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。
2022 年第 1 季 13F 持有人
NewtekOne, Inc. 在 2022/3/31 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
- 85
- 較 2021 年第 4 季 +13 家
- 持有股數
- 370.9 萬
- 較 2021 年第 4 季 −83.3 萬 (−18.3%)
- 總市值
- $9,893 萬
- 較 2021 年第 4 季 −$2,656 萬 (−21.2%)
- 新進機構
- 21
- 另有 19 家加碼
- 清倉機構
- 8
- 另有 23 家減碼
另有 2 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 567,602 | $1,516 萬 | 0.03% | +197,093+53.2% | 加碼 |
| Royce & Associates LP | 510,540 | $1,363 萬 | 0.12% | −373,817−42.3% | 減碼 |
| Invesco Ltd. | 505,888 | $1,351 萬 | 0.00% | −211,414−29.5% | 減碼 |
| Two Sigma Advisers, LP | 249,900 | $667.2 萬 | 0.02% | −9,200−3.6% | 減碼 |
| Marshall Wace, LLP | 185,593 | $495.7 萬 | 0.01% | −124,032−40.1% | 減碼 |
| Bard Associates Inc | 128,937 | $344.3 萬 | 1.21% | −206−0.2% | 減碼 |
| Mendon Capital Advisors Corp | 125,000 | $333.8 萬 | 1.11% | +71,594+134.1% | 加碼 |
| Emerald Mutual Fund Advisers Trust | 107,990 | $288.3 萬 | 0.13% | 00.0% | 不變 |
| D.A. Davidson & Co. | 95,388 | $254.7 萬 | 0.03% | +5,660+6.3% | 加碼 |
| Two Sigma Investments, LP | 81,435 | $217.4 萬 | 0.01% | +2,368+3.0% | 加碼 |
| Northern Trust Corp | 78,933 | $210.8 萬 | 0.00% | +78,933 | 新進 |
| UBS Group AG | 71,940 | $192.1 萬 | 0.00% | −336−0.5% | 減碼 |
| Morgan Stanley | 64,475 | $172.2 萬 | 0.00% | −3,487−5.1% | 減碼 |
| Raymond James & Associates | 55,788 | $149.0 萬 | 0.00% | +2,679+5.0% | 加碼 |
| Mackenzie Financial Corp | 48,481 | $129.4 萬 | 0.00% | +3,677+8.2% | 加碼 |
| International Assets Investment Management, LLC | 46,050 | $123.0 萬 | 0.22% | −1,000−2.1% | 減碼 |
| Commonwealth Equity Services, LLC | 46,049 | $122.9 萬 | 0.00% | −13,806−23.1% | 減碼 |
| Arkadios Wealth Advisors | 43,891 | $117.2 萬 | 0.15% | +1,882+4.5% | 加碼 |
| McKinley Capital Management LLC /Delaware | 41,861 | $111.8 萬 | 0.11% | −40,203−49.0% | 減碼 |
| Millennium Management LLC | 40,553 | $108.3 萬 | 0.00% | +760+1.9% | 加碼 |
| Founders Financial Alliance, LLC | 39,032 | $104.2 萬 | 0.46% | +894+2.3% | 加碼 |
| Avenir Corp | 38,000 | $101.5 萬 | 0.08% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 35,163 | $93.9 萬 | 0.40% | +35,163 | 新進 |
| Advisor Group Holdings, Inc. | 34,752 | $92.8 萬 | 0.00% | +3,462+11.1% | 加碼 |
| Glen Eagle Advisors, LLC | 31,623 | $84.4 萬 | 0.22% | +1,345+4.4% | 加碼 |
| Stifel Financial Corp | 30,914 | $82.5 萬 | 0.00% | −6,453−17.3% | 減碼 |
| AXA S.A. | 30,400 | $81.2 萬 | 0.00% | −2,200−6.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 28,392 | $75.8 萬 | 0.00% | +7,919+38.7% | 加碼 |
| Bramshill Investments, LLC | 24,069 | $64.3 萬 | 0.09% | −15,485−39.1% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 25,708 | $63.3 萬 | 0.07% | −8,506−24.9% | 減碼 |
| Brookstone Capital Management | 19,665 | $49.3 萬 | 0.01% | +740+3.9% | 加碼 |
| AE Wealth Management LLC | 17,805 | $47.5 萬 | 0.00% | −2,813−13.6% | 減碼 |
| Gsa Capital Partners LLP | 15,395 | $41.1 萬 | 0.06% | +15,395 | 新進 |
| HRT Financial LP | 13,973 | $37.3 萬 | 0.00% | +13,973 | 新進 |
| Geode Capital Management, LLC | 13,878 | $37.0 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 13,717 | $36.7 萬 | 0.00% | +13,717 | 新進 |
| LPL Financial LLC | 13,663 | $36.5 萬 | 0.00% | −12,241−47.3% | 減碼 |
| Tradition Wealth Management, LLC | 12,318 | $32.9 萬 | 0.04% | 00.0% | 不變 |
| Capital Market Strategies LLC | 12,181 | $32.5 萬 | 0.28% | 00.0% | 不變 |
| Algert Global LLC | 10,692 | $28.5 萬 | 0.02% | +1,350+14.5% | 加碼 |
| Chubb Ltd | 10,692 | $28.5 萬 | 0.71% | +10,692 | 新進 |
| Ameriprise Financial Inc | 10,066 | $26.9 萬 | 0.00% | +10,066 | 新進 |
| Summitry LLC | 10,000 | $26.7 萬 | 0.02% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 9,940 | $26.5 萬 | 0.03% | +9,940 | 新進 |
| Natixis | 9,715 | $25.9 萬 | 0.00% | −2,252−18.8% | 減碼 |
| Susquehanna International Group, LLP | 9,616 | $25.7 萬 | 0.00% | +9,616 | 新進 |
| Axiom Investment Management LLC | 9,172 | $24.4 萬 | 0.53% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 9,000 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Wolverine Trading, LLC | 8,858 | $23.7 萬 | 0.01% | −339−3.7% | 減碼 |
| Guggenheim Capital LLC | 8,571 | $22.9 萬 | 0.00% | +8,571 | 新進 |
| Apollon Wealth Management, LLC | 8,000 | $21.4 萬 | 0.02% | 00.0% | 不變 |
| MetLife Investment Management | 7,109 | $19.0 萬 | 0.00% | +4,109+137.0% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 5,417 | $14.5 萬 | 0.05% | −1,867−25.6% | 減碼 |
| Wells Fargo & Company | 4,333 | $11.6 萬 | 0.00% | −1,210−21.8% | 減碼 |
| JPMorgan Chase & Co | 3,865 | $10.3 萬 | 0.00% | −2,260−36.9% | 減碼 |
| Bank of America Corp | 3,879 | $10.3 萬 | 0.00% | +2,226+134.7% | 加碼 |
| Money Concepts Capital Corp | 3,302 | $8.80 萬 | 0.00% | +3,302 | 新進 |
| Fortitude Advisory Group L.L.C. | 3,201 | $8.50 萬 | 0.05% | 00.0% | 不變 |
| Royal Bank of Canada | 2,166 | $5.80 萬 | 0.00% | +1,995+1,166.7% | 加碼 |
| US Bancorp | 2,000 | $5.30 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,500 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 1,494 | $3.99 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,107 | $3.00 萬 | 0.00% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 1,100 | $2.90 萬 | 0.01% | −500−31.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,117 | $2.90 萬 | 0.00% | +1,117 | 新進 |
| IFP Advisors, Inc | 1,350 | $2.80 萬 | 0.00% | +1,350 | 新進 |
| Exane Derivatives | 870 | $2.32 萬 | 0.01% | +870 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 642 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 550 | $1.50 萬 | 0.01% | +300+120.0% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 336 | $9,000 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 284 | $8,000 | 0.00% | 00.0% | 不變 |
| Tompkins Financial Corp | 300 | $8,000 | 0.00% | +300 | 新進 |
| Clear Street Markets LLC | 300 | $8,000 | 0.00% | +300 | 新進 |
| BlackRock Inc. | 237 | $6,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 237 | $6,000 | 0.00% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 250 | $6,000 | 0.00% | +125+100.0% | 加碼 |
| AlphaMark Advisors, LLC | 200 | $5,000 | 0.00% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 113 | $3,000 | 0.00% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 100 | $3,000 | 0.00% | +100 | 新進 |
| Rockefeller Capital Management L.P. | 79 | $2,000 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 64 | $2,000 | 0.00% | +64 | 新進 |
| CWM, LLC | 39 | $1,000 | 0.00% | +39 | 新進 |
| Sound Income Strategies, LLC | 32 | $1,000 | 0.00% | +32 | 新進 |
| Covestor Ltd | 10 | $0 | 0.00% | −27−73.0% | 減碼 |
| Financial Management Professionals, Inc. | 14 | $0 | 0.00% | +14 | 新進 |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −245,490−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −209,037−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −64,857−100.0% | 清倉 |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −2,848−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −355−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −236−100.0% | 清倉 |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −185−100.0% | 清倉 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |
| Harbour Investments, Inc. | – | – | – | – | 本季未申報 |