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 3 季 13F 持有人
NewtekOne, Inc. 在 2025/9/30 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
- 132
- 較 2025 年第 2 季 +9 家
- 持有股數
- 1,437 萬
- 較 2025 年第 2 季 +250.6 萬 (+21.1%)
- 總市值
- $1.65 億
- 較 2025 年第 2 季 +$3,068 萬 (+22.9%)
- 新進機構
- 21
- 另有 45 家加碼
- 清倉機構
- 12
- 另有 47 家減碼
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 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cornerstone Planning Group LLC | 2 | $6 | 0.00% | −48−96.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 17 | $195 | 0.00% | +17 | 新進 |
| Signaturefd, LLC | 17 | $195 | 0.00% | +17 | 新進 |
| Point72 Europe (London) LLP | 21 | $240 | 0.00% | +21 | 新進 |
| US Bancorp | 29 | $332 | 0.00% | +29 | 新進 |
| Front Row Advisors LLC | 32 | $367 | 0.00% | −16−33.3% | 減碼 |
| Nisa Investment Advisors, LLC | 41 | $469 | 0.00% | +25+156.3% | 加碼 |
| Fifth Third Bancorp | 45 | $515 | 0.00% | −26−36.6% | 減碼 |
| Rockefeller Capital Management L.P. | 79 | $905 | 0.00% | +79 | 新進 |
| Quadrant Capital Group LLC | 96 | $1,101 | 0.00% | +96 | 新進 |
| Versant Capital Management, Inc | 118 | $1,351 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 137 | $1,578 | 0.00% | +2+1.5% | 加碼 |
| Vermillion & White Wealth Management Group, LLC | 150 | $1,718 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 161 | $1,843 | 0.00% | +41+34.2% | 加碼 |
| Clearstead Advisors, LLC | 171 | $1,958 | 0.00% | +67+64.4% | 加碼 |
| True Wealth Design, LLC | 171 | $1,958 | 0.00% | +102+147.8% | 加碼 |
| Jones Financial Companies LLLP | 181 | $2,145 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 238 | $3,000 | 0.00% | +45+23.3% | 加碼 |
| Optiver Holding B.V. | 450 | $5,152 | 0.00% | +450 | 新進 |
| Principal Securities, Inc. | 500 | $5,725 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 501 | $5,736 | 0.00% | +71+16.5% | 加碼 |
| Avion Wealth | 600 | $6,000 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 733 | $9,000 | 0.00% | −26,967−97.4% | 減碼 |
| Amalgamated Bank | 786 | $9,000 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,000 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,195 | $1.37 萬 | 0.00% | +411+52.4% | 加碼 |
| Atlantic Union Bankshares Corp | 1,200 | $1.37 萬 | 0.00% | +1,200 | 新進 |
| California State Teachers Retirement System | 1,552 | $1.78 萬 | 0.00% | +1,552 | 新進 |
| Tower Research Capital LLC (TRC) | 1,690 | $1.94 萬 | 0.00% | −1,243−42.4% | 減碼 |
| Sterling Capital Management LLC | 1,711 | $1.96 萬 | 0.00% | +1,047+157.7% | 加碼 |
| Vision Financial Markets LLC | 1,889 | $2.16 萬 | 0.02% | +19+1.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 1,925 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 2,047 | $2.34 萬 | 0.00% | −25−1.2% | 減碼 |
| Legal & General Group Plc | 2,218 | $2.54 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 2,389 | $2.74 萬 | 0.00% | +240+11.2% | 加碼 |
| Essential Partners LLC | 2,468 | $2.83 萬 | 0.01% | +1,767+252.1% | 加碼 |
| FMR LLC | 2,538 | $2.91 萬 | 0.00% | −213−7.7% | 減碼 |
| Advisory Services Network, LLC | 4,000 | $4.58 萬 | 0.00% | +4,000 | 新進 |
| Glen Eagle Advisors, LLC | 4,083 | $4.67 萬 | 0.01% | −2,483−37.8% | 減碼 |
| Quantbot Technologies LP | 5,870 | $6.72 萬 | 0.00% | −3,582−37.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 5,933 | $6.79 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 6,799 | $7.78 萬 | 0.00% | +23+0.3% | 加碼 |
| Aquatic Capital Management LLC | 7,441 | $8.52 萬 | 0.00% | −3,328−30.9% | 減碼 |
| New York State Common Retirement Fund | 7,597 | $8.70 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 7,316 | $9.03 萬 | 0.00% | +324+4.6% | 加碼 |
| Intech Investment Management LLC | 10,334 | $11.8 萬 | 0.00% | −1,798−14.8% | 減碼 |
| Stifel Financial Corp | 10,820 | $12.4 萬 | 0.00% | −31−0.3% | 減碼 |
| Kovitz Investment Group Partners, LLC | 10,897 | $12.5 萬 | 0.00% | +176+1.6% | 加碼 |
| Cerity Partners LLC | 11,619 | $13.3 萬 | 0.00% | +11,619 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 11,667 | $13.4 萬 | 0.00% | −1,903−14.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 12,355 | $14.1 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 12,662 | $14.5 萬 | 0.00% | +12,662 | 新進 |
| Round Rock Advisors, LLC | 13,000 | $14.9 萬 | 0.02% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 13,404 | $15.0 萬 | 0.00% | +13,404 | 新進 |
| Boothbay Fund Management, LLC | 15,338 | $17.6 萬 | 0.00% | −4,096−21.1% | 減碼 |
| Kestra Advisory Services, LLC | 15,606 | $17.9 萬 | 0.00% | +2,200+16.4% | 加碼 |
| Franklin Resources Inc | 15,933 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 16,185 | $18.5 萬 | 0.08% | −9,380−36.7% | 減碼 |
| Mercer Global Advisors Inc | 16,711 | $19.1 萬 | 0.00% | +16,711 | 新進 |
| Price T Rowe Associates Inc | 17,106 | $19.7 萬 | 0.00% | +1,817+11.9% | 加碼 |
| Deutsche Bank AG | 18,149 | $20.8 萬 | 0.00% | +5,834+47.4% | 加碼 |
| Arkadios Wealth Advisors | 18,372 | $21.0 萬 | 0.01% | −2,463−11.8% | 減碼 |
| Tudor Investment Corp Et Al | 18,784 | $21.5 萬 | 0.00% | −90,789−82.9% | 減碼 |
| State of Wisconsin Investment Board | 18,800 | $21.5 萬 | 0.00% | −14,635−43.8% | 減碼 |
| SRS Capital Advisors, Inc. | 19,558 | $22.4 萬 | 0.00% | +19,558 | 新進 |
| R Squared Ltd | 19,658 | $22.5 萬 | 0.10% | +19,658 | 新進 |
| Raymond James Financial Inc | 20,388 | $23.3 萬 | 0.00% | −25,232−55.3% | 減碼 |
| LPL Financial LLC | 20,445 | $23.4 萬 | 0.00% | −554−2.6% | 減碼 |
| CWM, LLC | 21,289 | $24.4 萬 | 0.00% | +12,679+147.3% | 加碼 |
| Graham Capital Management, L.P. | 21,447 | $24.6 萬 | 0.01% | +21,447 | 新進 |
| BNP Paribas Arbitrage, SA | 21,484 | $24.6 萬 | 0.00% | +6,489+43.3% | 加碼 |
| Quest Partners LLC | 21,752 | $24.9 萬 | 0.02% | +15,661+257.1% | 加碼 |
| MetLife Investment Management | 22,446 | $25.7 萬 | 0.00% | 00.0% | 不變 |
| Bailard, Inc. | 23,400 | $26.8 萬 | 0.01% | +23,400 | 新進 |
| Alliancebernstein L.P. | 25,670 | $29.4 萬 | 0.00% | 00.0% | 不變 |
| Jackson Thornton Asset Management, LLC | 26,348 | $29.5 萬 | 0.03% | +156+0.6% | 加碼 |
| Founders Financial Alliance, LLC | 30,151 | $34.5 萬 | 0.07% | +232+0.8% | 加碼 |
| Wells Fargo & Company | 32,169 | $36.8 萬 | 0.00% | −1,924−5.6% | 減碼 |
| Los Angeles Capital Management LLC | 32,451 | $37.2 萬 | 0.00% | −36,211−52.7% | 減碼 |
| 1620 Investment Advisors, Inc. | 33,587 | $38.5 萬 | 0.26% | −185−0.5% | 減碼 |
| Rhumbline Advisers | 35,305 | $40.4 萬 | 0.00% | −1,128−3.1% | 減碼 |
| Verition Fund Management LLC | 37,730 | $43.2 萬 | 0.00% | −4,525−10.7% | 減碼 |
| Avenir Corp | 40,800 | $46.7 萬 | 0.05% | +3,000+7.9% | 加碼 |
| Jane Street Group, LLC | 40,820 | $46.7 萬 | 0.00% | +5,442+15.4% | 加碼 |
| Man Group plc | 43,145 | $49.4 萬 | 0.00% | +3,007+7.5% | 加碼 |
| Barclays PLC | 43,180 | $49.4 萬 | 0.00% | +641+1.5% | 加碼 |
| Campbell & CO Investment Adviser LLC | 43,600 | $49.9 萬 | 0.04% | −22,170−33.7% | 減碼 |
| Quantinno Capital Management LP | 44,432 | $50.9 萬 | 0.00% | +28,038+171.0% | 加碼 |
| Creative Planning | 45,044 | $51.6 萬 | 0.00% | +45,044 | 新進 |
| ExodusPoint Capital Management, LP | 45,527 | $52.1 萬 | 0.01% | +20,214+79.9% | 加碼 |
| UBS Group AG | 46,074 | $52.8 萬 | 0.00% | −159,172−77.6% | 減碼 |
| Invesco Ltd. | 47,765 | $54.7 萬 | 0.00% | +1,116+2.4% | 加碼 |
| Russell Investments Group, Ltd. | 48,227 | $55.2 萬 | 0.00% | +15,561+47.6% | 加碼 |
| Citigroup Inc | 51,984 | $59.5 萬 | 0.00% | +20,590+65.6% | 加碼 |
| Ridgewood Investments LLC | 52,485 | $60.1 萬 | 0.25% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 52,900 | $60.6 萬 | 0.00% | +39,000+280.6% | 加碼 |
| Ieq Capital, LLC | 61,204 | $70.1 萬 | 0.00% | +35,944+142.3% | 加碼 |
| American Century Companies Inc | 63,706 | $72.9 萬 | 0.00% | −1,782−2.7% | 減碼 |
| Commons Capital, LLC | 70,658 | $80.9 萬 | 0.54% | 00.0% | 不變 |
| Jump Financial, LLC | 72,300 | $82.8 萬 | 0.01% | +1,922+2.7% | 加碼 |