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 4 季 13F 持有人
NewtekOne, Inc. 在 2023/12/31 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
- 90
- 較 2023 年第 3 季 +7 家
- 持有股數
- 943.2 萬
- 較 2023 年第 3 季 +47.1 萬 (+5.3%)
- 總市值
- $1.30 億
- 較 2023 年第 3 季 −$191.0 萬 (−1.4%)
- 新進機構
- 16
- 另有 37 家加碼
- 清倉機構
- 9
- 另有 28 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,042,490 | $2,819 萬 | 0.26% | +8,163+0.4% | 加碼 |
| BlackRock Inc. | 1,793,129 | $2,475 萬 | 0.00% | +159,692+9.8% | 加碼 |
| Vanguard Group Inc | 1,351,102 | $1,865 萬 | 0.00% | +55,223+4.3% | 加碼 |
| Geode Capital Management, LLC | 510,244 | $704.2 萬 | 0.00% | +24,278+5.0% | 加碼 |
| State Street Corp | 446,912 | $624.7 萬 | 0.00% | +49,578+12.5% | 加碼 |
| Putnam Investments LLC | 216,158 | $298.3 萬 | 0.00% | −7,200−3.2% | 減碼 |
| Northern Trust Corp | 200,870 | $277.2 萬 | 0.00% | +8,644+4.5% | 加碼 |
| Charles Schwab Investment Management Inc | 183,702 | $253.5 萬 | 0.00% | +1,948+1.1% | 加碼 |
| Bank of New York Mellon Corp | 180,926 | $249.7 萬 | 0.00% | +108,775+150.8% | 加碼 |
| Barrett & Company, Inc. | 175,225 | $241.8 萬 | 1.31% | −2,642−1.5% | 減碼 |
| American Century Companies Inc | 164,298 | $226.7 萬 | 0.00% | +55,547+51.1% | 加碼 |
| Boothbay Fund Management, LLC | 144,305 | $199.1 萬 | 0.07% | +22,371+18.3% | 加碼 |
| Bard Associates Inc | 126,757 | $177.2 萬 | 0.67% | −180−0.1% | 減碼 |
| Russell Investments Group, Ltd. | 125,926 | $173.8 萬 | 0.00% | −25,805−17.0% | 減碼 |
| Aptus Capital Advisors, LLC | 121,770 | $168.0 萬 | 0.05% | −1,353−1.1% | 減碼 |
| Ancora Advisors, LLC | 91,274 | $126.0 萬 | 0.03% | +8,468+10.2% | 加碼 |
| Goldman Sachs Group Inc | 86,989 | $120.0 萬 | 0.00% | +4,647+5.6% | 加碼 |
| Morgan Stanley | 84,981 | $117.3 萬 | 0.00% | +26,220+44.6% | 加碼 |
| First Trust Advisors LP | 77,101 | $106.4 萬 | 0.00% | +5,784+8.1% | 加碼 |
| D.A. Davidson & Co. | 62,218 | $85.9 萬 | 0.01% | −15,229−19.7% | 減碼 |
| Bank of America Corp | 61,925 | $85.5 萬 | 0.00% | +4,949+8.7% | 加碼 |
| Susquehanna International Group, LLP | 57,985 | $80.0 萬 | 0.00% | +57,985 | 新進 |
| Independent Financial Group, LLC | 53,599 | $74.0 萬 | 0.04% | +18,387+52.2% | 加碼 |
| Citadel Advisors LLC | 50,968 | $70.3 萬 | 0.00% | +35,480+229.1% | 加碼 |
| No Street GP LP | 50,000 | $69.0 萬 | 0.07% | +50,000 | 新進 |
| Raymond James & Associates | 49,971 | $69.0 萬 | 0.00% | −3,494−6.5% | 減碼 |
| Jane Street Group, LLC | 47,004 | $64.9 萬 | 0.00% | +47,004 | 新進 |
| Arkadios Wealth Advisors | 45,935 | $63.4 萬 | 0.05% | −3,450−7.0% | 減碼 |
| Ridgewood Investments LLC | 45,485 | $62.8 萬 | 0.37% | +700+1.6% | 加碼 |
| UBS Group AG | 44,685 | $61.7 萬 | 0.00% | −10,902−19.6% | 減碼 |
| Founders Financial Alliance, LLC | 43,527 | $60.1 萬 | 0.23% | +714+1.7% | 加碼 |
| Nuveen Asset Management, LLC | 42,831 | $59.1 萬 | 0.00% | 00.0% | 不變 |
| Avenir Corp | 40,800 | $56.3 萬 | 0.05% | −24,000−37.0% | 減碼 |
| Knightsbridge Asset Management, LLC | 37,066 | $51.2 萬 | 0.14% | +1,134+3.2% | 加碼 |
| Barclays PLC | 33,928 | $46.8 萬 | 0.00% | +29,880+738.1% | 加碼 |
| LPL Financial LLC | 30,449 | $42.0 萬 | 0.00% | −3,647−10.7% | 減碼 |
| Rhumbline Advisers | 29,074 | $40.1 萬 | 0.00% | +154+0.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 28,437 | $39.2 萬 | 0.00% | −17,082−37.5% | 減碼 |
| Glen Eagle Advisors, LLC | 26,656 | $36.8 萬 | 0.08% | −1,002−3.6% | 減碼 |
| Advisors Asset Management, Inc. | 24,711 | $34.1 萬 | 0.01% | −46,554−65.3% | 減碼 |
| Occudo Quantitative Strategies LP | 23,350 | $32.2 萬 | 0.04% | +23,350 | 新進 |
| MetLife Investment Management | 21,350 | $29.5 萬 | 0.00% | +117+0.6% | 加碼 |
| JPMorgan Chase & Co | 19,285 | $26.6 萬 | 0.00% | −400−2.0% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 19,227 | $26.5 萬 | 0.00% | +762+4.1% | 加碼 |
| Invesco Ltd. | 17,852 | $24.6 萬 | 0.00% | −205,285−92.0% | 減碼 |
| Alliancebernstein L.P. | 16,180 | $22.3 萬 | 0.00% | +2,540+18.6% | 加碼 |
| Tradition Wealth Management, LLC | 15,745 | $21.7 萬 | 0.02% | −50.0% | 減碼 |
| Ameriprise Financial Inc | 15,303 | $21.1 萬 | 0.00% | −34−0.2% | 減碼 |
| Beacon Investment Advisors LLC | 15,006 | $20.7 萬 | 0.13% | +392+2.7% | 加碼 |
| Marshall Wace, LLP | 14,795 | $20.4 萬 | 0.00% | +993+7.2% | 加碼 |
| Two Sigma Securities, LLC | 14,442 | $19.9 萬 | 0.01% | +14,442 | 新進 |
| Corton Capital Inc. | 14,211 | $19.6 萬 | 0.06% | +14,211 | 新進 |
| Centiva Capital, LP | 13,942 | $19.2 萬 | 0.01% | +13,942 | 新進 |
| Advisor Group Holdings, Inc. | 13,921 | $19.2 萬 | 0.00% | −10,094−42.0% | 減碼 |
| Kovitz Investment Group Partners, LLC | 13,069 | $18.0 萬 | 0.00% | +173+1.3% | 加碼 |
| SG Americas Securities, LLC | 13,058 | $18.0 萬 | 0.00% | +3,082+30.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,641 | $16.1 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 11,587 | $16.0 萬 | 0.00% | −47−0.4% | 減碼 |
| Millennium Management LLC | 11,462 | $15.8 萬 | 0.00% | +11,462 | 新進 |
| Jump Financial, LLC | 11,204 | $15.5 萬 | 0.00% | +11,204 | 新進 |
| SeaBridge Investment Advisors LLC | 10,000 | $13.8 萬 | 0.04% | +10,000 | 新進 |
| Deutsche Bank AG | 9,889 | $13.6 萬 | 0.00% | −377−3.7% | 減碼 |
| New York State Common Retirement Fund | 9,708 | $13.4 萬 | 0.00% | +15+0.2% | 加碼 |
| Royal Bank of Canada | 8,524 | $11.8 萬 | 0.00% | +1,912+28.9% | 加碼 |
| Wells Fargo & Company | 7,183 | $9.91 萬 | 0.00% | −334−4.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,570 | $9.07 萬 | 0.00% | −3,294−33.4% | 減碼 |
| Cape Investment Advisory, Inc. | 6,468 | $8.93 萬 | 0.04% | +6,468 | 新進 |
| BNP Paribas Arbitrage, SA | 6,393 | $8.82 萬 | 0.00% | −3,162−33.1% | 減碼 |
| California State Teachers Retirement System | 3,837 | $5.30 萬 | 0.00% | −1,307−25.4% | 減碼 |
| Citigroup Inc | 3,307 | $4.56 萬 | 0.00% | +3,296+29,963.6% | 加碼 |
| Amalgamated Bank | 2,033 | $2.80 萬 | 0.00% | −234−10.3% | 減碼 |
| Legal & General Group Plc | 1,999 | $2.76 萬 | 0.00% | +27+1.4% | 加碼 |
| Clear Street Markets LLC | 1,992 | $2.70 萬 | 0.01% | +1,992 | 新進 |
| Farther Finance Advisors, LLC | 1,956 | $2.70 萬 | 0.00% | +6+0.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,925 | $2.66 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 1,788 | $2.47 萬 | 0.00% | +1,788 | 新進 |
| Metropolitan Life Insurance Co | 1,681 | $2.32 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,500 | $2.07 萬 | 0.00% | −2,410−61.6% | 減碼 |
| Creekmur Asset Management LLC | 1,451 | $2.00 萬 | 0.01% | +1,451 | 新進 |
| IFP Advisors, Inc | 1,050 | $1.45 萬 | 0.00% | 00.0% | 不變 |
| Activest Wealth Management | 1,013 | $1.40 萬 | 0.01% | +13+1.3% | 加碼 |
| FMR LLC | 715 | $9,865 | 0.00% | −561−44.0% | 減碼 |
| First Manhattan Co | 654 | $9,025 | 0.00% | +654 | 新進 |
| GWM Advisors LLC | 635 | $8,763 | 0.00% | 00.0% | 不變 |
| PSI Advisors, LLC | 550 | $7,590 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 450 | $6,210 | 0.00% | +50+12.5% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 396 | $5,000 | 0.00% | +5+1.3% | 加碼 |
| AlphaMark Advisors, LLC | 200 | $3,000 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 115 | $1,381 | 0.00% | +115 | 新進 |
| Front Row Advisors LLC | 80 | $1,121 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −16,936−100.0% | 清倉 |
| Kinloch Capital, LLC | 0 | $0 | 0.00% | −13,310−100.0% | 清倉 |
| Commonwealth Financial Services, LLC | 0 | $0 | 0.00% | −10,940−100.0% | 清倉 |
| Comerica Bank | 0 | $0 | 0.00% | −4,500−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,510−100.0% | 清倉 |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −1,137−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,061−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | −98−100.0% | 清倉 |
| CWM, LLC | 0 | $0 | 0.00% | −8−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | – | – | – | – | 本季未申報 |