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, Q2 2026
Institutional positions in NewtekOne, Inc. as of Jun 30, 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
- 149
- +4 vs. Q1 2026
- Shares held
- 16.1M
- +811.5K (+5.3%) vs. Q1 2026
- Total value
- $238.0M
- +$70.8M (+42.3%) vs. Q1 2026
- New holders
- 20
- 70 more added
- Sold out
- 16
- 31 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1 | $15 | 0.00% | +1 | New |
| Torren Management, LLC | 2 | $34 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3 | $44 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 4 | $60 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 13 | $193 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 13 | $193 | 0.00% | +13 | New |
| Caitong International Asset Management Co., Ltd | 14 | $207 | 0.00% | −13−48.1% | Reduced |
| SJS Investment Consulting Inc. | 18 | $267 | 0.00% | +6+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 21 | $315 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23 | $341 | 0.00% | −22−48.9% | Reduced |
| Front Row Advisors LLC | 32 | $408 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 34 | $504 | 0.00% | −130−79.3% | Reduced |
| Cornerstone Planning Group LLC | 50 | $737 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 57 | $844 | 0.00% | +11+23.9% | Added |
| Optiver Holding B.V. | 66 | $977 | 0.00% | −200−75.2% | Reduced |
| Group One Trading, L.P. | 78 | $1.16K | 0.00% | +78 | New |
| Rockefeller Capital Management L.P. | 79 | $1.17K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 84 | $1.24K | 0.00% | +84 | New |
| Larson Financial Group LLC | 87 | $1.29K | 0.00% | +87 | New |
| True Wealth Design, LLC | 93 | $1.38K | 0.00% | +50+116.3% | Added |
| Synergy Investment Management, LLC | 115 | $1.70K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 121 | $1.79K | 0.00% | +121 | New |
| Covestor Ltd | 126 | $2.00K | 0.00% | +31+32.6% | Added |
| JFS Wealth Advisors, LLC | 142 | $2.13K | 0.00% | +142 | New |
| UBS Asset Management Americas Inc | 189 | $2.80K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 203 | $3.01K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 309 | $4.54K | 0.00% | +47+17.9% | Added |
| US Bancorp | 323 | $4.78K | 0.00% | +80+32.9% | Added |
| Rothschild Investment LLC | 343 | $5.08K | 0.00% | +29+9.2% | Added |
| California State Teachers Retirement System | 345 | $5.11K | 0.00% | −989−74.1% | Reduced |
| Axiom Investment Management LLC | 348 | $5.15K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 514 | $7.61K | 0.00% | −301−36.9% | Reduced |
| Clear Street Markets LLC | 636 | $9.42K | 0.00% | +636 | New |
| FNY Investment Advisers, LLC | 800 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 840 | $12.6K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,000 | $14.8K | 0.00% | −1,660−62.4% | Reduced |
| Atlantic Union Bankshares Corp | 1,100 | $16.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,164 | $17.2K | 0.01% | −297−20.3% | Reduced |
| Signaturefd, LLC | 1,197 | $17.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,230 | $18.2K | 0.00% | +105+9.3% | Added |
| EverSource Wealth Advisors, LLC | 1,365 | $20.2K | 0.00% | +308+29.1% | Added |
| Versant Capital Management, Inc | 1,429 | $21.2K | 0.00% | −30−2.1% | Reduced |
| Harbour Investments, Inc. | 1,688 | $25.0K | 0.00% | +6+0.4% | Added |
| IFP Advisors, Inc | 1,718 | $25.4K | 0.00% | −412−19.3% | Reduced |
| International Assets Investment Management, LLC | 1,875 | $28.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,925 | $28.5K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,969 | $29.6K | 0.03% | +38+2.0% | Added |
| Legal & General Group Plc | 2,320 | $34.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,386 | $35.3K | 0.00% | +1,132+90.3% | Added |
| Glen Eagle Advisors, LLC | 2,421 | $35.9K | 0.00% | −250−9.4% | Reduced |
| Farther Finance Advisors, LLC | 2,491 | $36.9K | 0.00% | +779+45.5% | Added |
| Royal Bank of Canada | 2,468 | $37.0K | 0.00% | +2,374+2,525.5% | Added |
| Advisor Group Holdings, Inc. | 3,094 | $45.8K | 0.00% | −202−6.1% | Reduced |
| Ancora Advisors, LLC | 3,108 | $46.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,115 | $46.1K | 0.00% | +489+18.6% | Added |
| Meeder Asset Management Inc | 4,309 | $63.8K | 0.00% | +4,309 | New |
| FMR LLC | 5,218 | $77.3K | 0.00% | +89+1.7% | Added |
| Crewe Advisors LLC | 6,000 | $88.9K | 0.01% | +3,000+100.0% | Added |
| Barclays PLC | 7,070 | $104.7K | 0.00% | −9,716−57.9% | Reduced |
| New York State Common Retirement Fund | 7,697 | $114.0K | 0.00% | +7,200+1,448.7% | Added |
| SRS Capital Advisors, Inc. | 9,000 | $133.3K | 0.00% | +8,769+3,796.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,106 | $134.9K | 0.00% | +3,173+53.5% | Added |
| Regal Investment Advisors LLC | 10,203 | $151.1K | 0.01% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 10,254 | $151.9K | 0.03% | −500−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,355 | $153.0K | 0.00% | −14,687−58.6% | Reduced |
| nVerses Capital, LLC | 10,417 | $154.3K | 0.24% | +10,417 | New |
| Jane Street Group, LLC | 10,532 | $156.0K | 0.00% | −47,556−81.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,751 | $174.0K | 0.00% | +215+1.9% | Added |
| Sequoia Financial Advisors, LLC | 13,047 | $193.2K | 0.00% | +13,047 | New |
| Martingale Asset Management L P | 13,950 | $206.6K | 0.00% | +13,950 | New |
| Empowered Funds, LLC | 14,108 | $208.9K | 0.00% | +14,108 | New |
| Arkadios Wealth Advisors | 15,142 | $224.3K | 0.00% | −1,059−6.5% | Reduced |
| Balyasny Asset Management LLC | 15,159 | $224.5K | 0.00% | +15,159 | New |
| CI Private Wealth, LLC | 15,673 | $232.5K | 0.00% | +2,289+17.1% | Added |
| Boothbay Fund Management, LLC | 16,751 | $248.1K | 0.00% | +4,395+35.6% | Added |
| JPMorgan Chase & Co | 16,371 | $249.2K | 0.00% | +6,276+62.2% | Added |
| Beacon Investment Advisors LLC | 16,961 | $251.2K | 0.08% | +238+1.4% | Added |
| Mariner, LLC | 18,887 | $279.8K | 0.00% | +5,548+41.6% | Added |
| BNP Paribas Arbitrage, SA | 18,899 | $279.9K | 0.00% | +12,271+185.1% | Added |
| Kestra Advisory Services, LLC | 19,061 | $282.3K | 0.00% | +110+0.6% | Added |
| Russell Investments Group, Ltd. | 19,071 | $282.4K | 0.00% | +11,771+161.2% | Added |
| UBS Group AG | 19,160 | $283.8K | 0.00% | +3,490+22.3% | Added |
| Alliancebernstein L.P. | 27,170 | $297.5K | 0.00% | +1,500+5.8% | Added |
| LPL Financial LLC | 21,081 | $312.2K | 0.00% | −281−1.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,506 | $317.9K | 0.00% | +6,829+46.5% | Added |
| Algert Global LLC | 21,878 | $324.0K | 0.00% | +4,030+22.6% | Added |
| Mercer Global Advisors Inc | 22,295 | $330.2K | 0.00% | +8,014+56.1% | Added |
| Cerity Partners LLC | 23,023 | $341.0K | 0.00% | +9,085+65.2% | Added |
| Integrated Quantitative Investments LLC | 23,816 | $352.7K | 0.06% | +23,816 | New |
| 1620 Investment Advisors, Inc. | 24,637 | $364.9K | 0.23% | 00.0% | Unchanged |
| MetLife Investment Management | 24,777 | $367.0K | 0.00% | +2,331+10.4% | Added |
| HSBC Holdings PLC | 24,330 | $367.9K | 0.00% | +24,330 | New |
| Deutsche Bank AG | 25,226 | $373.6K | 0.00% | +2,025+8.7% | Added |
| Founders Financial Alliance, LLC | 28,897 | $428.0K | 0.06% | +254+0.9% | Added |
| Bridgeway Capital Management, LLC | 29,700 | $439.9K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 30,684 | $454.4K | 0.00% | +1,635+5.6% | Added |
| XTX Topco Ltd | 33,276 | $492.8K | 0.01% | +5,036+17.8% | Added |
| Wells Fargo & Company | 35,846 | $530.9K | 0.00% | +13,388+59.6% | Added |
| Susquehanna Fundamental Investments, LLC | 38,186 | $565.5K | 0.01% | +8,579+29.0% | Added |