Public ownership evidence

NewtekOne, Inc. Common Stock (NEWT) Ownership Disclosures

Read NEWT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

NewtekOne, Inc. Common Stock: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Advisors Asset Management, Inc.
Report period
2021-12-31
Available
2026-08-28
Reported shares
245,490
Value (USD)
$6,782,889
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001999371-26-018946
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read NEWT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read NEWT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Advisors Asset Management, Inc.2021-12-312026-08-28245,490$6,782,889None
Advisors Asset Management, Inc.2022-12-312026-08-28114,467$1,860,089None
Advisors Asset Management, Inc.2020-06-302026-08-28270,525$4,928,966None
Advisors Asset Management, Inc.2022-06-302026-08-28223,242$4,226,000None
Advisors Asset Management, Inc.2021-09-302026-08-28248,782$6,899,000None
Corient Private Wealth LP2026-06-302026-08-2815,673$232,534None
Advisors Asset Management, Inc.2024-03-312026-08-2724,163$265,793None
Advisors Asset Management, Inc.2022-09-302026-08-27142,320$2,323,000None
Advisors Asset Management, Inc.2020-12-312026-08-27244,109$4,807,000None
Advisors Asset Management, Inc.2022-03-312026-08-27245,363$6,551,192None
Advisors Asset Management, Inc.2023-06-302026-08-2771,439$1,135,880None
Advisors Asset Management, Inc.2023-09-302026-08-2771,265$1,051,159None
Advisors Asset Management, Inc.2023-03-312026-08-27114,317$1,463,258None
Advisors Asset Management, Inc.2021-03-312026-08-27243,591$6,503,880None
Advisors Asset Management, Inc.2021-06-302026-08-27234,947$8,204,000None
Advisors Asset Management, Inc.2020-09-302026-08-27259,771$4,823,947None
Advisors Asset Management, Inc.2023-12-312026-08-2724,711$341,012None
Advisors Asset Management, Inc.2019-12-312026-08-26304,318$6,892,803None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25345$5,109None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-255,109$345,000None
Advisors Asset Management, Inc.2020-03-312026-08-22293,207$3,873,264None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2022,295$330,189None
Advisors Asset Management, Inc.2019-03-312026-08-19372,158$7,309,183None
Advisors Asset Management, Inc.2019-09-302026-08-19309,970$6,999,123None
Advisors Asset Management, Inc.2019-06-302026-08-19342,099$7,868,277None
Almitas Capital LLC2026-06-302026-08-1853,570$793,372None
Corient Private Wealth LP2026-06-302026-08-1813,656$202,288None
Empowered Funds, LLC2026-06-302026-08-1814,108$208,939None
Transamerica Financial Advisors, LLC2026-06-302026-08-1821$315None
Synergy Investment Management, LLC2026-06-302026-08-15115$1,703None
Glen Eagle Advisors, LLC2026-06-302026-08-152,421$35,854None
JPL Wealth Management, LLC2026-06-302026-08-154$60None
Basecamp Wealth Advisors LLC2026-06-302026-08-1557$844None
Integrated Quantitative Investments LLC2026-06-302026-08-1523,816$352,715None
XTX Topco Ltd2026-06-302026-08-1533,276$492,818None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,094$45,825None
Squarepoint Ops LLC2026-06-302026-08-15173,340$2,567,165None
Man Group plc2026-06-302026-08-1582,241$1,217,989None
Trexquant Investment LP2026-06-302026-08-15124,555$1,844,660None
MetLife Investment Management, LLC2026-06-302026-08-1524,777$366,953None
JANE STREET GROUP, LLC2026-06-302026-08-1510,532$155,979None
JANE STREET GROUP, LLC2026-06-302026-08-1555,700$824,917Call
Regal Investment Advisors LLC2026-06-302026-08-1510,203$151,107None
BOOTHBAY FUND MANAGEMENT, LLC2026-06-302026-08-1516,751$248,082None
Legal & General Group Plc2026-06-302026-08-152,320$34,359None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1571,200$1,054,472Call
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC2026-06-302026-08-1538,186$565,535None
Ancora Advisors LLC2026-06-302026-08-153,108$46,029None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-1553,863$797,711None
Numerai GP LLC2026-06-302026-08-1551,188$758,094None

90-day public filing window, up to 50 source positions.

Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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