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。
2023 年第 1 季 13F 持有人
NewtekOne, Inc. 在 2023/3/31 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
- 76
- 較 2022 年第 4 季 +7 家
- 持有股數
- 527.8 萬
- 較 2022 年第 4 季 +105.9 萬 (+25.1%)
- 總市值
- $6,756 萬
- 較 2022 年第 4 季 −$97.9 萬 (−1.4%)
- 新進機構
- 23
- 另有 18 家加碼
- 清倉機構
- 16
- 另有 21 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,320,044 | $2,970 萬 | 0.30% | +1,299,537+127.3% | 加碼 |
| Susquehanna International Group, LLP | 387,301 | $495.7 萬 | 0.01% | −13,052−3.3% | 減碼 |
| Invesco Ltd. | 291,877 | $373.6 萬 | 0.00% | −392,016−57.3% | 減碼 |
| Putnam Investments LLC | 226,758 | $290.3 萬 | 0.00% | +226,758 | 新進 |
| Barrett & Company, Inc. | 182,980 | $234.2 萬 | 1.49% | −171−0.1% | 減碼 |
| Aptus Capital Advisors, LLC | 133,177 | $170.5 萬 | 0.05% | +133,177 | 新進 |
| Bard Associates Inc | 128,193 | $164.1 萬 | 0.68% | −400−0.3% | 減碼 |
| Advisors Asset Management, Inc. | 114,317 | $146.3 萬 | 0.03% | −150−0.1% | 減碼 |
| D.A. Davidson & Co. | 91,215 | $116.8 萬 | 0.01% | −13,593−13.0% | 減碼 |
| Knightsbridge Asset Management, LLC | 71,772 | $91.9 萬 | 0.16% | +71,772 | 新進 |
| Two Sigma Advisers, LP | 71,700 | $91.8 萬 | 0.00% | −37,600−34.4% | 減碼 |
| HRT Financial LP | 68,892 | $88.1 萬 | 0.01% | +68,892 | 新進 |
| Millennium Management LLC | 67,924 | $86.9 萬 | 0.00% | +67,924 | 新進 |
| Avenir Corp | 64,800 | $82.9 萬 | 0.08% | +17,800+37.9% | 加碼 |
| Ancora Advisors, LLC | 63,618 | $81.4 萬 | 0.02% | +50,040+368.5% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 60,415 | $77.3 萬 | 0.18% | +60,415 | 新進 |
| Raymond James & Associates | 55,296 | $70.8 萬 | 0.00% | −1,096−1.9% | 減碼 |
| Morgan Stanley | 52,247 | $66.9 萬 | 0.00% | −8,742−14.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 51,723 | $66.2 萬 | 0.00% | +5,290+11.4% | 加碼 |
| Advisor Group Holdings, Inc. | 49,471 | $63.3 萬 | 0.00% | −3,932−7.4% | 減碼 |
| Arkadios Wealth Advisors | 49,378 | $63.2 萬 | 0.08% | −2,731−5.2% | 減碼 |
| Independent Financial Group, LLC | 45,885 | $58.7 萬 | 0.05% | +45,885 | 新進 |
| Founders Financial Alliance, LLC | 43,856 | $56.1 萬 | 0.28% | 00.0% | 不變 |
| Corsair Capital Management, L.P. | 42,470 | $54.4 萬 | 0.21% | +42,470 | 新進 |
| International Assets Investment Management, LLC | 42,450 | $54.3 萬 | 0.08% | −2,420−5.4% | 減碼 |
| LPL Financial LLC | 39,005 | $49.9 萬 | 0.00% | +882+2.3% | 加碼 |
| UBS Group AG | 36,574 | $46.8 萬 | 0.00% | −13,440−26.9% | 減碼 |
| Bank of America Corp | 35,974 | $46.0 萬 | 0.00% | +30,542+562.3% | 加碼 |
| Mackenzie Financial Corp | 31,004 | $39.7 萬 | 0.00% | +8,917+40.4% | 加碼 |
| Glen Eagle Advisors, LLC | 30,716 | $39.3 萬 | 0.10% | −830−2.6% | 減碼 |
| Ridgewood Investments LLC | 27,085 | $34.7 萬 | 0.21% | +27,085 | 新進 |
| Balyasny Asset Management LLC | 25,782 | $33.0 萬 | 0.00% | +25,782 | 新進 |
| Quantbot Technologies LP | 17,778 | $22.8 萬 | 0.02% | +7,393+71.2% | 加碼 |
| Commonwealth Equity Services, LLC | 16,033 | $20.5 萬 | 0.00% | −12,601−44.0% | 減碼 |
| Ameriprise Financial Inc | 15,421 | $19.7 萬 | 0.00% | +3,209+26.3% | 加碼 |
| Tradition Wealth Management, LLC | 15,410 | $19.7 萬 | 0.02% | +582+3.9% | 加碼 |
| Goldman Sachs Group Inc | 15,120 | $19.4 萬 | 0.00% | +15,120 | 新進 |
| Jane Street Group, LLC | 14,206 | $18.2 萬 | 0.00% | +14,206 | 新進 |
| Geode Capital Management, LLC | 13,878 | $17.8 萬 | 0.00% | 00.0% | 不變 |
| Kinloch Capital, LLC | 13,000 | $16.6 萬 | 0.10% | +533+4.3% | 加碼 |
| Stifel Financial Corp | 12,886 | $16.5 萬 | 0.00% | −22,785−63.9% | 減碼 |
| Centiva Capital, LP | 12,475 | $16.0 萬 | 0.01% | +12,475 | 新進 |
| Beacon Investment Advisors LLC | 12,228 | $15.7 萬 | 0.11% | +356+3.0% | 加碼 |
| ExodusPoint Capital Management, LP | 11,096 | $14.2 萬 | 0.00% | +11,096 | 新進 |
| Jaffetilchin Investment Partners, LLC | 10,812 | $13.8 萬 | 0.02% | −5,492−33.7% | 減碼 |
| Guggenheim Capital LLC | 10,626 | $13.6 萬 | 0.00% | −63−0.6% | 減碼 |
| 1620 Investment Advisors, Inc. | 10,714 | $13.3 萬 | 0.16% | +10,714 | 新進 |
| Dynamic Technology Lab Private Ltd | 10,264 | $13.1 萬 | 0.01% | +10,264 | 新進 |
| Summitry LLC | 10,000 | $12.8 萬 | 0.01% | 00.0% | 不變 |
| MetLife Investment Management | 8,366 | $10.7 萬 | 0.00% | +362+4.5% | 加碼 |
| Group One Trading, L.P. | 8,047 | $10.3 萬 | 0.00% | +7,730+2,438.5% | 加碼 |
| Citadel Advisors LLC | 4,693 | $6.01 萬 | 0.00% | +4,693 | 新進 |
| JPMorgan Chase & Co | 3,865 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 3,416 | $4.30 萬 | 0.05% | +3,416 | 新進 |
| Royal Bank of Canada | 2,802 | $3.60 萬 | 0.00% | +301+12.0% | 加碼 |
| IFP Advisors, Inc | 1,550 | $3.13 萬 | 0.00% | −600−27.9% | 減碼 |
| Advisory Services Network, LLC | 2,338 | $2.99 萬 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 2,200 | $2.82 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 1,829 | $2.34 萬 | 0.00% | −1,008−35.5% | 減碼 |
| Farther Finance Advisors, LLC | 1,725 | $2.21 萬 | 0.01% | +1,000+137.9% | 加碼 |
| Natixis | 1,661 | $2.13 萬 | 0.00% | −7,576−82.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,592 | $2.00 萬 | 0.00% | +1,592 | 新進 |
| Nisa Investment Advisors, LLC | 1,500 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,210 | $1.55 萬 | 0.00% | +50+4.3% | 加碼 |
| New Millennium Group LLC | 1,074 | $1.37 萬 | 0.01% | 00.0% | 不變 |
| Ahrens Investment Partners LLC | 1,050 | $1.34 萬 | 0.01% | +1,050 | 新進 |
| Belpointe Asset Management LLC | 1,000 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 550 | $7,040 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 505 | $5,900 | 0.00% | +505 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 381 | $5,000 | 0.00% | +16+4.4% | 加碼 |
| Tompkins Financial Corp | 300 | $3,840 | 0.00% | 00.0% | 不變 |
| AlphaMark Advisors, LLC | 200 | $3,000 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 80 | $1,000 | 0.00% | +80 | 新進 |
| Aquatic Capital Management LLC | 100 | $1,000 | 0.00% | +100 | 新進 |
| Sound Income Strategies, LLC | 32 | $410 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1 | $13 | 0.00% | 00.0% | 不變 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −330,655−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −82,781−100.0% | 清倉 |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −53,970−100.0% | 清倉 |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −41,079−100.0% | 清倉 |
| Pictet North America Advisors SA | 0 | $0 | 0.00% | −41,079−100.0% | 清倉 |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −40,466−100.0% | 清倉 |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −22,620−100.0% | 清倉 |
| Brookstone Capital Management | 0 | $0 | 0.00% | −20,056−100.0% | 清倉 |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −15,500−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,248−100.0% | 清倉 |
| Capital Market Strategies LLC | 0 | $0 | 0.00% | −11,331−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −11,103−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,832−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −883−100.0% | 清倉 |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −284−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −31−100.0% | 清倉 |