NewtekoneNEWT
13F holders, Q1 2024 (March 31)89holders
2famous investors
$11.02avg. 13F price*
At the end of Q1 2024, 89 institutions reported holding Newtekone Inc. (NEWT) in their 13F filings. The largest holders were Royce & Associates LP ($21.5M), BlackRock Inc. ($19.7M) and Vanguard Group Inc. ($15.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Newtekone Inc.
- CUSIP
- 652526203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $5.1M |
| Exits | 15 | $5.7M |
Ownership 89 holders
| Royce & Associates LP | 0.19% | Reduce -4.4% | 1,953,056 | $21.5M |
| BlackRock Inc. | 0.00% | Reduce -0.3% | 1,787,439 | $19.7M |
| Vanguard Group Inc. | 0.00% | Add +1.3% | 1,368,607 | $15.1M |
| Geode Capital Management, LLC | 0.00% | Add +1.9% | 519,933 | $5.7M |
| State Street Corp. | 0.00% | Add +0.7% | 449,916 | $5.0M |
| Franklin Resources Inc. | 0.00% | New | 218,858 | $2.4M |
| Northern Trust Corp. | 0.00% | Reduce -2.1% | 196,739 | $2.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.0% | 187,312 | $2.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.9% | 177,413 | $2.0M |
| Barrett & Company, Inc. | 0.86% | Reduce -6.2% | 164,323 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +73.8% | 151,166 | $1.7M |
| American Century Companies Inc. | 0.00% | Reduce -8.7% | 149,974 | $1.6M |
| Boothbay Fund Management, LLC | 0.05% | Reduce -5.4% | 136,573 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +43.5% | 130,933 | $1.4M |
| Bard Associates Inc. | 0.50% | Reduce -2.0% | 124,240 | $1.4M |
| Citadel Advisors | 0.00% | Add +88.9% | 96,284 | $1.1M |
| Marshall Wace, LLP | 0.00% | Add +508.9% | 90,081 | $991K |
| Morgan Stanley | 0.00% | Add +4.8% | 89,090 | $980K |
| First Trust Advisors LP | 0.00% | Add +1.7% | 78,442 | $863K |
| Two Sigma Investments, LP | 0.00% | New | 68,724 | $756K |
| Avenir Corp. | 0.06% | Add +46.6% | 59,800 | $658K |
| Ridgewood Investments LLC | 0.31% | Add +15.4% | 52,485 | $577K |
| Raymond James & Associates | 0.00% | Add +4.8% | 52,377 | $576K |
| Invesco Ltd. | 0.00% | Add +177.3% | 49,508 | $545K |
| Arkadios Wealth Advisors | 0.04% | Add +2.9% | 47,279 | $520K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -62.8% | 46,882 | $516K |
| Knightsbridge Asset Management, LLC | 0.15% | No change | 37,066 | $512K |
| Founders Financial Alliance, LLC | 0.15% | Add +4.7% | 45,551 | $501K |
| Nuveen Asset Management, LLC | 0.00% | No change | 42,831 | $471K |
| AlphaQuest LLC | 0.08% | New | 40,554 | $446K |
| D.A. Davidson & Co. | 0.00% | Reduce -42.2% | 35,941 | $395K |
| Gsa Capital Partners LLP | 0.03% | New | 33,211 | $365K |
| UBS Group AG | 0.00% | Reduce -27.2% | 32,529 | $358K |
| Bank of America Corp. | 0.00% | Reduce -50.3% | 30,776 | $339K |
| Rhumbline Advisers | 0.00% | Add +3.4% | 30,048 | $331K |
| LPL Financial LLC | 0.00% | Reduce -7.3% | 28,229 | $311K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.4% | 24,346 | $268K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -2.2% | 24,163 | $266K |
| Millennium Management | 0.00% | Add +100.2% | 22,943 | $252K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -17.3% | 22,034 | $242K |
| MetLife Investment Management, LLC | 0.00% | Add +0.0% | 21,354 | $235K |
| Beacon Investment Advisors LLC | 0.13% | Add +40.2% | 21,043 | $231K |
| Jump Financial, LLC | 0.01% | Add +87.4% | 21,000 | $231K |
| Corton Capital Inc. | 0.08% | Add +46.3% | 20,787 | $229K |
| ExodusPoint Capital Management, LP | 0.00% | New | 19,561 | $215K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.0% | 19,419 | $214K |
| Ameriprise Financial Inc. | 0.00% | Add +14.8% | 17,574 | $193K |
| Alliancebernstein L.P. | 0.00% | Add +6.2% | 17,190 | $189K |
| Royal Bank of Canada | 0.00% | Add +90.3% | 16,223 | $179K |
| Barclays PLC | 0.00% | Reduce -52.6% | 16,080 | $177K |
| Tradition Wealth Management, LLC | 0.02% | Add +1.3% | 15,953 | $175K |
| BNP Paribas Financial Markets | 0.00% | Add +124.5% | 14,354 | $158K |
| Kinloch Capital, LLC | 0.08% | New | 13,489 | $148K |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.4% | 13,415 | $148K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.4% | 13,253 | $146K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.5% | 12,326 | $136K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,150 | $134K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 11,489 | $126K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 11,201 | $123K |
| Deutsche Bank AG | 0.00% | Add +9.3% | 10,805 | $119K |
| Verition Fund Management LLC | 0.00% | New | 10,700 | $118K |
| New York State Common Retirement Fund | 0.00% | Add +6.8% | 10,365 | $114K |
| SeaBridge Investment Advisors LLC | 0.03% | No change | 10,000 | $110K |
| nVerses Capital, LLC | 0.26% | New | 9,700 | $107K |
| Aquatic Capital Management LLC | 0.00% | New | 8,800 | $97K |
| Wells Fargo & Company | 0.00% | Add +14.7% | 8,239 | $91K |
| Harbor Capital Advisors, Inc. | 0.01% | New | 7,481 | $82K |
| Quantbot Technologies LP | 0.00% | New | 6,077 | $67K |
| Citigroup Inc. | 0.00% | Add +32.2% | 4,371 | $48K |
| California State Teachers Retirement System | 0.00% | Reduce -38.9% | 2,344 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 1,962 | $22K |
| Legal & General Group Plc | 0.00% | No change | 1,999 | $22K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,925 | $21K |
| Metropolitan Life Insurance Co | 0.00% | No change | 1,681 | $18K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 1,500 | $17K |
| Quarry LP | 0.01% | New | 1,437 | $16K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.9% | 1,058 | $12K |
| Amalgamated Bank | 0.00% | Reduce -61.3% | 786 | $9K |
| First Manhattan Co. Llc. | 0.00% | No change | 654 | $7K |
| Creekmur Asset Management LLC | 0.00% | Reduce -60.9% | 568 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 550 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -64.3% | 375 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.3% | 300 | $3K |
| FMR LLC | 0.00% | Reduce -71.6% | 203 | $2K |
| AlphaMark Advisors, LLC | 0.00% | No change | 200 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -97.8% | 140 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 112 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 80 | $897 |
| Avior Wealth Management, LLC | 0.00% | New | 16 | $176 |
"% of holder's portfolio" is NEWT's weight in each manager's 13F, not the share of Newtekone Inc. the manager owns.