NewtekOne Ownership | Who Owns NewtekOne?
NewtekOne Ownership Summary
NewtekOne is owned by 51.57% institutional investors, 5.94% insiders, and 42.50% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.11% 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 | 51.57% | 5.94% | 42.50% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.53M | 8.11% | $37.45M |
| Blackrock | 1.83M | 7.52% | $22.97M |
| Vanguard group | 1.52M | 6.02% | $17.21M |
| Vanguard capital management | 1.12M | 3.59% | $16.56M |
| Price t rowe associates inc /md/ | 1.10M | 3.52% | $16.23M |
| Goldman sachs group | 731.31K | 2.35% | $10.83M |
| Geode capital management | 703.05K | 2.26% | $10.41M |
| Aqr capital management | 568.82K | 1.83% | $8.42M |
| State street | 539.67K | 1.73% | $8.09M |
| Marshall wace, llp | 536.05K | 1.72% | $7.94M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Barrett & company | 129.62K | 0.54% | $1.92M |
| Ridgewood investments | 62.28K | 0.35% | $922.44K |
| Nverses capital | 10.42K | 0.24% | $154.28K |
| 1620 investment advisors | 24.64K | 0.23% | $364.87K |
| Huber capital management | 99.21K | 0.22% | $1.47M |
| Almitas capital | 53.57K | 0.19% | $793.37K |
| North reef capital management lp | 155.68K | 0.09% | $2.31M |
| Beacon investment advisors | 16.96K | 0.08% | $251.20K |
| North star investment management | 94.00K | 0.08% | $1.39M |
| Avenir | 40.80K | 0.07% | $604.25K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.53M | 0.00% | 332.79K |
| Price t rowe associates inc /md/ | 1.10M | 0.00% | 173.09K |
| North star investment management | 94.00K | 0.08% | 94.00K |
| Two sigma investments, lp | 332.80K | 0.00% | 93.64K |
| Tudor investment corp et al | 158.58K | 0.00% | 70.31K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jacobs asset management | - | - | -176.20K |
| Prudential financial | - | - | -134.09K |
| Bard associates | - | - | -121.64K |
| Qube research | - | - | -108.39K |
| Nuveen | 141.90K | 0.00% | -99.28K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| North star investment management | 94.00K | 0.08% | 94.00K | $1.39M |
| Hsbc | 24.33K | 0.00% | 24.33K | $367.87K |
| Integrated quantitative investments | 23.82K | 0.06% | 23.82K | $352.71K |
| Balyasny asset management | 15.16K | 0.00% | 15.16K | $224.50K |
| Empowered funds | 14.11K | 0.00% | 14.11K | $208.94K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -16.00 |
| Hexagon capital partners | -20.00 |
| Stephens consulting | -30.00 |
| Parkside financial bank & trust | -40.00 |
| Root financial partners | -47.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 152 | 1.33% | 16,070,428 | 5.17% | 51 | 1.40% | 93 | 10.71% | 29 | -27.50% |
| Mar 31, 2026 | 54 | -59.70% | 5,291,337 | -63.29% | 21 | 0.64% | 30 | -53.85% | 14 | -72.55% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 849.11K | 3.23% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 779.84K | 2.70% | -48.57K |
| Vanguard Total Stock Mkt Idx Inv | 779.84K | 2.70% | -48.57K |
| Vanguard MStar Total Stk Mkt Idx Invest | 779.84K | 2.70% | - |
| iShares Russell 2000 ETF | 774.70K | 2.68% | -13.73K |
| Royce Small-Cap Total Return Invmt | 490.17K | 1.89% | -547.55K |
| Royce Small-Cap Quality Value Composite | 490.17K | 1.89% | -547.55K |
| T. Rowe Price Financial Services | 460.50K | 1.59% | - |
| Royce Value Trust Inc | 314.89K | 1.20% | - |
| T. Rowe Price Integrated US SMCC Eq I | 332.09K | 1.15% | 11.38K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 15, 2026 | SLOANE BARRY | President, Chairman & CEO | Buy | $71.00K |
| Jun 15, 2026 | DeMaria Frank M | Cheif Financial Officer | Buy | $6.96K |
| Jun 15, 2026 | SLOANE BARRY | President, Chairman & CEO | Buy | $71.00K |
| Jun 15, 2026 | SLOANE BARRY | President, Chairman & CEO | Buy | $14.27K |
| Jun 15, 2026 | SLOANE BARRY | President, Chairman & CEO | Buy | $71.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 10 | - |
| 2026 Q1 | 4 | - |
| 2025 Q4 | 9 | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | 28 | - |
NEWT Ownership FAQ
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