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As of the latest SEC filings, NewtekOne, Inc. (NEWTP) is held by 2 institutional funds. The largest fund shareholder is Virtus InfraCap U.S. Preferred Stock ETF (PFFA), holding an estimated $10,041,000.83 in market value, representing 0.43% of its portfolio.

Funds holding NewtekOne, Inc. (NEWTP)

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
NEWTP
CIK:
0001587987
2 results
Fund Type Manager Weight Market Value Shares
Report Date
Filing Date
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
ETF Independent / Boutique 0.43% $10,041,000.83 412,955 Apr 30, 2026 Jun 22, 2026
-
Transamerica Multi-Asset Income
ETF Transamerica 0.17% $1,458,900.00 60,000 Apr 30, 2026 Jun 18, 2026
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