NewtekOne Ownership | Who Owns NewtekOne?
NewtekOne Ownership Summary
NewtekOne is owned by 10.48% institutional investors, 14.52% insiders, and 74.99% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.38% 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 | 10.48% | 14.52% | 74.99% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Asset Management Stocks | 33.74% | 8.99% | 57.26% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 2.11M | 8.38% | $24.14M |
| Blackrock | 1.83M | 7.52% | $22.97M |
| Vanguard group | 1.46M | 5.80% | $16.71M |
| Geode capital management | 627.74K | 2.49% | $7.19M |
| Marshall wace, llp | 557.53K | 2.22% | $6.38M |
| State street | 512.07K | 2.03% | $5.86M |
| North reef capital management lp | 386.92K | 1.54% | $4.43M |
| Royce & associates lp | 337.54K | 1.34% | $3.86M |
| Bank of new york mellon | 273.08K | 1.09% | $3.13M |
| Segall bryant & hamill | 270.81K | 1.08% | $3.10M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Commons capital | 70.66K | 0.53% | $809.03K |
| Barrett & company | 129.38K | 0.51% | $1.48M |
| Bard associates | 121.64K | 0.37% | $1.39M |
| 1620 investment advisors | 33.59K | 0.26% | $384.57K |
| Ridgewood investments | 52.48K | 0.25% | $600.95K |
| North reef capital management lp | 386.92K | 0.21% | $4.43M |
| R squared | 19.66K | 0.10% | $225.08K |
| Beacon investment advisors | 16.18K | 0.08% | $185.32K |
| Founders financial alliance | 30.15K | 0.07% | $345.23K |
| Avenir | 40.80K | 0.05% | $467.16K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North reef capital management lp | 386.92K | 0.21% | 386.92K |
| Two sigma investments, lp | 223.62K | 0.00% | 115.37K |
| Nuveen | 136.93K | 0.00% | 85.17K |
| Blackrock funding, inc. /de | 2.11M | 0.00% | 69.46K |
| Creative planning | 45.04K | 0.00% | 45.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jacobs asset management | - | - | -176.20K |
| Ubs group | 46.07K | 0.00% | -159.17K |
| Wellington management group llp | - | - | -98.68K |
| Tudor investment corp et al | 18.78K | 0.00% | -90.79K |
| Marshall wace, llp | 557.53K | 0.01% | -66.01K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| North reef capital management lp | 386.92K | 0.21% | 386.92K | $4.43M |
| Bailard | 23.40K | 0.01% | 23.40K | $267.93K |
| R squared | 19.66K | 0.10% | 19.66K | $225.08K |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 105 | 0.96% | 9,103,446 | -6.75% | 37 | 2.35% | 59 | -1.67% | 31 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 849.11K | 3.23% | - |
| Vanguard Total Stock Mkt Idx Inv | 830.80K | 3.16% | -18.31K |
| iShares Russell 2000 ETF | 633.47K | 2.41% | - |
| 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 | 1.20% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 269.65K | 1.02% | -116.24K |
| Fidelity Small Cap Index | 257.32K | 0.98% | -2.61K |
| iShares Russell 2000 Value ETF | 223.05K | 0.85% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 08, 2025 | SALUTE RICHARD J | - | Buy | $10.15K |
| Dec 05, 2025 | Brunet Craig Jeffry | - | Buy | $8.92K |
| Nov 03, 2025 | Zink Gregory L | - | Buy | $10.43K |
| Nov 03, 2025 | SLOANE BARRY | Chairman & CEO | Buy | $20.32K |
| Nov 03, 2025 | SLOANE BARRY | Chairman & CEO | Buy | $20.46K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 8 | - |
| 2025 Q3 | 2 | - |
| 2025 Q2 | 28 | - |
| 2025 Q1 | 2 | - |
| 2024 Q4 | 7 | - |
NEWT Ownership FAQ
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