# NewtekOne, Inc. Common Stock

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.

## Summary

- Issuer: NewtekOne, Inc.
- Class: Common Stock
- CUSIP: 652526203
- Asset category: EC
- 13F holders: 148
- 13F value: $160.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 12
- N-PORT value: $15.8M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $17.2M | 1,516,091 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $7.3M | 663,764 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $7.2M | 657,346 |
| [MARSHALL WACE, LLP](https://search.stillhousedata.com/firm/160885) | LONDON, X0 | $6.8M | 624,203 |
| [AQR CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/111883) | Greenwich, CT | $6.2M | 564,888 |
| STATE STREET CORP | BOSTON, MA | $5.8M | 517,702 |
| [ROYCE & ASSOCIATES LP](https://search.stillhousedata.com/firm/107689) | New York, NY | $3.7M | 337,544 |
| [Connor, Clark & Lunn Investment Management Ltd.](https://search.stillhousedata.com/firm/107557) | 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](https://search.stillhousedata.com/firm/137137) | New York, NY | $2.6M | 239,158 |
| Bank of New York Mellon Corp | NEW YORK, NY | $2.3M | 152,841 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [T. Rowe Price Financial Services Fund, Inc.](https://search.stillhousedata.com/fund/S000002084) | 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](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $3.4M | 0.42% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $1.8M | 1.00% |
| [North Star Dividend Fund](https://search.stillhousedata.com/fund/S000040441) | NORTHERN LIGHTS FUND TRUST II | $972K | 99.58% |
| [Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF](https://search.stillhousedata.com/fund/S000048296) | Goldman Sachs ETF Trust | $420K | 4.26% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | 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](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $161K | 0.05% |
| [Blackstone Alternative Multi-Strategy Fund](https://search.stillhousedata.com/fund/S000045538) | Blackstone Alternative Investment Funds | $147K | 0.41% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $138K | 0.02% |
| [DWS Small Cap Index VIP](https://search.stillhousedata.com/fund/S000006223) | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $38K | 0.91% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/652526203.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.