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Live OAK Bancshares Inc (LOB)

CUSIP: 53803X105 | NYSE | Financial Services · Banks - Regional | Small Cap | 686 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,663,664
0.0% of portfolio›$60.2M
Trust Co of the South167,500
0.8% of portfolio›$6.1M
Bank of New York Mellon Corp114,081
0.0% of portfolio›$4.1M
E. Ohman J:or Asset Management AB111,445
0.1% of portfolio›$4.0M
Apollon Wealth Management, LLC77,534
0.0% of portfolio›$2.8M
Commonwealth Equity Services, LLC68,131
0.0% of portfolio›$2.5M
Riggs Asset Managment Co. Inc.67,090
0.4% of portfolio›$2.4M
Wedge Capital Management L L P59,379
0.0% of portfolio›$2.1M
Chatham Capital Group, Inc.58,903
0.3% of portfolio›$2.1M
Motley Fool Asset Management LLC49,011
0.1% of portfolio›$1.8M
Oppenheimer Asset Management Inc.48,221
0.0% of portfolio›$1.7M
Creative Planning44,140
0.0% of portfolio›$1.6M
CenterBook Partners LP43,029
0.1% of portfolio›$1.6M
Citigroup Inc38,390
0.0% of portfolio›$1.4M
Sovran Advisors, LLC32,592
0.1% of portfolio›$1.1M
Salem Investment Counselors Inc31,379
0.0% of portfolio›$1.1M
Truist Financial Corp29,741
0.0% of portfolio›$1.1M
Pinnacle Associates LTD29,099
0.0% of portfolio›$1.1M
Simplicity Wealth,LLC24,572
0.0% of portfolio›$889.3K
SummerHaven Investment Management, LLC21,957
0.4% of portfolio›$794.6K
Lanark Financial, Inc.19,139
0.0% of portfolio›$692.6K
Inspire Investing, LLC17,488
0.0% of portfolio›$632.9K
Aviance Capital Partners, LLC15,142
0.1% of portfolio›$548.0K
Parsons Capital Management Inc14,550
0.0% of portfolio›$526.6K
Wealth Enhancement Advisory Services, LLC14,189
0.0% of portfolio›$490.5K
Central Pacific Bank - Trust Division13,028
0.0% of portfolio›$471.5K
Nisa Investment Advisors, LLC12,876
0.0% of portfolio›$466.0K
Park Avenue Securities LLC12,033
0.0% of portfolio›$435
Arizona State Retirement System10,098
0.0% of portfolio›$365.4K
Smith Salley Wealth Management8,954
0.0% of portfolio›$324.0K
Quadrant Capital Group LLC7,973
0.0% of portfolio›$276.5K
State of Alaska, Department of Revenue7,786
0.0% of portfolio›$281
Blue Trust, Inc.7,619
0.0% of portfolio›$275.7K
Evergreen Capital Management LLC7,382
0.0% of portfolio›$267.2K
Allegiance Financial Group Advisory Services LLC5,999
0.0% of portfolio›$217.1K
Concord Wealth Partners2,850
0.0% of portfolio›$103.1K
KBC Group NV2,193
0.0% of portfolio›$79
Versant Capital Management, Inc2,080
0.0% of portfolio›$75.3K
Laurel Wealth Advisors LLC1,600
0.0% of portfolio›$57.9K
Larson Financial Group LLC1,497
0.0% of portfolio›$54.2K
Sterling Capital Management LLC949
0.0% of portfolio›$34.3K
Gamma Investing LLC760
0.0% of portfolio›$27.5K
CoreCap Advisors, LLC585
0.0% of portfolio›$21.2K
Center for Financial Planning, Inc.500
0.0% of portfolio›$18.1K
Provenance Wealth Advisors, LLC439
0.0% of portfolio›$15.9K
Harbor Capital Advisors, Inc.256
0.0% of portfolio›$9
EverSource Wealth Advisors, LLC249
0.0% of portfolio›$9.0K
CrossGen Wealth, LLC246
0.0% of portfolio›$8.9K
Essential Partners LLC206
0.0% of portfolio›$7.5K
Root Financial Partners, LLC169
0.0% of portfolio›$6.1K
Farther Finance Advisors, LLC166
0.0% of portfolio›$6.0K
Fortitude Family Office, LLC153
0.0% of portfolio›$5.5K
IFP Advisors, Inc138
0.0% of portfolio›$5.0K
SBI Securities Co., Ltd.128
0.0% of portfolio›$4.6K
Mather Group, Llc.117
0.0% of portfolio›$4.2K
Signaturefd, LLC104
0.0% of portfolio›$3.8K
Jcsd Capital, LLC87
0.0% of portfolio›$3.1K
Assetmark, Inc83
0.0% of portfolio›$3.0K
Pension & Wealth Management Advisors, Inc.82
0.0% of portfolio›$3.0K
SJS Investment Consulting Inc.78
0.0% of portfolio›$2.8K
Golden State Wealth Management, LLC65
0.0% of portfolio›$2.4K
Pinnacle Wealth Planning Services, Inc.58
0.0% of portfolio›$2.1K
Ascentis Wealth Management, LLC52
0.0% of portfolio›$1.9K
Abound Wealth Management40
0.0% of portfolio›$1.4K
Parkside Financial Bank & Trust35
0.0% of portfolio›$1.3K
True Wealth Design, LLC29
0.0% of portfolio›$1.1K
Horizon Financial Services, LLC29
0.0% of portfolio›$1.1K
Physician Wealth Advisors, Inc.28
0.0% of portfolio›$1.0K
Torren Management, LLC19
0.0% of portfolio›$694
West Paces Advisors Inc.19
0.0% of portfolio›$688
Silver Grove Financial Group, Inc.18
0.0% of portfolio›$651
Covestor Ltd15
0.0% of portfolio›$1
Caitong International Asset Management Co., Ltd15
0.0% of portfolio›$543
Bell Investment Advisors, Inc13
0.0% of portfolio›$471
Parallel Advisors, LLC5
0.0% of portfolio›$181
JFS Wealth Advisors, LLC3
0.0% of portfolio›$109
DiNuzzo Private Wealth, Inc.2
0.0% of portfolio›$73
GHP Investment Advisors, Inc.1
0.0% of portfolio›$37
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,663,664$60.2M0.0%IndexLowAustin, TX2026-11-04
Trust Co of the South
167,500$6.1M0.8%ETFLowGreensboro, NC2026-10-21
Bank of New York Mellon Corp
114,081$4.1M0.0%CoreLowNew York, NY2026-11-05
E. Ohman J:or Asset Management AB
111,445$4.0M0.1%GrowthMediumStockholm, Sweden2026-10-22
Apollon Wealth Management, LLC
77,534$2.8M0.0%GrowthLowMount Pleasant, SC2026-10-23
Commonwealth Equity Services, LLC
68,131$2.5M0.0%ETFLowWaltham, MA2026-11-02
Riggs Asset Managment Co. Inc.
67,090$2.4M0.4%GrowthMediumDallas, PA2026-11-05
Wedge Capital Management L L P
59,379$2.1M0.0%ValueMediumCharlotte, NC2026-10-13
Chatham Capital Group, Inc.
58,903$2.1M0.3%CoreLowSavannah, GA2026-10-16
Motley Fool Asset Management LLC
49,011$1.8M0.1%GrowthMediumAlexandria, VA2026-10-27
Oppenheimer Asset Management Inc.
48,221$1.7M0.0%CoreMediumNew York, NY2026-10-27
Creative Planning
44,140$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
CenterBook Partners LP
43,029$1.6M0.1%ValueVery HighGreenwich, CT2026-11-02
Citigroup Inc
38,390$1.4M0.0%CoreMediumNew York, NY2026-11-04
Sovran Advisors, LLC
32,592$1.1M0.1%ETFMediumSan Diego, CA2026-11-02
Salem Investment Counselors Inc
31,379$1.1M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Truist Financial Corp
29,741$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Pinnacle Associates LTD
29,099$1.1M0.0%CoreLowNew York, NY2026-10-20
Simplicity Wealth,LLC
24,572$889.3K0.0%ETFLowSummit, NJ2026-10-23
SummerHaven Investment Management, LLC
21,957$794.6K0.4%Deep ValueHighStamford, CT2026-10-19
Lanark Financial, Inc.
19,139$692.6K0.0%CoreMediumBirmingham, AL2026-10-26
Inspire Investing, LLC
17,488$632.9K0.0%GARPHighMeridian, ID2026-10-22
Aviance Capital Partners, LLC
15,142$548.0K0.1%CoreLowNaples, FL2026-10-29
Parsons Capital Management Inc
14,550$526.6K0.0%CoreLowProvidence, RI2026-10-28
Wealth Enhancement Advisory Services, LLC
14,189$490.5K0.0%CoreLowPlymouth, MN2026-10-13
Central Pacific Bank - Trust Division
13,028$471.5K0.0%CoreMediumHonolulu, HI2026-10-06
Nisa Investment Advisors, LLC
12,876$466.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Park Avenue Securities LLC
12,033$4350.0%ETFMediumNew York, NY2026-10-26
Arizona State Retirement System
10,098$365.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Smith Salley Wealth Management
8,954$324.0K0.0%GrowthLowGreensboro, NC2026-11-03
Quadrant Capital Group LLC
7,973$276.5K0.0%CoreLowCincinnati, OH2026-10-20
State of Alaska, Department of Revenue
7,786$2810.0%CoreVery LowJuneau, AK2026-10-15
Blue Trust, Inc.
7,619$275.7K0.0%ETFLowBrentwood, TN2026-10-15
Evergreen Capital Management LLC
7,382$267.2K0.0%GARPMediumBellevue, WA2026-10-23
Allegiance Financial Group Advisory Services LLC
5,999$217.1K0.0%ETFLowVienna, VA2026-11-02
Concord Wealth Partners
2,850$103.1K0.0%GrowthLowAbingdon, VA2026-11-02
KBC Group NV
2,193$790.0%CoreMediumBrussels, Czech Republic2026-10-22
Versant Capital Management, Inc
2,080$75.3K0.0%GARPLowPhoenix, AZ2026-10-02
Laurel Wealth Advisors LLC
1,600$57.9K0.0%CoreVery LowCharlotte, NC2026-10-27
Larson Financial Group LLC
1,497$54.2K0.0%GrowthLowSt Louis, MO2026-11-05
Sterling Capital Management LLC
949$34.3K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
760$27.5K0.0%IndexVery LowFoster City, CA2026-10-08
CoreCap Advisors, LLC
585$21.2K0.0%ETFMediumSouthfield, MI2026-10-08
Center for Financial Planning, Inc.
500$18.1K0.0%ETFLowSouthfied, MI2026-10-26
Provenance Wealth Advisors, LLC
439$15.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Harbor Capital Advisors, Inc.
256$90.0%ValueHighChicago, IL2026-10-22
EverSource Wealth Advisors, LLC
249$9.0K0.0%CoreMediumBirmingham, AL2026-11-04
CrossGen Wealth, LLC
246$8.9K0.0%CoreVery LowGreenville, NC2026-10-30
Essential Partners LLC
206$7.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
169$6.1K0.0%ETFMediumEncinitas, CA2026-10-21
Farther Finance Advisors, LLC
166$6.0K0.0%IndexLowSan Francisco, CA2026-10-08
Fortitude Family Office, LLC
153$5.5K0.0%ETFMediumScottsdale, AZ2026-10-14
IFP Advisors, Inc
138$5.0K0.0%GrowthLowTampa, FL2026-10-16
SBI Securities Co., Ltd.
128$4.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mather Group, Llc.
117$4.2K0.0%ETFMediumChicago, IL2026-10-14
Signaturefd, LLC
104$3.8K0.0%IndexLowAtlanta, GA2026-10-23
Jcsd Capital, LLC
87$3.1K0.0%Deep ValueMediumWalnut Creek, CA2026-10-16
Assetmark, Inc
83$3.0K0.0%ETFLowConcord, CA2026-10-21
Pension & Wealth Management Advisors, Inc.
82$3.0K0.0%ETFLowWaltham, MA2026-10-16
SJS Investment Consulting Inc.
78$2.8K0.0%ETFVery LowSylvania, OH2026-10-26
Golden State Wealth Management, LLC
65$2.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Pinnacle Wealth Planning Services, Inc.
58$2.1K0.0%GARPLowMansfield, OH2026-10-27
Ascentis Wealth Management, LLC
52$1.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Abound Wealth Management
40$1.4K0.0%ETFVery LowFranklin, TN2026-10-26
Parkside Financial Bank & Trust
35$1.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
29$1.1K0.0%ETFMediumAkron, OH2026-10-13
Horizon Financial Services, LLC
29$1.1K0.0%ETFLowWinston Salem, NC2026-11-04
Physician Wealth Advisors, Inc.
28$1.0K0.0%ETFMediumMidvale, UT2026-10-20
Torren Management, LLC
19$6940.0%ETFMediumSan Diego, CA2026-10-29
West Paces Advisors Inc.
19$6880.0%ETFLowAtlanta, GA2026-10-13
Silver Grove Financial Group, Inc.
18$6510.0%CoreMediumOrchard Park, NY2026-11-05
Covestor Ltd
15$10.0%ValueHighLondon, United Kingdom2026-10-30
Caitong International Asset Management Co., Ltd
15$5430.0%GrowthVery HighHong Kong, South Korea2026-10-29
Bell Investment Advisors, Inc
13$4710.0%ETFVery LowOrinda, CA2026-10-29
Parallel Advisors, LLC
5$1810.0%IndexLowSan Francisco, CA2026-11-03
JFS Wealth Advisors, LLC
3$1090.0%ETFVery LowHermitage, PA2026-11-03
DiNuzzo Private Wealth, Inc.
2$730.0%ETFLowBeaver, PA2026-10-16
GHP Investment Advisors, Inc.
1$370.0%CoreVery LowDenver, CO2026-10-15