NEWT — Newtekone Inc Com New Institutional Holders · Q3 2026
Who owns Newtekone Inc Com New (NEWT)? 6 institutions reported holding $753,417 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ridgewood Investments LLC ($693,232), Farther Finance Advisors, LLC ($27,796), GAMMA Investing LLC ($17,975).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ridgewood Investments LLC | $693,232 | 62,285 | Hold |
| 2 | Farther Finance Advisors, LLC | $27,796 | 2,497 | Added |
| 3 | GAMMA Investing LLC | $17,975 | 1,615 | Added |
| 4 | Versant Capital Management, Inc | $13,757 | 1,236 | Trimmed |
| 5 | MassMutual Private Wealth & Trust, FSB | $657 | 59 | New |
| 6 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30