Who owns NewtekOne (NEWTH)
Which tracked institutional funds hold NEWTH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NEWTH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on NEWTH is one-sided between 2026-Q1 and 2026-Q2: 37 added or opened and 6 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
NEWTH’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes NEWTH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in NEWTH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 144 tracked filers holding NEWTH, 89 increased or opened the position and 50 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases. A multi-insider buy cluster also fired inside the quarter.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in NEWTH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- North Star Investment Management Corp.$1M
- CITADEL ADVISORS LLC$588K
Full exits 3
- LSV ASSET MANAGEMENT$1M
- Qube Research & Technologies Ltd$1M
- GSA CAPITAL PARTNERS LLP$666K
Largest adds
- BlackRock, Inc.$13M
- Patriot Financial Partners GP II, L.P.$9M
- PRICE T ROWE ASSOCIATES INC /MD/$6M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
- GOLDMAN SACHS GROUP INC$4M
- GEODE CAPITAL MANAGEMENT, LLC$3M
Largest trims
- EverSource Wealth Advisors, LLC$15M
- Nuveen, LLC$539K
- JANE STREET GROUP, LLC$480K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,528,805 | $37M | 15.9% | 2026-Q2 |
| Patriot Financial Partners GP II, L.P. | 2,307,692 | $34M | 14.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,118,464 | $17M | 7.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,095,561 | $16M | 6.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 731,313 | $11M | 4.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 703,047 | $10M | 4.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 568,816 | $8M | 3.6% | 2026-Q2 |
| STATE STREET CORP added | 539,672 | $8M | 3.4% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 536,051 | $8M | 3.4% | 2026-Q2 |
| ROYCE & ASSOCIATES LP | 337,544 | $5M | 2.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 332,802 | $5M | 2.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 318,244 | $5M | 2.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 312,014 | $5M | 2.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 221,074 | $3M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 215,138 | $3M | 1.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 207,794 | $3M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 202,166 | $3M | 1.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 178,517 | $3M | 1.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 173,340 | $3M | 1.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 158,583 | $2M | 1.0% | 2026-Q2 |
| North Reef Capital Management LP trimmed | 155,681 | $2M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 152,841 | $2M | 1.0% | 2026-Q2 |
| Nuveen, LLC trimmed | 141,896 | $2M | 0.9% | 2026-Q2 |
| BARRETT & COMPANY, INC. added | 129,618 | $2M | 0.8% | 2026-Q2 |
| Trexquant Investment LP trimmed | 124,555 | $2M | 0.8% | 2026-Q2 |
| Quantinno Capital Management LP added | 120,632 | $2M | 0.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 120,055 | $2M | 0.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 100,254 | $1M | 0.6% | 2026-Q2 |
| Huber Capital Management LLC trimmed | 99,207 | $1M | 0.6% | 2026-Q2 |
| North Star Investment Management Corp. new | 94,000 | $1M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 85,311 | $1M | 0.5% | 2026-Q2 |
| Boston Partners added | 84,625 | $1M | 0.5% | 2026-Q2 |
| Man Group plc added | 82,241 | $1M | 0.5% | 2026-Q2 |
| Creative Planning added | 78,886 | $1M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 70,992 | $1M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 63,997 | $948K | 0.4% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC | 63,433 | $939K | 0.4% | 2026-Q2 |
| Ridgewood Investments LLC trimmed | 62,285 | $922K | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 57,744 | $855K | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 53,863 | $798K | 0.3% | 2026-Q2 |
| Almitas Capital LLC | 53,570 | $793K | 0.3% | 2026-Q2 |
| Numerai GP LLC trimmed | 51,188 | $758K | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 51,184 | $758K | 0.3% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC added | 51,008 | $755K | 0.3% | 2026-Q2 |
| Jump Financial, LLC trimmed | 50,200 | $743K | 0.3% | 2026-Q2 |
| AVENIR CORP | 40,800 | $604K | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 40,244 | $596K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 39,733 | $588K | 0.2% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 38,186 | $566K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 35,846 | $531K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 33,276 | $493K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 30,684 | $454K | 0.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 29,700 | $440K | 0.2% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 28,897 | $428K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 27,170 | $298K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 25,226 | $374K | 0.2% | 2026-Q2 |
| MetLife Investment Management, LLC added | 24,777 | $367K | 0.2% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. | 24,637 | $365K | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 24,330 | $368K | 0.2% | 2026-Q2 |
| Integrated Quantitative Investments LLC new | 23,816 | $353K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 23,023 | $341K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 22,295 | $330K | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 21,878 | $324K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 21,506 | $318K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 21,081 | $312K | 0.1% | 2026-Q2 |
| UBS Group AG added | 19,160 | $284K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 19,071 | $282K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 19,061 | $282K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 18,899 | $280K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 18,887 | $280K | 0.1% | 2026-Q2 |
| BEACON INVESTMENT ADVISORS LLC added | 16,961 | $251K | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 16,751 | $248K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 16,371 | $249K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 15,159 | $225K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 15,142 | $224K | 0.1% | 2026-Q2 |
| Empowered Funds, LLC new | 14,108 | $209K | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P new | 13,950 | $207K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 13,656 | $202K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 13,047 | $193K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 11,751 | $174K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,532 | $156K | 0.1% | 2026-Q2 |
| nVerses Capital, LLC added | 10,417 | $154K | 0.1% | 2026-Q2 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 10,254 | $152K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC | 10,203 | $151K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 9,106 | $135K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 9,000 | $133K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 7,697 | $114K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 7,070 | $105K | 0.0% | 2026-Q2 |
| Crewe Advisors LLC added | 6,000 | $89K | 0.0% | 2026-Q2 |
| FMR LLC added | 5,218 | $77K | 0.0% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC new | 4,309 | $64K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 3,115 | $46K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 3,108 | $46K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 3,094 | $46K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,491 | $37K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,468 | $37K | 0.0% | 2026-Q2 |
| Glen Eagle Advisors, LLC trimmed | 2,421 | $36K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 2,386 | $35K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 2,320 | $34K | 0.0% | 2026-Q2 |
| VISION FINANCIAL MARKETS LLC added | 1,969 | $30K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.