NewtekOne, Inc.
NEWT- 交易所
- Nasdaq
- 產業
- National Commercial Banks
- SEC CIK
- 0001587987
近 90 天，NewtekOne, Inc. 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 149 家機構在 13F 申報持有，市值合計 $2.38 億；沒有大師持有。
2021 年第 2 季 13F 持有人
NewtekOne, Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 83
- 較 2021 年第 1 季 +11 家
- 持有股數
- 283.5 萬
- 較 2021 年第 1 季 −24.6 萬 (−8.0%)
- 總市值
- $9,900 萬
- 較 2021 年第 1 季 +$1,704 萬 (+20.8%)
- 新進機構
- 21
- 另有 23 家加碼
- 清倉機構
- 10
- 另有 25 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NEWT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 149 | $2.38 億 |
| 2026 年第 1 季 | 146 | $1.67 億 |
| 2025 年第 4 季 | 133 | $1.64 億 |
| 2025 年第 3 季 | 132 | $1.65 億 |
| 2025 年第 2 季 | 123 | $1.34 億 |
| 2025 年第 1 季 | 126 | $1.27 億 |
| 2024 年第 4 季 | 119 | $1.21 億 |
| 2024 年第 3 季 | 103 | $1.13 億 |
| 2024 年第 2 季 | 100 | $1.23 億 |
| 2024 年第 1 季 | 89 | $1.03 億 |
| 2023 年第 4 季 | 90 | $1.30 億 |
| 2023 年第 3 季 | 84 | $1.32 億 |
| 2023 年第 2 季 | 82 | $1.44 億 |
| 2023 年第 1 季 | 76 | $6,756 萬 |
| 2022 年第 4 季 | 69 | $6,854 萬 |
| 2022 年第 3 季 | 74 | $6,298 萬 |
| 2022 年第 2 季 | 80 | $7,879 萬 |
| 2022 年第 1 季 | 85 | $9,893 萬 |
| 2021 年第 4 季 | 74 | $1.26 億 |
| 2021 年第 3 季 | 75 | $9,493 萬 |
| 2021 年第 2 季 | 83 | $9,900 萬 |
| 2021 年第 1 季 | 72 | $8,196 萬 |
2021 年第 2 季持有機構
每家機構持有 NewtekOne, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Invesco Ltd. | 407,087 | $1,422 萬 | 0.00% | −80,906−16.6% | 減碼 |
| Van Eck Associates Corp | 342,035 | $1,194 萬 | 0.03% | −44,571−11.5% | 減碼 |
| Advisors Asset Management, Inc. | 234,947 | $820.4 萬 | 0.12% | −8,644−3.5% | 減碼 |
| Wellington Management Group LLP | 231,737 | $809.2 萬 | 0.00% | −82,000−26.1% | 減碼 |
| LSV Asset Management | 176,005 | $614.6 萬 | 0.01% | −20,301−10.3% | 減碼 |
| McKinley Capital Management LLC /Delaware | 134,752 | $470.6 萬 | 0.33% | −1,767−1.3% | 減碼 |
| Bard Associates Inc | 132,345 | $462.1 萬 | 1.51% | −2,502−1.9% | 減碼 |
| Commonwealth Equity Services, LLC | 73,956 | $258.2 萬 | 0.01% | +4,016+5.7% | 加碼 |
| Ameriprise Financial Inc | 55,750 | $194.5 萬 | 0.00% | +55,750 | 新進 |
| UBS Group AG | 52,873 | $184.6 萬 | 0.00% | +3,346+6.8% | 加碼 |
| HRT Financial LP | 52,559 | $183.5 萬 | 0.02% | +30,485+138.1% | 加碼 |
| Raymond James & Associates | 51,856 | $181.1 萬 | 0.00% | −14,701−22.1% | 減碼 |
| Citadel Advisors LLC | 51,166 | $178.7 萬 | 0.00% | +37,564+276.2% | 加碼 |
| Arkadios Wealth Advisors | 44,875 | $156.7 萬 | 0.19% | +825+1.9% | 加碼 |
| Morgan Stanley | 43,472 | $151.9 萬 | 0.00% | −26,098−37.5% | 減碼 |
| International Assets Investment Management, LLC | 43,450 | $151.7 萬 | 0.28% | −54,425−55.6% | 減碼 |
| LPL Financial LLC | 39,487 | $137.9 萬 | 0.00% | +21,580+120.5% | 加碼 |
| Advisor Group Holdings, Inc. | 39,441 | $137.8 萬 | 0.00% | −1,560−3.8% | 減碼 |
| Mackenzie Financial Corp | 38,444 | $134.2 萬 | 0.00% | +20,652+116.1% | 加碼 |
| Avenir Corp | 38,000 | $132.7 萬 | 0.11% | 00.0% | 不變 |
| Stifel Financial Corp | 37,281 | $130.1 萬 | 0.00% | −3,295−8.1% | 減碼 |
| Founders Financial Alliance, LLC | 35,655 | $124.4 萬 | 0.57% | +691+2.0% | 加碼 |
| Bramshill Investments, LLC | 30,208 | $105.5 萬 | 0.08% | −63,627−67.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 27,938 | $97.6 萬 | 0.00% | +538+2.0% | 加碼 |
| Glen Eagle Advisors, LLC | 26,725 | $93.3 萬 | 0.29% | +880+3.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 22,780 | $79.5 萬 | 0.43% | +14,026+160.2% | 加碼 |
| Kestra Advisory Services, LLC | 21,109 | $73.7 萬 | 0.01% | +3,173+17.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 19,905 | $69.5 萬 | 0.00% | +4,194+26.7% | 加碼 |
| Brookstone Capital Management | 18,925 | $67.7 萬 | 0.01% | +18,925 | 新進 |
| Guggenheim Capital LLC | 18,956 | $66.2 萬 | 0.00% | −9,633−33.7% | 減碼 |
| Simplex Trading, LLC | 18,675 | $65.2 萬 | 0.02% | +17,219+1,182.6% | 加碼 |
| Two Sigma Advisers, LP | 18,100 | $63.2 萬 | 0.00% | −14,400−44.3% | 減碼 |
| D.A. Davidson & Co. | 16,855 | $58.9 萬 | 0.01% | +1,795+11.9% | 加碼 |
| Cetera Advisors LLC | 16,100 | $56.2 萬 | 0.01% | +16,100 | 新進 |
| Geode Capital Management, LLC | 13,878 | $48.4 萬 | 0.00% | −3,389−19.6% | 減碼 |
| Wolverine Trading, LLC | 12,631 | $43.3 萬 | 0.01% | +12,631 | 新進 |
| Two Sigma Investments, LP | 12,016 | $42.0 萬 | 0.00% | +12,016 | 新進 |
| Boston Private Wealth LLC | 11,057 | $38.7 萬 | 0.00% | −18,183−62.2% | 減碼 |
| Alliancebernstein L.P. | 10,982 | $38.3 萬 | 0.00% | −4,302−28.1% | 減碼 |
| Natixis | 10,874 | $38.0 萬 | 0.00% | +2,171+24.9% | 加碼 |
| Tradition Wealth Management, LLC | 10,741 | $37.5 萬 | 0.06% | +3,138+41.3% | 加碼 |
| All Season Financial Advisors, Inc. | 10,108 | $35.3 萬 | 0.25% | +10,108 | 新進 |
| Summitry LLC | 10,000 | $34.9 萬 | 0.02% | 00.0% | 不變 |
| Axiom Investment Management LLC | 9,172 | $32.0 萬 | 0.25% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 9,000 | $31.4 萬 | 0.02% | +9,000 | 新進 |
| C M Bidwell & Associates Ltd | 8,190 | $28.6 萬 | 0.19% | +8,190 | 新進 |
| AE Wealth Management LLC | 8,005 | $28.0 萬 | 0.00% | −548−6.4% | 減碼 |
| Apollon Wealth Management, LLC | 8,000 | $27.9 萬 | 0.05% | 00.0% | 不變 |
| Bank of America Corp | 7,816 | $27.3 萬 | 0.00% | +4,025+106.2% | 加碼 |
| Chubb Ltd | 6,827 | $23.8 萬 | 0.84% | +6,827 | 新進 |
| Jane Street Group, LLC | 6,562 | $22.9 萬 | 0.00% | +6,562 | 新進 |
| Gsa Capital Partners LLP | 6,420 | $22.4 萬 | 0.03% | +6,420 | 新進 |
| Susquehanna International Group, LLP | 6,300 | $22.0 萬 | 0.00% | +6,300 | 新進 |
| Telos Capital Management, Inc. | 6,131 | $21.4 萬 | 0.03% | +6,131 | 新進 |
| Wells Fargo & Company | 5,539 | $19.3 萬 | 0.00% | +888+19.1% | 加碼 |
| JPMorgan Chase & Co | 3,865 | $13.5 萬 | 0.00% | 00.0% | 不變 |
| MetLife Investment Management | 3,000 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,393 | $8.60 萬 | 0.00% | +523+28.0% | 加碼 |
| PEAK6 Investments LLC | 2,351 | $8.20 萬 | 0.00% | +2,351 | 新進 |
| Group One Trading, L.P. | 2,217 | $7.70 萬 | 0.00% | −3,777−63.0% | 減碼 |
| US Bancorp | 2,000 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 1,744 | $6.10 萬 | 0.00% | +1,744 | 新進 |
| FNY Investment Advisers, LLC | 1,710 | $5.90 萬 | 0.02% | −2,821−62.3% | 減碼 |
| Harbour Investments, Inc. | 1,677 | $5.90 萬 | 0.00% | +4+0.2% | 加碼 |
| Advisory Services Network, LLC | 1,637 | $5.70 萬 | 0.00% | +1,637 | 新進 |
| American Portfolios Advisors | 1,494 | $5.22 萬 | 0.00% | −1,600−51.7% | 減碼 |
| Nisa Investment Advisors, LLC | 1,500 | $5.20 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,105 | $3.90 萬 | 0.00% | +1,105 | 新進 |
| Tower Research Capital LLC (TRC) | 947 | $3.30 萬 | 0.00% | −335−26.1% | 減碼 |
| D'Orazio & Associates, Inc. | 935 | $3.30 萬 | 0.01% | −92−9.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 642 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 578 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 535 | $1.90 萬 | 0.00% | +10+1.9% | 加碼 |
| BlackRock Inc. | 237 | $8,000 | 0.00% | +237 | 新進 |
| Signaturefd, LLC | 237 | $8,000 | 0.00% | +237 | 新進 |
| AlphaMark Advisors, LLC | 200 | $7,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 113 | $4,000 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 79 | $2,000 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 67 | $2,000 | 0.00% | +67 | 新進 |
| Brendel Financial Advisors LLC | 48 | $2,000 | 0.00% | +48 | 新進 |
| Steward Partners Investment Advisory, LLC | 17 | $1,000 | 0.00% | −1,158−98.6% | 減碼 |
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | 加碼 |
| Deutsche Bank AG | 3 | $0 | 0.00% | 00.0% | 不變 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −40,700−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −36,800−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,463−100.0% | 清倉 |
| Camden Capital, LLC | 0 | $0 | 0.00% | −12,050−100.0% | 清倉 |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −8,500−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,018−100.0% | 清倉 |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −7,500−100.0% | 清倉 |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −5,112−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,236−100.0% | 清倉 |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −396−100.0% | 清倉 |