NEWT - NewtekOne, Inc.

NasdaqGM - NasdaqGM Real-time price. Currency in USD

Major holders

Currency in USD
Breakdown
6.44%% of shares held by all insiders
17.65%% of shares held by institutions
18.86%% of float held by institutions
83Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Royce & Associates LP2,320,04430 Mar 20239.43%28,803,346
Susquehanna International Group, LLP387,30130 Mar 20231.57%4,808,341
Invesco Ltd.291,87730 Mar 20231.19%3,623,652
Putnam Investments LLC226,75830 Mar 20230.92%2,815,200
Barrett & Company, Inc. 182,98030 Mar 20230.74%2,271,696
Aptus Capital Advisors, LLC133,17730 Mar 20230.54%1,653,392
Bard Associates Inc.128,19330 Mar 20230.52%1,591,516
Advisors Asset Management, Inc.114,31730 Mar 20230.46%1,419,245
D.A. Davidson & Co.91,21530 Mar 20230.37%1,132,434
Knightsbridge Asset Management, LLC71,77230 Mar 20230.29%891,049

Top mutual fund holders

HolderSharesDate reported% outValue
Invesco ETF Tr-Invesco KBW High Div Yld Financial ETF683,89327 Feb 20232.78%8,490,531
Royce Total Return Fund442,70030 Dec 20221.80%5,496,120
Royce Value Trust, Inc.272,02130 Dec 20221.10%3,377,140
Royce Micro Cap Trust179,27230 Dec 20220.73%2,225,661
Pennsylvania Mutual Fund Inc94,97330 Dec 20220.39%1,179,089
Putnam Small Cap Value Fund82,20027 Feb 20230.33%1,020,512
Financial Investors Tr-Emerald Banking & Finance Fund53,97030 Jan 20230.22%670,037
Fidelity NASDAQ Composite Index Fund13,87827 Feb 20230.06%172,295
Ancora MicroCap Fd4,13130 Dec 20220.02%51,286
USAA Mutual Fd Tr-Extended Market Index Fd2,62630 Dec 20220.01%32,601