Newtekone, Inc.: which funds bought and sold

Institutions that bought and sold Newtekone shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 91 institutions that filed 13F reports for both quarters added to or opened positions in Newtekone, and 47 cut or closed them. Together they added a net 823K shares, +5.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 134K shares (+3.0%); index fund managers were net buyers of 413K shares (+8.1%). 21 opened a new position and 16 sold out entirely.

Bought, Q2 2026 91 institutions, 21 of them new holders Sold, Q2 2026 47 institutions, 16 of them sold out

Net change, all compared +823K shares (+5.4%)

Net change, active managers +134K shares (+3.0%), 16 bought, 10 sold

Buyers versus sellers

institutions compared, 166

91 bought 28 47 sold

Active managers and hedge funds 16 bought · 10 sold · +134K

Index fund managers 7 bought · 1 sold · +413K

Other institutions 68 bought · 36 sold · +276K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+333K +15.2%	2.5M	$37.5M
Price T Rowe Associates Inc Active manager	+173K +18.8%	1.1M	$16.2M
North Star Investment Management Corp.	+94K New position	94K	$1.4M
Two Sigma Investments, LP Hedge fund	+94K +39.2%	333K	$4.9M
Tudor Investment Corp Et Al Hedge fund	+70K +79.7%	159K	$2.3M
Ameriprise Financial Inc	+68K +50.7%	202K	$3M
Goldman Sachs Group Inc	+68K +10.2%	731K	$10.8M
Franklin Resources Inc Active manager	+58K +22.8%	312K	$4.6M
Geode Capital Management, LLC Index funds	+46K +7.0%	703K	$10.4M
Quantinno Capital Management LP	+40K +49.8%	121K	$1.8M
Citadel Advisors LLC Hedge fund	+40K New position	40K	$588,446
Vanguard Portfolio Management LLC Index funds	+29K +16.4%	208K	$3.1M
Jackson Thornton Wealth Management, LLC	+25K +98.2%	51K	$755,428
HSBC Holdings PLC	+24K New position	24K	$367,870
Integrated Quantitative Investments LLC	+24K New position	24K	$352,715
State Street Corp Index funds	+22K +4.2%	540K	$8.1M
Northern Trust Corp Index funds	+21K +10.7%	215K	$3.2M
Creative Planning	+21K +35.5%	79K	$1.2M
Barrett & Company, Inc.	+19K +16.9%	130K	$1.9M
Connor, Clark & Lunn Investment Management Ltd.	+18K +6.1%	318K	$4.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Price T Rowe Associates Inc Active manager	+173K +18.8%	1.1M	$16.2M
Two Sigma Investments, LP Hedge fund	+94K +39.2%	333K	$4.9M
Tudor Investment Corp Et Al Hedge fund	+70K +79.7%	159K	$2.3M
Franklin Resources Inc Active manager	+58K +22.8%	312K	$4.6M
Citadel Advisors LLC Hedge fund	+40K New position	40K	$588,446
Balyasny Asset Management L.P. Hedge fund	+15K New position	15K	$224,505
Martingale Asset Management L P Active manager	+14K New position	14K	$206,600
Squarepoint Ops LLC Hedge fund	+12K +7.1%	173K	$2.6M
Man Group PLC Hedge fund	+10K +13.9%	82K	$1.2M
American Century Companies Inc Active manager	+8,808 +16.0%	64K	$947,800

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	−108K Sold out	0	—
Nuveen, LLC	−99K −41.2%	142K	$2.1M
Marshall Wace, LLP Hedge fund	−88K −14.1%	536K	$7.9M
Gsa Capital Partners LLP	−61K Sold out	0	—
Vanguard Capital Management LLC Index funds	−48K −4.1%	1.1M	$16.6M
Jane Street Group, LLC	−48K −81.9%	11K	$155,979
North Reef Capital Management LP Hedge fund	−43K −21.8%	156K	$2.3M
Exoduspoint Capital Management, LP Hedge fund	−42K Sold out	0	—
Morgan Stanley	−34K −13.2%	221K	$3.3M
Brevan Howard Capital Management LP Hedge fund	−27K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−23K −16.1%	120K	$1.8M
Trexquant Investment LP Hedge fund	−18K −12.7%	125K	$1.8M
Mirabella Financial Services LLP	−15K Sold out	0	—
Susquehanna International Group, LLP	−15K Sold out	0	—
Magnetar Financial LLC Hedge fund	−14K Sold out	0	—
Focus Partners Wealth	−13K Sold out	0	—
Campbell & Co Investment Adviser LLC	−12K Sold out	0	—
Ep Wealth Advisors, LLC	−10K Sold out	0	—
Barclays PLC	−9,716 −57.9%	7,070	$104,707
Numerai Gp LLC	−9,424 −15.5%	51K	$758,094

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	−108K Sold out	0	—
Marshall Wace, LLP Hedge fund	−88K −14.1%	536K	$7.9M
North Reef Capital Management LP Hedge fund	−43K −21.8%	156K	$2.3M
Exoduspoint Capital Management, LP Hedge fund	−42K Sold out	0	—
Brevan Howard Capital Management LP Hedge fund	−27K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−23K −16.1%	120K	$1.8M
Trexquant Investment LP Hedge fund	−18K −12.7%	125K	$1.8M
Magnetar Financial LLC Hedge fund	−14K Sold out	0	—
Millennium Management LLC Hedge fund	−9,008 −14.3%	54K	$797,711
LSV Asset Management Active manager	−2,500 −2.1%	118K	$1.7M

New positions

largest by value

Institution	Shares	Value June 30, 2026
North Star Investment Management Corp.	94K	$1.4M
Citadel Advisors LLCHedge fund	40K	$588,446
HSBC Holdings PLC	24K	$367,870
Integrated Quantitative Investments LLC	24K	$352,715
Balyasny Asset Management L.P.Hedge fund	15K	$224,505
Empowered Funds, LLC	14K	$208,939
Martingale Asset Management L PActive manager	14K	$206,600
Sequoia Financial Advisors, LLC	13K	$193,227
Nverses Capital, LLC	10K	$154,275
Meeder Asset Management Inc	4,309	$63,816

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Qube Research & Technologies LtdHedge fund	108K	$1.2M
Gsa Capital Partners LLP	61K	$666,000
Exoduspoint Capital Management, LPHedge fund	42K	$463,765
Brevan Howard Capital Management LPHedge fund	27K	$291,347
Mirabella Financial Services LLP	15K	$163,549
Susquehanna International Group, LLP	15K	$161,096
Magnetar Financial LLCHedge fund	14K	$154,625
Focus Partners Wealth	13K	$142,804
Campbell & Co Investment Adviser LLC	12K	$136,119
Ep Wealth Advisors, LLC	10K	$112,851

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 150
Ten largest holders: 65.1%
Index fund managers: 34.3%
Active managers and hedge funds: 28.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	16	10	3	4	+134K	+3.0%
Index fund managers	7	1	0	0	+413K	+8.1%
Other institutions	68	36	18	12	+276K	+4.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Newtekone.

Only managers that filed a holdings report for both quarters are compared (166 here). 1 other holder is left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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