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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,711
shares
|
$17,195
0.0% of portfolio
|
Q3 2025
Added 157.68%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,690
shares
|
$16,984
0.0% of portfolio
|
Q3 2025
Reduced 42.38%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
1,552
shares
|
$15,597
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,494
shares
|
$15,014
0.0% of portfolio
|
Q4 2017
Reduced 65.73%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,200
shares
|
$12,060
0.0% of portfolio
|
Q2 2023
Reduced 45.45%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,200
shares
|
$12,060
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,195
shares
|
$12,009
0.0% of portfolio
|
Q3 2025
Added 52.42%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,050
shares
|
$10,552
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$10,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
970
shares
|
$9,748
0.0% of portfolio
|
Q4 2025
Added 93.61%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
870
shares
|
$8,743
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
786
shares
|
$7,899
0.0% of portfolio
|
Q1 2024
Reduced 61.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
733
shares
|
$7,366
0.0% of portfolio
|
Q2 2025
Added 17.18%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
600
shares
|
$6,030
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
500
shares
|
$5,025
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
450
shares
|
$4,522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
238
shares
|
$2,391
0.0% of portfolio
|
Q3 2025
Added 23.32%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$2,010
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
181
shares
|
$1,819
0.0% of portfolio
|
Q1 2025
Reduced 84.27%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
171
shares
|
$1,718
0.0% of portfolio
|
Q3 2025
Added 147.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
171
shares
|
$1,718
0.0% of portfolio
|
Q3 2025
Added 64.42%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
161
shares
|
$1,618
0.0% of portfolio
|
Q3 2025
Added 34.17%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
150
shares
|
$1,507
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
137
shares
|
$1,376
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
118
shares
|
$1,185
0.0% of portfolio
|
Q2 2025
New holding
|
|