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 3 季 13F 持有人
NewtekOne, Inc. 在 2023/9/30 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
- 84
- 較 2023 年第 2 季 +3 家
- 持有股數
- 896.2 萬
- 較 2023 年第 2 季 −6.92 萬 (−0.8%)
- 總市值
- $1.32 億
- 較 2023 年第 2 季 −$1,141 萬 (−7.9%)
- 新進機構
- 13
- 另有 28 家加碼
- 清倉機構
- 10
- 另有 29 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,034,327 | $3,001 萬 | 0.31% | −1,927−0.1% | 減碼 |
| BlackRock Inc. | 1,633,437 | $2,409 萬 | 0.00% | +2,349+0.1% | 加碼 |
| Vanguard Group Inc | 1,295,879 | $1,911 萬 | 0.00% | −76,643−5.6% | 減碼 |
| Geode Capital Management, LLC | 485,966 | $716.9 萬 | 0.00% | +1,762+0.4% | 加碼 |
| State Street Corp | 397,334 | $586.1 萬 | 0.00% | +21,266+5.7% | 加碼 |
| Putnam Investments LLC | 223,358 | $329.5 萬 | 0.01% | −2,800−1.2% | 減碼 |
| Invesco Ltd. | 223,137 | $329.1 萬 | 0.00% | −150,579−40.3% | 減碼 |
| Northern Trust Corp | 192,226 | $283.5 萬 | 0.00% | −2,363−1.2% | 減碼 |
| Charles Schwab Investment Management Inc | 181,754 | $268.1 萬 | 0.00% | +1,873+1.0% | 加碼 |
| Barrett & Company, Inc. | 177,867 | $262.4 萬 | 1.54% | −375−0.2% | 減碼 |
| Russell Investments Group, Ltd. | 151,731 | $223.8 萬 | 0.00% | +151,731 | 新進 |
| Bard Associates Inc | 126,937 | $187.2 萬 | 0.78% | −437−0.3% | 減碼 |
| Aptus Capital Advisors, LLC | 123,123 | $181.6 萬 | 0.05% | −25,245−17.0% | 減碼 |
| Boothbay Fund Management, LLC | 121,934 | $179.9 萬 | 0.06% | −39,086−24.3% | 減碼 |
| American Century Companies Inc | 108,751 | $160.4 萬 | 0.00% | +98,196+930.3% | 加碼 |
| Ancora Advisors, LLC | 82,806 | $122.1 萬 | 0.03% | +7,811+10.4% | 加碼 |
| Goldman Sachs Group Inc | 82,342 | $121.5 萬 | 0.00% | −16,491−16.7% | 減碼 |
| D.A. Davidson & Co. | 77,447 | $114.2 萬 | 0.01% | −5,660−6.8% | 減碼 |
| Bank of New York Mellon Corp | 72,151 | $106.4 萬 | 0.00% | +1,798+2.6% | 加碼 |
| First Trust Advisors LP | 71,317 | $105.2 萬 | 0.00% | +71,317 | 新進 |
| Advisors Asset Management, Inc. | 71,265 | $105.1 萬 | 0.02% | −174−0.2% | 減碼 |
| Avenir Corp | 64,800 | $95.6 萬 | 0.09% | 00.0% | 不變 |
| Morgan Stanley | 58,761 | $86.7 萬 | 0.00% | −15,360−20.7% | 減碼 |
| Bank of America Corp | 56,976 | $84.0 萬 | 0.00% | +11,417+25.1% | 加碼 |
| UBS Group AG | 55,587 | $82.0 萬 | 0.00% | +7,616+15.9% | 加碼 |
| Raymond James & Associates | 53,465 | $78.9 萬 | 0.00% | +5,953+12.5% | 加碼 |
| Arkadios Wealth Advisors | 49,385 | $72.8 萬 | 0.07% | −3,141−6.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 45,519 | $67.1 萬 | 0.00% | −611−1.3% | 減碼 |
| Ridgewood Investments LLC | 44,785 | $66.1 萬 | 0.43% | +700+1.6% | 加碼 |
| Founders Financial Alliance, LLC | 42,813 | $63.1 萬 | 0.28% | +323+0.8% | 加碼 |
| Nuveen Asset Management, LLC | 42,831 | $62.4 萬 | 0.00% | 00.0% | 不變 |
| Knightsbridge Asset Management, LLC | 35,932 | $53.0 萬 | 0.17% | −681−1.9% | 減碼 |
| Independent Financial Group, LLC | 35,212 | $51.9 萬 | 0.03% | −50,005−58.7% | 減碼 |
| LPL Financial LLC | 34,096 | $50.3 萬 | 0.00% | −2,004−5.6% | 減碼 |
| Rhumbline Advisers | 28,920 | $42.7 萬 | 0.00% | +1,852+6.8% | 加碼 |
| Glen Eagle Advisors, LLC | 27,658 | $40.8 萬 | 0.09% | −2,520−8.4% | 減碼 |
| Advisor Group Holdings, Inc. | 24,015 | $35.4 萬 | 0.00% | −3,802−13.7% | 減碼 |
| MetLife Investment Management | 21,233 | $31.3 萬 | 0.00% | +90+0.4% | 加碼 |
| JPMorgan Chase & Co | 19,685 | $29.0 萬 | 0.00% | −2,255−10.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 18,465 | $27.2 萬 | 0.00% | +18,465 | 新進 |
| Commonwealth Equity Services, LLC | 16,936 | $25.0 萬 | 0.00% | −242−1.4% | 減碼 |
| Tradition Wealth Management, LLC | 15,750 | $23.2 萬 | 0.03% | +142+0.9% | 加碼 |
| Citadel Advisors LLC | 15,488 | $22.8 萬 | 0.00% | +14,800+2,151.2% | 加碼 |
| Ameriprise Financial Inc | 15,337 | $22.6 萬 | 0.00% | +63+0.4% | 加碼 |
| Beacon Investment Advisors LLC | 14,614 | $21.6 萬 | 0.15% | +465+3.3% | 加碼 |
| Marshall Wace, LLP | 13,802 | $20.4 萬 | 0.00% | −5,599−28.9% | 減碼 |
| Alliancebernstein L.P. | 13,640 | $20.1 萬 | 0.00% | +13,640 | 新進 |
| Kinloch Capital, LLC | 13,310 | $19.6 萬 | 0.12% | +13,310 | 新進 |
| Kovitz Investment Group Partners, LLC | 12,896 | $19.0 萬 | 0.00% | +126+1.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,641 | $17.2 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 11,634 | $17.2 萬 | 0.00% | +413+3.7% | 加碼 |
| Commonwealth Financial Services, LLC | 10,940 | $16.1 萬 | 0.05% | +10,940 | 新進 |
| Deutsche Bank AG | 10,266 | $15.1 萬 | 0.00% | +2,071+25.3% | 加碼 |
| SG Americas Securities, LLC | 9,976 | $14.7 萬 | 0.00% | +9,976 | 新進 |
| Tower Research Capital LLC (TRC) | 9,864 | $14.5 萬 | 0.00% | +9,353+1,830.3% | 加碼 |
| New York State Common Retirement Fund | 9,693 | $14.3 萬 | 0.00% | +193+2.0% | 加碼 |
| BNP Paribas Arbitrage, SA | 9,555 | $14.1 萬 | 0.00% | +3,467+56.9% | 加碼 |
| Wells Fargo & Company | 7,517 | $11.1 萬 | 0.00% | −3,124−29.4% | 減碼 |
| Royal Bank of Canada | 6,612 | $9.80 萬 | 0.00% | +1,779+36.8% | 加碼 |
| California State Teachers Retirement System | 5,144 | $7.59 萬 | 0.00% | −2,611−33.7% | 減碼 |
| Comerica Bank | 4,500 | $6.64 萬 | 0.00% | +4,500 | 新進 |
| Barclays PLC | 4,048 | $5.97 萬 | 0.00% | −582−12.6% | 減碼 |
| Nisa Investment Advisors, LLC | 3,910 | $5.77 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 2,267 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 1,972 | $2.91 萬 | 0.00% | −230−10.4% | 減碼 |
| Farther Finance Advisors, LLC | 1,950 | $2.88 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 1,925 | $2.84 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 1,681 | $2.48 萬 | 0.00% | +370+28.2% | 加碼 |
| Group One Trading, L.P. | 1,510 | $2.23 萬 | 0.00% | −1,314−46.5% | 減碼 |
| FMR LLC | 1,276 | $1.88 萬 | 0.00% | +1,014+387.0% | 加碼 |
| Federation des caisses Desjardins du Quebec | 1,137 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 1,061 | $1.56 萬 | 0.00% | +1,061 | 新進 |
| IFP Advisors, Inc | 1,050 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 1,000 | $1.48 萬 | 0.01% | +1,000 | 新進 |
| GWM Advisors LLC | 635 | $9,366 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 550 | $8,113 | 0.00% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 391 | $6,000 | 0.00% | +4+1.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 400 | $5,900 | 0.00% | +400 | 新進 |
| AlphaMark Advisors, LLC | 200 | $3,000 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 98 | $1,446 | 0.00% | +98 | 新進 |
| Front Row Advisors LLC | 80 | $1,182 | 0.00% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 75 | $1,106 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 11 | $162 | 0.00% | −6,932−99.8% | 減碼 |
| CWM, LLC | 8 | $0 | 0.00% | +8 | 新進 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −41,950−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −37,698−100.0% | 清倉 |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −25,458−100.0% | 清倉 |
| Stifel Financial Corp | 0 | $0 | 0.00% | −11,845−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,799−100.0% | 清倉 |
| Capital Market Strategies LLC | 0 | $0 | 0.00% | −10,132−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −1,685−100.0% | 清倉 |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −300−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −285−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −11−100.0% | 清倉 |
| BDO Wealth Advisors, LLC | – | – | – | – | 本季未申報 |