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.
Q2 2026 vs. Q1 2026
How the institutions holding NewtekOne, Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 146 | 1 | 149 | +4 |
| Shares | 15.3M | 21.1K | 16.1M | +811.5K (+5.3%) |
| Value | $167.5M | $231.6K | $238.0M | +$70.8M (+42.3%) |
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held NewtekOne, Inc. at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| North Star Investment Management Corp. | 94,000 | $1.39M | 0.08% |
| Citadel Advisors LLC | 39,733 | $588.4K | 0.00% |
| HSBC Holdings PLC | 24,330 | $367.9K | 0.00% |
| Integrated Quantitative Investments LLC | 23,816 | $352.7K | 0.06% |
| Balyasny Asset Management LLC | 15,159 | $224.5K | 0.00% |
| Empowered Funds, LLC | 14,108 | $208.9K | 0.00% |
| Martingale Asset Management L P | 13,950 | $206.6K | 0.00% |
| Sequoia Financial Advisors, LLC | 13,047 | $193.2K | 0.00% |
| nVerses Capital, LLC | 10,417 | $154.3K | 0.24% |
| Meeder Asset Management Inc | 4,309 | $63.8K | 0.00% |
| Clear Street Markets LLC | 636 | $9.42K | 0.00% |
| JFS Wealth Advisors, LLC | 142 | $2.13K | 0.00% |
| Picton Mahoney Asset Management | 121 | $1.79K | 0.00% |
| Larson Financial Group LLC | 87 | $1.29K | 0.00% |
| Fortitude Family Office, LLC | 84 | $1.24K | 0.00% |
| Group One Trading, L.P. | 78 | $1.16K | 0.00% |
| Wealth Enhancement Trust Services, Inc. | 13 | $193 | 0.00% |
| JPL Wealth Management, LLC | 4 | $60 | 0.00% |
| Steward Partners Investment Advisory, LLC | 3 | $44 | 0.00% |
| Clearstead Advisors, LLC | 1 | $15 | 0.00% |
Sold out (16)
Institutions that held NewtekOne, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Qube Research & Technologies Ltd | 108,393 | $1.19M |
| Gsa Capital Partners LLP | 60,816 | $666.0K |
| ExodusPoint Capital Management, LP | 42,353 | $463.8K |
| Brevan Howard Capital Management LP | 26,607 | $291.3K |
| Mirabella Financial Services LLP | 14,936 | $163.5K |
| Susquehanna International Group, LLP | 14,712 | $161.1K |
| Magnetar Financial LLC | 14,121 | $154.6K |
| Colony Group, LLC | 13,041 | $142.8K |
| Campbell & CO Investment Adviser LLC | 12,431 | $136.1K |
| EP Wealth Advisors, LLC | 10,306 | $112.9K |
| Advisory Services Network, LLC | 4,011 | $43.9K |
| Aquatic Capital Management LLC | 802 | $8.78K |
| Quadrant Capital Group LLC | 433 | $4.74K |
| MAI Capital Management | 109 | $1.19K |
| Root Financial Partners, LLC | 47 | $515 |
| TopTier Wealth Management, LLC | 28 | $307 |
Not filed for Q2 2026 yet (1)
Institutions that held NewtekOne, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 21,148 | $231.6K |