NewtekOne, Inc. (NEWT) Institutional Ownership

Institutions by Trading Activity

25,724,554Shares Outstanding

0Shares held by institutions

$0Value of institutional holdings

0.03%Institutional ownership %

682.90%Shares Changed QoQ

7No. of institutional investors

A total of 7 institutions have reported a stake in NewtekOne, Inc. (NASDAQ:NEWT) as of December 2025, according to recent 13F filings with the SEC.

The collective stake of institutional investors in NewtekOne moved to 0.0% in December 2025, a shift down from the 55.9% reported for September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 682.90%, with a year-over-year a decrease of 94.26% in the count of filers.
A review of institutional activity for NewtekOne shows 6 of 7 filers increasing their positions, while 1 reduced their stake, and 0 remained unchanged.
This class of investors increased its holdings in NewtekOne to 6.64K shares for the 13F-cycle ending December 2025, up by 5.79K shares quarter on quarter, and down 9.45Mn shares year over year.
With 2.00K shares, Crewe Advisors LLC commands the largest institutional position in NewtekOne as of December 31, 2025, equating to 0.01% of the company.
Among the most significant buyers of NewtekOne during December 2025 were Crewe Advisors LLC (2.00K), SIGNATUREFD, LLC (1.11K), FNY Investment Advisers, LLC (800), NISA INVESTMENT ADVISORS, LLC (799), Versant Capital Management, Inc (738).
Leading sellers of NewtekOne stock in December 2025 included True Wealth Design, LLC (130).
The top 7 institutional holders of NewtekOne for the quarter ending December 2025 included Crewe Advisors LLC (2.00K), SIGNATUREFD, LLC (1.13K), GAMMA Investing LLC (970), Versant Capital Management, Inc (856), NISA INVESTMENT ADVISORS, LLC (840), FNY Investment Advisers, LLC (800), True Wealth Design, LLC (41).

0 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Patriot Financial Partners GP II, L.P.	30 Sep, 2025	2,307,692	2,307,692	0.00%	$26,423,073.00
BlackRock, Inc.	30 Sep, 2025	2,108,030	69,458	3.41%	$24,136,943.00
VANGUARD GROUP INC	30 Sep, 2025	1,459,051	26,966	1.88%	$16,706,134.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	627,736	-2,369	-0.38%	$7,189,379.00
AQR CAPITAL MANAGEMENT LLC	30 Sep, 2025	576,972	221,125	62.14%	$6,606,333.00
MARSHALL WACE, LLP	30 Sep, 2025	557,532	-66,008	-10.59%	$6,383,741.00
STATE STREET CORP	30 Sep, 2025	512,074	-7,497	-1.44%	$5,863,247.00
North Reef Capital Management LP	30 Sep, 2025	386,924	386,924	0.00%	$4,430,280.00
ROYCE & ASSOCIATES LP	30 Sep, 2025	337,544	0	0.00%	$3,864,879.00
D. E. Shaw & Co., Inc.	30 Sep, 2025	286,962	83,529	41.06%	$3,285,715.00
Bank of New York Mellon Corp	30 Sep, 2025	273,078	3,422	1.27%	$3,126,744.00
SEGALL BRYANT & HAMILL, LLC	30 Sep, 2025	270,806	-13,948	-4.90%	$3,100,729.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	250,409	-58,509	-18.94%	$2,867,188.00
Connor, Clark & Lunn Investment Management Ltd.	30 Sep, 2025	229,411	19,344	9.21%	$2,626,756.00
TWO SIGMA INVESTMENTS, LP	30 Sep, 2025	223,622	115,374	106.58%	$2,560,472.00
JPMORGAN CHASE & CO	30 Sep, 2025	199,297	-10,673	-5.08%	$2,281,951.00
NORTHERN TRUST CORP	30 Sep, 2025	195,771	-2,492	-1.26%	$2,241,578.00
PRUDENTIAL FINANCIAL INC	30 Sep, 2025	171,530	-40,698	-19.18%	$1,964,019.00
MORGAN STANLEY	30 Sep, 2025	159,055	-4,139	-2.54%	$1,821,181.00
AMERIPRISE FINANCIAL INC	30 Sep, 2025	140,327	-3,280	-2.28%	$1,606,744.00

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