NewtekoneNEWT
13F holders, Q4 2024 (December 31)119holders +16
25new positions
10sold out
5famous investors
$12.78avg. 13F price*
At the end of Q4 2024, 119 institutions reported holding Newtekone Inc. (NEWT) in their 13F filings, up 16 from Q3 2024. 25 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($26.7M), Vanguard Group Inc. ($17.7M) and Geode Capital Management, LLC ($7.5M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $3.1M |
| Exits | 10 | $2.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,161,945 shares bought and 752,510 shares sold, net +409,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| BlackRock, Inc. | 0.00% | Add +2.4% | 2,092,512 | $26.7M |
| Vanguard Group Inc. | 0.00% | Reduce -2.7% | 1,383,321 | $17.7M |
| Geode Capital Management, LLC | 0.00% | Add +1.9% | 584,541 | $7.5M |
| State Street Corp. | 0.00% | Add +2.5% | 486,332 | $6.3M |
| Royce & Associates LP | 0.05% | Reduce -40.4% | 447,461 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +100.8% | 309,815 | $4.0M |
| Bank of New York Mellon Corp | 0.00% | Add +68.3% | 279,001 | $3.6M |
| Marshall Wace, LLP | 0.00% | Reduce -11.1% | 260,960 | $3.3M |
| Wellington Management Group LLP | 0.00% | Add +66.2% | 253,627 | $3.2M |
| Northern Trust Corp. | 0.00% | Add +9.6% | 210,102 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -3.7% | 188,360 | $2.4M |
| Barrett & Company, Inc. | 0.81% | Reduce -1.4% | 149,526 | $1.9M |
| Ancora Advisors LLC | 0.04% | Reduce -0.3% | 141,303 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +308.9% | 139,517 | $1.8M |
| Bard Associates Inc. | 0.56% | Add +6.1% | 127,657 | $1.7M |
| Boothbay Fund Management, LLC | 0.05% | Add +6.8% | 116,892 | $1.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +27.0% | 115,821 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +116.7% | 112,400 | $1.4M |
| Tudor Investment Corporation | 0.01% | Add +24.6% | 108,516 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +73.9% | 105,855 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -7.4% | 93,941 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +24.2% | 90,407 | $1.2M |
| Raymond James Financial Inc. | 0.00% | — | 88,123 | $1.1M |
| Millennium Management | 0.00% | Reduce -14.6% | 76,260 | $974K |
| Trexquant Investment LP | 0.01% | Reduce -34.0% | 73,869 | $943K |
| Bank of America Corp. | 0.00% | Add +31.3% | 71,039 | $907K |
| Nuveen Asset Management, LLC | 0.00% | Add +59.3% | 68,230 | $871K |
| Ridgewood Investments LLC | 0.32% | No change | 52,485 | $670K |
| Man Group plc | 0.00% | Add +13.0% | 50,790 | $649K |
| Cubist Systematic Strategies, LLC | 0.01% | Add +328.8% | 49,516 | $632K |
| Arkadios Wealth Advisors | 0.03% | Add +1.6% | 43,301 | $553K |
| Invesco Ltd. | 0.00% | Add +1.6% | 42,541 | $543K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.5% | 42,379 | $541K |
| AQR Capital Management | 0.00% | New | 41,404 | $529K |
| Barclays PLC | 0.00% | Add +27.8% | 38,598 | $493K |
| Avenir Corp. | 0.05% | No change | 37,800 | $483K |
| Rhumbline Advisers | 0.00% | Add +0.8% | 35,267 | $450K |
| 1620 Investment Advisors, Inc. | 0.34% | New | 33,846 | $432K |
| Citadel Advisors | 0.00% | Add +131.5% | 31,411 | $401K |
| Alps Advisors Inc. | 0.00% | Reduce -1.6% | 31,300 | $400K |
| UBS Group AG | 0.00% | Add +44.9% | 30,398 | $388K |
| Jane Street Group, LLC | 0.00% | Add +25.6% | 29,402 | $375K |
| Founders Financial Alliance, LLC | 0.10% | Reduce -36.0% | 29,216 | $373K |
| Corton Capital Inc. | 0.20% | New | 27,057 | $346K |
| Jackson Thornton Wealth Management, LLC | 0.04% | New | 26,574 | $339K |
| Alliancebernstein L.P. | 0.00% | Reduce -5.3% | 26,570 | $339K |
| Beacon Investment Advisors LLC | 0.15% | Add +3.1% | 25,256 | $323K |
| LPL Financial LLC | 0.00% | Reduce -2.6% | 24,199 | $309K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +1.4% | 24,063 | $307K |
| MetLife Investment Management, LLC | 0.00% | No change | 23,035 | $294K |
| LSV Asset Management | 0.00% | New | 23,000 | $294K |
| Graham Capital Management, L.P. | 0.01% | Add +42.0% | 22,049 | $282K |
| Wells Fargo & Company | 0.00% | Add +33.8% | 21,568 | $275K |
| Deutsche Bank AG | 0.00% | Reduce -1.9% | 20,580 | $263K |
| Algert Global LLC | 0.01% | Reduce -11.8% | 20,253 | $259K |
| Bailard, Inc. | 0.01% | New | 20,100 | $257K |
| Connective Capital Management, LLC | 0.29% | New | 19,557 | $250K |
| Citigroup Inc. | 0.00% | Add +13.8% | 19,339 | $247K |
| Cornercap Investment Counsel Inc. | 0.08% | No change | 18,911 | $241K |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 17,723 | $226K |
| Semanteon Capital Management, LP | 0.11% | New | 16,442 | $210K |
| Gsa Capital Partners LLP | 0.01% | New | 15,373 | $196K |
| Susquehanna International Group, LLP | 0.00% | Add +27.9% | 15,206 | $194K |
| Ameriprise Financial Inc. | 0.00% | Add +0.9% | 14,840 | $194K |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.9% | 14,115 | $181K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.5% | 13,806 | $176K |
| AlphaQuest LLC | 0.02% | Reduce -60.0% | 13,465 | $172K |
| Tradition Wealth Management, LLC | 0.01% | Add +1.4% | 12,563 | $160K |
| Creative Planning | 0.00% | New | 12,340 | $158K |
| Corebridge Financial, Inc. | 0.00% | Reduce -2.2% | 12,152 | $155K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -52.5% | 11,800 | $151K |
| SG Americas Securities, LLC | 0.00% | Add +39.0% | 11,274 | $144K |
| Dynamic Technology Lab Private Ltd | 0.02% | Reduce -29.5% | 11,133 | $142K |
| BNP Paribas Financial Markets | 0.00% | Reduce -20.0% | 11,085 | $142K |
| Jump Financial, LLC | 0.00% | Reduce -50.9% | 10,442 | $133K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -24.1% | 10,366 | $132K |
| Osaic Holdings, Inc. | 0.00% | Add +13.3% | 9,184 | $117K |
| New York State Common Retirement Fund | 0.00% | No change | 7,597 | $97K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -13.3% | 6,542 | $84K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -22.5% | 6,566 | $84K |
| FMR LLC | 0.00% | Add +146.1% | 6,298 | $80K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 5,933 | $76K |
| Aquatic Capital Management LLC | 0.00% | Add +66.2% | 5,484 | $70K |
| Nisa Investment Advisors, LLC | 0.00% | Add +137.7% | 4,316 | $56K |
| Quantbot Technologies LP | 0.00% | New | 4,283 | $55K |
| IFP Advisors, Inc | 0.00% | Add +8.4% | 3,875 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +199.4% | 2,557 | $33K |
| Legal & General Group Plc | 0.00% | No change | 1,999 | $26K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 1,998 | $26K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,925 | $25K |
| Vision Financial Markets LLC | 0.03% | — | 1,829 | $23K |
| California State Teachers Retirement System | 0.00% | Add +7.4% | 1,808 | $23K |
| Huntington National Bank | 0.00% | New | 1,200 | $15K |
| Quarry LP | 0.00% | New | 1,130 | $14K |
| Amalgamated Bank | 0.00% | No change | 786 | $10K |
| Sterling Capital Management LLC | 0.00% | Add +906.8% | 745 | $10K |
| Cwm, LLC | 0.00% | Add +9.5% | 531 | $7K |
| Signaturefd, LLC | 0.00% | New | 466 | $6K |
| Avion Wealth | 0.00% | No change | 400 | $5K |
| Versant Capital Management, Inc | 0.00% | New | 302 | $4K |
| AlphaMark Advisors, LLC | 0.00% | No change | 200 | $3K |
| Lindbrook Capital, LLC | 0.00% | New | 210 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 181 | $2K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 231 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 179 | $2K |
| CoreCap Advisors, LLC | 0.00% | Add +1.6% | 131 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 112 | $1K |
| GAMMA Investing LLC | 0.00% | New | 90 | $1K |
| Global Retirement Partners, LLC | 0.00% | Add +1.1% | 89 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 80 | $1K |
| Covestor Ltd | 0.00% | Add +165.4% | 69 | $1K |
| Rothschild Investment LLC | 0.00% | Add +16.7% | 70 | $894 |
| Brooklyn Investment Group | 0.00% | New | 67 | $856 |
| US Bancorp \de | 0.00% | New | 63 | $805 |
| Arax Advisory Partners | 0.00% | Reduce -43.5% | 48 | $613 |
| Quadrant Capital Group LLC | 0.00% | New | 31 | $396 |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 25 | $319 |
| Hexagon Capital Partners LLC | 0.00% | New | 20 | $255 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1 | $13 |
"% of holder's portfolio" is NEWT's weight in each manager's 13F, not the share of Newtekone Inc. the manager owns.