Filing Research | NEWT - NEWTEKONE INC Institutional Holdings

Snapshot holdings

21 / 21 loaded

#		Instrument	quantity
1	BARRETT & COMPANY, INC.	Shares	129.6KSH	$1.9M
2	1620 INVESTMENT ADVISORS, INC.	Shares	24.6KSH	$364.9K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.5KSH	$317.9K
4	Sequoia Financial Advisors, LLC	Shares	13.0KSH	$193.2K
5	Police & Firemen's Retirement System of New Jersey	Shares	9.1KSH	$134.9K
6	Crewe Advisors LLC	Shares	6.0KSH	$88.9K
7	Farther Finance Advisors, LLC	Shares	2.5KSH	$36.9K
8	VISION FINANCIAL MARKETS LLC	Shares	2.0KSH	$29.6K
9	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.9KSH	$28.2K
10	IFP Advisors, Inc	Shares	1.7KSH	$25.4K
11	Versant Capital Management, Inc	Shares	1.4KSH	$21.2K
12	EverSource Wealth Advisors, LLC	Shares	1.4KSH	$20.2K
13	GAMMA Investing LLC	Shares	1.2KSH	$18.2K
14	SIGNATUREFD, LLC	Shares	1.2KSH	$17.7K
15	JFS WEALTH ADVISORS, LLC	Shares	142SH	$2.1K
16	True Wealth Design, LLC	Shares	93SH	$1.4K
17	Fortitude Family Office, LLC	Shares	84SH	$1.2K
18	SJS Investment Consulting Inc.	Shares	18SH	$267
19	Wealth Enhancement Trust Services, Inc.	Shares	13SH	$193
20	Torren Management, LLC	Shares	2SH	$34
21	FNY Investment Advisers, LLC	Shares	800SH	$11

Manager changes2026-06-30 vs 2026-03-31

23 / 23 loaded

#		Instrument
1	BARRETT & COMPANY, INC. added	Shares	+18.7K	+$705.1K	$1.9M
2	Sequoia Financial Advisors, LLC new	Shares	+13.0K	+$193.2K	$193.2K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.8K	+$155.8K	$317.9K
4	1620 INVESTMENT ADVISORS, INC. unchanged	Shares	0	+$95.1K	$364.9K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+3.2K	+$69.9K	$134.9K
6	Crewe Advisors LLC added	Shares	+3.0K	+$56.0K	$88.9K
7	Farther Finance Advisors, LLC added	Shares	+779	+$17.9K	$36.9K
8	EverSource Wealth Advisors, LLC added	Shares	+308	+$8.6K	$20.2K
9	VISION FINANCIAL MARKETS LLC added	Shares	+38	+$8.5K	$29.6K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$7.4K	$28.2K
11	GAMMA Investing LLC added	Shares	+105	+$5.9K	$18.2K
12	Versant Capital Management, Inc trimmed	Shares	-30	+$5.2K	$21.2K
13	SIGNATUREFD, LLC unchanged	Shares	0	+$4.6K	$17.7K
14	JFS WEALTH ADVISORS, LLC new	Shares	+142	+$2.1K	$2.1K
15	IFP Advisors, Inc trimmed	Shares	-412	+$2.1K	$25.4K
16	Fortitude Family Office, LLC new	Shares	+84	+$1.2K	$1.2K
17	True Wealth Design, LLC added	Shares	+50	+$907	$1.4K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+13	+$193	$193
19	SJS Investment Consulting Inc. added	Shares	+6	+$135	$267
20	Torren Management, LLC unchanged	Shares	0	+$9	$34
21	FNY Investment Advisers, LLC unchanged	Shares	0	+$3	$11
22	FNY Investment Advisers, LLC exited	PUT	-35	$0	$0
23	TopTier Wealth Management, LLC exited	Shares	-28	-$307	$0