NewtekOne, Inc. Common Stock is a security (CUSIP 652526203) tracked across SEC portfolio filings. 148 institutional managers reported $160.2M on Form 13F as of 2026-06-30; 12 registered fund positions totaling $15.8M via N-PORT as of 2026-05-31.
Showing 15 of 148 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | RADNOR, PA | $25.3M | 2,307,692 |
| BlackRock, Inc. | New York, NY | $24.0M | 2,196,013 |
| VANGUARD GROUP INC | Valley Forge, PA | $17.2M | 1,516,091 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $7.3M | 663,764 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $7.2M | 657,346 |
| MARSHALL WACE, LLP | LONDON, X0 | $6.8M | 624,203 |
| AQR CAPITAL MANAGEMENT LLC | Greenwich, CT | $6.2M | 564,888 |
| STATE STREET CORP | BOSTON, MA | $5.8M | 517,702 |
| ROYCE & ASSOCIATES LP | New York, NY | $3.7M | 337,544 |
| Connor, Clark & Lunn Investment Management Ltd. | VANCOUVER, A1 | $3.3M | 299,968 |
| MORGAN STANLEY | NEW YORK, NY | $2.8M | 254,580 |
| FRANKLIN RESOURCES INC | San Mateo, CA | $2.8M | 253,993 |
| Nuveen, LLC | CHARLOTTE, NC | $2.6M | 241,174 |
| TWO SIGMA INVESTMENTS, LP | New York, NY | $2.6M | 239,158 |
| Bank of New York Mellon Corp | NEW YORK, NY | $2.3M | 152,841 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| T. Rowe Price Financial Services Fund, Inc. | T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | $4.7M | 27.05% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $3.4M | 15.46% |
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $3.4M | 0.42% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $1.8M | 1.00% |
| North Star Dividend Fund | NORTHERN LIGHTS FUND TRUST II | $972K | 99.58% |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF | Goldman Sachs ETF Trust | $420K | 4.26% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $374K | 0.78% |
| ROYCE GLOBAL TRUST, INC. | ROYCE GLOBAL TRUST, INC. | $248K | 24.01% |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | VANGUARD INSTITUTIONAL INDEX FUNDS | $161K | 0.05% |
| Blackstone Alternative Multi-Strategy Fund | Blackstone Alternative Investment Funds | $147K | 0.41% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $138K | 0.02% |
| DWS Small Cap Index VIP | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $38K | 0.91% |