Institutional Ownership Newtek Business Services Corp. (NEWT)
This table provides information about the institutional ownership of Newtek Business Services Corp. (NEWT). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avenir Corp
Washington, DC |
Nov 14, 2025 Q3 2025 |
40,800
shares
|
$410,040
0.05% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,835
shares
|
$400,341
0.0% of portfolio
|
Q3 2024
Added 156.16%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
37,730
shares
|
$379,186
0.0% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
35,305
shares
|
$354,815
0.0% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
33,587
shares
|
$337,549
0.27% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
32,451
shares
|
$326,132
0.0% of portfolio
|
Q3 2025
Reduced 52.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
32,169
shares
|
$323,298
0.0% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
30,151
shares
|
$303,017
0.07% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
26,348
shares
|
$264,797
0.03% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,670
shares
|
$257,983
0.0% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
23,400
shares
|
$235,170
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
22,446
shares
|
$225,582
0.0% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
21,752
shares
|
$218,607
0.02% of portfolio
|
Q3 2025
Added 257.12%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
21,447
shares
|
$215,542
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
21,289
shares
|
$213,954
0.0% of portfolio
|
Q3 2025
Added 147.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
20,445
shares
|
$205,472
0.0% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
20,388
shares
|
$204,899
0.0% of portfolio
|
Q3 2025
Reduced 55.31%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
19,658
shares
|
$197,562
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
19,558
shares
|
$196,557
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
18,800
shares
|
$188,940
0.0% of portfolio
|
Q3 2025
Reduced 43.77%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
18,372
shares
|
$184,638
0.01% of portfolio
|
Q3 2025
Reduced 11.82%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
18,149
shares
|
$182,397
0.0% of portfolio
|
Q3 2025
Added 47.37%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
17,106
shares
|
$171,915
0.0% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
16,711
shares
|
$167,945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
16,185
shares
|
$162,659
0.08% of portfolio
|
Q3 2025
Reduced 36.69%
|
|