Newtek Business Services Corp (NEWT) Ownership

11.00 ↓0.26 (-2.31%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

Royce & Associates, LP is the biggest individual institutional holder of Newtek Business Services Corp (NEWT), owning a total of 2 million shares. Combined, the top 47 institutional holders of NEWT own 43.37% of the company with a total of 10.7 million shares.

In the latest ownership report on December 31st 2023, the top 47 institutional holders increased their combined ownership of NEWT by 600 thousand shares. 14 institutions bought 626,327 total additional shares and increased their ownership by an average of 30.85%. However 5 institutions sold 26,604 total shares and decreased their ownership by an average of 5.12%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Newtek Business Services Corp increased by a net total of 599,723 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Royce & Associates, LP8.276%0.401%2,042,4908,1632023-12-31
BlackRock Inc7.266%9.776%1,793,129159,6922023-12-31
Vanguard Group Inc5.475%4.261%1,351,10255,2232023-12-31
Geode Capital Management, LLC2.067%4.996%510,24424,2782023-12-31
State Street Corporation1.811%12.478%446,91249,5782023-12-31
Putnam Investments LLC0.876%-3.224%216,158-7,2002023-12-31
Northern Trust Corp0.814%4.497%200,8708,6442023-12-31
Charles Schwab Investment Management Inc0.744%1.072%183,7021,9482023-12-31
Bank of New York Mellon Corp0.733%150.760%180,926108,7752023-12-31
BARRETT & COMPANY, INC.0.710%-1.485%175,225-2,6422023-12-31
Goldman Sachs Group Inc0.705%111.287%173,97891,6362023-12-31
American Century Companies Inc0.666%51.077%164,29855,5472023-12-31
BOOTHBAY FUND MANAGEMENT, LLC0.585%18.347%144,30522,3712023-12-31
Bard Associates Inc0.514%-0.142%126,757-1802023-12-31
Aptus Capital Advisors, LLC0.493%-1.099%121,770-1,3532023-12-31
Ancora Advisors LLC0.370%10.226%91,2748,4682023-12-31
Morgan Stanley - Brokerage Accounts0.344%44.621%84,98126,2202023-12-31
First Trust Advisors L.P.0.312%8.110%77,1015,7842023-12-31
Davidson D A & Co0.252%-19.664%62,218-15,2292023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Royce & Associates, LP8.276%0.401%2,042,4908,1632023-12-31
BlackRock Inc7.266%9.776%1,793,129159,6922023-12-31
Vanguard Group Inc5.475%4.261%1,351,10255,2232023-12-31
Geode Capital Management, LLC2.067%4.996%510,24424,2782023-12-31
State Street Corporation1.811%12.478%446,91249,5782023-12-31
Susquehanna International Group, LLP1.570%-3.260%387,301-13,0522023-03-31
Van Eck Associates Corporation1.344%3.141%330,65510,0692022-12-31
Amvescap Plc.0.905%-40.292%223,137-150,5792023-09-30
Putnam Investments LLC0.876%-3.224%216,158-7,2002023-12-31
Northern Trust Corp0.814%4.497%200,8708,6442023-12-31
Charles Schwab Investment Management Inc0.744%1.072%183,7021,9482023-12-31
Bank of New York Mellon Corp0.733%150.760%180,926108,7752023-12-31
BARRETT & COMPANY, INC.0.710%-1.485%175,225-2,6422023-12-31
Goldman Sachs Group Inc0.705%111.287%173,97891,6362023-12-31
American Century Companies Inc0.666%51.077%164,29855,5472023-12-31
Citadel Advisors Llc0.659%0.000%162,200162,2002022-09-30
BOOTHBAY FUND MANAGEMENT, LLC0.585%18.347%144,30522,3712023-12-31
Bard Associates Inc0.514%-0.142%126,757-1802023-12-31
RMB Capital Management, LLC0.508%0.000%125,00002022-09-30
Aptus Capital Advisors, LLC0.493%-1.099%121,770-1,3532023-12-31
Ancora Advisors LLC0.370%10.226%91,2748,4682023-12-31
Morgan Stanley - Brokerage Accounts0.344%44.621%84,98126,2202023-12-31
Marshall Wace Asset Management Ltd0.336%-69.060%82,781-184,7722022-12-31
First Trust Advisors L.P.0.312%8.110%77,1015,7842023-12-31
Banque Pictet & Cie SA0.298%0.000%72,80072,8002022-06-30
Pictet Asset Management SA (Junked)0.298%0.000%72,80072,8002022-06-30
Knightsbridge Asset Management, LLC0.291%0.000%71,77271,7722023-03-31
Two Sigma Advisers, LLC0.291%-34.401%71,700-37,6002023-03-31
Advisors Asset Management0.289%-0.244%71,265-1742023-09-30
HRT FINANCIAL LLC0.279%0.000%68,89268,8922023-03-31
Millennium Management LLC0.275%0.000%67,92467,9242023-03-31
Avenir Corporation0.263%0.000%64,80002023-09-30
Davidson D A & Co0.252%-19.664%62,218-15,2292023-12-31
Prescott Group Capital Management LLC0.245%0.000%60,41560,4152023-03-31
Two Sigma Investments LLC0.230%-31.085%56,121-25,3142022-06-30
Raymond James & Associates0.224%-1.944%55,296-1,0962023-03-31
Emerald Mutual Fund Advisers Trust0.219%-5.266%53,970-3,0002022-12-31
Arkadios Wealth Advisors0.213%6.375%52,5263,1482023-06-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.210%11.393%51,7235,2902023-03-31
UBS Group AG0.203%-3.526%50,014-1,8282022-12-31
Advisor Group Holdings, Inc.0.201%-7.363%49,471-3,9322023-03-31
International Assets Investment Management, LLC0.182%6.961%44,8702,9202022-12-31
Founders Financial Alliance, LLC0.172%0.000%43,85602023-03-31
Commonwealth Equity Services Inc0.171%-11.105%42,147-5,2652022-09-30
Pictet North America Advisors Sa0.167%8.388%41,0793,1792022-12-31
Mckinley Capital Management LLC0.164%-0.938%40,466-3832022-12-31
LPL Financial Corp0.155%-4.693%38,123-1,8772022-12-31

Mutual Fund Ownership

Royce Small-Cap Total Return Invmt is the biggest individual fund holder of Newtek Business Services Corp (NEWT), owning a total of 1 million shares. Combined, the top 52 mutual fund holders of NEWT own 35.19% of the company with a total of 8.7 million shares.

In the latest ownership report on February 29th 2024, the top 52 fund holders increased their combined ownership of NEWT by 7 thousand shares. 2 funds bought 7,302 total additional shares and increased their ownership by an average of 2.97%. However 2 funds sold 789 total shares and decreased their ownership by an average of 0.11%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Newtek Business Services Corp increased by a net total of 6,513 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv3.436%0.000%847,97502024-02-29
iShares Russell 2000 ETF2.513%-0.016%620,304-1012024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.420%-0.196%350,326-6882024-02-29
Opus Small Cap Value Plus ETF0.523%0.704%128,9869022024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.522%5.233%128,7006,4002024-02-29
Avantis US Small Cap Value ETF0.459%0.000%113,26302024-02-29
Schwab US Small-Cap ETF™0.441%0.000%108,84402024-02-29
WisdomTree US SmallCap Dividend ETF0.365%0.000%90,08902024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Royce Small-Cap Total Return Invmt3.895%7.672%961,31568,5002023-12-31
Royce Small-Cap Quality Value Composite3.895%7.672%961,31568,5002023-12-31
Vanguard Total Stock Mkt Idx Inv3.436%0.000%847,97502024-02-29
iShares Russell 2000 ETF2.513%-0.016%620,304-1012024-02-29
Vanguard Extended Market Index Investor1.548%-0.021%381,775-792023-08-31
Royce Micro Cap Trust1.536%0.000%378,97502023-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.420%-0.196%350,326-6882024-02-29
VanEck BDC Income ETF1.397%0.198%344,0066812023-02-28
Royce Value Trust1.363%0.000%336,35802023-12-31
Royce Pennsylvania Mutual Invmt1.269%0.000%313,17702023-12-31
Fidelity Small Cap Index0.964%1.648%237,9783,8592023-12-31
Fidelity® Small Cap Index0.927%2.246%228,5915,0212023-10-31
iShares Russell 2000 Value ETF0.909%0.127%224,3892842024-02-01
Invesco KBW High Dividend Yld Fincl ETF0.864%-0.337%212,894-7202023-11-30
Putnam Small Cap Value A0.610%-3.526%150,500-5,5002023-12-31
Putnam U.S. Small Cap Value Equity0.610%-3.526%150,500-5,5002023-12-31
Putnam Small Cap Value Managed Account0.610%-3.526%150,500-5,5002023-12-31
Fidelity Extended Market Index0.535%0.000%132,02002024-01-31
Opus Small Cap Value Plus ETF0.523%0.704%128,9869022024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.522%5.233%128,7006,4002024-02-29
Fidelity® Extended Market Index0.522%0.000%128,61302023-11-30
Avantis US Small Cap Value ETF0.459%0.000%113,26302024-02-29
Schwab US Small-Cap ETF™0.441%0.000%108,84402024-02-29
RMB Mendon Financial Services A0.414%0.000%100,00002022-11-30
WisdomTree US SmallCap Dividend ETF0.365%0.000%90,08902024-02-29
Russell Inv Tax-Managed US Mid&Sm Cap S0.359%0.000%88,69002024-01-31
State St Russell Sm Cap® Indx NL Cl C0.348%0.000%85,90002023-09-30
Putnam VT Small Cap Value IA0.278%-10.458%68,500-8,0002023-06-30
NT R2000 Value Index Fund - NL0.273%0.000%67,27767,2772023-06-30
NT R2000 Index Fund - NL0.272%0.000%66,86966,8692023-06-30
Royce Dividend Value Svc0.246%0.000%60,50002023-06-30
iShares Micro-Cap ETF0.224%0.000%54,99502023-06-30
Emerald Finance & Bking Innovt Fd A0.219%0.000%53,97002023-02-28
BlackRock Extended Equity Market K0.216%0.000%53,04853,0482023-06-30
Ancora Micro Cap0.192%366.739%47,22037,1032023-03-31
Royce Global Value Trust0.184%0.000%45,30045,3002023-03-31
McKinley Capital U.S. Equity Income0.171%8,067.900%41,98341,4692022-12-31
MM Access US Equities F USD Acc0.114%0.000%28,16002023-02-28
Purpose Specialty Lending Trust Series F0.091%0.000%22,28902023-05-31
McKinley Capital Business Development Co0.087%-6.582%21,433-1,5102022-12-31
Mackenzie Diversified Alternatives F50.085%0.000%21,02002023-02-28
Ancora MicroCap I0.077%359.501%18,98214,8512023-03-31
Fidelity® NASDAQ Composite Index®0.056%0.000%13,87802023-04-30
Schwab US Broad Market ETF™0.056%0.051%13,73372023-06-23
Royce Total Return CIT CL R-LM0.040%0.000%9,84202023-05-31
Investin ANNOX Quant Global Eq ESG KL0.018%0.000%4,38902023-05-31
Blackstone Alternative Multi-Strategy I0.013%-13.889%3,100-5002022-09-30
USAA Extended Market Index0.011%-0.038%2,626-12022-12-31
RAM (Lux) Sys US Sustainable Eqs B USD0.008%102.114%1,9129662022-09-30
CIBC US Broad Market Index0.005%0.000%1,27002022-09-30
Mackenzie Private Income Bal Pool PWF0.002%-29.333%530-2202022-10-31
Analyst BDC0.002%0.000%50002022-09-30

Discussions

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jchonnee

$NEWT Up! Up! Up! Up! Up! Up! Up!

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ihatenewegg

$NEWT I’m not saying you guys are a bunch of whores
but I’m also not not saying it

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