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NewtekOne, Inc.
$14.57 -0.49 (-3.25%) At close · Jul 2
Market Cap
$420.47M
Shares
28,858,921

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 146
Total Value: $166,405,382
Total Shares: 15,196,344
Showing 1–100 of 150 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 146 13F filers
Top Holder
15.2%
Jun 2023 → Mar 2026 · range 15.2% – 22.6%
of institutional value
Top 5
47.7%
Jun 2023 → Mar 2026 · range 44.0% – 65.1%
of institutional value
Top 10
65.5%
Jun 2023 → Mar 2026 · range 57.1% – 76.5%
of institutional value
HHI
651
Jun 2023 → Mar 2026 · range 590 – 1,143
Broadly held
Showing 100 of 150
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Small Patriot Financial Partners GP II, L.P. $25,269,227 15.19% 2,307,692
Mega BlackRock, Inc. $24,046,339 14.45% 2,196,013
Mega VANGUARD CAPITAL MANAGEMENT LLC $12,769,495 7.67% 1,166,164
Mega PRICE T ROWE ASSOCIATES INC /MD/ $10,101,035 6.07% 922,469
Mega GOLDMAN SACHS GROUP INC $7,268,215 4.37% 663,764
Mega GEODE CAPITAL MANAGEMENT, LLC $7,197,937 4.33% 657,346
Large MARSHALL WACE, LLP $6,835,022 4.11% 624,203
Mega AQR CAPITAL MANAGEMENT LLC $6,185,519 3.72% 564,888
Mega STATE STREET CORP $5,668,836 3.41% 517,702
Mid ROYCE & ASSOCIATES LP $3,696,106 2.22% 337,544
Large Connor, Clark & Lunn Investment Management Ltd. $3,284,649 1.97% 299,968
Mega MORGAN STANLEY $2,787,647 1.68% 254,580
Mega FRANKLIN RESOURCES INC $2,781,222 1.67% 253,993
Mega Nuveen, LLC $2,640,854 1.59% 241,174
Mega TWO SIGMA INVESTMENTS, LP $2,618,780 1.57% 239,158
Mid North Reef Capital Management LP $2,178,546 1.31% 198,954
Mega NORTHERN TRUST CORP Bank $2,128,339 1.28% 194,369
Mega VANGUARD FIDUCIARY TRUST CO Bank $1,858,915 1.12% 169,764
Large Squarepoint Ops LLC $1,771,786 1.06% 161,807
Mega D. E. Shaw & Co., Inc. $1,565,937 0.94% 143,008
Large Trexquant Investment LP $1,561,612 0.94% 142,613
Mega Bank of New York Mellon Corp Bank $1,516,639 0.91% 138,506
Mega AMERIPRISE FINANCIAL INC $1,469,281 0.88% 134,181
Large LSV ASSET MANAGEMENT $1,319,475 0.79% 120,500
Micro BARRETT & COMPANY, INC. $1,214,519 0.73% 110,915
Large Qube Research & Technologies Ltd $1,186,903 0.71% 108,393
Small Huber Capital Management LLC $1,097,266 0.66% 100,207
Mega FIRST TRUST ADVISORS LP $1,056,992 0.64% 96,529
Large TUDOR INVESTMENT CORP ET AL $966,578 0.58% 88,272
Large Boston Partners $911,828 0.55% 83,272
Large Quantinno Capital Management LP $881,945 0.53% 80,543
Large Man Group plc $790,754 0.48% 72,215
Mega CITIGROUP INC $748,092 0.45% 68,319
Mega BANK OF AMERICA CORP /DE/ Bank $716,589 0.43% 65,442
Mid SEGALL BRYANT & HAMILL, LLC $694,591 0.42% 63,433
Mega MILLENNIUM MANAGEMENT LLC $688,437 0.41% 62,871
Small Ridgewood Investments LLC $684,210 0.41% 62,485
Mid GSA CAPITAL PARTNERS LLP $665,935 0.40% 60,816
Small Numerai GP LLC $663,701 0.40% 60,612
Large Creative Planning $637,640 0.38% 58,232
Mega JANE STREET GROUP, LLC $636,063 0.38% 58,088
Mega AMERICAN CENTURY COMPANIES INC $604,319 0.36% 55,189
Mid Jump Financial, LLC $593,807 0.36% 54,229
Small Almitas Capital LLC $586,591 0.35% 53,570
Mega Invesco Ltd. $543,260 0.33% 49,613
Large IEQ CAPITAL, LLC $519,205 0.31% 47,416
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $465,375 0.28% 42,500
Large ExodusPoint Capital Management, LP $463,765 0.28% 42,353
Small AVENIR CORP $446,760 0.27% 40,800
Mega Vanguard Global Advisers, LLC $440,671 0.26% 40,244
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $325,215 0.20% 29,700
Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $324,196 0.19% 29,607
Mega RHUMBLINE ADVISERS $318,086 0.19% 29,049
Small Founders Financial Alliance, LLC $313,640 0.19% 28,643
Mid XTX Topco Ltd $309,228 0.19% 28,240
Mid Brevan Howard Capital Management LP $291,346 0.18% 26,607
Small JACKSON THORNTON WEALTH MANAGEMENT, LLC $281,775 0.17% 25,733
Mega ALLIANCEBERNSTEIN L.P. $281,086 0.17% 25,670
Large Cambridge Investment Research Advisors, Inc. $274,209 0.16% 25,042
Micro 1620 INVESTMENT ADVISORS, INC. $269,775 0.16% 24,637
Mega DEUTSCHE BANK AG\ Bank $254,050 0.15% 23,201
Mega WELLS FARGO & COMPANY/MN $245,915 0.15% 22,458
Large MetLife Investment Management, LLC $245,783 0.15% 22,446
Mega JANE STREET GROUP, LLC $241,995 0.15% 22,100
Mega LPL Financial LLC $233,913 0.14% 21,362
Large CWM, LLC $231,570 0.14% 21,148
Large Kestra Advisory Services, LLC $207,513 0.12% 18,951
Mega CITADEL ADVISORS LLC $197,100 0.12% 18,000
Mid ALGERT GLOBAL LLC $195,435 0.12% 17,848
Mega BARCLAYS PLC $183,806 0.11% 16,786
Small BEACON INVESTMENT ADVISORS LLC $183,116 0.11% 16,723
Mid Arkadios Wealth Advisors $177,400 0.11% 16,201
Mega UBS Group AG $171,585 0.10% 15,670
Small MIRABELLA FINANCIAL SERVICES LLP $163,549 0.10% 14,936
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $161,096 0.10% 14,712
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $160,713 0.10% 14,677
Large MERCER GLOBAL ADVISORS INC /ADV $156,376 0.09% 14,281
Mid Magnetar Financial LLC $154,624 0.09% 14,121
Large Cerity Partners LLC $152,620 0.09% 13,938
Large Corient Private Wealth LLC $146,554 0.09% 13,384
Large Mariner, LLC $146,062 0.09% 13,339
Large Focus Partners Wealth $142,798 0.09% 13,041
Mid Campbell & CO Investment Adviser LLC $136,119 0.08% 12,431
Mid BOOTHBAY FUND MANAGEMENT, LLC $135,298 0.08% 12,356
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $126,319 0.08% 11,536
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $123,735 0.07% 11,300
Small DUMONT & BLAKE INVESTMENT ADVISORS LLC $117,756 0.07% 10,754
Mid EP Wealth Advisors, LLC $112,850 0.07% 10,306
Small Regal Investment Advisors LLC $111,722 0.07% 10,203
Mega JPMORGAN CHASE & CO $110,538 0.07% 10,095
Large Russell Investments Group, Ltd. $79,934 0.05% 7,300
Mega BNP PARIBAS ARBITRAGE, SA $72,576 0.04% 6,628
Large Police & Firemen's Retirement System of New Jersey Pension $64,966 0.04% 5,933
Mega FMR LLC $56,162 0.03% 5,129
Mid Advisory Services Network, LLC $43,920 0.03% 4,011
Large OSAIC HOLDINGS, INC. $36,091 0.02% 3,296
Mid Ancora Advisors LLC $34,032 0.02% 3,108
Small Crewe Advisors LLC $32,850 0.02% 3,000
Small Glen Eagle Advisors, LLC $29,247 0.02% 2,671
Mid Tower Research Capital LLC (TRC) $29,127 0.02% 2,660
Key facts CIK 1587987 CUSIP 652526203 13F (30d) 9 filings 3 filers Visit website Investor relations

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