13F

Stock

Newtekone Inc

Ticker not mapped · held by 145 managers

Reported value

$154.9M

Holders

145

+24 new · −17 exited

Holders’ est. mark

−$4.17M

Price effect on 115 books still in the name

Largest holder

$25.3M

Patriot Financial Partners GP II, L.P.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Patriot Financial Partners GP II, L.P.2.31M$25.3M−$923.1KCut−$923.1K
BlackRock, Inc.2.2M$24M−$865.1KCut−$501.8K
VANGUARD CAPITAL MANAGEMENT LLC1.17M$12.8MHeld
GOLDMAN SACHS GROUP INC663.8K$7.27M−$219.7KAdded$1.03M
GEODE CAPITAL MANAGEMENT, LLC657.3K$7.2M−$247.3KAdded$183.8K
MARSHALL WACE, LLP624.2K$6.84M−$206KAdded$990K
Icahn Capital564.9K$6.19M−$214.2KAdded$107.3K
State Street517.7K$5.77M−$200.6KCut−$24.6K
ROYCE & ASSOCIATES LP337.5K$3.7M−$135KCut−$135K
Connor, Clark & Lunn Investment Management Ltd.300K$3.28M−$107.5KAdded$235.2K
MORGAN STANLEY254.6K$2.79M−$63.2KAdded$993.6K
FRANKLIN RESOURCES INC254K$2.78MNew
Nuveen, LLC241.2K$2.64M−$96.5KCut−$455.3K
TWO SIGMA INVESTMENTS, LP239.2K$2.62M−$95.7KCut−$307K
North Reef Capital Management LP199K$2.18M−$79.6KCut−$2.21M
NORTHERN TRUST CORP194.4K$2.13M−$68.8KAdded$177.4K
VANGUARD PORTFOLIO MANAGEMENT LLC178.6K$1.96MHeld
VANGUARD FIDUCIARY TRUST CO169.8K$1.86MHeld
Squarepoint Ops LLC161.8K$1.77M−$52.7KAdded$276.9K
D. E. Shaw & Co., Inc.143K$1.57M−$57.2KCut−$1.08M
Trexquant Investment LP142.6K$1.56M−$57KCut−$87K
Bank of New York Mellon Corp138.5K$1.52M−$40.7KAdded$361.5K
AMERIPRISE FINANCIAL INC134.2K$1.47M−$53.7KCut−$102.6K
BARRETT & COMPANY, INC.110.9K$1.21M−$42.4KAdded$11.2K
Qube Research & Technologies Ltd108.4K$1.19M−$25.6KAdded$461.6K
Huber Capital Management LLC100.2K$1.1M−$34.5KAdded$118.8K
FIRST TRUST ADVISORS LP96.5K$1.06M−$38.6KCut−$46.4K
TUDOR INVESTMENT CORP ET AL88.3K$966.6K−$6.1KAdded$793.4K
Boston Partners83.3K$911.8K−$31.9KAdded$6.22K
Quantinno Capital Management LP80.5K$881.9K−$16.2KAdded$421.7K
Man Group plc72.2K$790.8K−$18.4KAdded$269.7K
CITIGROUP INC68.3K$748.1K−$22.9KAdded$98.2K
BANK OF AMERICA CORP /DE/65.4K$716.6K−$20.7KAdded$130K
SEGALL BRYANT & HAMILL, LLC63.4K$694.6K−$11.2KAdded$376.1K
MILLENNIUM MANAGEMENT LLC62.9K$688.4K−$24.8KCut−$14.1K
Ridgewood Investments LLC62.5K$684.2KHeld
Numerai GP LLC60.6K$663.7KNew
Creative Planning58.2K$637.6K−$17.4KAdded$144.5K
JANE STREET GROUP, LLC58.1K$636.1K−$23.2KCut−$436.5K
AMERICAN CENTURY COMPANIES INC55.2K$604.3K−$22.1KCut−$117.8K
Jump Financial, LLC54.2K$593.8K−$21.7KCut−$405.9K
Almitas Capital LLC53.6K$586.6K−$21.4KCut−$21.4K
Invesco Ltd.49.6K$543.3K−$17.8KAdded$38K
IEQ CAPITAL, LLC47.4K$519.2K−$18.4KCut−$2.24K
ExodusPoint Capital Management, LP42.4K$463.8KNew
AVENIR CORP40.8K$446.8K−$16.3KCut−$16.3K
Vanguard Global Advisers, LLC40.2K$440.7KHeld
BRIDGEWAY CAPITAL MANAGEMENT, LLC29.7K$325.2K−$11.9KCut−$11.9K
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC29.6K$324.2KNew
RHUMBLINE ADVISERS29K$318.1K−$11.6KCut−$13.2K
JACKSON THORNTON WEALTH MANAGEMENT, LLC25.7K$316.3K$8.49KAdded$4.72K
Founders Financial Alliance, LLC28.6K$313.6K−$11.5KCut−$31.4K
XTX Topco Ltd28.2K$309.2KNew
ALLIANCEBERNSTEIN L.P.25.7K$291.4K$0Held
Brevan Howard Capital Management LP26.6K$291.3KNew
1620 INVESTMENT ADVISORS, INC.24.6K$269.8K−$9.85KCut−$9.86K
DEUTSCHE BANK AG\23.2K$254.1K−$7.16KAdded$50.9K
WELLS FARGO & COMPANY/MN22.5K$245.9K−$8.98KCut−$197.7K
MetLife Investment Management, LLC22.4K$245.8K−$8.98KCut−$8.98K
LPL Financial LLC21.4K$233.9K−$8.49KCut−$6.93K
CWM, LLC21.1K$231.6K$231.3KAdded$231.3K
Kestra Advisory Services, LLC19K$207.5K−$7.1KAdded$6.14K
BARCLAYS PLC16.8K$183.8K−$6.71KCut−$347.6K
BEACON INVESTMENT ADVISORS LLC16.7K$183.1K−$6.61KCut−$4.15K
Arkadios Wealth Advisors16.2K$177.4K−$6.48KCut−$13.6K
UBS Group AG15.7K$171.6K−$6.27KCut−$1.24M
MIRABELLA FINANCIAL SERVICES LLP14.9K$163.5KNew
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC14.7K$162K−$11KAdded$19.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP14.7K$161.1KNew
MERCER GLOBAL ADVISORS INC /ADV14.3K$156.4KNew
Magnetar Financial LLC14.1K$154.6KNew
Cerity Partners LLC13.9K$152.6K−$5.49KCut−$3.03K
Corient Private Wealth LLC13.4K$146.6KNew
Mariner, LLC13.3K$146.1K−$4.29KAdded$24.5K
Focus Partners Wealth13K$142.8K−$5.02KAdded$522
Campbell & CO Investment Adviser LLC12.4K$136.1KNew
BOOTHBAY FUND MANAGEMENT, LLC12.4K$135.3KNew
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11.5K$126.3K−$4.17KAdded$7.9K
DUMONT & BLAKE INVESTMENT ADVISORS LLC10.8K$117.8KNew
EP Wealth Advisors, LLC10.3K$112.9KNew
Regal Investment Advisors LLC10.2K$111.7KNew
JPMORGAN CHASE & CO10.1K$106.7K−$7.87KCut−$1.13M
Russell Investments Group, Ltd.7.3K$79.9K−$2.93KCut−$212K
BNP PARIBAS FINANCIAL MARKETS6.63K$72.6K−$2.65KCut−$99.3K
Police & Firemen's Retirement System of New Jersey5.93K$65K−$2.37KCut−$2.37K
Fidelity5.13K$56.2K−$1.64KAdded$9.47K
Advisory Services Network, LLC4.01K$43.9KNew
OSAIC HOLDINGS, INC.3.3K$36.1K−$1.33KCut−$3.4K
Ancora Advisors LLC3.11K$34K−$1.24KCut−$683.3K
Crewe Advisors LLC3K$32.9K−$800Added$10.2K
Glen Eagle Advisors, LLC2.67K$29.2K−$1.07KCut−$17.1K
Tower Research Capital LLC (TRC)2.66K$29.1K−$1.06KCut−$7.79K
Allworth Financial LP2.63K$28.8K−$969Added$1.28K
Legal & General Group Plc2.32K$25.4K−$755Added$3.98K
IFP Advisors, Inc2.13K$23.3K−$851Cut−$1.01K
VISION FINANCIAL MARKETS LLC1.93K$21.1K−$768Cut−$538
Ameritas Investment Partners, Inc.1.93K$21.1K−$770Cut−$770
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.88K$20.8K−$487Cut−$487
Farther Finance Advisors, LLC1.71K$19K−$440Cut−$63
HARBOUR INVESTMENTS, INC.1.68K$18.4KNew
Essential Partners LLC1.46K$16K−$542Added$619
Versant Capital Management, Inc1.46K$16K−$343Added$6.26K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1.33K$14.6K−$534Cut−$1.06K
PNC Financial Services Group, Inc.1.25K$13.7K−$501Cut−$8.24K
SIGNATUREFD, LLC1.2K$13.1K−$453Added$259
GAMMA Investing LLC1.13K$12.3K−$388Added$1.31K
Atlantic Union Bankshares Corp1.1K$12K−$440Cut−$440
EverSource Wealth Advisors, LLC1.06K$11.6K−$422Cut−$490
PRICE T ROWE ASSOCIATES INC /MD/922.5K$10.1K−$143Added$6.05K
NISA INVESTMENT ADVISORS, LLC840$9.36K−$184Cut−$184
Sterling Capital Management LLC815$8.92K−$326Cut−$5.73K
Aquatic Capital Management LLC802$8.78K−$321Cut−$86.2K
NEW YORK STATE COMMON RETIREMENT FUND497$5.44K−$199Cut−$80.8K
QUADRANT CAPITAL GROUP LLC433$4.74K−$173Cut−$8.95K
Axiom Investment Management LLC348$3.81KHeld
ROTHSCHILD INVESTMENT LLC314$3.44K−$107Added$419
Optiver Holding B.V.266$2.91K−$106Cut−$2.19K
JONES FINANCIAL COMPANIES LLLP262$2.74K−$160Added$687
US BANCORP \DE\243$2.66K−$40Added$1.51K
Arax Advisory Partners231$2.53K−$58Added$884
WealthCollab, LLC203$2.22K−$82Cut−$82
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC189$2.07K−$20Added$1.5K
Parallel Advisors, LLC164$1.8KNew
LSV ASSET MANAGEMENT120.5K$1.32K−$49Cut−$177
Synergy Investment Management, LLC115$1.26KNew
MAI Capital Management109$1.19K−$8Added$978
ROYAL BANK OF CANADA94$1K−$2Cut−$17K
Rockefeller Capital Management L.P.79$865−$32Cut−$32
GSA CAPITAL PARTNERS LLP60.8K$666−$25Cut−$460
Cornerstone Planning Group LLC50$648−$36Cut−$36
Root Financial Partners, LLC47$515New
FIFTH THIRD BANCORP45$493−$18Cut−$18
True Wealth Design, LLC43$471−$17Added$5
Front Row Advisors LLC32$357−$13Cut−$13
TopTier Wealth Management, LLC28$307New
Caitong International Asset Management Co., Ltd27$296New
Cambridge Investment Research Advisors, Inc.25K$274−$5Added$156
Transamerica Financial Advisors, LLC21$233−$9Cut−$9
ALGERT GLOBAL LLC17.8K$195New
TD PRIVATE CLIENT WEALTH LLC13$142−$6Cut−$6
SJS Investment Consulting Inc.12$132−$4Added$7
Torren Management, LLC2$25$3Added$3
Avion Wealth1K$10−$1Cut−$1
FNY Investment Advisers, LLC800$8−$1Cut−$1
Covestor Ltd95$1−$0Cut−$1

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.