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 |
|---|---|---|---|---|---|
| Vision Financial Markets LLC | 1,931 | $21.1K | 0.02% | +21+1.1% | Added |
| Ameritas Investment Partners, Inc. | 1,925 | $21.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,875 | $20.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,712 | $19.0K | 0.00% | +34+2.0% | Added |
| Harbour Investments, Inc. | 1,682 | $18.4K | 0.00% | +1,682 | New |
| Essential Partners LLC | 1,461 | $16.0K | 0.01% | +106+7.8% | Added |
| Versant Capital Management, Inc | 1,459 | $16.0K | 0.00% | +603+70.4% | Added |
| California State Teachers Retirement System | 1,334 | $14.6K | 0.00% | −46−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 1,254 | $13.7K | 0.00% | −682−35.2% | Reduced |
| Signaturefd, LLC | 1,197 | $13.1K | 0.00% | +65+5.7% | Added |
| GAMMA Investing LLC | 1,125 | $12.3K | 0.00% | +155+16.0% | Added |
| Atlantic Union Bankshares Corp | 1,100 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,057 | $11.6K | 0.00% | −6−0.6% | Reduced |
| Avion Wealth | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 840 | $9.36K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 815 | $8.92K | 0.00% | −476−36.9% | Reduced |
| Aquatic Capital Management LLC | 802 | $8.78K | 0.00% | −7,568−90.4% | Reduced |
| FNY Investment Advisers, LLC | 800 | $8.00K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 497 | $5.44K | 0.00% | −7,100−93.5% | Reduced |
| Quadrant Capital Group LLC | 433 | $4.74K | 0.00% | −773−64.1% | Reduced |
| Axiom Investment Management LLC | 348 | $3.81K | 0.00% | +348 | New |
| Rothschild Investment LLC | 314 | $3.44K | 0.00% | +48+18.0% | Added |
| Optiver Holding B.V. | 266 | $2.91K | 0.00% | −184−40.9% | Reduced |
| Jones Financial Companies LLLP | 262 | $2.74K | 0.00% | +81+44.8% | Added |
| US Bancorp | 243 | $2.66K | 0.00% | +142+140.6% | Added |
| SRS Capital Advisors, Inc. | 231 | $2.53K | 0.00% | +86+59.3% | Added |
| WealthCollab, LLC | 203 | $2.22K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 189 | $2.07K | 0.00% | +139+278.0% | Added |
| Parallel Advisors, LLC | 164 | $1.80K | 0.00% | +164 | New |
| Synergy Investment Management, LLC | 115 | $1.26K | 0.00% | +115 | New |
| MAI Capital Management | 109 | $1.19K | 0.00% | +90+473.7% | Added |
| 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 |
| Rockefeller Capital Management L.P. | 79 | $865 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $648 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 47 | $515 | 0.00% | +47 | New |
| Basecamp Wealth Advisors LLC | 46 | $504 | 0.00% | +46 | New |
| Fifth Third Bancorp | 45 | $493 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 43 | $471 | 0.00% | +2+4.9% | Added |
| Front Row Advisors LLC | 32 | $357 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 28 | $307 | 0.00% | +28 | New |
| Caitong International Asset Management Co., Ltd | 27 | $296 | 0.00% | +27 | New |
| Transamerica Financial Advisors, Inc. | 21 | $233 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 13 | $142 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $132 | 0.00% | +1+9.1% | Added |
| Torren Management, LLC | 2 | $25 | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 0 | $0 | 0.00% | −134,095−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −66,379−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −42,300−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −41,142−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −33,034−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −22,161−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −21,221−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,334−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,059−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −704−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |