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 135 institutions that hold shares in the stock, with a total of 11.7 Million shares, which have been reported (via 13F filing form) to have a value of $125 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
15,933
shares
|
$170,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
15,289
shares
|
$163,898
0.0% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
13,900
shares
|
$149,008
0.0% of portfolio
|
Q2 2025
Reduced 37.39%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
13,570
shares
|
$145,470
0.0% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,406
shares
|
$143,712
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
13,367
shares
|
$143,294
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
13,081
shares
|
$140,228
0.0% of portfolio
|
Q2 2025
Reduced 35.85%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
13,000
shares
|
$139,360
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
12,355
shares
|
$132,445
0.0% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
12,315
shares
|
$132,016
0.0% of portfolio
|
Q2 2025
Reduced 28.88%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
12,132
shares
|
$130,055
0.0% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
11,619
shares
|
$124,555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,851
shares
|
$116,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,769
shares
|
$115,443
0.0% of portfolio
|
Q2 2025
Added 87.71%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
10,721
shares
|
$114,929
0.0% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
9,452
shares
|
$101,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
7,597
shares
|
$81,439
0.0% of portfolio
|
Q2 2024
Added 27.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
6,992
shares
|
$74,954
0.0% of portfolio
|
Q2 2025
Reduced 23.87%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,776
shares
|
$72,638
0.0% of portfolio
|
Q2 2025
Added 74.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
6,566
shares
|
$70,387
0.01% of portfolio
|
Q4 2024
Reduced 22.53%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
6,091
shares
|
$65,295
0.01% of portfolio
|
Q2 2025
Reduced 69.72%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
5,933
shares
|
$63,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,933
shares
|
$31,441
0.0% of portfolio
|
Q2 2025
Added 216.06%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
2,218
shares
|
$23,776
0.0% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,149
shares
|
$23,037
0.0% of portfolio
|
Q2 2025
New holding
|