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 4 季 13F 持有人
NewtekOne, Inc. 在 2022/12/31 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
- 69
- 較 2022 年第 3 季 −4 家
- 持有股數
- 421.9 萬
- 較 2022 年第 3 季 +36.0 萬 (+9.3%)
- 總市值
- $6,854 萬
- 較 2022 年第 3 季 +$558.0 萬 (+8.9%)
- 新進機構
- 11
- 另有 23 家加碼
- 清倉機構
- 15
- 另有 21 家減碼
另有 1 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royce & Associates LP | 1,020,507 | $1,658 萬 | 0.17% | +574,302+128.7% | 加碼 |
| Invesco Ltd. | 683,893 | $1,111 萬 | 0.00% | +1,936+0.3% | 加碼 |
| Susquehanna International Group, LLP | 400,353 | $650.6 萬 | 0.01% | +400,353 | 新進 |
| Van Eck Associates Corp | 330,655 | $537.3 萬 | 0.01% | +10,069+3.1% | 加碼 |
| Barrett & Company, Inc. | 183,151 | $297.6 萬 | 1.97% | 00.0% | 不變 |
| Bard Associates Inc | 128,593 | $209.0 萬 | 0.90% | −1,531−1.2% | 減碼 |
| Advisors Asset Management, Inc. | 114,467 | $186.0 萬 | 0.04% | −27,853−19.6% | 減碼 |
| Two Sigma Advisers, LP | 109,300 | $177.6 萬 | 0.00% | −42,900−28.2% | 減碼 |
| D.A. Davidson & Co. | 104,808 | $170.3 萬 | 0.02% | −2,806−2.6% | 減碼 |
| Marshall Wace, LLP | 82,781 | $134.5 萬 | 0.00% | −184,772−69.1% | 減碼 |
| Morgan Stanley | 60,989 | $99.1 萬 | 0.00% | +7,192+13.4% | 加碼 |
| Raymond James & Associates | 56,392 | $91.6 萬 | 0.00% | −778−1.4% | 減碼 |
| Emerald Mutual Fund Advisers Trust | 53,970 | $87.7 萬 | 0.05% | −3,000−5.3% | 減碼 |
| Advisor Group Holdings, Inc. | 53,403 | $86.8 萬 | 0.00% | +10,201+23.6% | 加碼 |
| Arkadios Wealth Advisors | 52,109 | $84.7 萬 | 0.11% | +5,781+12.5% | 加碼 |
| UBS Group AG | 50,014 | $81.3 萬 | 0.00% | −1,828−3.5% | 減碼 |
| Avenir Corp | 47,000 | $76.4 萬 | 0.08% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 46,433 | $75.5 萬 | 0.00% | +7,952+20.7% | 加碼 |
| International Assets Investment Management, LLC | 44,870 | $72.9 萬 | 0.08% | +2,920+7.0% | 加碼 |
| Founders Financial Alliance, LLC | 43,856 | $71.3 萬 | 0.33% | +1,735+4.1% | 加碼 |
| Banque Pictet & Cie SA | 41,079 | $66.8 萬 | 0.01% | +3,179+8.4% | 加碼 |
| Pictet North America Advisors SA | 41,079 | $66.8 萬 | 0.11% | +3,179+8.4% | 加碼 |
| McKinley Capital Management LLC /Delaware | 40,466 | $65.8 萬 | 0.09% | −383−0.9% | 減碼 |
| LPL Financial LLC | 38,123 | $61.9 萬 | 0.00% | −1,877−4.7% | 減碼 |
| Stifel Financial Corp | 35,671 | $58.0 萬 | 0.00% | +3,614+11.3% | 加碼 |
| Glen Eagle Advisors, LLC | 31,546 | $51.3 萬 | 0.14% | −682−2.1% | 減碼 |
| Commonwealth Equity Services, LLC | 28,634 | $46.5 萬 | 0.00% | −13,513−32.1% | 減碼 |
| Atria Wealth Solutions, Inc. | 22,620 | $36.8 萬 | 0.01% | +22,620 | 新進 |
| Mackenzie Financial Corp | 22,087 | $35.9 萬 | 0.00% | −349−1.6% | 減碼 |
| Brookstone Capital Management | 20,056 | $31.5 萬 | 0.01% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 16,304 | $26.5 萬 | 0.03% | −1,540−8.6% | 減碼 |
| Apollon Wealth Management, LLC | 15,500 | $25.2 萬 | 0.02% | 00.0% | 不變 |
| Virtu Financial LLC | 15,248 | $24.8 萬 | 0.03% | +15,248 | 新進 |
| Tradition Wealth Management, LLC | 14,828 | $24.1 萬 | 0.03% | +522+3.6% | 加碼 |
| Geode Capital Management, LLC | 13,878 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 13,578 | $22.0 萬 | 0.01% | +8,707+178.8% | 加碼 |
| Kinloch Capital, LLC | 12,467 | $20.3 萬 | 0.12% | +478+4.0% | 加碼 |
| Ameriprise Financial Inc | 12,212 | $19.8 萬 | 0.00% | +2,055+20.2% | 加碼 |
| Beacon Investment Advisors LLC | 11,872 | $19.3 萬 | 0.16% | +11,872 | 新進 |
| Capital Market Strategies LLC | 11,331 | $18.4 萬 | 0.20% | −850−7.0% | 減碼 |
| AE Wealth Management LLC | 11,103 | $18.0 萬 | 0.00% | +693+6.7% | 加碼 |
| Guggenheim Capital LLC | 10,689 | $17.4 萬 | 0.00% | −182−1.7% | 減碼 |
| Quantbot Technologies LP | 10,385 | $16.9 萬 | 0.01% | +10,385 | 新進 |
| Summitry LLC | 10,000 | $16.3 萬 | 0.01% | 00.0% | 不變 |
| Natixis | 9,237 | $15.0 萬 | 0.00% | −2,798−23.2% | 減碼 |
| MetLife Investment Management | 8,004 | $13.0 萬 | 0.00% | +322+4.2% | 加碼 |
| Bank of America Corp | 5,432 | $8.83 萬 | 0.00% | +2,567+89.6% | 加碼 |
| JPMorgan Chase & Co | 3,865 | $6.30 萬 | 0.00% | 00.0% | 不變 |
| Money Concepts Capital Corp | 3,832 | $6.23 萬 | 0.00% | +3,832 | 新進 |
| Wells Fargo & Company | 2,837 | $4.61 萬 | 0.00% | −517−15.4% | 減碼 |
| IFP Advisors, Inc | 2,150 | $4.40 萬 | 0.00% | −300−12.2% | 減碼 |
| Royal Bank of Canada | 2,501 | $4.10 萬 | 0.00% | +82+3.4% | 加碼 |
| Advisory Services Network, LLC | 2,338 | $3.80 萬 | 0.00% | +2,338 | 新進 |
| BDO Wealth Advisors, LLC | 2,200 | $3.58 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,500 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| New Millennium Group LLC | 1,074 | $1.75 萬 | 0.02% | +43+4.2% | 加碼 |
| Belpointe Asset Management LLC | 1,000 | $1.63 萬 | 0.00% | +1,000 | 新進 |
| Rockefeller Capital Management L.P. | 883 | $1.40 萬 | 0.00% | +804+1,017.7% | 加碼 |
| Farther Finance Advisors, LLC | 725 | $1.18 萬 | 0.00% | +725 | 新進 |
| PSI Advisors, LLC | 550 | $8,938 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 365 | $6,000 | 0.00% | +15+4.3% | 加碼 |
| Group One Trading, L.P. | 317 | $5,151 | 0.00% | −2,559−89.0% | 減碼 |
| Tompkins Financial Corp | 300 | $5,000 | 0.00% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 284 | $4,615 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 200 | $3,000 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 32 | $520 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,160 | $19 | 0.00% | +1,160 | 新進 |
| BNP Paribas Arbitrage, SA | 1 | $16 | 0.00% | −5,083−100.0% | 減碼 |
| Simplex Trading, LLC | 31 | $0 | 0.00% | +31 | 新進 |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −162,200−100.0% | 清倉 |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −125,000−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −53,650−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −31,219−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −31,208−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −22,350−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −22,287−100.0% | 清倉 |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −8,172−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,541−100.0% | 清倉 |
| US Bancorp | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| BlackRock Inc. | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Baron Silver Stevens Financial Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| American Portfolios Advisors | – | – | – | – | 本季未申報 |