Companies / NewtekOne, Inc. / Institutional holders

NewtekOne, Inc.

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
DEUTSCHE BANK AG	$373.6K	25,226	0.09%
Founders Financial Alliance, LLC	$345.1K	30,401	0.11%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$325.2K	29,700	0.10%
RHUMBLINE ADVISERS	$318.1K	29,049	0.10%
LPL Financial LLC	$312.2K	21,081	0.07%
JACKSON THORNTON WEALTH MANAGEMENT, LLC	$311.5K	26,048	0.09%
Russell Investments Group, Ltd.	$291.9K	25,720	0.09%
AllianceBernstein L.P.	$291.4K	25,670	0.09%
1620 INVESTMENT ADVISORS, INC.	$279.6K	24,637	0.09%
MetLife Investment Management, LLC	$254.8K	22,446	0.08%
AlphaQuest LLC	$251.5K	22,161	0.08%
RAYMOND JAMES FINANCIAL INC	$240.9K	21,221	0.07%
Kestra Advisory Services, LLC	$201.4K	17,742	0.06%
Arkadios Wealth Advisors	$191.0K	16,827	0.06%
BEACON INVESTMENT ADVISORS LLC	$187.3K	16,499	0.06%
TUDOR INVESTMENT CORP ET AL	$173.1K	15,254	0.05%
Verition Fund Management LLC	$172.5K	15,200	0.05%
Cerity Partners LLC	$155.7K	13,714	0.05%
Magnetar Financial LLC	$154.6K	14,121	0.05%
DUMONT & BLAKE INVESTMENT ADVISORS LLC	$151.9K	10,254	0.04%
Round Rock Advisors LLC	$147.6K	13,000	0.05%
Mariner, LLC	$146.1K	13,339	0.05%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$142.3K	11,901	0.04%
Focus Partners Wealth	$142.3K	12,535	0.04%
Campbell & CO Investment Adviser LLC	$136.1K	12,431	0.04%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$118.4K	10,433	0.04%
INTECH INVESTMENT MANAGEMENT LLC	$117.3K	10,334	0.04%
Aquatic Capital Management LLC	$95.0K	8,370	0.03%
NEW YORK STATE COMMON RETIREMENT FUND	$86.2K	7,597	0.03%
BNP PARIBAS FINANCIAL MARKETS	$72.6K	6,628	0.02%
LOS ANGELES CAPITAL MANAGEMENT LLC	$72.1K	7,059	0.02%
Police & Firemen's Retirement System of New Jersey	$67.3K	5,933	0.02%
MEEDER ASSET MANAGEMENT INC	$63.8K	4,309	0.01%
FMR LLC	$46.7K	4,114	0.01%
Glen Eagle Advisors, LLC	$46.3K	4,083	0.01%
OSAIC HOLDINGS, INC.	$39.5K	3,479	0.01%
Tower Research Capital LLC (TRC)	$36.9K	3,253	0.01%
The PNC Financial Services Group, Inc.	$35.3K	2,386	0.01%
Allworth Financial LP	$27.5K	2,421	0.01%
IFP Advisors, Inc	$24.3K	2,144	0.01%
Crewe Advisors LLC	$22.7K	2,000	0.01%
Legal & General Group Plc	$21.4K	1,888	0.01%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$21.3K	1,875	0.01%
VISION FINANCIAL MARKETS LLC	$21.1K	1,931	0.01%
Ameritas Investment Partners, Inc.	$21.1K	1,925	0.01%
Farther Finance Advisors, LLC	$19.0K	1,678	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$14.6K	1,334	0.00%
QUADRANT CAPITAL GROUP LLC	$13.7K	1,206	0.00%
SIGNATUREFD, LLC	$12.8K	1,132	0.00%
Atlantic Union Bankshares Corp	$12.5K	1,100	0.00%