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 134 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 $136 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,072
shares
|
$23,973
0.0% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,925
shares
|
$22,272
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
1,870
shares
|
$21,635
0.02% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,494
shares
|
$17,285
0.0% of portfolio
|
Q4 2017
Reduced 65.73%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,200
shares
|
$13,884
0.0% of portfolio
|
Q2 2023
Reduced 45.45%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,050
shares
|
$12,148
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,000
shares
|
$11,570
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
870
shares
|
$10,065
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
786
shares
|
$9,094
0.0% of portfolio
|
Q1 2024
Reduced 61.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
784
shares
|
$9,070
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
664
shares
|
$7,682
0.0% of portfolio
|
Q2 2025
Added 55.5%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
600
shares
|
$6,942
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
500
shares
|
$5,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
430
shares
|
$4,975
0.0% of portfolio
|
Q2 2025
Added 317.48%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$2,314
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
193
shares
|
$2,233
0.0% of portfolio
|
Q2 2025
Added 250.91%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
181
shares
|
$2,094
0.0% of portfolio
|
Q1 2025
Reduced 84.27%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
150
shares
|
$1,735
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
150
shares
|
$1,735
0.0% of portfolio
|
Q2 2025
Reduced 35.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
135
shares
|
$1,561
0.0% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
120
shares
|
$1,388
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
118
shares
|
$1,365
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
104
shares
|
$1,203
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
85
shares
|
$983
0.0% of portfolio
|
Q1 2025
Reduced 59.52%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
75
shares
|
$867
0.0% of portfolio
|
Q2 2023
New holding
|