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 3 季 13F 持有人
NewtekOne, Inc. 在 2021/9/30 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
- 75
- 較 2021 年第 2 季 −8 家
- 持有股數
- 341.8 萬
- 較 2021 年第 2 季 +58.3 萬 (+20.6%)
- 總市值
- $9,493 萬
- 較 2021 年第 2 季 −$407.2 萬 (−4.1%)
- 新進機構
- 13
- 另有 28 家加碼
- 清倉機構
- 21
- 另有 16 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Invesco Ltd. | 661,987 | $1,836 萬 | 0.00% | +254,900+62.6% | 加碼 |
| Van Eck Associates Corp | 322,875 | $895.3 萬 | 0.02% | −19,160−5.6% | 減碼 |
| Advisors Asset Management, Inc. | 248,782 | $689.9 萬 | 0.10% | +13,835+5.9% | 加碼 |
| Wellington Management Group LLP | 209,037 | $579.7 萬 | 0.00% | −22,700−9.8% | 減碼 |
| Bard Associates Inc | 130,627 | $362.2 萬 | 1.22% | −1,718−1.3% | 減碼 |
| Two Sigma Investments, LP | 129,427 | $358.9 萬 | 0.01% | +117,411+977.1% | 加碼 |
| Two Sigma Advisers, LP | 125,500 | $348.0 萬 | 0.01% | +107,400+593.4% | 加碼 |
| Marshall Wace North America L.P. | 111,185 | $308.2 萬 | 0.01% | +111,185 | 新進 |
| Emerald Mutual Fund Advisers Trust | 107,990 | $299.5 萬 | 0.10% | +107,990 | 新進 |
| McKinley Capital Management LLC /Delaware | 84,047 | $233.1 萬 | 0.22% | −50,705−37.6% | 減碼 |
| D.A. Davidson & Co. | 80,703 | $223.8 萬 | 0.03% | +63,848+378.8% | 加碼 |
| Susquehanna International Group, LLP | 70,885 | $196.6 萬 | 0.00% | +64,585+1,025.2% | 加碼 |
| UBS Group AG | 62,709 | $173.8 萬 | 0.00% | +9,836+18.6% | 加碼 |
| Morgan Stanley | 60,296 | $167.2 萬 | 0.00% | +16,824+38.7% | 加碼 |
| Commonwealth Equity Services, LLC | 56,205 | $155.8 萬 | 0.00% | −17,751−24.0% | 減碼 |
| Stifel Financial Corp | 55,773 | $154.7 萬 | 0.00% | +18,492+49.6% | 加碼 |
| Deutsche Bank AG | 55,071 | $152.7 萬 | 0.00% | +55,068+1,835,600.0% | 加碼 |
| Raymond James & Associates | 54,847 | $152.1 萬 | 0.00% | +2,991+5.8% | 加碼 |
| Arkadios Wealth Advisors | 49,653 | $137.6 萬 | 0.20% | +4,778+10.6% | 加碼 |
| International Assets Investment Management, LLC | 47,050 | $130.5 萬 | 0.23% | +3,600+8.3% | 加碼 |
| Mackenzie Financial Corp | 44,695 | $123.9 萬 | 0.00% | +6,251+16.3% | 加碼 |
| Citadel Advisors LLC | 38,556 | $106.9 萬 | 0.00% | −12,610−24.6% | 減碼 |
| Avenir Corp | 38,000 | $105.4 萬 | 0.09% | 00.0% | 不變 |
| Bramshill Investments, LLC | 37,272 | $103.4 萬 | 0.09% | +7,064+23.4% | 加碼 |
| Founders Financial Alliance, LLC | 36,773 | $102.0 萬 | 0.48% | +1,118+3.1% | 加碼 |
| Advisor Group Holdings, Inc. | 36,529 | $101.4 萬 | 0.00% | −2,912−7.4% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 31,509 | $87.4 萬 | 0.09% | +31,509 | 新進 |
| Glen Eagle Advisors, LLC | 30,003 | $83.2 萬 | 0.24% | +3,278+12.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 28,526 | $79.2 萬 | 0.00% | +588+2.1% | 加碼 |
| LSV Asset Management | 27,875 | $77.2 萬 | 0.00% | −148,130−84.2% | 減碼 |
| Ameriprise Financial Inc | 24,004 | $66.6 萬 | 0.00% | −31,746−56.9% | 減碼 |
| Simplex Trading, LLC | 18,775 | $66.2 萬 | 0.02% | +100+0.5% | 加碼 |
| Jane Street Group, LLC | 20,820 | $57.7 萬 | 0.00% | +14,258+217.3% | 加碼 |
| AE Wealth Management LLC | 19,935 | $55.3 萬 | 0.00% | +11,930+149.0% | 加碼 |
| Brookstone Capital Management | 18,925 | $53.8 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 19,161 | $53.1 萬 | 0.00% | +205+1.1% | 加碼 |
| Marshall Wace, LLP | 18,847 | $52.3 萬 | 0.00% | +18,847 | 新進 |
| Virtu Financial LLC | 17,383 | $48.2 萬 | 0.04% | +17,383 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 17,037 | $47.2 萬 | 0.00% | −2,868−14.4% | 減碼 |
| Algert Global LLC | 15,302 | $42.4 萬 | 0.06% | +15,302 | 新進 |
| LPL Financial LLC | 14,779 | $41.0 萬 | 0.00% | −24,708−62.6% | 減碼 |
| Geode Capital Management, LLC | 13,878 | $38.4 萬 | 0.00% | 00.0% | 不變 |
| Boston Private Wealth LLC | 13,607 | $37.7 萬 | 0.00% | +2,550+23.1% | 加碼 |
| AXA S.A. | 12,900 | $35.8 萬 | 0.00% | +12,900 | 新進 |
| Wolverine Trading, LLC | 10,676 | $29.4 萬 | 0.01% | −1,955−15.5% | 減碼 |
| Tradition Wealth Management, LLC | 10,546 | $29.2 萬 | 0.04% | −195−1.8% | 減碼 |
| Axiom Investment Management LLC | 9,172 | $25.4 萬 | 0.26% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 9,000 | $25.0 萬 | 0.02% | 00.0% | 不變 |
| JPMorgan Chase & Co | 8,173 | $22.6 萬 | 0.00% | +4,308+111.5% | 加碼 |
| Apollon Wealth Management, LLC | 8,000 | $22.2 萬 | 0.03% | 00.0% | 不變 |
| Susquehanna Fundamental Investments, LLC | 7,366 | $20.4 萬 | 0.00% | +7,366 | 新進 |
| C M Bidwell & Associates Ltd | 6,990 | $19.4 萬 | 0.13% | −1,200−14.7% | 減碼 |
| Wells Fargo & Company | 5,539 | $15.4 萬 | 0.00% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 4,000 | $11.1 萬 | 0.05% | +4,000 | 新進 |
| Wagner Wealth Management, LLC | 2,833 | $8.50 萬 | 0.07% | +2,833 | 新進 |
| MetLife Investment Management | 3,000 | $8.32 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,000 | $5.50 萬 | 0.00% | 00.0% | 不變 |
| Bank of America Corp | 1,735 | $4.80 萬 | 0.00% | −6,081−77.8% | 減碼 |
| Harbour Investments, Inc. | 1,682 | $4.70 萬 | 0.00% | +5+0.3% | 加碼 |
| Nisa Investment Advisors, LLC | 1,500 | $4.20 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 1,494 | $4.14 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,107 | $3.10 萬 | 0.00% | +2+0.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 642 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 578 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Kessler Investment Group, LLC | 340 | $9,000 | 0.01% | +340 | 新進 |
| Salem Investment Counselors Inc | 300 | $8,000 | 0.00% | +300 | 新進 |
| BlackRock Inc. | 237 | $7,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 237 | $7,000 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 200 | $6,000 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 167 | $5,000 | 0.00% | +100+149.3% | 加碼 |
| Rockbridge Investment Management, LCC | 103 | $3,000 | 0.00% | −432−80.7% | 減碼 |
| Stonebridge Capital Advisors LLC | 113 | $3,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 125 | $3,000 | 0.00% | +125 | 新進 |
| Rockefeller Capital Management L.P. | 79 | $2,000 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 18 | $0 | 0.00% | +1+5.9% | 加碼 |
| HRT Financial LP | 0 | $0 | 0.00% | −52,559−100.0% | 清倉 |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −22,780−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −21,109−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −16,100−100.0% | 清倉 |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −10,982−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −10,874−100.0% | 清倉 |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −10,108−100.0% | 清倉 |
| Summitry LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Chubb Ltd | 0 | $0 | 0.00% | −6,827−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,420−100.0% | 清倉 |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −6,131−100.0% | 清倉 |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −2,393−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,351−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,217−100.0% | 清倉 |
| Barclays PLC | 0 | $0 | 0.00% | −1,744−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,710−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,637−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −947−100.0% | 清倉 |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −935−100.0% | 清倉 |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −48−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |