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。
2025 年第 1 季 13F 持有人
NewtekOne, Inc. 在 2025/3/31 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
- 126
- 較 2024 年第 4 季 +10 家
- 持有股數
- 1,058 萬
- 較 2024 年第 4 季 +118.9 萬 (+12.7%)
- 總市值
- $1.27 億
- 較 2024 年第 4 季 +$644.5 萬 (+5.4%)
- 新進機構
- 25
- 另有 48 家加碼
- 清倉機構
- 15
- 另有 35 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 13 | $155 | 0.00% | +13 | 新進 |
| True Wealth Design, LLC | 23 | $276 | 0.00% | +23 | 新進 |
| Caitong International Asset Management Co., Ltd | 25 | $299 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 30 | $359 | 0.00% | +30 | 新進 |
| Parkside Financial Bank & Trust | 40 | $478 | 0.00% | +40 | 新進 |
| Nisa Investment Advisors, LLC | 43 | $514 | 0.00% | −4,273−99.0% | 減碼 |
| Cornerstone Planning Group LLC | 50 | $532 | 0.00% | −62−55.4% | 減碼 |
| Rothschild Investment LLC | 80 | $957 | 0.00% | +10+14.3% | 加碼 |
| Front Row Advisors LLC | 80 | $959 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 55 | $1,000 | 0.00% | −14−20.3% | 減碼 |
| Lindbrook Capital, LLC | 85 | $1,017 | 0.00% | −125−59.5% | 減碼 |
| GAMMA Investing LLC | 103 | $1,232 | 0.00% | +13+14.4% | 加碼 |
| CoreCap Advisors, LLC | 133 | $1,592 | 0.00% | +2+1.5% | 加碼 |
| Signaturefd, LLC | 143 | $1,710 | 0.00% | −323−69.3% | 減碼 |
| Coldstream Capital Management Inc | 162 | $1,938 | 0.00% | +162 | 新進 |
| Jones Financial Companies LLLP | 181 | $2,147 | 0.00% | 00.0% | 不變 |
| Wood Tarver Financial Group, LLC | 231 | $2,763 | 0.00% | 00.0% | 不變 |
| Avion Wealth | 400 | $5,000 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 427 | $5,107 | 0.00% | −318−42.7% | 減碼 |
| Kiker Wealth Management, LLC | 482 | $5,765 | 0.00% | +482 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 635 | $7,595 | 0.00% | +635 | 新進 |
| Amalgamated Bank | 786 | $9,000 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 928 | $1.11 萬 | 0.00% | −1,629−63.7% | 減碼 |
| Point72 (DIFC) Ltd | 995 | $1.19 萬 | 0.00% | +995 | 新進 |
| CWM, LLC | 1,039 | $1.20 萬 | 0.00% | +508+95.7% | 加碼 |
| FMR LLC | 1,410 | $1.69 萬 | 0.00% | −4,888−77.6% | 減碼 |
| Quadrant Capital Group LLC | 1,511 | $1.81 萬 | 0.00% | +1,480+4,774.2% | 加碼 |
| California State Teachers Retirement System | 1,808 | $2.16 萬 | 0.00% | 00.0% | 不變 |
| Vision Financial Markets LLC | 1,847 | $2.21 萬 | 0.02% | +18+1.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,925 | $2.30 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 1,999 | $2.39 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 2,006 | $2.42 萬 | 0.00% | +8+0.4% | 加碼 |
| IFP Advisors, Inc | 3,875 | $4.63 萬 | 0.00% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 5,737 | $6.86 萬 | 0.00% | +253+4.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $7.10 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 6,438 | $7.70 萬 | 0.00% | −2,746−29.9% | 減碼 |
| Glen Eagle Advisors, LLC | 6,566 | $7.85 萬 | 0.01% | 00.0% | 不變 |
| New York State Common Retirement Fund | 7,597 | $9.09 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 9,042 | $10.8 萬 | 0.00% | −2,232−19.8% | 減碼 |
| ExodusPoint Capital Management, LP | 10,070 | $12.0 萬 | 0.00% | +10,070 | 新進 |
| Commonwealth Equity Services, LLC | 10,214 | $12.2 萬 | 0.00% | +10,214 | 新進 |
| EP Wealth Advisors, LLC | 10,251 | $12.3 萬 | 0.00% | +10,251 | 新進 |
| XTX Topco Ltd | 10,515 | $12.6 萬 | 0.01% | +10,515 | 新進 |
| Kovitz Investment Group Partners, LLC | 10,527 | $12.6 萬 | 0.00% | +161+1.6% | 加碼 |
| Quantinno Capital Management LP | 10,774 | $12.9 萬 | 0.00% | +10,774 | 新進 |
| Centiva Capital, LP | 11,055 | $13.2 萬 | 0.01% | +11,055 | 新進 |
| Corton Capital Inc. | 11,288 | $13.5 萬 | 0.45% | −15,769−58.3% | 減碼 |
| Corebridge Financial, Inc. | 12,132 | $14.5 萬 | 0.00% | −20−0.2% | 減碼 |
| Tradition Wealth Management, LLC | 12,758 | $15.3 萬 | 0.01% | +195+1.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 12,780 | $15.3 萬 | 0.00% | +980+8.3% | 加碼 |
| Magnetar Financial LLC | 13,367 | $16.0 萬 | 0.00% | +13,367 | 新進 |
| Intech Investment Management LLC | 14,040 | $16.8 萬 | 0.00% | +14,040 | 新進 |
| Price T Rowe Associates Inc | 14,115 | $17.0 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 14,430 | $17.3 萬 | 0.00% | +624+4.5% | 加碼 |
| Franklin Resources Inc | 15,933 | $19.1 萬 | 0.00% | +15,933 | 新進 |
| Semanteon Capital Management, LP | 16,438 | $19.7 萬 | 0.11% | −40.0% | 減碼 |
| Deutsche Bank AG | 17,315 | $20.7 萬 | 0.00% | −3,265−15.9% | 減碼 |
| Creative Planning | 17,366 | $20.8 萬 | 0.00% | +5,026+40.7% | 加碼 |
| LPL Financial LLC | 17,698 | $21.2 萬 | 0.00% | −6,501−26.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 18,000 | $21.5 萬 | 0.00% | +6,915+62.4% | 加碼 |
| Quest Partners LLC | 20,117 | $24.1 萬 | 0.03% | +6,652+49.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 20,390 | $24.4 萬 | 0.02% | +20,390 | 新進 |
| Two Sigma Advisers, LP | 22,200 | $26.6 萬 | 0.00% | +22,200 | 新進 |
| Jackson Thornton Asset Management, LLC | 26,113 | $26.7 萬 | 0.04% | −461−1.7% | 減碼 |
| MetLife Investment Management | 22,446 | $26.8 萬 | 0.00% | −589−2.6% | 減碼 |
| Royal Bank of Canada | 23,639 | $28.2 萬 | 0.00% | +5,916+33.4% | 加碼 |
| Beacon Investment Advisors LLC | 25,346 | $30.3 萬 | 0.14% | +90+0.4% | 加碼 |
| Algert Global LLC | 25,843 | $30.9 萬 | 0.01% | +5,590+27.6% | 加碼 |
| Alliancebernstein L.P. | 26,570 | $31.8 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 26,692 | $31.9 萬 | 0.00% | −11,906−30.8% | 減碼 |
| Graham Capital Management, L.P. | 26,911 | $32.2 萬 | 0.01% | +4,862+22.1% | 加碼 |
| Alps Advisors Inc | 29,475 | $35.3 萬 | 0.00% | −1,825−5.8% | 減碼 |
| Founders Financial Alliance, LLC | 29,542 | $35.3 萬 | 0.09% | +326+1.1% | 加碼 |
| Wells Fargo & Company | 30,523 | $36.5 萬 | 0.00% | +8,955+41.5% | 加碼 |
| Citigroup Inc | 32,643 | $39.0 萬 | 0.00% | +13,304+68.8% | 加碼 |
| Jump Financial, LLC | 33,114 | $39.6 萬 | 0.01% | +22,672+217.1% | 加碼 |
| 1620 Investment Advisors, Inc. | 33,772 | $40.4 萬 | 0.31% | −74−0.2% | 減碼 |
| Rhumbline Advisers | 34,325 | $41.1 萬 | 0.00% | −942−2.7% | 減碼 |
| Susquehanna International Group, LLP | 34,831 | $41.7 萬 | 0.00% | +19,625+129.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 35,235 | $42.1 萬 | 0.01% | −14,281−28.8% | 減碼 |
| Jane Street Group, LLC | 36,676 | $43.9 萬 | 0.00% | +7,274+24.7% | 加碼 |
| Avenir Corp | 37,800 | $45.2 萬 | 0.05% | 00.0% | 不變 |
| Man Group plc | 37,834 | $45.2 萬 | 0.00% | −12,956−25.5% | 減碼 |
| Squarepoint Ops LLC | 37,874 | $45.3 萬 | 0.00% | +37,874 | 新進 |
| Raymond James Financial Inc | 37,946 | $45.4 萬 | 0.00% | −50,177−56.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 38,542 | $46.1 萬 | 0.07% | +27,409+246.2% | 加碼 |
| Invesco Ltd. | 40,987 | $49.0 萬 | 0.00% | −1,554−3.7% | 減碼 |
| Qube Research & Technologies Ltd | 41,468 | $49.6 萬 | 0.00% | +41,468 | 新進 |
| Los Angeles Capital Management LLC | 42,553 | $50.9 萬 | 0.00% | +42,553 | 新進 |
| Campbell & CO Investment Adviser LLC | 42,634 | $51.0 萬 | 0.04% | +18,571+77.2% | 加碼 |
| Arkadios Wealth Advisors | 43,561 | $52.1 萬 | 0.02% | +260+0.6% | 加碼 |
| Russell Investments Group, Ltd. | 48,432 | $57.9 萬 | 0.00% | +6,053+14.3% | 加碼 |
| Ridgewood Investments LLC | 52,485 | $62.8 萬 | 0.29% | 00.0% | 不變 |
| UBS Group AG | 54,568 | $65.3 萬 | 0.00% | +24,170+79.5% | 加碼 |
| Nuveen, LLC | 63,362 | $75.8 萬 | 0.00% | +63,362 | 新進 |
| Millennium Management LLC | 72,327 | $86.5 萬 | 0.00% | −3,933−5.2% | 減碼 |
| Prudential Financial Inc | 73,051 | $87.4 萬 | 0.00% | +73,051 | 新進 |
| Boothbay Fund Management, LLC | 77,556 | $92.8 萬 | 0.03% | −39,336−33.7% | 減碼 |
| Ameriprise Financial Inc | 83,014 | $99.3 萬 | 0.00% | +68,174+459.4% | 加碼 |
| American Century Companies Inc | 85,077 | $101.8 萬 | 0.00% | −27,323−24.3% | 減碼 |