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 2 季 13F 持有人
NewtekOne, Inc. 在 2023/6/30 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
- 82
- 較 2023 年第 1 季 +7 家
- 持有股數
- 903.2 萬
- 較 2023 年第 1 季 +375.5 萬 (+71.2%)
- 總市值
- $1.44 億
- 較 2023 年第 1 季 +$7,606 萬 (+112.6%)
- 新進機構
- 29
- 另有 24 家加碼
- 清倉機構
- 22
- 另有 24 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,036,254 | $3,238 萬 | 0.31% | −283,790−12.2% | 減碼 |
| BlackRock Inc. | 1,631,088 | $2,593 萬 | 0.00% | +1,631,088 | 新進 |
| Vanguard Group Inc | 1,372,522 | $2,182 萬 | 0.00% | +1,372,522 | 新進 |
| Geode Capital Management, LLC | 484,204 | $769.9 萬 | 0.00% | +470,326+3,389.0% | 加碼 |
| State Street Corp | 376,068 | $597.9 萬 | 0.00% | +376,068 | 新進 |
| Invesco Ltd. | 373,716 | $594.2 萬 | 0.00% | +81,839+28.0% | 加碼 |
| Putnam Investments LLC | 226,158 | $359.6 萬 | 0.01% | −600−0.3% | 減碼 |
| Northern Trust Corp | 194,589 | $309.4 萬 | 0.00% | +194,589 | 新進 |
| Charles Schwab Investment Management Inc | 179,881 | $286.0 萬 | 0.00% | +179,881 | 新進 |
| Barrett & Company, Inc. | 178,242 | $283.4 萬 | 1.64% | −4,738−2.6% | 減碼 |
| Boothbay Fund Management, LLC | 161,020 | $256.0 萬 | 0.09% | +161,020 | 新進 |
| Aptus Capital Advisors, LLC | 148,368 | $235.9 萬 | 0.07% | +15,191+11.4% | 加碼 |
| Bard Associates Inc | 127,374 | $202.5 萬 | 0.79% | −819−0.6% | 減碼 |
| Goldman Sachs Group Inc | 98,833 | $157.1 萬 | 0.00% | +83,713+553.7% | 加碼 |
| Independent Financial Group, LLC | 85,217 | $135.5 萬 | 0.09% | +39,332+85.7% | 加碼 |
| D.A. Davidson & Co. | 83,107 | $132.1 萬 | 0.01% | −8,108−8.9% | 減碼 |
| Ancora Advisors, LLC | 74,995 | $119.2 萬 | 0.03% | +11,377+17.9% | 加碼 |
| Morgan Stanley | 74,121 | $117.9 萬 | 0.00% | +21,874+41.9% | 加碼 |
| Advisors Asset Management, Inc. | 71,439 | $113.6 萬 | 0.02% | −42,878−37.5% | 減碼 |
| Bank of New York Mellon Corp | 70,353 | $111.9 萬 | 0.00% | +70,353 | 新進 |
| Avenir Corp | 64,800 | $103.0 萬 | 0.09% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 52,526 | $83.5 萬 | 0.10% | +3,148+6.4% | 加碼 |
| UBS Group AG | 47,971 | $76.3 萬 | 0.00% | +11,397+31.2% | 加碼 |
| Raymond James & Associates | 47,512 | $75.5 萬 | 0.00% | −7,784−14.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 46,130 | $73.3 萬 | 0.00% | −5,593−10.8% | 減碼 |
| Bank of America Corp | 45,559 | $72.4 萬 | 0.00% | +9,585+26.6% | 加碼 |
| Ridgewood Investments LLC | 44,085 | $70.1 萬 | 0.40% | +17,000+62.8% | 加碼 |
| Founders Financial Alliance, LLC | 42,490 | $67.6 萬 | 0.27% | −1,366−3.1% | 減碼 |
| Nuveen Asset Management, LLC | 42,831 | $67.4 萬 | 0.00% | +42,831 | 新進 |
| International Assets Investment Management, LLC | 41,950 | $66.7 萬 | 0.09% | −500−1.2% | 減碼 |
| Susquehanna International Group, LLP | 37,698 | $59.9 萬 | 0.00% | −349,603−90.3% | 減碼 |
| Knightsbridge Asset Management, LLC | 36,613 | $58.2 萬 | 0.19% | −35,159−49.0% | 減碼 |
| LPL Financial LLC | 36,100 | $57.4 萬 | 0.00% | −2,905−7.4% | 減碼 |
| Glen Eagle Advisors, LLC | 30,178 | $48.0 萬 | 0.11% | −538−1.8% | 減碼 |
| Advisor Group Holdings, Inc. | 27,817 | $44.2 萬 | 0.00% | −21,654−43.8% | 減碼 |
| Rhumbline Advisers | 27,068 | $43.0 萬 | 0.00% | +27,068 | 新進 |
| Mackenzie Financial Corp | 25,458 | $40.6 萬 | 0.00% | −5,546−17.9% | 減碼 |
| JPMorgan Chase & Co | 21,940 | $34.9 萬 | 0.00% | +18,075+467.7% | 加碼 |
| MetLife Investment Management | 21,143 | $33.6 萬 | 0.00% | +12,777+152.7% | 加碼 |
| Marshall Wace, LLP | 19,401 | $30.8 萬 | 0.00% | +19,401 | 新進 |
| Commonwealth Equity Services, LLC | 17,178 | $27.3 萬 | 0.00% | +1,145+7.1% | 加碼 |
| Tradition Wealth Management, LLC | 15,608 | $24.8 萬 | 0.03% | +198+1.3% | 加碼 |
| Ameriprise Financial Inc | 15,274 | $24.3 萬 | 0.00% | −147−1.0% | 減碼 |
| Beacon Investment Advisors LLC | 14,149 | $22.5 萬 | 0.15% | +1,921+15.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 12,770 | $20.3 萬 | 0.00% | +12,770 | 新進 |
| Stifel Financial Corp | 11,845 | $18.8 萬 | 0.00% | −1,041−8.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,641 | $18.5 萬 | 0.00% | +11,641 | 新進 |
| American International Group, Inc. | 11,221 | $17.8 萬 | 0.00% | +11,221 | 新進 |
| Guggenheim Capital LLC | 10,799 | $17.2 萬 | 0.00% | +173+1.6% | 加碼 |
| Wells Fargo & Company | 10,641 | $16.9 萬 | 0.00% | +8,812+481.8% | 加碼 |
| American Century Companies Inc | 10,555 | $16.8 萬 | 0.00% | +10,555 | 新進 |
| Capital Market Strategies LLC | 10,132 | $16.1 萬 | 0.15% | +10,132 | 新進 |
| New York State Common Retirement Fund | 9,500 | $15.1 萬 | 0.00% | +9,500 | 新進 |
| Deutsche Bank AG | 8,195 | $13.0 萬 | 0.00% | +8,195 | 新進 |
| California State Teachers Retirement System | 7,755 | $12.3 萬 | 0.00% | +7,755 | 新進 |
| Citigroup Inc | 6,943 | $11.0 萬 | 0.00% | +6,943 | 新進 |
| BNP Paribas Arbitrage, SA | 6,088 | $9.68 萬 | 0.00% | +6,087+608,700.0% | 加碼 |
| Royal Bank of Canada | 4,833 | $7.70 萬 | 0.00% | +2,031+72.5% | 加碼 |
| Barclays PLC | 4,630 | $7.36 萬 | 0.00% | +4,630 | 新進 |
| Nisa Investment Advisors, LLC | 3,910 | $6.22 萬 | 0.00% | +2,410+160.7% | 加碼 |
| Group One Trading, L.P. | 2,824 | $4.49 萬 | 0.00% | −5,223−64.9% | 減碼 |
| Amalgamated Bank | 2,267 | $3.60 萬 | 0.00% | +2,267 | 新進 |
| Legal & General Group Plc | 2,202 | $3.50 萬 | 0.00% | +2,202 | 新進 |
| Farther Finance Advisors, LLC | 1,950 | $3.10 萬 | 0.01% | +225+13.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,925 | $3.06 萬 | 0.00% | +1,925 | 新進 |
| Natixis | 1,685 | $2.68 萬 | 0.00% | +24+1.4% | 加碼 |
| IFP Advisors, Inc | 1,050 | $2.12 萬 | 0.00% | −500−32.3% | 減碼 |
| Metropolitan Life Insurance Co | 1,311 | $2.08 萬 | 0.00% | +1,311 | 新進 |
| BDO Wealth Advisors, LLC | 1,200 | $1.91 萬 | 0.00% | −1,000−45.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,137 | $1.81 萬 | 0.00% | +1,137 | 新進 |
| Citadel Advisors LLC | 688 | $1.09 萬 | 0.00% | −4,005−85.3% | 減碼 |
| GWM Advisors LLC | 635 | $1.01 萬 | 0.00% | −575−47.5% | 減碼 |
| PSI Advisors, LLC | 550 | $8,745 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 511 | $8,125 | 0.00% | −1,081−67.9% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 387 | $6,000 | 0.00% | +6+1.6% | 加碼 |
| Tompkins Financial Corp | 300 | $4,770 | 0.00% | 00.0% | 不變 |
| FMR LLC | 262 | $4,166 | 0.00% | +262 | 新進 |
| Simplex Trading, LLC | 285 | $4,000 | 0.00% | +285 | 新進 |
| AlphaMark Advisors, LLC | 200 | $3,000 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 75 | $1,193 | 0.00% | +75 | 新進 |
| Front Row Advisors LLC | 80 | $1,000 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 11 | $175 | 0.00% | +11 | 新進 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −71,700−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −68,892−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −67,924−100.0% | 清倉 |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −60,415−100.0% | 清倉 |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −42,470−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −25,782−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,778−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,206−100.0% | 清倉 |
| Kinloch Capital, LLC | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,475−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,096−100.0% | 清倉 |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −10,812−100.0% | 清倉 |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −10,714−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,264−100.0% | 清倉 |
| Summitry LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,416−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,338−100.0% | 清倉 |
| New Millennium Group LLC | 0 | $0 | 0.00% | −1,074−100.0% | 清倉 |