NEWT / NewtekOne, Inc. - Proprietà istituzionale - Acquirenti

NewtekOne, Inc.
US ˙ NasdaqGM ˙ US6525262035

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in NewtekOne, Inc. includono Boston Partners, Commons Capital, Llc, TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z, RYOTX - Royce Micro-Cap Fund Investment Class, State Of Wisconsin Investment Board, Petrus Trust Company, LTA, Ieq Capital, Llc, RCMCX - Royce Capital Fund - Micro-Cap Portfolio Investment Class, SPRAX - Pgim Qma Mid-cap Value Fund Class A, Round Rock Advisors, LLC, QSMLX - AQR Small Cap Multi-Style Fund Class I, Trust Co Of Vermont, PIBAX - PGIM BALANCED FUND Class A, Newbridge Financial Services Group, Inc., Principal Securities, Inc., Vermillion & White Wealth Management Group, LLC, Hartland & Co., LLC, e Fifth Third Bancorp .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-08-13 13F Quantbot Technologies LP 9.452 107
2025-07-28 NP HDG - ProShares Hedge Replication ETF 33 13,79 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 5.274 9,06 59 3,51
2025-07-31 13F/A Avion Wealth 600 50,00 0
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 35 2,94 0
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16.811 6,47 190 0,53
2025-08-14 13F State Of Wisconsin Investment Board 33.435 377
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 3.016 39,44 33 14,29
2025-07-07 13F Versant Capital Management, Inc 118 1
2025-08-12 13F/A Boston Partners 71.050 801
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 21.400 6,47 223 -16,54
2025-08-12 13F Prudential Financial Inc 212.228 190,52 2.394 174,11
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 8.372 7,17 94 1,08
2025-08-12 13F Rhumbline Advisers 36.433 6,14 411 0,00
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37.147 2,83 419 -3,01
2025-07-25 13F Cwm, Llc 8.610 728,68 0
2025-08-13 13F Marshall Wace, Llp 623.540 42,87 7.034 34,76
2025-08-11 13F Covestor Ltd 193 250,91 0
2025-08-14 13F Petrus Trust Company, LTA 28.120 317
2025-08-11 13F Rothschild Investment Llc 120 50,00 1
2025-08-19 13F Newbridge Financial Services Group, Inc. 1.000 11
2025-08-06 13F True Wealth Design, LLC 69 200,00 1
2025-08-08 13F Hartland & Co., LLC 104 1
2025-08-13 13F Jump Financial, LLC 70.378 112,53 794 100,25
2025-08-14 13F Millennium Management Llc 168.972 133,62 1.906 120,35
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79.936 4,21 902 -1,74
2025-08-14 13F Beacon Investment Advisors Llc 25.565 0,86 289 -4,62
2025-07-14 13F GAMMA Investing LLC 430 317,48 5 300,00
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48.759 9,90 529 -8,16
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1.048 2,24 12 -8,33
2025-08-14 13F State Street Corp 519.571 2,67 5.861 -3,17
2025-08-20 NP QSMLX - AQR Small Cap Multi-Style Fund Class I 5.515 62
2025-08-13 13F ExodusPoint Capital Management, LP 25.313 151,37 0
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.350 19,65 118 -5,60
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 687 59,40 8 40,00
2025-08-08 13F/A Sterling Capital Management LLC 664 55,50 7 40,00
2025-08-11 13F Lsv Asset Management 111.300 10,72 1 0,00
2025-07-15 13F Fifth Third Bancorp 71 1
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 12.636 272,08 137 211,36
2025-08-14 13F Verition Fund Management LLC 42.255 477
2025-07-30 13F Jackson Thornton Asset Management, Llc 26.192 0,30 314 17,60
2025-08-14 13F Price T Rowe Associates Inc /md/ 15.289 8,32 0
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.623 18,42 48 -5,88
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35.294 8,25 383 -9,69
2025-06-25 NP SPRAX - Pgim Qma Mid-cap Value Fund Class A 13.500 140
2025-08-26 NP Profunds - Profund Vp Small-cap 57 1,79 1
2025-08-01 13F Vision Financial Markets Llc 1.870 1,25 21 -4,55
2025-08-14 13F CoreCap Advisors, LLC 135 1,50 2 0,00
2025-08-14 13F/A Barclays Plc 42.539 59,37 0
2025-08-05 13F Corton Capital Inc. 28.311 150,81 319 136,30
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.883 17,41 51 -9,09
2025-08-07 13F Campbell & CO Investment Adviser LLC 65.770 54,27 742 45,58
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 2.610 443,75 29 480,00
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 210.067 32,13 2.370 24,62
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 102 7,37 1 0,00
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1.803 4,10 19 -21,74
2025-08-14 13F Wells Fargo & Company/mn 34.093 11,70 385 5,21
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 1.900 21
2025-07-18 13F Trust Co Of Vermont 2.605 29
2025-08-15 13F Tower Research Capital LLC (TRC) 2.933 216,06 33 200,00
2025-07-29 13F Commons Capital, Llc 70.658 797
2025-08-14 13F Aqr Capital Management Llc 355.847 111,48 4.014 99,45
2025-08-08 13F Geode Capital Management, Llc 630.105 2,34 7.109 -3,48
2025-08-07 13F Los Angeles Capital Management Llc 68.662 61,36 775 52,36
2025-08-14 13F D. E. Shaw & Co., Inc. 203.433 12,31 2.295 5,91
2025-08-14 13F Cubist Systematic Strategies, LLC 125.008 254,78 1.410 234,92
2025-07-11 13F Farther Finance Advisors, LLC 2.072 3,29 23 -4,17
2025-05-19 NP RCMCX - Royce Capital Fund - Micro-Cap Portfolio Investment Class 22.317 267
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 15.204 309,37 165 241,67
2025-06-27 NP RSSL - Global X Russell 2000 ETF 15.136 9,51 157 -14,21
2025-08-14 13F Citadel Advisors Llc 217.775 107,34 2.457 95,54
2025-08-14 13F Citadel Advisors Llc Call 12.300 70,83 139 60,47
2025-08-14 13F Quantinno Capital Management LP 16.394 52,16 185 43,75
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 55.893 1,13 630 -4,69
2025-08-14 13F Aquatic Capital Management LLC 10.769 87,71 121 77,94
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7 16,67 0
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.730 48,38 166 40,68
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 28.526 3,99 322 -2,13
2025-08-14 13F Man Group plc 40.138 6,09 453 0,00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 126 2,44 1 0,00
2025-07-30 13F FNY Investment Advisers, LLC Put 230 283,33 0
2025-08-14 13F Fmr Llc 2.751 95,11 31 93,75
2025-08-14 13F Ieq Capital, Llc 25.260 285
2025-08-11 13F Principal Securities, Inc. 500 6
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2.815 3,91 29 -17,14
2025-08-12 13F Segall Bryant & Hamill, Llc 284.754 81,40 3.212 71,12
2025-08-14 13F Bank Of America Corp /de/ 135.578 20,02 1.529 13,18
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 58 13,73 1
2025-08-14 13F Ameriprise Financial Inc 143.607 72,99 1.620 63,21
2025-08-12 13F Magnetar Financial LLC 54.039 304,27 610 283,02
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.306 16,11 26 13,04
2025-08-11 13F Vanguard Group Inc 1.432.085 1,52 16.154 -4,26
2025-08-15 13F Kestra Advisory Services, LLC 13.406 151
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 385.785 1,88 4.352 -3,91
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 544 27,10 6 20,00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1.765 78,82 19 58,33
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 326 26,85 4 0,00
2025-08-12 13F Legal & General Group Plc 2.218 10,96 25 8,70
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 12.300 35,16 139 27,78
2025-08-14 13F Stifel Financial Corp 10.851 122
2025-07-22 13F Gsa Capital Partners Llp 57.697 1
2025-08-06 13F Round Rock Advisors, LLC 13.000 147
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48.345 8,14 525 -9,66
2025-08-12 13F Dynamic Technology Lab Private Ltd 55.928 45,11 631 36,88
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61.092 4,22 635 -18,38
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 16.438 2,02 185 -3,65
2025-08-07 13F Allworth Financial LP 2.149 24
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5.239 17,18 59 11,32
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 52.700 548
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 26.482 3,35 299 -2,61
2025-08-14 13F Goldman Sachs Group Inc 308.918 49,67 3.485 41,17
2025-07-24 13F IFP Advisors, Inc 6.776 74,86 77 65,22
2025-08-11 13F Alps Advisors Inc 30.536 3,60 344 -2,27
2025-08-14 13F Raymond James Financial Inc 45.620 20,22 515 13,47
2025-08-14 13F Royal Bank Of Canada 27.700 17,18 313 10,99
2025-08-12 13F LPL Financial LLC 20.999 18,65 237 11,85
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F UBS Group AG 205.246 276,13 2.315 255,06
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1.481 22,70 17 14,29
2025-05-19 NP RYOTX - Royce Micro-Cap Fund Investment Class 50.257 601
2025-08-12 13F Founders Financial Alliance, LLC 29.919 1,28 337 -4,53
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 123.464 11,18 1.340 -7,14
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 260.334 8,85 2.707 -14,77
2025-08-13 13F First Trust Advisors Lp 96.747 4,60 1.091 -1,36
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28.109 3,17 317 -2,46
2025-07-28 NP VCSLX - Small Cap Index Fund 10.528 12,77 114 -5,79
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 150 2
2025-08-14 13F Kovitz Investment Group Partners, LLC 10.721 1,84 121 -4,00
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3.956 12,10 45 4,76
2025-08-13 13F EverSource Wealth Advisors, LLC 784 9
2025-09-04 13F/A Advisor Group Holdings, Inc. 6.992 8,61 79 1,30
2025-08-13 13F Invesco Ltd. 46.649 13,81 526 7,35
2025-08-12 13F Trexquant Investment LP 134.718 42,98 1.520 34,90
Other Listings
GB:0K7X
DE:1N31 10,55 €
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