NewtekOne, Inc. — Institutional Ownership
Which tracked institutions hold NEWT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
20
Funds holding
$77144463
Total value held
Buying
16 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $37451601 | 2528805 | +332792 | +15.15% |
| 2 | Goldman Sachs Group Inc | $10830745 | 731313 | +67549 | +10.18% |
| 3 | State Street Corp | $8090914 | 539672 | +21970 | +4.24% |
| 4 | Franklin Resources Inc | $4620927 | 312014 | +58021 | +22.84% |
| 5 | Morgan Stanley | $3274116 | 221074 | -33506 | -13.16% |
| 6 | Northern Trust Corp | $3186193 | 215138 | +20769 | +10.69% |
| 7 | Ameriprise Financial Inc | $2994092 | 202166 | +202166 | NEW BUY |
| 8 | Bank Of New York Mellon Corp | $2263577 | 152841 | +14335 | +10.35% |
| 9 | Citigroup Inc | $1263456 | 85311 | +28055 | +49.00% |
| 10 | Bank Of America Corp /De/ | $1051391 | 70992 | +5550 | +8.48% |
| 11 | Invesco Ltd. | $855189 | 57744 | +57744 | NEW BUY |
| 12 | Wells Fargo & Company/Mn | $530875 | 35846 | +13388 | +59.61% |
| 13 | Ubs Group Ag | $283760 | 19160 | +19160 | NEW BUY |
| 14 | Jpmorgan Chase & Co | $249167 | 16371 | +6276 | +62.17% |
| 15 | Barclays Plc | $104707 | 7070 | -9716 | -57.88% |
| 16 | Royal Bank Of Canada | $37000 | 2468 | +2374 | +2525.53% |
| 17 | Pnc Financial Services Group, Inc. | $35337 | 2386 | +1132 | +90.27% |
| 18 | Atlantic Union Bankshares Corp | $16291 | 1100 | — | Held |
| 19 | Us Bancorp \De\ | $4784 | 323 | +80 | +32.92% |
| 20 | Fifth Third Bancorp | $341 | 23 | -22 | -48.89% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.