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

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.