NEWT NewtekOne, Inc.
NewtekOne, Inc. (NEWT) Institutional Ownership
What the institutions did with NEWT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 683.8K | 27.1% |
| Connor, Clark & Lunn Investment Management Ltd. | 343.2K | 13.6% |
| ROYCE & ASSOCIATES LP | 337.5K | 13.4% |
| Bank of New York Mellon Corp | 155.8K | 6.2% |
| LSV ASSET MANAGEMENT | 118.8K | 4.7% |
| Squarepoint Ops LLC | 117.4K | 4.6% |
| BARRETT & COMPANY, INC. | 98.3K | 3.9% |
| CITIGROUP INC | 92.6K | 3.7% |
| Creative Planning | 69.8K | 2.8% |
| Ridgewood Investments LLC | 62.3K | 2.5% |
| IEQ CAPITAL, LLC | 55.1K | 2.2% |
| BARCLAYS PLC | 47.2K | 1.9% |
| Nuveen, LLC | 43.2K | 1.7% |
| RHUMBLINE ADVISERS | 31.7K | 1.3% |
| UBS Group AG | 29.5K | 1.2% |
| Founders Financial Alliance, LLC | 28.1K | 1.1% |
| BAILARD, INC. | 27.7K | 1.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23.9K | 0.9% |
| 1620 INVESTMENT ADVISORS, INC. | 23.3K | 0.9% |
| DEUTSCHE BANK AG\ | 22.1K | 0.9% |
| LPL Financial LLC | 21.3K | 0.8% |
| Kestra Advisory Services, LLC | 20.7K | 0.8% |
| Russell Investments Group, Ltd. | 19.3K | 0.8% |
| Cambridge Investment Research Advisors, Inc. | 10.4K | 0.4% |
| Police & Firemen's Retirement System of New Jersey | 6.4K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Nuveen, LLC | Reduced | 141.9K | 43.2K | -98.7K |
| Squarepoint Ops LLC | Reduced | 173.3K | 117.4K | -55.9K |
| BARCLAYS PLC | Increased | 7.1K | 47.2K | +40.1K |
| BARRETT & COMPANY, INC. | Reduced | 129.6K | 98.3K | -31.3K |
| BAILARD, INC. | New | 0 | 27.7K | +27.7K |
| Connor, Clark & Lunn Investment Management Ltd. | Increased | 318.2K | 343.2K | +24.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 703.0K | 683.8K | -19.3K |
| UBS Group AG | Increased | 19.2K | 29.5K | +10.3K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | Sold Out | 10.3K | 0 | -10.3K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 20.5K | 10.4K | -10.1K |
| Creative Planning | Reduced | 78.9K | 69.8K | -9.1K |
| CITIGROUP INC | Increased | 85.3K | 92.6K | +7.3K |
| SIMPLEX TRADING, LLC | New | 0 | 4.4K | +4.4K |
| IEQ CAPITAL, LLC | Increased | 51.2K | 55.1K | +3.9K |
| DEUTSCHE BANK AG\ | Reduced | 25.2K | 22.1K | -3.2K |
| Bank of New York Mellon Corp | Increased | 152.8K | 155.8K | +2.9K |
| Police & Firemen's Retirement System of New Jersey | Reduced | 9.1K | 6.4K | -2.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 21.5K | 23.9K | +2.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold Out | 1.9K | 0 | -1.9K |
| HARBOUR INVESTMENTS, INC. | Sold Out | 1.7K | 0 | -1.7K |
| Kestra Advisory Services, LLC | Increased | 19.1K | 20.7K | +1.6K |
| PNC Financial Services Group, Inc. | Reduced | 2.4K | 875 | -1.5K |
| 1620 INVESTMENT ADVISORS, INC. | Reduced | 24.6K | 23.3K | -1.3K |
| State of Alaska, Department of Revenue | New | 0 | 1.2K | +1.2K |
| RHUMBLINE ADVISERS | Increased | 30.7K | 31.7K | +997 |
| LSV ASSET MANAGEMENT | Increased | 118.0K | 118.8K | +800 |
| Founders Financial Alliance, LLC | Reduced | 28.9K | 28.1K | -758 |
| SUMMIT SECURITIES GROUP LLC | Sold Out | 636 | 0 | -636 |
| GAMMA Investing LLC | Increased | 1.2K | 1.6K | +385 |
| LPL Financial LLC | Increased | 21.1K | 21.3K | +234 |
| EverSource Wealth Advisors, LLC | Reduced | 1.4K | 1.1K | -233 |
| Versant Capital Management, Inc | Reduced | 1.4K | 1.2K | -193 |
| IFP Advisors, Inc | Reduced | 1.7K | 1.5K | -188 |
| Russell Investments Group, Ltd. | Increased | 19.1K | 19.3K | +181 |
| US BANCORP \DE\ | Reduced | 323 | 149 | -174 |
| JFS WEALTH ADVISORS, LLC | Sold Out | 142 | 0 | -142 |
| ROTHSCHILD INVESTMENT LLC | Reduced | 343 | 207 | -136 |
| Synergy Investment Management, LLC | Sold Out | 115 | 0 | -115 |
| Root Financial Partners, LLC | New | 0 | 111 | +111 |
| Essential Partners LLC | Reduced | 1.2K | 1.1K | -104 |
| SJS Investment Consulting Inc. | Increased | 18 | 89 | +71 |
| SIGNATUREFD, LLC | Increased | 1.2K | 1.3K | +60 |
| MassMutual Private Wealth & Trust, FSB | New | 0 | 59 | +59 |
| Cornerstone Planning Group LLC | Sold Out | 50 | 0 | -50 |
| Larson Financial Group LLC | Reduced | 87 | 40 | -47 |
| True Wealth Design, LLC | Reduced | 93 | 54 | -39 |
| Parallel Advisors, LLC | Sold Out | 34 | 0 | -34 |
| Caitong International Asset Management Co., Ltd | Increased | 14 | 47 | +33 |
| Smartleaf Asset Management LLC | New | 0 | 27 | +27 |
| PICTON MAHONEY ASSET MANAGEMENT | Increased | 121 | 138 | +17 |
| Covestor Ltd | Reduced | 126 | 110 | -16 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 13 | 0 | -13 |
| Provenance Wealth Advisors, LLC | New | 0 | 11 | +11 |
| FIFTH THIRD BANCORP | Reduced | 23 | 12 | -11 |
| Sterling Capital Management LLC | Reduced | 514 | 503 | -11 |
| FMR LLC | Increased | 5.2K | 5.2K | +6 |
| Farther Finance Advisors, LLC | Increased | 2.5K | 2.5K | +6 |
| Clearstead Advisors, LLC | Increased | 1 | 2 | +1 |
| HUNTINGTON NATIONAL BANK | Sold Out | 1 | 0 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.