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。
2024 年第 1 季 13F 持有人
NewtekOne, Inc. 在 2024/3/31 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
- 89
- 較 2023 年第 4 季 0 家
- 持有股數
- 931.0 萬
- 較 2023 年第 4 季 +9.40 萬 (+1.0%)
- 總市值
- $1.03 億
- 較 2023 年第 4 季 −$2,466 萬 (−19.4%)
- 新進機構
- 16
- 另有 34 家加碼
- 清倉機構
- 16
- 另有 28 家減碼
另有 1 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royce & Associates LP | 1,953,056 | $2,148 萬 | 0.19% | −89,434−4.4% | 減碼 |
| BlackRock Inc. | 1,787,439 | $1,966 萬 | 0.00% | −5,690−0.3% | 減碼 |
| Vanguard Group Inc | 1,368,607 | $1,505 萬 | 0.00% | +17,505+1.3% | 加碼 |
| Geode Capital Management, LLC | 519,933 | $572.0 萬 | 0.00% | +9,689+1.9% | 加碼 |
| State Street Corp | 449,916 | $503.4 萬 | 0.00% | +3,004+0.7% | 加碼 |
| Franklin Resources Inc | 218,858 | $240.7 萬 | 0.00% | +218,858 | 新進 |
| Northern Trust Corp | 196,739 | $216.4 萬 | 0.00% | −4,131−2.1% | 減碼 |
| Charles Schwab Investment Management Inc | 187,312 | $206.0 萬 | 0.00% | +3,610+2.0% | 加碼 |
| Bank of New York Mellon Corp | 177,413 | $195.2 萬 | 0.00% | −3,513−1.9% | 減碼 |
| Barrett & Company, Inc. | 164,323 | $180.8 萬 | 0.86% | −10,902−6.2% | 減碼 |
| Goldman Sachs Group Inc | 151,166 | $166.3 萬 | 0.00% | +64,177+73.8% | 加碼 |
| American Century Companies Inc | 149,974 | $165.0 萬 | 0.00% | −14,324−8.7% | 減碼 |
| Boothbay Fund Management, LLC | 136,573 | $150.2 萬 | 0.04% | −7,732−5.4% | 減碼 |
| Ancora Advisors, LLC | 130,933 | $144.0 萬 | 0.03% | +39,659+43.5% | 加碼 |
| Bard Associates Inc | 124,240 | $138.9 萬 | 0.50% | −2,517−2.0% | 減碼 |
| Citadel Advisors LLC | 96,284 | $105.9 萬 | 0.00% | +45,316+88.9% | 加碼 |
| Marshall Wace, LLP | 90,081 | $99.1 萬 | 0.00% | +75,286+508.9% | 加碼 |
| Morgan Stanley | 89,090 | $98.0 萬 | 0.00% | +4,109+4.8% | 加碼 |
| First Trust Advisors LP | 78,442 | $86.3 萬 | 0.00% | +1,341+1.7% | 加碼 |
| Two Sigma Investments, LP | 68,724 | $75.6 萬 | 0.00% | +68,724 | 新進 |
| Avenir Corp | 59,800 | $65.8 萬 | 0.06% | +19,000+46.6% | 加碼 |
| Ridgewood Investments LLC | 52,485 | $57.7 萬 | 0.31% | +7,000+15.4% | 加碼 |
| Raymond James & Associates | 52,377 | $57.6 萬 | 0.00% | +2,406+4.8% | 加碼 |
| Invesco Ltd. | 49,508 | $54.5 萬 | 0.00% | +31,656+177.3% | 加碼 |
| Arkadios Wealth Advisors | 47,279 | $52.0 萬 | 0.04% | +1,344+2.9% | 加碼 |
| Russell Investments Group, Ltd. | 46,882 | $51.6 萬 | 0.00% | −79,044−62.8% | 減碼 |
| Knightsbridge Asset Management, LLC | 37,066 | $51.2 萬 | 0.14% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 45,551 | $50.1 萬 | 0.15% | +2,024+4.6% | 加碼 |
| Nuveen Asset Management, LLC | 42,831 | $47.1 萬 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 40,554 | $44.6 萬 | 0.08% | +40,554 | 新進 |
| D.A. Davidson & Co. | 35,941 | $39.5 萬 | 0.00% | −26,277−42.2% | 減碼 |
| Gsa Capital Partners LLP | 33,211 | $36.5 萬 | 0.03% | +33,211 | 新進 |
| UBS Group AG | 32,529 | $35.8 萬 | 0.00% | −12,156−27.2% | 減碼 |
| Bank of America Corp | 30,776 | $33.9 萬 | 0.00% | −31,149−50.3% | 減碼 |
| Rhumbline Advisers | 30,048 | $33.1 萬 | 0.00% | +974+3.4% | 加碼 |
| LPL Financial LLC | 28,229 | $31.1 萬 | 0.00% | −2,220−7.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 24,346 | $26.8 萬 | 0.00% | −4,091−14.4% | 減碼 |
| Advisors Asset Management, Inc. | 24,163 | $26.6 萬 | 0.01% | −548−2.2% | 減碼 |
| Millennium Management LLC | 22,943 | $25.2 萬 | 0.00% | +11,481+100.2% | 加碼 |
| Glen Eagle Advisors, LLC | 22,034 | $24.2 萬 | 0.05% | −4,622−17.3% | 減碼 |
| MetLife Investment Management | 21,354 | $23.5 萬 | 0.00% | +40.0% | 加碼 |
| Beacon Investment Advisors LLC | 21,043 | $23.1 萬 | 0.13% | +6,037+40.2% | 加碼 |
| Jump Financial, LLC | 21,000 | $23.1 萬 | 0.01% | +9,796+87.4% | 加碼 |
| Corton Capital Inc. | 20,787 | $22.9 萬 | 0.08% | +6,576+46.3% | 加碼 |
| ExodusPoint Capital Management, LP | 19,561 | $21.5 萬 | 0.00% | +19,561 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 19,419 | $21.4 萬 | 0.00% | +192+1.0% | 加碼 |
| Ameriprise Financial Inc | 17,574 | $19.3 萬 | 0.00% | +2,271+14.8% | 加碼 |
| Alliancebernstein L.P. | 17,190 | $18.9 萬 | 0.00% | +1,010+6.2% | 加碼 |
| Royal Bank of Canada | 16,223 | $17.9 萬 | 0.00% | +7,699+90.3% | 加碼 |
| Barclays PLC | 16,080 | $17.7 萬 | 0.00% | −17,848−52.6% | 減碼 |
| Tradition Wealth Management, LLC | 15,953 | $17.5 萬 | 0.02% | +208+1.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 14,354 | $15.8 萬 | 0.00% | +7,961+124.5% | 加碼 |
| Kinloch Capital, LLC | 13,489 | $14.8 萬 | 0.08% | +13,489 | 新進 |
| JPMorgan Chase & Co | 13,415 | $14.8 萬 | 0.00% | −5,870−30.4% | 減碼 |
| Kovitz Investment Group Partners, LLC | 13,253 | $14.6 萬 | 0.00% | +184+1.4% | 加碼 |
| Advisor Group Holdings, Inc. | 12,326 | $13.6 萬 | 0.00% | −1,595−11.5% | 減碼 |
| Commonwealth Equity Services, LLC | 12,150 | $13.4 萬 | 0.00% | +12,150 | 新進 |
| American International Group, Inc. | 11,489 | $12.6 萬 | 0.00% | −98−0.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 11,201 | $12.3 萬 | 0.00% | +11,201 | 新進 |
| Deutsche Bank AG | 10,805 | $11.9 萬 | 0.00% | +916+9.3% | 加碼 |
| Verition Fund Management LLC | 10,700 | $11.8 萬 | 0.00% | +10,700 | 新進 |
| New York State Common Retirement Fund | 10,365 | $11.4 萬 | 0.00% | +657+6.8% | 加碼 |
| SeaBridge Investment Advisors LLC | 10,000 | $11.0 萬 | 0.03% | 00.0% | 不變 |
| nVerses Capital, LLC | 9,700 | $10.7 萬 | 0.26% | +9,700 | 新進 |
| Aquatic Capital Management LLC | 8,800 | $9.68 萬 | 0.00% | +8,800 | 新進 |
| Wells Fargo & Company | 8,239 | $9.06 萬 | 0.00% | +1,056+14.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 7,481 | $8.20 萬 | 0.01% | +7,481 | 新進 |
| Quantbot Technologies LP | 6,077 | $6.68 萬 | 0.00% | +6,077 | 新進 |
| Citigroup Inc | 4,371 | $4.81 萬 | 0.00% | +1,064+32.2% | 加碼 |
| California State Teachers Retirement System | 2,344 | $2.58 萬 | 0.00% | −1,493−38.9% | 減碼 |
| Farther Finance Advisors, LLC | 1,962 | $2.24 萬 | 0.00% | +6+0.3% | 加碼 |
| Legal & General Group Plc | 1,999 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 1,925 | $2.12 萬 | 0.00% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 1,681 | $1.85 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,500 | $1.68 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 1,437 | $1.58 萬 | 0.01% | +1,437 | 新進 |
| Tower Research Capital LLC (TRC) | 1,058 | $1.16 萬 | 0.00% | −5,512−83.9% | 減碼 |
| Amalgamated Bank | 786 | $9,000 | 0.00% | −1,247−61.3% | 減碼 |
| First Manhattan Co | 654 | $7,194 | 0.00% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 568 | $6,247 | 0.00% | −883−60.9% | 減碼 |
| PSI Advisors, LLC | 550 | $6,050 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 375 | $4,125 | 0.00% | −675−64.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 300 | $3,300 | 0.00% | −150−33.3% | 減碼 |
| FMR LLC | 203 | $2,236 | 0.00% | −512−71.6% | 減碼 |
| AlphaMark Advisors, LLC | 200 | $2,000 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 140 | $1,540 | 0.00% | −6,328−97.8% | 減碼 |
| Cornerstone Planning Group LLC | 112 | $1,250 | 0.00% | +112 | 新進 |
| Front Row Advisors LLC | 80 | $897 | 0.00% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $176 | 0.00% | +16 | 新進 |
| Activest Wealth Management | 0 | $0 | 0.00% | −1,013−100.0% | 清倉 |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −121,770−100.0% | 清倉 |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −57,985−100.0% | 清倉 |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −53,599−100.0% | 清倉 |
| No Street GP LP | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −47,004−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −23,350−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,442−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,942−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,058−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −11,641−100.0% | 清倉 |