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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.

Other share classesNEWTGNEWTHNEWTINEWTONEWTP

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.

Institutional holdersQ2 2026: 149 institutions
Q1 2021: 72 institutionsQ2 2021: 83 institutionsQ3 2021: 75 institutionsQ4 2021: 74 institutionsQ1 2022: 85 institutionsQ2 2022: 80 institutionsQ3 2022: 74 institutionsQ4 2022: 69 institutionsQ1 2023: 76 institutionsQ2 2023: 82 institutionsQ3 2023: 84 institutionsQ4 2023: 90 institutionsQ1 2024: 89 institutionsQ2 2024: 100 institutionsQ3 2024: 103 institutionsQ4 2024: 119 institutionsQ1 2025: 126 institutionsQ2 2025: 123 institutionsQ3 2025: 132 institutionsQ4 2025: 133 institutionsQ1 2026: 146 institutionsQ2 2026: 149 institutions
Value heldQ2 2026: $238.0M
Q1 2021: $82.0MQ2 2021: $99.0MQ3 2021: $94.9MQ4 2021: $125.5MQ1 2022: $98.9MQ2 2022: $78.8MQ3 2022: $63.0MQ4 2022: $68.5MQ1 2023: $67.6MQ2 2023: $143.6MQ3 2023: $132.2MQ4 2023: $130.3MQ1 2024: $102.6MQ2 2024: $122.7MQ3 2024: $112.7MQ4 2024: $120.9MQ1 2025: $126.5MQ2 2025: $133.9MQ3 2025: $164.6MQ4 2025: $163.7MQ1 2026: $167.5MQ2 2026: $238.0M
Institutions holding NEWT and their total value by quarter
QuarterHoldersValue
Q2 2026149$238.0M
Q1 2026146$167.5M
Q4 2025133$163.7M
Q3 2025132$164.6M
Q2 2025123$133.9M
Q1 2025126$126.5M
Q4 2024119$120.9M
Q3 2024103$112.7M
Q2 2024100$122.7M
Q1 202489$102.6M
Q4 202390$130.3M
Q3 202384$132.2M
Q2 202382$143.6M
Q1 202376$67.6M
Q4 202269$68.5M
Q3 202274$63.0M
Q2 202280$78.8M
Q1 202285$98.9M
Q4 202174$125.5M
Q3 202175$94.9M
Q2 202183$99.0M
Q1 202172$82.0M

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding NewtekOne, Inc.; share changes are against Q1 2026.

Institutions holding NEWT in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Legal & General Group Plc2,320$34.4K0.00%00.0%Unchanged
Vision Financial Markets LLC1,969$29.6K0.03%+38+2.0%Added
Ameritas Investment Partners, Inc.1,925$28.5K0.00%00.0%Unchanged
International Assets Investment Management, LLC1,875$28.2K0.00%00.0%Unchanged
IFP Advisors, Inc1,718$25.4K0.00%−412−19.3%Reduced
Harbour Investments, Inc.1,688$25.0K0.00%+6+0.4%Added
Versant Capital Management, Inc1,429$21.2K0.00%−30−2.1%Reduced
EverSource Wealth Advisors, LLC1,365$20.2K0.00%+308+29.1%Added
GAMMA Investing LLC1,230$18.2K0.00%+105+9.3%Added
Signaturefd, LLC1,197$17.7K0.00%00.0%Unchanged
Essential Partners LLC1,164$17.2K0.01%−297−20.3%Reduced
Atlantic Union Bankshares Corp1,100$16.3K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,000$14.8K0.00%−1,660−62.4%Reduced
Avion Wealth1,000$14.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC840$12.6K0.00%00.0%Unchanged
FNY Investment Advisers, LLC800$11.0K0.00%00.0%Unchanged
Clear Street Markets LLC636$9.42K0.00%+636New
Sterling Capital Management LLC514$7.61K0.00%−301−36.9%Reduced
Axiom Investment Management LLC348$5.15K0.00%00.0%Unchanged
California State Teachers Retirement System345$5.11K0.00%−989−74.1%Reduced
Rothschild Investment LLC343$5.08K0.00%+29+9.2%Added
US Bancorp323$4.78K0.00%+80+32.9%Added
Jones Financial Companies LLLP309$4.54K0.00%+47+17.9%Added
WealthCollab, LLC203$3.01K0.00%00.0%Unchanged
UBS Asset Management Americas Inc189$2.80K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC142$2.13K0.00%+142New
Covestor Ltd126$2.00K0.00%+31+32.6%Added
Picton Mahoney Asset Management121$1.79K0.00%+121New
Synergy Investment Management, LLC115$1.70K0.00%00.0%Unchanged
True Wealth Design, LLC93$1.38K0.00%+50+116.3%Added
Larson Financial Group LLC87$1.29K0.00%+87New
Fortitude Family Office, LLC84$1.24K0.00%+84New
Rockefeller Capital Management L.P.79$1.17K0.00%00.0%Unchanged
Group One Trading, L.P.78$1.16K0.00%+78New
Optiver Holding B.V.66$9770.00%−200−75.2%Reduced
Basecamp Wealth Advisors LLC57$8440.00%+11+23.9%Added
Cornerstone Planning Group LLC50$7370.00%00.0%Unchanged
Parallel Advisors, LLC34$5040.00%−130−79.3%Reduced
Front Row Advisors LLC32$4080.00%00.0%Unchanged
Fifth Third Bancorp23$3410.00%−22−48.9%Reduced
Transamerica Financial Advisors, Inc.21$3150.00%00.0%Unchanged
SJS Investment Consulting Inc.18$2670.00%+6+50.0%Added
Caitong International Asset Management Co., Ltd14$2070.00%−13−48.1%Reduced
TD Private Client Wealth LLC13$1930.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.13$1930.00%+13New
JPL Wealth Management, LLC4$600.00%+4New
Steward Partners Investment Advisory, LLC3$440.00%+3New
Torren Management, LLC2$340.00%00.0%Unchanged
Clearstead Advisors, LLC1$150.00%+1New
Qube Research & Technologies Ltd0$00.00%−108,393−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−60,816−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−42,353−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−26,607−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−14,936−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−14,712−100.0%Sold out
Magnetar Financial LLC0$00.00%−14,121−100.0%Sold out
Colony Group, LLC0$00.00%−13,041−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−12,431−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−10,306−100.0%Sold out
Advisory Services Network, LLC0$00.00%−4,011−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−802−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−433−100.0%Sold out
MAI Capital Management0$00.00%−109−100.0%Sold out
Root Financial Partners, LLC0$00.00%−47−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−28−100.0%Sold out
CWM, LLC––––Not filed