Who owns Newtek Business Svcs?

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Analyze quarterly positions in Newtek Business Svcs with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Newtek Business Svcs stock

Who bought or sold Newtek Business Svcs this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Patriot Financial Partners GP II 2.3M $25M 0% Mar 2026
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BlackRock 2.2M $24M 2% Mar 2026
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Vanguard Capital Management 1.2M $13M 100% Mar 2026
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T. Rowe Price Associates 923k $10M 158% Mar 2026
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Goldman Sachs Group 664k $7.3M 21% Mar 2026
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Geode Capital Management 657k $7.2M 6% Mar 2026
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Marshall Wace 624k $6.8M 21% Mar 2026
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AQR Capital Management 565k $6.2M 5% Mar 2026
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State Street Corporation 518k $5.8M 3% Mar 2026
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Royce & Associates 338k $3.7M 0% Mar 2026
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Connor, Clark & Lunn Investment Management 300k $3.3M 12% Mar 2026
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Morgan Stanley 255k $2.8M 61% Mar 2026
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Franklin Resources 254k $2.8M 100% Mar 2026
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Nuveen 241k $2.6M -12% Mar 2026
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Two Sigma Investments 239k $2.6M -7% Mar 2026
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North Reef Capital Management 199k $2.2M -49% Mar 2026
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Northern Trust 194k $2.1M 13% Mar 2026
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Vanguard Portfolio Management 179k $2.0M 100% Mar 2026
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Vanguard Fiduciary Trust 170k $1.9M 100% Mar 2026
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Squarepoint Ops 162k $1.8M 23% Mar 2026
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D. E. Shaw & Co 143k $1.6M -39% Mar 2026
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Trexquant Investment 143k $1.6M -2% Mar 2026
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Bank of New York Mellon 139k $1.5M 36% Mar 2026
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Ameriprise Financial 134k $1.5M -3% Mar 2026
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Barrett & Company 130k $1.9M 17% Jun 2026
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LSV Asset Management 121k $1.3M -9% Mar 2026
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Qube Research & Technologies 108k $1.2M 70% Mar 2026
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Huber Capital Management 100k $1.1M 16% Mar 2026
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First Trust Advisors 97k $1.1M -1% Mar 2026
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Tudor Investment Corporation 88k $967k 479% Mar 2026
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Robeco Investment Management 83k $912k 4% Mar 2026
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Quantinno Capital Management 81k $882k 99% Mar 2026
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Jane Street 80k $878k -15% Mar 2026
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Man Group 72k $791k 57% Mar 2026
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Susquehanna International 69k $750k -17% Mar 2026
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Citigroup 68k $748k 100% Mar 2026
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Bank of America Corporation 65k $717k 100% Mar 2026
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Segall Bryant & Hamill 63k $695k 126% Mar 2026
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Millennium Management 63k $688k 2% Mar 2026
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Ridgewood Investments 63k $684k 100% Mar 2026
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GSA Capital Partners 61k $666k -39% Mar 2026
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Numerai GP 61k $664k 100% Mar 2026
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Creative Planning 58k $638k 34% Mar 2026
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American Century Companies 55k $604k -13% Mar 2026
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Jump Financial 54k $594k -38% Mar 2026
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Almitas Capital 54k $587k 0% Mar 2026
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Invesco 50k $543k 11% Mar 2026
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Ieq Capital 47k $519k 3% Mar 2026
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Avenir Corporation 41k $447k 0% Mar 2026
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Vanguard Global Advisers 40k $441k 100% Mar 2026
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Bridgeway Capital Management 30k $325k 0% Mar 2026
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Susquehanna Fundamental Investments 30k $324k 100% Mar 2026
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Rhumbline Advisers 29k $318k 0% Mar 2026
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Founders Financial Alliance 29k $314k -6% Mar 2026
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XTX Topco 28k $309k 100% Mar 2026
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Brevan Howard Capital Management 27k $291k 100% Mar 2026
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Jackson Thornton Asset Management 26k $316k -1% Mar 2026
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Alliancebernstein 26k $291k 0% Mar 2026
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Cambridge Investment Research Advisors 25k $274k 142% Mar 2026
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1620 Investment Advisors 25k $270k 0% Mar 2026
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Deutsche Bank Aktiengesellschaft 23k $254k 30% Mar 2026
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Wells Fargo & Company 23k $246k -43% Mar 2026
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MetLife Investment Advisors 22k $246k 0% Mar 2026
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LPL Financial 21k $234k 1% Mar 2026
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CWM 21k $232k -3% Mar 2026
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Kestra Advisory Services 19k $208k 7% Mar 2026
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Citadel Advisors 18k $197k -73% Mar 2026
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Algert Coldiron Investors 18k $195k 100% Mar 2026
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Barclays 17k $184k -64% Mar 2026
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Beacon Investment Advisors 17k $183k 1% Mar 2026
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Arkadios Wealth Advisors 16k $177k -4% Mar 2026
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UBS Group 16k $172k -87% Mar 2026
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Mirabella Financial Services 15k $164k 100% Mar 2026
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Mercer Global Advisors 14k $156k 100% Mar 2026
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Magnetar Financial 14k $155k 100% Mar 2026
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HPM Partners 14k $153k 2% Mar 2026
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CI Private Wealth 13k $147k 100% Mar 2026
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Mariner Wealth Advisors 13k $146k 25% Mar 2026
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Sequoia Financial Advisors 13k $193k 100% Jun 2026
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Colony 13k $143k 4% Mar 2026
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Campbell & Co. Investment Adviser 12k $136k 100% Mar 2026
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Boothbay Fund Management 12k $135k 100% Mar 2026
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Mirae Asset Global Etfs Holdings 12k $126k 11% Mar 2026
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Dumont & Blake Investment Advisors 11k $118k 100% Mar 2026
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EP Wealth Advisors 10k $113k 100% Mar 2026
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Regal Investment Advisors 10k $112k 100% Mar 2026
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Russell Investments 7.3k $80k -72% Mar 2026
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Bnp Paribas Arbitrage, Snc 6.6k $73k -56% Mar 2026
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Crewe Advisors 6.0k $89k 100% Jun 2026
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Police & Firemen's Retirement System of New Jersey 5.9k $65k 0% Mar 2026
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FMR 5.1k $56k 25% Mar 2026
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Advisory Services Network 4.0k $44k 100% Mar 2026
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Advisor Group Holdings 3.3k $36k -5% Mar 2026
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Ancora Advisors 3.1k $34k -95% Mar 2026
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Glen Eagle Advisors 2.7k $29k -35% Mar 2026
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Tower Research Capital 2.7k $29k -18% Mar 2026
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Hanson McClain Advisors 2.6k $29k 8% Mar 2026
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Farther Finance Advisors 2.5k $37k 46% Jun 2026
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Legal & General Group 2.3k $25k 23% Mar 2026
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IFP Advisors 2.1k $23k -1% Mar 2026
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Vision Financial Markets 2.0k $30k 2% Jun 2026
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Summit Investment Advisors 1.9k $21k 0% Mar 2026
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International Assets Investment Management 1.9k $21k 0% Mar 2026
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Harbour Investments 1.7k $18k 100% Mar 2026
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Essential Partners 1.5k $16k 8% Mar 2026
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Versant Capital Management 1.4k $21k -2% Jun 2026
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EverSource Wealth Advisors 1.4k $20k 29% Jun 2026
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California State Teachers Retirement System 1.3k $15k -3% Mar 2026
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Pnc Financial Services 1.3k $14k -35% Mar 2026
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GAMMA Investing 1.2k $18k 9% Jun 2026
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Signature 1.2k $18k 0% Jun 2026
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Union Bankshares 1.1k $12k 0% Mar 2026
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Efficient Wealth Management 1.0k $10k 0% Mar 2026
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NISA Investment Advisors 840.00 $9.4k 0% Mar 2026
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Sterling Capital Management 815.00 $8.9k -37% Mar 2026
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Aquatic Capital Management 802.00 $8.8k -90% Mar 2026
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FNY Investment Advisers 800.00 $11k -4% Jun 2026
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New York State Common Retirement Fund 497.00 $5.4k -93% Mar 2026
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Quadrant Capital 433.00 $4.7k -64% Mar 2026
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Axiom Investment Management 348.00 $3.8k 100% Mar 2026
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Rothschild Investment 314.00 $3.4k 18% Mar 2026
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Optiver Holding B.V. 266.00 $2.9k -41% Mar 2026
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Jones Financial Companies, L.L 262.00 $2.7k 45% Mar 2026
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SRS Capital Advisors 231.00 $2.5k 59% Mar 2026
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WealthCollab 203.00 $2.2k 0% Mar 2026
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Ubs Global Asset Management Americas 189.00 $2.1k 278% Mar 2026
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Parallel Advisors 164.00 $1.8k 100% Mar 2026
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JFS Wealth Advisors 142.00 $2.1k 100% Jun 2026
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Synergy Investment Management 115.00 $1.3k 100% Mar 2026
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MAI Wealth Advisors 109.00 $1.2k 474% Mar 2026
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Covestor 95.00 $999.998500 -38% Mar 2026
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Royal Bank of Canada 94.00 $1.0k 100% Mar 2026
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True Wealth Design 93.00 $1.4k 116% Jun 2026
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Rockefeller Capital Management 79.00 $865.002600 0% Mar 2026
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Cornerstone Planning Group 50.00 $648.000000 0% Mar 2026
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Root Financial Partners 47.00 $514.997800 100% Mar 2026
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Basecamp Wealth Advisors 46.00 $503.999000 100% Mar 2026
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Fifth Third Bancorp 45.00 $493.002000 0% Mar 2026
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Front Row Advisors 32.00 $356.998400 0% Mar 2026
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TopTier Wealth Management 28.00 $307.000400 100% Mar 2026
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Caitong International Asset Management 27.00 $296.001000 100% Mar 2026
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Transamerica Financial Advisors 21.00 $232.999200 0% Mar 2026
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Td Private Client Wealth 13.00 $142.000300 0% Mar 2026
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SJS Investment Consulting 12.00 $132.000000 9% Mar 2026
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Torren Management 2.00 $34.000000 0% Jun 2026
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Who sold out of Newtek Business Svcs?

Fund or Company Name Date Sold Shares Held Valued At
Prudential Financial Dec 2025 134k $1.5M
Two Sigma Advisers Dec 2025 42k $480k
Point72 Asset Management Dec 2025 41k $467k
Leucadia National Corporation Dec 2025 35k $397k
Graham Capital Management Dec 2025 33k $375k
Quest Partners Dec 2025 22k $252k
Raymond James Financial Dec 2025 21k $241k
Verition Fund Management Dec 2025 15k $173k
Round Rock Advisors Dec 2025 13k $148k
Wealth Enhancement Advisory Services Dec 2025 12k $142k
Intech Investment Management Dec 2025 10k $117k
Thomas Stevens, CFA" Dec 2025 7.1k $72k
Flagship Harbor Advisors Dec 2025 673.00 $7.6k
Northwestern Mutual Wealth Management Company Dec 2025 500.00 $5.7k
Bare Financial Services Dec 2025 98.00 $1.1k
Steward Partners Investment Advisory Dec 2025 12.00 $135.999600