NewtekOne, Inc. — Institutional Ownership
Which tracked institutions hold NEWT, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
18
Funds holding
$50293317
Total value held
Buying
13 added/new · 4 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $24046341 | 2196013 | +33178 | +1.53% |
| 2 | Goldman Sachs Group Inc | $7268216 | 663764 | +114525 | +20.85% |
| 3 | State Street Corp | $5766115 | 517702 | +15798 | +3.15% |
| 4 | Morgan Stanley | $2787667 | 254580 | +96516 | +61.06% |
| 5 | Franklin Resources Inc | $2781224 | 253993 | — | NEW BUY |
| 6 | Northern Trust Corp | $2128340 | 194369 | +22481 | +13.08% |
| 7 | Bank Of New York Mellon Corp | $1516635 | 138506 | +36731 | +36.09% |
| 8 | Ameriprise Financial Inc | $1469282 | 134181 | -4310 | -3.11% |
| 9 | Bank Of America Corp /De/ | $716590 | 65442 | +13761 | +26.63% |
| 10 | Citigroup Inc | $649855 | 57256 | +5272 | +10.14% |
| 11 | Invesco Ltd. | $505291 | 44519 | -3246 | -6.80% |
| 12 | Wells Fargo & Company/Mn | $443583 | 39082 | +6913 | +21.49% |
| 13 | Barclays Plc | $183807 | 16786 | — | NEW BUY |
| 14 | Pnc Financial Services Group, Inc. | $13732 | 1254 | -682 | -35.23% |
| 15 | Atlantic Union Bankshares Corp | $12485 | 1100 | -100 | -8.33% |
| 16 | Us Bancorp \De\ | $2661 | 243 | +142 | +140.59% |
| 17 | Royal Bank Of Canada | $1000 | 94 | — | NEW BUY |
| 18 | Fifth Third Bancorp | $493 | 45 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.