NewtekOne Ownership | Who Owns NewtekOne?
NewtekOne Ownership Summary
NewtekOne is owned by 17.52% institutional investors, 6.58% insiders, and 75.90% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.59% of NEWT shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.23% of its assets in NewtekOne shares.
NEWT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | NewtekOne | 17.52% | 6.58% | 75.90% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Asset Management Stocks | 46.20% | 8.54% | 45.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.16M | 8.59% | $24.55M |
| Blackrock | 1.83M | 7.52% | $22.97M |
| Vanguard group | 1.52M | 6.02% | $17.21M |
| Geode capital management | 617.99K | 2.46% | $7.02M |
| Marshall wace, llp | 557.53K | 2.22% | $6.38M |
| Goldman sachs group | 549.24K | 2.18% | $6.23M |
| State street | 501.90K | 1.99% | $5.79B |
| North reef capital management lp | 386.92K | 1.54% | $4.43M |
| Royce & associates lp | 337.54K | 1.34% | $3.83M |
| Nuveen | 272.79K | 1.08% | $3.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Barrett & company | 106.02K | 0.40% | $1.20M |
| Ridgewood investments | 52.48K | 0.25% | $600.95K |
| North reef capital management lp | 386.92K | 0.21% | $4.43M |
| 1620 investment advisors | 24.64K | 0.19% | $279.63K |
| Huber capital management | 86.21K | 0.14% | $978.45K |
| Gsa capital partners llp | 99.17K | 0.10% | $1.13M |
| Beacon investment advisors | 16.18K | 0.08% | $185.32K |
| Founders financial alliance | 30.40K | 0.07% | $345.05K |
| Avenir | 40.80K | 0.05% | $467.16K |
| Segall bryant & hamill | 270.81K | 0.04% | $3.10M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North reef capital management lp | 386.92K | 0.21% | 386.92K |
| Goldman sachs group | 549.24K | 0.00% | 298.83K |
| Nuveen | 272.79K | 0.00% | 135.87K |
| Two sigma investments, lp | 223.62K | 0.00% | 115.37K |
| Gsa capital partners llp | 99.17K | 0.10% | 99.17K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jacobs asset management | - | - | -176.20K |
| Bank of new york mellon | 101.78K | 0.00% | -171.30K |
| Bard associates | - | - | -121.64K |
| Wellington management group llp | - | - | -98.68K |
| Tudor investment corp et al | 18.78K | 0.00% | -90.79K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| North reef capital management lp | 386.92K | 0.21% | 386.92K | $4.43M |
| Huber capital management | 86.21K | 0.14% | 86.21K | $978.45K |
| Jefferies financial group | 35.00K | 0.00% | 35.00K | $397.25K |
| Srs capital advisors | 19.56K | 0.00% | 19.56K | $223.94K |
| Mercer global advisors inc /adv | 16.71K | 0.00% | 16.71K | $191.34K |
Sold Out
| Holder | Change |
|---|---|
| Parallel advisors | -13.00 |
| Nelson, van denburg & campbell wealth management group | -16.00 |
| Hexagon capital partners | -20.00 |
| Stephens consulting | -30.00 |
| Parkside financial bank & trust | -40.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 36 | -73.13% | 4,408,169 | -69.32% | 17 | 0.54% | 21 | -70.42% | 12 | -72.73% |
| Sep 30, 2025 | 42 | -64.41% | 2,638,738 | -75.08% | 10 | 0.65% | 25 | -66.22% | 10 | -65.52% |
| Jun 30, 2025 | 125 | -3.10% | 11,867,369 | 12.27% | 45 | 2.79% | 77 | 5.48% | 32 | -5.88% |
| Mar 31, 2025 | 130 | 5.69% | 10,582,185 | 11.98% | 40 | 2.91% | 74 | -7.50% | 35 | 29.63% |
| Dec 31, 2024 | 115 | 8.49% | 8,803,905 | -3.33% | 34 | 2.53% | 74 | 25.42% | 25 | -19.35% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 849.11K | 3.23% | - |
| Vanguard Total Stock Mkt Idx Inv | 828.41K | 2.89% | - |
| iShares Russell 2000 ETF | 635.49K | 2.22% | 635.49K |
| Royce Small-Cap Total Return Invmt | 490.17K | 1.89% | -547.55K |
| Royce Small-Cap Quality Value Composite | 490.17K | 1.89% | -547.55K |
| Royce Value Trust Inc | 314.89K | 1.20% | - |
| Royce Small-Cap Trust | 314.89K | 1.10% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 310.31K | 1.08% | 2.15K |
| Fidelity Small Cap Index | 261.21K | 0.91% | 3.79K |
| CREF Total Global Stock Account R3 | 235.08K | 0.82% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 14, 2026 | Razon-Feingold Halli | SVP, Human Resources & CAO | Buy | $17.50K |
| Jan 14, 2026 | Schwartz Michael Adam | Chief Legal Officer | Buy | $31.26K |
| Jan 14, 2026 | DeMaria Frank M | Cheif Financial Officer | Buy | $21.64K |
| Jan 14, 2026 | SLOANE BARRY | President, Chairman & CEO | Buy | $50.01K |
| Dec 15, 2025 | Zink Gregory L | - | Buy | $6.03K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 4 | - |
| 2025 Q4 | 9 | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | 28 | - |
| 2025 Q1 | 2 | - |
NEWT Ownership FAQ
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