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Newtekone Inc (NEWT)

CUSIP: 652526203 | NYSE | Financial Services · Banks - Regional | Small Cap | 447 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13DPatriot Financial Partners IV, L.P.2,307,6928.1%New 5%+ stakeSep 16, 2025No 13F filer matched
13DPatriot Financial Partners IV, L.P.2,307,692
8.1% of class · Sep 16, 2025New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Patriot Financial Partners GP II, L.P.2,307,692
8.4% of portfolio›$25.7M
Bank of New York Mellon Corp155,787
0.0% of portfolio›$1.7M
Barrett & Company, Inc.98,320
0.3% of portfolio›$1.1M
North Star Investment Management Corp.94,000
0.1% of portfolio›$1.0M
Citigroup Inc92,577
0.0% of portfolio›$1.0M
Creative Planning69,778
0.0% of portfolio›$776.6K
Ridgewood Investments LLC62,285
0.3% of portfolio›$693.2K
Bailard, Inc.27,700
0.0% of portfolio›$308.3K
Wealth Enhancement Advisory Services, LLC23,936
0.0% of portfolio›$264.5K
1620 Investment Advisors, Inc.23,343
0.2% of portfolio›$259.8K
Kestra Advisory Services, LLC20,674
0.0% of portfolio›$230.1K
Cambridge Investment Research Advisors, Inc.10,355
0.0% of portfolio›$115
Simplex Trading, LLC4,430
0.0% of portfolio›$49.3K
Farther Finance Advisors, LLC2,497
0.0% of portfolio›$27.8K
Vision Financial Markets LLC1,969
0.0% of portfolio›$22.1K
Gamma Investing LLC1,615
0.0% of portfolio›$18.0K
IFP Advisors, Inc1,530
0.0% of portfolio›$17.0K
Signaturefd, LLC1,257
0.0% of portfolio›$14.0K
Versant Capital Management, Inc1,236
0.0% of portfolio›$13.8K
State of Alaska, Department of Revenue1,156
0.0% of portfolio›$12
EverSource Wealth Advisors, LLC1,132
0.0% of portfolio›$12.6K
Essential Partners LLC1,060
0.0% of portfolio›$11.8K
Avion Wealth1,000
0.0% of portfolio›$11
Nisa Investment Advisors, LLC840
0.0% of portfolio›$9.5K
FNY Investment Advisers, LLC800
0.0% of portfolio›$8
Sterling Capital Management LLC503
0.0% of portfolio›$5.6K
Axiom Investment Management LLC348
0.0% of portfolio›$3.9K
Root Financial Partners, LLC111
0.0% of portfolio›$1.2K
Covestor Ltd110
0.0% of portfolio›$1
SJS Investment Consulting Inc.89
0.0% of portfolio›$991
Fortitude Family Office, LLC84
0.0% of portfolio›$935
MassMutual Private Wealth & Trust, FSB59
0.0% of portfolio›$657
True Wealth Design, LLC54
0.0% of portfolio›$602
Caitong International Asset Management Co., Ltd47
0.0% of portfolio›$523
Larson Financial Group LLC40
0.0% of portfolio›$445
TD Private Client Wealth LLC13
0.0% of portfolio›$145
Provenance Wealth Advisors, LLC11
0.0% of portfolio›$122
Torren Management, LLC2
0.0% of portfolio›$26
StyleTurnoverLocationFiled
Patriot Financial Partners GP II, L.P.
2,307,692$25.7M8.4%Deep ValueVery LowRadnor, PA2026-11-04
Bank of New York Mellon Corp
155,787$1.7M0.0%CoreLowNew York, NY2026-11-05
Barrett & Company, Inc.
98,320$1.1M0.3%ETFLowProvidence, RI2026-10-22
North Star Investment Management Corp.
94,000$1.0M0.1%CoreLowChicago, IL2026-10-27
Citigroup Inc
92,577$1.0M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
69,778$776.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Ridgewood Investments LLC
62,285$693.2K0.3%ValueMediumSpringfield, NJ2026-10-05
Bailard, Inc.
27,700$308.3K0.0%GrowthMediumFoster City, CA2026-10-13
Wealth Enhancement Advisory Services, LLC
23,936$264.5K0.0%CoreLowPlymouth, MN2026-10-13
1620 Investment Advisors, Inc.
23,343$259.8K0.2%ValueLowPlymouth, MA2026-11-04
Kestra Advisory Services, LLC
20,674$230.1K0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
10,355$1150.0%ETFLowFairfield, IA2026-11-02
Simplex Trading, LLC
4,430$49.3K0.0%CoreVery HighChicago, IL2026-11-04
Farther Finance Advisors, LLC
2,497$27.8K0.0%IndexLowSan Francisco, CA2026-10-08
Vision Financial Markets LLC
1,969$22.1K0.0%CoreLowStamford, CT2026-10-22
Gamma Investing LLC
1,615$18.0K0.0%IndexVery LowFoster City, CA2026-10-08
IFP Advisors, Inc
1,530$17.0K0.0%GrowthLowTampa, FL2026-10-16
Signaturefd, LLC
1,257$14.0K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
1,236$13.8K0.0%GARPLowPhoenix, AZ2026-10-02
State of Alaska, Department of Revenue
1,156$120.0%CoreVery LowJuneau, AK2026-10-15
EverSource Wealth Advisors, LLC
1,132$12.6K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
1,060$11.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Avion Wealth
1,000$110.0%ETFLowThe Woodlands, TX2026-11-04
Nisa Investment Advisors, LLC
840$9.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
FNY Investment Advisers, LLC
800$80.0%GrowthVery HighNew York, NY2026-10-16
Sterling Capital Management LLC
503$5.6K0.0%GARPMediumCharlotte, NC2026-10-22
Axiom Investment Management LLC
348$3.9K0.0%CoreN/ANew York, NY2026-11-03
Root Financial Partners, LLC
111$1.2K0.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
110$10.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
89$9910.0%ETFVery LowSylvania, OH2026-10-26
Fortitude Family Office, LLC
84$9350.0%ETFMediumScottsdale, AZ2026-10-14
MassMutual Private Wealth & Trust, FSB
59$6570.0%CoreLowSpringfield, MA2026-10-05
True Wealth Design, LLC
54$6020.0%ETFMediumAkron, OH2026-10-13
Caitong International Asset Management Co., Ltd
47$5230.0%GrowthVery HighHong Kong, South Korea2026-10-29
Larson Financial Group LLC
40$4450.0%GrowthLowSt Louis, MO2026-11-05
TD Private Client Wealth LLC
13$1450.0%ETFLowNew York, NY2026-10-28
Provenance Wealth Advisors, LLC
11$1220.0%ETFLowFort Lauderdale, FL2026-10-30
Torren Management, LLC
2$260.0%ETFMediumSan Diego, CA2026-10-29