Wealth LLC | 13 | $142 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $233 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 27 | $296 | 0.00% | +27 | New |
| TopTier Wealth Management, LLC | 28 | $307 | 0.00% | +28 | New |
| Front Row Advisors LLC | 32 | $357 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 43 | $471 | 0.00% | +2+4.9% | Added |
| Fifth Third Bancorp | 45 | $493 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 46 | $504 | 0.00% | +46 | New |
| Root Financial Partners, LLC | 47 | $515 | 0.00% | +47 | New |
| Cornerstone Planning Group LLC | 50 | $648 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 79 | $865 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 94 | $1.00K | 0.00% | −1,594−94.4% | Reduced |
| Covestor Ltd | 95 | $1.00K | 0.00% | −59−38.3% | Reduced |
| MAI Capital Management | 109 | $1.19K | 0.00% | +90+473.7% | Added |
| Synergy Investment Management, LLC | 115 | $1.26K | 0.00% | +115 | New |
| Parallel Advisors, LLC | 164 | $1.80K | 0.00% | +164 | New |
| UBS Asset Management Americas Inc | 189 | $2.07K | 0.00% | +139+278.0% | Added |
| WealthCollab, LLC | 203 | $2.22K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 231 | $2.53K | 0.00% | +86+59.3% | Added |
| US Bancorp | 243 | $2.66K | 0.00% | +142+140.6% | Added |
| Jones Financial Companies LLLP | 262 | $2.74K | 0.00% | +81+44.8% | Added |
| Optiver Holding B.V. | 266 | $2.91K | 0.00% | −184−40.9% | Reduced |
| Rothschild Investment LLC | 314 | $3.44K | 0.00% | +48+18.0% | Added |
| Axiom Investment Management LLC | 348 | $3.81K | 0.00% | +348 | New |
| Quadrant Capital Group LLC | 433 | $4.74K | 0.00% | −773−64.1% | Reduced |
| New York State Common Retirement Fund | 497 | $5.44K | 0.00% | −7,100−93.5% | Reduced |
| FNY Investment Advisers, LLC | 800 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 802 | $8.78K | 0.00% | −7,568−90.4% | Reduced |
| Sterling Capital Management LLC | 815 | $8.92K | 0.00% | −476−36.9% | Reduced |
| Nisa Investment Advisors, LLC | 840 | $9.36K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,057 | $11.6K | 0.00% | −6−0.6% | Reduced |
| Atlantic Union Bankshares Corp | 1,100 | $12.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,125 | $12.3K | 0.00% | +155+16.0% | Added |
| Signaturefd, LLC | 1,197 | $13.1K | 0.00% | +65+5.7% | Added |
| The PNC Financial Services Group, Inc. | 1,254 | $13.7K | 0.00% | −682−35.2% | Reduced |
| California State Teachers Retirement System | 1,334 | $14.6K | 0.00% | −46−3.3% | Reduced |
| Versant Capital Management, Inc | 1,459 | $16.0K | 0.00% | +603+70.4% | Added |
| Essential Partners LLC | 1,461 | $16.0K | 0.01% | +106+7.8% | Added |
| Harbour Investments, Inc. | 1,682 | $18.4K | 0.00% | +1,682 | New |
| Farther Finance Advisors, LLC | 1,712 | $19.0K | 0.00% | +34+2.0% | Added |
| International Assets Investment Management, LLC | 1,875 | $20.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,925 | $21.1K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,931 | $21.1K | 0.02% | +21+1.1% | Added |
| IFP Advisors, Inc | 2,130 | $23.3K | 0.00% | −14−0.7% | Reduced |
| Legal & General Group Plc | 2,320 | $25.4K | 0.00% | +432+22.9% | Added |
| Allworth Financial LP | 2,626 | $28.8K | 0.00% | +205+8.5% | Added |
| Tower Research Capital LLC (TRC) | 2,660 | $29.1K | 0.00% | −593−18.2% | Reduced |
| Glen Eagle Advisors, LLC | 2,671 | $29.2K | 0.00% | −1,412−34.6% | Reduced |
| Crewe Advisors LLC | 3,000 | $32.9K | 0.00% | +1,000+50.0% | Added |
| Ancora Advisors, LLC | 3,108 | $34.0K | 0.00% | −60,092−95.1% | Reduced |
| Advisor Group Holdings, Inc. | 3,296 | $36.1K | 0.00% | −183−5.3% | Reduced |
| Advisory Services Network, LLC | 4,011 | $43.9K | 0.00% | +4,011 | New |
| FMR LLC | 5,129 | $56.2K | 0.00% | +1,015+24.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $65.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 6,628 | $72.6K | 0.00% | −8,514−56.2% | Reduced |
| Russell Investments Group, Ltd. | 7,300 | $79.9K | 0.00% | −18,420−71.6% | Reduced |
| JPMorgan Chase & Co | 10,095 | $106.7K | 0.00% | −98,670−90.7% | Reduced |
| Regal Investment Advisors LLC | 10,203 | $111.7K | 0.01% | +10,203 | New |
| EP Wealth Advisors, LLC | 10,306 | $112.9K | 0.00% | +10,306 | New |
| Dumont & Blake Investment Advisors LLC | 10,754 | $117.8K | 0.03% | +10,754 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,536 | $126.3K | 0.00% | +1,103+10.6% | Added |
| Boothbay Fund Management, LLC | 12,356 | $135.3K | 0.00% | +12,356 | New |
| Campbell & CO Investment Adviser LLC | 12,431 | $136.1K | 0.01% | +12,431 | New |
| Colony Group, LLC | 13,041 | $142.8K | 0.00% | +506+4.0% | Added |
| Mariner, LLC | 13,339 | $146.1K | 0.00% | +2,631+24.6% | Added |
| CI Private Wealth, LLC | 13,384 | $146.6K | 0.00% | +13,384 | New |
| Cerity Partners LLC | 13,938 | $152.6K | 0.00% | +224+1.6% | Added |
| Magnetar Financial LLC | 14,121 | $154.6K | 0.00% | +14,121 | New |
| Mercer Global Advisors Inc | 14,281 | $156.4K | 0.00% | +14,281 | New |
| Susquehanna International Group, LLP | 14,712 | $161.1K | 0.00% | +14,712 | New |
| Wealth Enhancement Advisory Services, LLC | 14,677 | $162.0K | 0.00% | +2,776+23.3% | Added |
| Mirabella Financial Services LLP | 14,936 | $163.5K | 0.02% | +14,936 | New |
| UBS Group AG | 15,670 | $171.6K | 0.00% | −108,769−87.4% | Reduced |
| Arkadios Wealth Advisors | 16,201 | $177.4K | 0.00% | −626−3.7% | Reduced |
| Beacon Investment Advisors LLC | 16,723 | $183.1K | 0.07% | +224+1.4% | Added |
| Barclays PLC | 16,786 | $183.8K | 0.00% | −30,032−64.1% | Reduced |
| Algert Global LLC | 17,848 | $195.4K | 0.00% | +17,848 | New |
| Kestra Advisory Services, LLC | 18,951 | $207.5K | 0.00% | +1,209+6.8% | Added |
| CWM, LLC | 21,148 | $231.6K | 0.00% | −645−3.0% | Reduced |
| LPL Financial LLC | 21,362 | $233.9K | 0.00% | +142+0.7% | Added |
| MetLife Investment Management | 22,446 | $245.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 22,458 | $245.9K | 0.00% | −16,624−42.5% | Reduced |
| Deutsche Bank AG | 23,201 | $254.1K | 0.00% | +5,304+29.6% | Added |
| 1620 Investment Advisors, Inc. | 24,637 | $269.8K | 0.18% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 25,042 | $274.0K | 0.00% | +14,687+141.8% | Added |
| Brevan Howard Capital Management LP | 26,607 | $291.3K | 0.00% | +26,607 | New |
| Alliancebernstein L.P. | 25,670 | $291.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 28,240 | $309.2K | 0.01% | +28,240 | New |
| Founders Financial Alliance, LLC | 28,643 | $313.6K | 0.06% | −1,758−5.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 25,733 | $316.3K | 0.03% | −315−1.2% | Reduced |
| Rhumbline Advisers | 29,049 | $318.1K | 0.00% | −139−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,607 | $324.2K | 0.01% | +29,607 | New |
| Bridgeway Capital Management, LLC | 29,700 | $325.2K | 0.01% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 40,244 | $440.7K | 0.00% | +40,244 | New |
| Avenir Corp | 40,800 | $446.8K | 0.05% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 42,353 | $463.8K | 0.00% | +42,353 | New |
| Ieq Capital, LLC | 47,416 | $519.2K | 0.00% | +1,474+3.2% | Added |