NEWT Kepemilikan Institusional, Pembeli

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di NewtekOne, Inc. meliputi 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, dan Fifth Third Bancorp .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File	Sumber	Investor	Ketik	Saham	Δ Saham (%)	Dilaporkan Nilai ($1000)	Nilai Δ (%)
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

NEWT / NewtekOne, Inc. - Kepemilikan Institusional - Pembeli

Kepemilikan Institusional dan Dana - Pembeli

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