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NEWT · NewtekOne, Inc. · Held by Funds

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$12.22 +0.05 (+0.41%) At close · Sep 11
Russell 2000 member Rebalance outlook locked
Market Cap
$352.97M
Shares
28.88M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding NEWT

122 fund positions
Fund Balance Value % of Fund Open
iShares Russell 2000 ETF 792,076 $11,730,646 0.01%
VANGUARD TOTAL STOCK MARKET INDEX FUND 779,841 $11,549,445 0.00%
T. Rowe Price Financial Services Fund, Inc. 460,500 $6,820,005 0.36%
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund 332,092 $4,918,283 0.25%
ROYCE SMALL-CAP TRUST, INC. 314,894 $4,663,580 0.18%
VANGUARD EXTENDED MARKET INDEX FUND 312,432 $4,627,118 0.00%
iShares Russell 2000 Value ETF 270,121 $4,000,492 0.03%
Fidelity Small Cap Index Fund 252,081 $3,269,491 0.01%
Putnam Small Cap Value Fund 213,722 $2,966,461 1.00%
Fidelity Extended Market Index Fund 146,423 $2,032,351 0.00%
Schwab U.S. Small-Cap ETF 128,904 $1,789,188 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 126,314 $1,753,238 0.01%
College Retirement Equities Fund - Total Global Stock Account 99,925 $1,479,889 0.00%
First Trust Dow Jones Select MicroCap Index Fund 90,032 $1,333,374 0.50%
iShares Micro-Cap ETF 85,461 $1,265,677 0.08%
Putnam VT Small Cap Value Fund 81,099 $1,201,076 0.98%
North Star Dividend Fund 70,000 $971,600 1.00%
Master Small Cap Index Series 50,846 $753,029 0.01%
Schwab Small-Cap Index Fund 53,686 $696,307 0.01%
Fidelity Total Market Index Fund 47,815 $663,672 0.00%
Boston Partners Long/Short Equity Fund 46,432 $644,476 0.52%
iShares Core S&P Total U.S. Stock Market ETF 41,347 $612,349 0.00%
Fidelity Series Total Market Index Fund 42,532 $590,344 0.00%
WisdomTree U.S. SmallCap Dividend Fund 39,624 $586,831 0.03%
Fidelity Small Cap Value Index Fund 37,325 $552,783 0.03%
Avantis U.S. Small Cap Equity ETF 39,556 $549,037 0.02%
Invesco RAFI US 1500 Small-Mid ETF 39,487 $512,146 0.02%
VANGUARD U.S. VALUE FACTOR ETF 36,041 $500,249 0.06%
EQ/2000 Managed Volatility Portfolio 31,001 $459,125 0.01%
Huber Small Cap Value Fund 35,001 $453,963 0.49%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 30,241 $419,745 0.04%
Nuveen Small Cap Blend Index Fund 30,932 $401,188 0.01%
Ultra-Small Company Market Fund 26,700 $395,427 0.27%
ROYCE GLOBAL TRUST, INC. 22,650 $335,447 0.30%
North Star Small Cap Value Fund 24,000 $333,120 0.98%
WisdomTree U.S. SmallCap Fund 20,033 $296,689 0.04%
WisdomTree U.S. High Dividend Fund 19,036 $281,923 0.02%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 18,894 $262,249 0.02%
CornerCap Small-Cap Value Fund 18,911 $241,493 0.20%
LVIP State Street Small-Cap Index Fund 16,100 $238,441 0.01%
EQ/Small Company Index Portfolio 13,960 $206,748 0.01%
T. Rowe Price Extended Equity Market Index Fund 13,474 $199,550 0.02%
Small Cap Index Fund 13,380 $198,158 0.01%
Schwab U.S. Broad Market ETF 14,258 $197,901 0.00%
Fidelity Nasdaq Composite Index Fund 14,179 $196,805 0.00%
Sequoia Global Value ETF 14,128 $196,097 0.02%
VANGUARD BALANCED INDEX FUND 13,237 $196,040 0.00%
Goldman Sachs Small Cap Value Insights Fund 15,000 $194,550 0.02%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 13,124 $194,366 0.00%
Goldman Sachs Absolute Return Tracker Fund 12,122 $179,527 0.00%
Showing 1–50 of 122 positions
Key facts CIK 1587987 CUSIP 652526203 13F (30d) 50 filings 50 filers Visit website Investor relations