Among active 13F managers last quarter, 7 opened and 21 added, while 16 reduced; the largest holder to move was Price T Rowe Associates Inc (+19%). Over the last 180 days, 6 insiders bought and none sold, a net +$288K in open-market trades.
Funds lean in and no leg opposes.
139 tracked 13F filers disclose a position in NEWT as of the latest SEC 13F filings, a combined $208.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.5M | $37.5M | ▲+15% Added · +333K sh | Q2 2026 | |
| 2 | Patriot Financial Partners GP II, L.P. | 2.3M | $34.2M | —Held | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 1.1M | $16.6M | ▼−4.1% Reduced · −48K sh | Q2 2026 | |
| 4 | Price T Rowe Associates Inc | 1.1M | $16.2M | ▲+19% Added · +173K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 703K | $10.4M | ▲+7.0% Added · +46K sh | Q2 2026 | |
| 6 | Goldman Sachs Group Inc | 664K | $7.3M | ▲+21% Added · +115K sh | Q1 2026 | |
| 7 | Marshall Wace, LLP | 624K | $6.8M | ▲+21% Added · +109K sh | Q1 2026 | |
| 8 | AQR Capital Management LLC | 565K | $6.2M | ▲+5.5% Added · +29K sh | Q1 2026 | |
| 9 | State Street Corp | 540K | $8.1M | ▲+4.2% Added · +22K sh | Q2 2026 | |
| 10 | Connor, Clark & Lunn Investment Management Ltd. | 318K | $4.7M | ▲+6.1% Added · +18K sh | Q2 2026 | |
| 11 | Morgan Stanley | 255K | $2.8M | ▲+61% Added · +97K sh | Q1 2026 | |
| 12 | Franklin Templeton Inc | 254K | $2.8M | ▲New +254K sh | Q1 2026 | |
| 13 | Nuveen, LLC | 241K | $2.6M | ▼−12% Reduced · −32K sh | Q1 2026 | |
| 14 | Two Sigma Investments, LP | 239K | $2.6M | ▼−7.2% Reduced · −19K sh | Q1 2026 | |
| 15 | Vanguard Portfolio Management LLC | 208K | $3.1M | ▲+16% Added · +29K sh | Q2 2026 | |
| 16 | Northern Trust Corp | 194K | $2.1M | ▲+13% Added · +22K sh | Q1 2026 | |
| 17 | Vanguard Fiduciary Trust Co | 179K | $2.6M | ▲+5.2% Added · +9K sh | Q2 2026 | |
| 18 | Squarepoint Ops LLC | 162K | $1.8M | ▲+23% Added · +30K sh | Q1 2026 | |
| 19 | Tudor Investment Corp Et Al | 159K | $2.3M | ▲+80% Added · +70K sh | Q2 2026 | |
| 20 | North Reef Capital Management LP | 156K | $2.3M | ▼−22% Reduced · −43K sh | Q2 2026 | |
| 21 | D. E. Shaw & Co., Inc. | 143K | $1.6M | ▼−39% Reduced · −90K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | 139K | $1.5M | ▲+36% Added · +37K sh | Q1 2026 | |
| 23 | Ameriprise Financial Inc | 134K | $1.5M | ▼−3.1% Reduced · −4K sh | Q1 2026 | |
| 24 | Barrett & Company, Inc. | 130K | $1.9M | ▲+17% Added · +19K sh | Q2 2026 | |
| 25 | Trexquant Investment LP | 125K | $1.8M | ▼−13% Reduced · −18K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in NEWT and 21 added to an existing one, while 16 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 72 funds | $130.7B |
| Apple IncAAPL | 70 funds | $152.7B |
| Amazon.com IncAMZN | 70 funds | $101.3B |
| Alphabet Inc-CL AGOOGL | 70 funds | $92.4B |
| Bank Of America CorpBAC | 70 funds | $18.2B |
| Chevron CorpCVX | 70 funds | $15.2B |
| Nvidia CorpNVDA | 69 funds | $214.2B |
| Eli Lilly & CoLLY | 69 funds | $45.9B |
| JPMorgan Chase & CoJPM | 69 funds | $35.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 69 funds | $20.5B |
| Costco Wholesale CorpCOST | 69 funds | $19.6B |
| RTX CorpRTX | 69 funds | $10.3B |
Ranked by how many of NEWT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NEWT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 15, 2026 | Sloane Barry | President, Chairman & CEO, Director | Buy (P) 4 lots, same day | 16K | $227K |
| Jun 15, 2026 | DeMaria Frank M | Cheif Financial Officer | Buy (P) | 500 | $7K |
| Jun 3, 2026 | Brunet Craig Jeffry | Director | Buy (P) | 1K | $13K |
| May 26, 2026 | Downs Peter Mathison | President, Newtek Bank, Director | Buy (P) | 737 | $10K |
| May 15, 2026 | Brunet Craig Jeffry | Director | Buy (P) | 330 | $4K |
| May 8, 2026 | Zink Gregory L | Director | Buy (P) | 1K | $14K |
| May 7, 2026 | Salute Richard J | Director | Buy (P) | 1K | $13K |
| Dec 15, 2025 | Zink Gregory L | Director | Buy (P) | 500 | $6K |
| Dec 8, 2025 | Salute Richard J | Director | Buy (P) | 900 | $10K |
| Dec 5, 2025 | Brunet Craig Jeffry | Director | Buy (P) | 789 | $9K |
| Nov 3, 2025 | Sloane Barry | Chairman & CEO, Director | Buy (P) 5 lots, same day | 10K | $102K |
| Nov 3, 2025 | Zink Gregory L | Director | Buy (P) | 1K | $10K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 49 | 29 | – |
Insiders Form 4 open-market | 6 | 0 | +$288K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| NEWTthis pagemf | 139 funds | $208.2M |
| 652526864Pref | 1 funds | $994K |
| 652526104COMMON STOCK | 1 funds | $3 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for NEWT
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NEWT/capital-change-brief"
Use Arkolith's capital_change_brief for NEWT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NEWT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.