Fund shareholders of NewtekOne Inc
ISIN US6525262035 · United States · LEI 549300YLU78IA8GKJ688
- Fund shareholders
- 111
- Of which ETFs
- 17 94 other funds
- Value held
- 57.1M $
- Share of capital
- 17.4 % of 28.9M shares on Aug 7, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 828,408 | 9.1M $ | 0.00 % | 2.87 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 651,056 | 7.1M $ | 0.01 % | 2.25 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 431,300 | 4.7M $ | 0.27 % | 1.49 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 312,044 | 3.4M $ | 0.24 % | 1.08 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 310,089 | 3.4M $ | 0.00 % | 1.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 252,081 | 3.3M $ | 0.01 % | 0.87 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 221,725 | 2.4M $ | 0.00 % | 0.77 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 208,435 | 2.3M $ | 0.02 % | 0.72 % | as of Mar 31, 2026 ↗ |
| Putnam Small Cap Value Fund Putnam Investment Funds | 169,222 | 2.1M $ | 0.74 % | 0.59 % | as of Feb 28, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 147,430 | 1.8M $ | 0.00 % | 0.51 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 130,866 | 1.6M $ | 0.01 % | 0.45 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 111,306 | 1.4M $ | 0.01 % | 0.39 % | as of Feb 28, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 86,344 | 945.5K $ | 0.42 % | 0.30 % | as of Mar 31, 2026 ↗ |
| Putnam VT Small Cap Value Fund Putnam Variable Trust | 67,599 | 740.2K $ | 0.70 % | 0.23 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 61,710 | 675.7K $ | 0.06 % | 0.21 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 53,686 | 696.3K $ | 0.01 % | 0.19 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 47,815 | 587.2K $ | 0.00 % | 0.17 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 46,423 | 570.1K $ | 0.02 % | 0.16 % | as of Feb 28, 2026 ↗ |
| Boston Partners Long/Short Equity Fund RBB Fund, Inc. | 44,451 | 545.9K $ | 0.49 % | 0.15 % | as of Feb 28, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 40,259 | 440.8K $ | 0.00 % | 0.14 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 39,809 | 435.9K $ | 0.02 % | 0.14 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 39,487 | 512.1K $ | 0.02 % | 0.14 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 39,037 | 479.4K $ | 0.00 % | 0.14 % | as of Feb 28, 2026 ↗ |
| Huber Small Cap Value Fund Advisors Series Trust | 35,001 | 454K $ | 0.49 % | 0.12 % | as of Apr 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 34,145 | 373.9K $ | 0.01 % | 0.12 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 31,266 | 342.4K $ | 0.02 % | 0.11 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 30,932 | 401.2K $ | 0.01 % | 0.11 % | as of Apr 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 29,001 | 356.1K $ | 0.05 % | 0.10 % | as of Feb 28, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 28,526 | 312.4K $ | 0.01 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 26,700 | 292.4K $ | 0.24 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 24,157 | 296.6K $ | 0.03 % | 0.08 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 20,503 | 224.5K $ | 0.04 % | 0.07 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 18,892 | 206.9K $ | 0.01 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 16,157 | 198.4K $ | 0.02 % | 0.06 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,100 | 176.3K $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 15,000 | 194.6K $ | 0.02 % | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 14,730 | 161.3K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 14,258 | 175.1K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 14,179 | 174.1K $ | 0.00 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 13,478 | 174.8K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 13,474 | 147.5K $ | 0.01 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 13,424 | 147K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 12,637 | 138.4K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 12,455 | 136.4K $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 12,300 | 134.7K $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 11,960 | 131K $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 11,464 | 125.5K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 11,259 | 138.3K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 11,192 | 145.2K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 10,672 | 138.4K $ | 0.01 % | 0.04 % | as of Apr 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 10,185 | 111.5K $ | 0.15 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 10,145 | 131.6K $ | 0.01 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 9,631 | 118.3K $ | 0.01 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,229 | 101.1K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 8,049 | 88.1K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 7,078 | 77.5K $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 6,718 | 73.6K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 6,627 | 72.6K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 6,139 | 67.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 5,870 | 76.1K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,769 | 63.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,558 | 72.1K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 5,096 | 55.8K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,840 | 62.8K $ | 0.02 % | 0.02 % | as of Apr 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,600 | 56.5K $ | 0.00 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 4,451 | 48.7K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 4,293 | 47K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 4,093 | 44.8K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,682 | 40.3K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,492 | 38.2K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,016 | 37K $ | 0.03 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,852 | 37K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,831 | 31K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,756 | 30.2K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 2,601 | 31.9K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,429 | 26.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,285 | 28.1K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,275 | 29.5K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,215 | 28.7K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,981 | 21.7K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,925 | 21.1K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,793 | 19.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,770 | 19.4K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,765 | 21.7K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,739 | 19K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,733 | 22.5K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,543 | 16.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,387 | 17K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,383 | 17K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,097 | 12K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 970 | 11.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 919 | 11.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 853 | 11.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 660 | 7.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 645 | 7.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 618 | 6.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 600 | 6.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 580 | 6.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 331 | 3.6K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 298 | 3.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Putnam Small Cap Value Fund Putnam Investment Funds | 0.74 % | as of Feb 28, 2026 ↗ |
| Putnam VT Small Cap Value Fund Putnam Variable Trust | 0.70 % | as of Mar 31, 2026 ↗ |
| Boston Partners Long/Short Equity Fund RBB Fund, Inc. | 0.49 % | as of Feb 28, 2026 ↗ |
| Huber Small Cap Value Fund Advisors Series Trust | 0.49 % | as of Apr 30, 2026 ↗ |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 0.42 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 0.27 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 0.24 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.24 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.15 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.06 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 111 | +5 | 5,018,669 | +18.0 % |
| 2026Q1 | 106 | -11 | 4,251,520 | +2.0 % |
| 2025Q4 | 117 | +6 | 4,169,382 | +0.7 % |
| 2025Q3 | 111 | -3 | 4,141,846 | -3.3 % |
| 2025Q2 | 114 | +11 | 4,283,365 | +5.2 % |
| 2025Q1 | 103 | +2 | 4,070,288 | +0.3 % |
| 2024Q4 | 101 | -5 | 4,059,795 | -14.6 % |
| 2024Q3 | 106 | +2 | 4,753,145 | -10.5 % |
| 2024Q2 | 104 | +10 | 5,307,985 | -1.7 % |
| 2024Q1 | 94 | +1 | 5,397,287 | +1.1 % |
| 2023Q4 | 93 | 5,339,330 |
Institutional managers
140 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Patriot Financial Partners GP II, L.P. | 2,307,692 | 25.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,196,013 | 24M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 922,469 | 10.1K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 663,764 | 7.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 657,346 | 7.2M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 624,203 | 6.8M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 564,888 | 6.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 517,702 | 5.8M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 337,544 | 3.7M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 299,968 | 3.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 254,580 | 2.8M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 253,993 | 2.8M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 241,174 | 2.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 239,158 | 2.6M $ | as of Mar 31, 2026 |
| North Reef Capital Management LP | 198,954 | 2.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 194,369 | 2.1M $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 161,807 | 1.8M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 143,008 | 1.6M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 142,613 | 1.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 138,506 | 1.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 134,181 | 1.5M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 120,500 | 1.3K $ | as of Mar 31, 2026 |
| BARRETT & COMPANY, INC. | 110,915 | 1.2M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 108,393 | 1.2M $ | as of Mar 31, 2026 |
| Huber Capital Management LLC | 100,207 | 1.1M $ | as of Mar 31, 2026 |
Funds holding the debt of NewtekOne Inc
2 funds declare 2 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Holbrook Income Fund | 1 | 2M $ | as of Apr 30, 2026 |
| Holbrook Total Return Fund | 1 | 493.7K $ | as of Apr 30, 2026 |
Cite this page
Titelia. "Fund shareholders of NewtekOne Inc". https://titelia.com/en/stocks/newtekone-inc-US6525262035