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 Group 1.5M $17M 4% Dec 2025
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Vanguard Capital Management 1.2M $13M 100% 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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AQR Capital Management 565k $6.2M 5% Mar 2026
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Marshall Wace 515k $5.8M -8% Dec 2025
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State Street Corporation 502k $5.8M -2% Dec 2025
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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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Vanguard Portfolio Management 179k $2.0M 100% Mar 2026
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Northern Trust 172k $2.0M -12% Dec 2025
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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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LSV Asset Management 121k $1.3M -9% Mar 2026
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Barrett & Company 111k $1.2M 5% 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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Jump Financial 88k $1000k 22% Dec 2025
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Robeco Investment Management 83k $912k 4% Mar 2026
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Susquehanna International 83k $938k 150% Dec 2025
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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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Citigroup 68k $748k 100% Mar 2026
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Bank of America Corporation 65k $717k 100% Mar 2026
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Qube Research & Technologies 64k $725k 100% Dec 2025
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American Century Companies 64k $722k 0% Dec 2025
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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 19% 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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Almitas Capital 54k $587k 0% Mar 2026
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Invesco 50k $543k 11% Mar 2026
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Barclays 47k $531k 8% Dec 2025
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Ieq Capital 46k $521k -25% Dec 2025
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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 $337k 100% Dec 2025
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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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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 $255k 0% Dec 2025
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CWM 22k $247k 2% Dec 2025
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LPL Financial 21k $234k 1% Mar 2026
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Raymond James Financial 21k $241k 4% Dec 2025
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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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Beacon Investment Advisors 17k $187k 2% Dec 2025
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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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Verition Fund Management 15k $173k -60% Dec 2025
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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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Colony 13k $142k 100% Dec 2025
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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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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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Police & Firemen's Retirement System of New Jersey 5.9k $65k 0% Mar 2026
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FMR 4.1k $47k 62% Dec 2025
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Advisor Group Holdings 3.5k $40k -52% Dec 2025
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Tower Research Capital 3.3k $37k 92% Dec 2025
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Ancora Advisors 3.1k $34k -95% Mar 2026
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Crewe Advisors 3.0k $33k 50% Mar 2026
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Glen Eagle Advisors 2.7k $29k -35% Mar 2026
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Hanson McClain Advisors 2.4k $28k 1% Dec 2025
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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 1.9k $21k 1% Mar 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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Farther Finance Advisors 1.7k $19k 2% 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 1.5k $16k 70% Mar 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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Signature 1.2k $13k 6% Mar 2026
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GAMMA Investing 1.1k $12k 16% Mar 2026
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Union Bankshares 1.1k $12k 0% Mar 2026
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EverSource Wealth Advisors 1.1k $12k -1% 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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FNY Investment Advisers 835.00 $8.4k -1% 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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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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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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Jones Financial Companies, L.L 181.00 $2.1k 0% Dec 2025
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Parallel Advisors 164.00 $1.8k 100% Mar 2026
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MAI Wealth Advisors 109.00 $1.2k 474% Mar 2026
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Us Bancorp 101.00 $1.1k 248% Dec 2025
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Bare Financial Services 98.00 $1.1k 100% Dec 2025
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Covestor 95.00 $999.998500 -38% Mar 2026
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Royal Bank of Canada 94.00 $1.0k -87% Mar 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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Fifth Third Bancorp 45.00 $493.002000 0% Mar 2026
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True Wealth Design 43.00 $471.000500 5% 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 $25.000000 100% Mar 2026
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Who sold out of Newtek Business Svcs?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 199k $2.3M
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
State of Wisconsin Investment Board Sep 2025 19k $215k
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
Advisory Services Network Sep 2025 4.0k $46k
Amalgamated Bank Dec 2025 704.00 $8.0k
Flagship Harbor Advisors Dec 2025 673.00 $7.6k
Northwestern Mutual Wealth Management Company Dec 2025 500.00 $5.7k
Steward Partners Investment Advisory Dec 2025 12.00 $135.999600