NewtekOne, Inc. (NEWT) — Institutional Holders, Q2 2026 (page 2)
150 institutional investment managers reported a NEWT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $238.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 150. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NEWT 13F holders ranked 101–150 of 150
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Legal & General Group Plc#101 · 2,320 sh | 2,320 | $34.4K | 0.00% | 0.0% |
| 102 | VISION FINANCIAL MARKETS#102 · 1,969 sh | 1,969 | $29.6K | — | +2.0% |
| 103 | Ameritas Investment Partners#103 · 1,925 sh | 1,925 | $28.5K | <0.01% | 0.0% |
| 104 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#104 · 1,875 sh | 1,875 | $28.2K | <0.01% | 0.0% |
| 105 | IFP Advisors#105 · 1,718 sh | 1,718 | $25.4K | — | -19.3% |
| 106 | HARBOUR INVESTMENTS#106 · 1,688 sh | 1,688 | $25.0K | <0.01% | +0.4% |
| 107 | Integrated Wealth Concepts#107 · 1,441 sh | 1,441 | $21.3K | <0.01% | New |
| 108 | Versant Capital Management#108 · 1,429 sh | 1,429 | $21.2K | — | -2.1% |
| 109 | EverSource Wealth Advisors#109 · 1,365 sh | 1,365 | $20.2K | <0.01% | -95.4% |
| 110 | GAMMA Investing#110 · 1,230 sh | 1,230 | $18.2K | — | +9.3% |
| 111 | SIGNATUREFD#111 · 1,197 sh | 1,197 | $17.7K | — | 0.0% |
| 112 | Essential Partners#112 · 1,164 sh | 1,164 | $17.2K | — | -20.3% |
| 113 | Union Bankshares#113 · 1,100 sh | 1,100 | $16.3K | <0.01% | 0.0% |
| 114 | Tower Research Capital (TRC)#114 · 1,000 sh | 1,000 | $14.8K | <0.01% | -62.4% |
| 115 | Avion Wealth#115 · 1,000 sh | 1,000 | $14.0K | <0.01% | 0.0% |
| 116 | NISA INVESTMENT ADVISORS#116 · 840 sh | 840 | $12.6K | — | 0.0% |
| 117 | FNY Investment Advisers#117 · 800 sh | 800 | $11.0K | — | 0.0% |
| 118 | SUMMIT SECURITIES GROUP#118 · 636 sh | 636 | $9.4K | <0.01% | New |
| 119 | Sterling Capital Management#119 · 514 sh | 514 | $7.6K | — | -36.9% |
| 120 | Axiom Investment Management#120 · 348 sh | 348 | $5.2K | <0.01% | 0.0% |
| 121 | ROTHSCHILD INVESTMENT#121 · 343 sh | 343 | $5.1K | <0.01% | +9.2% |
| 122 | US BANCORP \DE\#122 · 323 sh | 323 | $4.8K | 0.00% | +32.9% |
| 123 | JONES FINANCIAL COMPANIES LLLP#123 · 309 sh | 309 | $4.5K | 0.00% | +17.9% |
| 124 | WealthCollab#124 · 203 sh | 203 | $3.0K | <0.01% | 0.0% |
| 125 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#125 · 189 sh | 189 | $2.8K | 0.00% | 0.0% |
| 126 | JFS WEALTH ADVISORS#126 · 142 sh | 142 | $2.1K | <0.01% | New |
| 127 | Covestor Ltd#127 · 126 sh | 126 | $2.0K | <0.01% | +32.6% |
| 128 | PICTON MAHONEY ASSET MANAGEMENT#128 · 121 sh | 121 | $1.8K | 0.00% | New |
| 129 | Synergy Investment Management#129 · 115 sh | 115 | $1.7K | <0.01% | 0.0% |
| 130 | True Wealth Design#130 · 93 sh | 93 | $1.4K | — | +116.3% |
| 131 | Larson Financial Group#131 · 87 sh | 87 | $1.3K | 0.00% | New |
| 132 | Fortitude Family Office#132 · 84 sh | 84 | $1.2K | — | New |
| 133 | Rockefeller Capital Management L.P.#133 · 79 sh | 79 | $1.2K | 0.00% | 0.0% |
| 134 | GROUP ONE TRADING, L.P.#134 · 78 sh | 78 | $1.2K | 0.00% | New |
| 135 | Optiver Holding B.V.#135 · 66 sh | 66 | $977.00 | 0.00% | -75.2% |
| 136 | Basecamp Wealth Advisors#136 · 57 sh | 57 | $844.00 | <0.01% | +23.9% |
| 137 | Cornerstone Planning Group#137 · 50 sh | 50 | $737.00 | — | 0.0% |
| 138 | Parallel Advisors#138 · 34 sh | 34 | $504.00 | 0.00% | -79.3% |
| 139 | Front Row Advisors#139 · 32 sh | 32 | $408.00 | <0.01% | 0.0% |
| 140 | FIFTH THIRD BANCORP#140 · 23 sh | 23 | $341.00 | 0.00% | -48.9% |
| 141 | Transamerica Financial Advisors#141 · 21 sh | 21 | $315.00 | 0.00% | 0.0% |
| 142 | SJS Investment Consulting#142 · 18 sh | 18 | $267.00 | — | +50.0% |
| 143 | Caitong International Asset Management , Ltd#143 · 14 sh | 14 | $207.00 | 0.00% | -48.1% |
| 144 | TD PRIVATE CLIENT WEALTH#144 · 13 sh | 13 | $193.00 | 0.00% | 0.0% |
| 145 | Wealth Enhancement Services#145 · 13 sh | 13 | $193.00 | — | New |
| 146 | JPL Wealth Management#146 · 4 sh | 4 | $60.00 | 0.00% | New |
| 147 | Steward Partners Investment Advisory#147 · 3 sh | 3 | $44.00 | 0.00% | New |
| 148 | Torren Management#148 · 2 sh | 2 | $34.00 | 0.00% | 0.0% |
| 149 | Clearstead Advisors#149 · 1 sh | 1 | $15.00 | 0.00% | New |
| 150 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#150 · 345 sh | 345 | — | — | -74.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.