DOSSIER · 13F Holders · Q2 2026
NEWT

NEWTEKONE INC

157 institutions still hold NEWTEKONE INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 652526203·157 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$184M
visible holders
Holders
157
filers reporting
Concentration
20.39%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

157 institutions reported NEWT in Q2 2026. BlackRock, Inc. leads at 20.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$37M2.5M0.00%Q2 2026
02
Patriot Financial Partners GP II, L.P.
CIK 0002061817
$34M2.3M8.74%Q2 2026
03
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$17M1.1M0.00%Q2 2026
04
GOLDMAN SACHS GROUP INC
CIK 0000886982
$11M731K0.00%Q2 2026
05
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$10M703K0.00%Q2 2026
06
PRICE T ROWE ASSOCIATES INC /MD/
CIK 0000080255
$10M922K0.00%Q1 2026
07
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$8M569K0.00%Q2 2026
08
STATE STREET CORP
CIK 0000093751
$8M540K0.00%Q2 2026
09
MARSHALL WACE, LLP
CIK 0001318757
$8M536K0.01%Q2 2026
10
ROYCE & ASSOCIATES LP
CIK 0000906304
$5M338K0.04%Q2 2026
11
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$5M333K0.00%Q2 2026
12
Connor, Clark & Lunn Investment Management Ltd.
CIK 0001596800
$5M318K0.01%Q2 2026
13
FRANKLIN RESOURCES INC
CIK 0000038777
$5M312K0.00%Q2 2026
14
MORGAN STANLEY
CIK 0000895421
$3M221K0.00%Q2 2026
15
NORTHERN TRUST CORP
CIK 0000073124· Index
$3M215K0.00%Q2 2026
16
Vanguard Portfolio Management
CIK 0002100121· Index
$3M208K0.00%Q2 2026
17
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M202K0.00%Q2 2026
18
D. E. Shaw & Co., Inc.
CIK 0001009207
$3M233K0.00%Q4 2025
19
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$3M179K0.00%Q2 2026
20
Squarepoint Ops LLC
CIK 0001642575
$3M173K0.00%Q2 2026
Page 1 of 8
137 more holders available. Log in →
Insiders at NEWTEKONE INC
Cestare Thomas DavidSalute Richard JSloane BarryDemaria Frank MBrunet Craig JeffryDowns Peter MathisonZink Gregory LPerez-Hickman Fernando