Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

NewtekOne, Inc.

CIK 0001587987NEWTNEWTGNEWTHNEWTI· quarter ending 2026-06-30

Shares outstanding

28,884,731

as of 2026-08-07 · 10-Q cover page, filed 2026-08-10

Held by 13F filers

80,000

selection includes debt or preferreds — no % of shares outstanding

Holders

+0 vs 2026-03-31 · 0 new, 0 exited

Value

$994K

shares +0.0% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-10, as of 2026-08-07)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	NEWT · NASDAQ	28,884,731	16,081,449	55.7%	149	652526203

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
652526203	COM NEW	149	16,081,449	28,884,731	55.7%	$238.2M	3 call / 0 put	13DG	holders →
652526864	Prefnot common	1	80,000	—	—	$994K	—	NPORT	holders →
652526104	COMMON STOCKnot common	1	1	—	—	$3	—	prefix	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 2 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (1 of 1 · 652526864)

change vs 2026-03-31

#	Filer	Shares / principal	% of class	Value	Change
1	IAT REINSURANCE CO LTD.	80,000	—	$994K	—

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
James F. Deutsch	SCHEDULE 13D	2025-09-22	2025-09-16	2,307,692	8.06%
Patriot Financial Partners GP IV, LLC	SCHEDULE 13D	2025-09-22	2025-09-16	2,307,692	8.06%
Patriot Financial Partners GP IV, L.P.	SCHEDULE 13D	2025-09-22	2025-09-16	2,307,692	8.06%
Patriot Financial Partners IV, L.P.	SCHEDULE 13D	2025-09-22	2025-09-16	2,307,692	8.06%
Patriot Financial Partners Parallel IV, L.P.	SCHEDULE 13D	2025-09-22	2025-09-16	2,307,692	8.06%
W. Kirk Wycoff	SCHEDULE 13D	2025-09-22	2025-09-16	2,307,692	8.06%
SLOANE, BARRY	SCHEDULE 13D/A	2025-02-11	2025-02-11	1,364,130	5.2%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.