13F

Stock

Newtekone Inc

Ticker not mapped · held by 133 managers

Reported value

$156.6M

Holders

133

+2 new · −0 exited

Holders’ est. mark

−$258.2K

Price effect on 8 books still in the name

Largest holder

$26.2M

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$26.2M−$230.8KCut−$230.8K
BlackRock, Inc.2.16M$24.5MHeld
Vanguard1.52M$17.2MHeld
GEODE CAPITAL MANAGEMENT, LLC618K$7.02MHeld
GOLDMAN SACHS GROUP INC549.2K$6.23MHeld
Icahn Capital535.5K$6.08MHeld
MARSHALL WACE, LLP515K$5.85MHeld
State Street501.9K$5.79MHeld
North Reef Capital Management LP386.9K$4.39MHeld
ROYCE & ASSOCIATES LP337.5K$3.83MHeld
Nuveen, LLC272.8K$3.1MHeld
Connor, Clark & Lunn Investment Management Ltd.268.7K$3.05MHeld
TWO SIGMA INVESTMENTS, LP257.8K$2.93MHeld
D. E. Shaw & Co., Inc.233.3K$2.65MHeld
NORTHERN TRUST CORP171.9K$1.95MHeld
MORGAN STANLEY158.1K$1.79M−$15.8KCut−$27.2K
Trexquant Investment LP145.3K$1.65MHeld
AMERIPRISE FINANCIAL INC138.5K$1.57MHeld
PRUDENTIAL FINANCIAL INC134.1K$1.52MHeld
Squarepoint Ops LLC131.7K$1.49MHeld
UBS Group AG124.4K$1.41MHeld
JPMORGAN CHASE & CO108.8K$1.23MHeld
BARRETT & COMPANY, INC.106K$1.2MHeld
Bank of New York Mellon Corp101.8K$1.16MHeld
FIRST TRUST ADVISORS LP97.2K$1.1MHeld
JANE STREET GROUP, LLC94.5K$1.07MHeld
Jump Financial, LLC88.1K$999.8KHeld
Huber Capital Management LLC86.2K$978.4KHeld
Boston Partners79.8K$905.6KHeld
Citadel66.4K$753.4KHeld
Qube Research & Technologies Ltd63.9K$725.3KHeld
AMERICAN CENTURY COMPANIES INC63.6K$722.1KHeld
Ancora Advisors LLC63.2K$717.3KHeld
MILLENNIUM MANAGEMENT LLC61.9K$702.5KHeld
CITIGROUP INC57.3K$649.9KHeld
Almitas Capital LLC53.6K$608KHeld
BANK OF AMERICA CORP /DE/51.7K$586.6K−$5.17KCut−$637.4K
BARCLAYS PLC46.8K$531.4K−$4.32KAdded$37K
IEQ CAPITAL, LLC45.9K$521.4KHeld
Man Group plc45.9K$521KHeld
Invesco Ltd.44.5K$505.3KHeld
Creative Planning43.4K$493.1KHeld
TWO SIGMA ADVISERS, LP42.3K$480.1KHeld
Point72 Asset Management, L.P.41.1K$467KHeld
AVENIR CORP40.8K$463.1KHeld
Quantinno Capital Management LP40.6K$460.3KHeld
WELLS FARGO & COMPANY/MN39.1K$443.6KHeld
Jefferies Financial Group Inc.35K$397.3KHeld
Graham Capital Management, L.P.33K$374.9KHeld
Founders Financial Alliance, LLC30.4K$345.1KHeld
BRIDGEWAY CAPITAL MANAGEMENT, LLC29.7K$337.1KHeld
RHUMBLINE ADVISERS29.2K$331.3KHeld
SEGALL BRYANT & HAMILL, LLC28.1K$318.5KHeld
JACKSON THORNTON WEALTH MANAGEMENT, LLC26K$311.5KHeld
Russell Investments Group, Ltd.25.7K$291.9KHeld
ALLIANCEBERNSTEIN L.P.25.7K$291.4KHeld
1620 INVESTMENT ADVISORS, INC.24.6K$279.6KHeld
MetLife Investment Management, LLC22.4K$254.8KHeld
AlphaQuest LLC22.2K$251.5KHeld
RAYMOND JAMES FINANCIAL INC21.2K$240.9KHeld
LPL Financial LLC21.2K$240.8KHeld
DEUTSCHE BANK AG\17.9K$203.1KHeld
Kestra Advisory Services, LLC17.7K$201.4KHeld
Arkadios Wealth Advisors16.8K$191KHeld
BEACON INVESTMENT ADVISORS LLC16.5K$187.3KHeld
TUDOR INVESTMENT CORP ET AL15.3K$173.1K−$1.53KCut−$41.9K
Verition Fund Management LLC15.2K$172.5KHeld
BNP PARIBAS FINANCIAL MARKETS15.1K$171.9KHeld
Cerity Partners LLC13.7K$155.7KHeld
Round Rock Advisors LLC13K$147.6KHeld
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11.9K$142.3KHeld
Focus Partners Wealth12.5K$142.3KHeld
Mariner, LLC10.7K$121.5KHeld
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10.4K$118.4KHeld
INTECH INVESTMENT MANAGEMENT LLC10.3K$117.3KHeld
Aquatic Capital Management LLC8.37K$95KHeld
NEW YORK STATE COMMON RETIREMENT FUND7.6K$86.2KHeld
LOS ANGELES CAPITAL MANAGEMENT LLC7.06K$72.1KHeld
Police & Firemen's Retirement System of New Jersey5.93K$67.3KHeld
Fidelity4.11K$46.7KHeld
Glen Eagle Advisors, LLC4.08K$46.3KHeld
OSAIC HOLDINGS, INC.3.48K$39.5KHeld
Tower Research Capital LLC (TRC)3.25K$36.9KHeld
Allworth Financial LP2.42K$27.5K−$239Added$124
IFP Advisors, Inc2.14K$24.3K−$215Cut−$53.5K
Crewe Advisors LLC2K$22.7KHeld
PNC Financial Services Group, Inc.1.94K$22KHeld
Ameritas Investment Partners, Inc.1.93K$21.8KHeld
VISION FINANCIAL MARKETS LLC1.91K$21.7KHeld
Legal & General Group Plc1.89K$21.4KHeld
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1.88K$21.3KHeld
Farther Finance Advisors, LLC1.68K$19KHeld
ROYAL BANK OF CANADA1.69K$18KHeld
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1.38K$15.7KHeld
Essential Partners LLC1.35K$15.4K−$136Cut−$12.9K
Sterling Capital Management LLC1.29K$14.7KHeld
QUADRANT CAPITAL GROUP LLC1.21K$13.7KHeld
SIGNATUREFD, LLC1.13K$12.8KHeld
Atlantic Union Bankshares Corp1.1K$12.5KHeld
EverSource Wealth Advisors, LLC1.06K$12.1KHeld
GAMMA Investing LLC970$11KHeld
Versant Capital Management, Inc856$9.72KHeld
NISA INVESTMENT ADVISORS, LLC840$9.54KHeld
FLAGSHIP HARBOR ADVISORS, LLC673$7.64KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO500$5.67KHeld
Optiver Holding B.V.450$5.11KHeld
PRICE T ROWE ASSOCIATES INC /MD/357.1K$4.05KHeld
ROTHSCHILD INVESTMENT LLC266$3.02KHeld
WealthCollab, LLC203$2.31KHeld
JONES FINANCIAL COMPANIES LLLP181$2.05KHeld
Arax Advisory Partners145$1.65KHeld
LSV ASSET MANAGEMENT131.8K$1.5KHeld
US BANCORP \DE\101$1.15KHeld
GSA CAPITAL PARTNERS LLP99.2K$1.13KHeld
Bare Financial Services, Inc98$1.11KHeld
Rockefeller Capital Management L.P.79$897Held
Cornerstone Planning Group LLC50$684Held
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC50$568Held
FIFTH THIRD BANCORP45$511Held
True Wealth Design, LLC41$466Held
Front Row Advisors LLC32$370Held
CWM, LLC21.8K$247Held
Transamerica Financial Advisors, LLC21$242Held
MAI Capital Management19$216Held
TD PRIVATE CLIENT WEALTH LLC13$148Held
Steward Partners Investment Advisory, LLC12$136Held
SJS Investment Consulting Inc.11$125Held
Cambridge Investment Research Advisors, Inc.10.4K$118Held
Torren Management, LLC2$22Held
Avion Wealth1K$11Held
FNY Investment Advisers, LLC800$9New
AMALGAMATED BANK704$8Held
Covestor Ltd154$2Held

Positions as of Q4 2025. 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.