Live Oak Bancshares, Inc. (LOB) — Institutional Holders, Q2 2026 (page 2)
240 institutional investment managers reported a LOB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
LOB 13F holders ranked 101–200 of 240
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Graham Capital Management, L.P.#101 · 25,598 sh | 25,598 | $1.0M | 0.02% | +1.0% |
| 102 | LEVEL FOUR ADVISORY SERVICES#102 · 24,995 sh | 24,995 | $1.0M | 0.03% | -0.9% |
| 103 | BLAIR WILLIAM#103 · 24,576 sh | 24,576 | $1.0M | <0.01% | +0.2% |
| 104 | MILLENNIUM MANAGEMENT#104 · 22,911 sh | 22,911 | $935.7K | <0.01% | -83.1% |
| 105 | Squarepoint Ops#105 · 22,685 sh | 22,685 | $926.5K | <0.01% | -34.8% |
| 106 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#106 · 22,078 sh | 22,078 | $901.7K | <0.01% | -64.1% |
| 107 | MetLife Investment Management#107 · 21,280 sh | 21,280 | $869.1K | <0.01% | +10.6% |
| 108 | one8zero8#108 · 20,985 sh | 20,985 | $857.0K | 0.17% | 0.0% |
| 109 | BARCLAYS PLC#109 · 20,979 sh | 20,979 | $856.8K | <0.01% | -21.9% |
| 110 | Rafferty Asset Management#110 · 20,048 sh | 20,048 | $818.8K | <0.01% | -51.1% |
| 111 | NBC SECURITIES#111 · 19,145 sh | 19,145 | $781.9K | — | +1.7% |
| 112 | BENJAMIN EDWARDS#112 · 16,857 sh | 16,857 | $688.5K | <0.01% | +3.1% |
| 113 | Mariner#113 · 16,811 sh | 16,811 | $686.6K | <0.01% | -5.0% |
| 114 | MIRAE ASSET GLOBAL ETFS Ltd.#114 · 16,808 sh | 16,808 | $686.4K | <0.01% | +1.2% |
| 115 | Inspire Investing#115 · 16,561 sh | 16,561 | $676.4K | — | +7.3% |
| 116 | Cetera Investment Advisers#116 · 16,278 sh | 16,278 | $664.8K | <0.01% | -3.6% |
| 117 | FRANKLIN RESOURCES#117 · 15,990 sh | 15,990 | $653.0K | <0.01% | -11.7% |
| 118 | Engineers Gate Manager#118 · 15,215 sh | 15,215 | $621.4K | <0.01% | +26.4% |
| 119 | PARSONS CAPITAL MANAGEMENT#119 · 14,550 sh | 14,550 | $594.2K | 0.03% | 0.0% |
| 120 | Aviance Capital Partners#120 · 14,510 sh | 14,510 | $592.6K | 0.06% | +0.1% |
| 121 | Vanguard Global Advisers#121 · 14,052 sh | 14,052 | $573.9K | <0.01% | -0.2% |
| 122 | Jupiter Topco#122 · 14,061 sh | 14,061 | $573.5K | <0.01% | — |
| 123 | WEALTH ENHANCEMENT ADVISORY SERVICES#123 · 13,557 sh | 13,557 | $564.7K | — | +8.3% |
| 124 | IEQ CAPITAL#124 · 13,393 sh | 13,393 | $547.0K | <0.01% | +36.6% |
| 125 | Simplicity Wealth#125 · 13,286 sh | 13,286 | $542.6K | — | +49.9% |
| 126 | Callan Family Office#126 · 13,080 sh | 13,080 | $534.2K | 0.01% | New |
| 127 | Central Pacific Bank - Division#127 · 13,028 sh | 13,028 | $532.1K | — | 0.0% |
| 128 | NISA INVESTMENT ADVISORS#128 · 12,876 sh | 12,876 | $525.9K | — | 0.0% |
| 129 | Aquatic Capital Management#129 · 12,584 sh | 12,584 | $513.9K | 0.02% | +2265.4% |
| 130 | NEW YORK STATE COMMON RETIREMENT FUND#130 · 12,184 sh | 12,184 | $497.6K | <0.01% | 0.0% |
| 131 | PARK AVENUE SECURITIES#131 · 12,127 sh | 12,127 | $495.0K | — | +0.2% |
| 132 | Police & Firemen's Retirement System of New Jersey#132 · 10,875 sh | 10,875 | $444.1K | <0.01% | +11.4% |
| 133 | Sanctuary Advisors#133 · 10,751 sh | 10,751 | $439.1K | <0.01% | +0.2% |
| 134 | MIRABELLA FINANCIAL SERVICES LLP#134 · 10,678 sh | 10,678 | $436.1K | 0.04% | New |
| 135 | HOWE & RUSLING#135 · 10,541 sh | 10,541 | $430.5K | 0.03% | 0.0% |
| 136 | Vanguard Investments Australia, Ltd.#136 · 10,260 sh | 10,260 | $419.0K | <0.01% | 0.0% |
| 137 | Zurcher Kantonalbank (Zurich Cantonalbank)#137 · 9,899 sh | 9,899 | $404.3K | <0.01% | 0.0% |
| 138 | Arizona State Retirement System#138 · 9,888 sh | 9,888 | $403.8K | <0.01% | -1.5% |
| 139 | AIGEN INVESTMENT MANAGEMENT#139 · 9,668 sh | 9,668 | $394.8K | 0.11% | New |
| 140 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#140 · 9,604 sh | 9,604 | $392.2K | <0.01% | 0.0% |
| 141 | MERCER GLOBAL ADVISORS#141 · 9,557 sh | 9,557 | $390.3K | <0.01% | +23.4% |
| 142 | Advisors Capital Management#142 · 9,250 sh | 9,250 | $377.8K | <0.01% | 0.0% |
| 143 | Vident Advisory#143 · 9,156 sh | 9,156 | $373.9K | <0.01% | +11.3% |
| 144 | Smith, Salley & Associates#144 · 8,954 sh | 8,954 | $365.7K | 0.02% | 0.0% |
| 145 | Ballentine Partners#145 · 8,568 sh | 8,568 | $349.9K | <0.01% | 0.0% |
| 146 | PERSONAL CFO SOLUTIONS#146 · 8,368 sh | 8,368 | $341.7K | 0.05% | -2.8% |
| 147 | KLP KAPITALFORVALTNING AS#147 · 8,200 sh | 8,200 | $334.9K | <0.01% | 0.0% |
| 148 | STOCK YARDS BANK#148 · 8,200 sh | 8,200 | $334.9K | <0.01% | 0.0% |
| 149 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#149 · 8,130 sh | 8,130 | $332.0K | <0.01% | -0.8% |
| 150 | HSBC PLC#150 · 7,941 sh | 7,941 | $325.8K | <0.01% | New |
| 151 | QUADRANT CAPITAL GROUP#151 · 7,973 sh | 7,973 | $325.6K | — | -50.0% |
| 152 | COMMONWEALTH EQUITY SERVICES#152 · 7,941 sh | 7,941 | $324.3K | <0.01% | New |
| 153 | INTECH INVESTMENT MANAGEMENT#153 · 7,786 sh | 7,786 | $318.0K | <0.01% | -7.6% |
| 154 | State of Alaska, Department of Revenue#154 · 7,786 sh | 7,786 | $317.0K | — | 0.0% |
| 155 | VOYA INVESTMENT MANAGEMENT#155 · 7,345 sh | 7,345 | $300.0K | <0.01% | +14.4% |
| 156 | EVERGREEN CAPITAL MANAGEMENT#156 · 7,301 sh | 7,301 | $298.2K | — | New |
| 157 | Advisory Services Network#157 · 7,177 sh | 7,177 | $293.1K | <0.01% | -0.7% |
| 158 | Ronald Blue#158 · 6,908 sh | 6,908 | $282.1K | — | +225.5% |
| 159 | Quantbot Technologies#159 · 6,519 sh | 6,519 | $266.2K | 0.01% | -68.2% |
| 160 | Allegiance Financial Group Advisory Services#160 · 6,307 sh | 6,307 | $257.6K | 0.04% | New |
| 161 | PRUDENTIAL FINANCIAL#161 · 6,135 sh | 6,135 | $250.6K | <0.01% | New |
| 162 | Cerity Partners#162 · 5,928 sh | 5,928 | $242.1K | <0.01% | New |
| 163 | Pinnacle Financial Partners#163 · 5,500 sh | 5,500 | $224.6K | <0.01% | New |
| 164 | Tannin Capital#164 · 5,388 sh | 5,388 | $220.1K | 0.14% | New |
| 165 | PRINCIPAL SECURITIES#165 · 5,280 sh | 5,280 | $215.6K | <0.01% | New |
| 166 | Abel Hall#166 · 5,263 sh | 5,263 | $214.9K | — | New |
| 167 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#167 · 5,214 sh | 5,214 | $213.0K | <0.01% | 0.0% |
| 168 | Atria Investments#168 · 5,150 sh | 5,150 | $210.3K | — | New |
| 169 | Pictet Asset Management Holding SA#169 · 5,020 sh | 5,020 | $205.0K | <0.01% | New |
| 170 | Pinnacle Wealth Management Advisory Group#170 · 4,983 sh | 4,983 | $203.5K | — | -35.5% |
| 171 | GREAT WEST LIFE ASSURANCE#171 · 4,848 sh | 4,848 | $197.0K | <0.01% | 0.0% |
| 172 | Hamilton Capital Partners#172 · 4,251 sh | 4,251 | $173.6K | <0.01% | -32.4% |
| 173 | Ameritas Investment Partners#173 · 3,313 sh | 3,313 | $135.3K | <0.01% | +12.1% |
| 174 | CENTAURUS FINANCIAL#174 · 3,135 sh | 3,135 | $128.0K | <0.01% | -6.0% |
| 175 | Concord Wealth Partners#175 · 2,850 sh | 2,850 | $116.4K | 0.01% | New |
| 176 | JONES FINANCIAL COMPANIES LLLP#176 · 2,206 sh | 2,206 | $91.3K | 0.00% | +3.9% |
| 177 | Tower Research Capital (TRC)#177 · 1,794 sh | 1,794 | $73.3K | <0.01% | -61.4% |
| 178 | Larson Financial Group#178 · 1,479 sh | 1,479 | $60.4K | <0.01% | +5.1% |
| 179 | SRS Capital Advisors#179 · 1,402 sh | 1,402 | $57.3K | <0.01% | +724.7% |
| 180 | Rockefeller Capital Management L.P.#180 · 1,352 sh | 1,352 | $55.2K | <0.01% | -29.5% |
| 181 | Versant Capital Management#181 · 1,046 sh | 1,046 | $42.7K | — | 0.0% |
| 182 | Global Retirement Partners#182 · 889 sh | 889 | $36.3K | <0.01% | — |
| 183 | GAMMA Investing#183 · 709 sh | 709 | $29.0K | — | +0.3% |
| 184 | US BANCORP \DE\#184 · 642 sh | 642 | $26.2K | 0.00% | -5.3% |
| 185 | FIFTH THIRD BANCORP#185 · 583 sh | 583 | $23.8K | 0.00% | +10.4% |
| 186 | Nykredit A/S#186 · 529 sh | 529 | $21.6K | <0.01% | — |
| 187 | Allworth Financial#187 · 528 sh | 528 | $21.6K | <0.01% | +72.0% |
| 188 | Center for Financial Planning#188 · 500 sh | 500 | $20.4K | — | 0.0% |
| 189 | BARTLETT & WEALTH MANAGEMENT#189 · 500 sh | 500 | $20.4K | <0.01% | 0.0% |
| 190 | Sterling Capital Management#190 · 437 sh | 437 | $17.8K | — | -43.0% |
| 191 | Transamerica Financial Advisors#191 · 402 sh | 402 | $16.4K | <0.01% | -12.4% |
| 192 | FIRST HORIZON NATIONAL#192 · 400 sh | 400 | $16.3K | — | 0.0% |
| 193 | CoreCap Advisors#193 · 382 sh | 382 | $15.6K | — | +51.0% |
| 194 | Integrated Wealth Concepts#194 · 264 sh | 264 | $10.8K | <0.01% | New |
| 195 | SouthState Bank#195 · 250 sh | 250 | $10.2K | <0.01% | 0.0% |
| 196 | CrossGen Wealth#196 · 245 sh | 245 | $10.0K | <0.01% | 0.0% |
| 197 | HARBOR CAPITAL ADVISORS#197 · 254 sh | 254 | $10.0K | — | 0.0% |
| 198 | Farther Finance Advisors#198 · 239 sh | 239 | $9.8K | — | +58.3% |
| 199 | LOS ANGELES CAPITAL MANAGEMENT#199 · 223 sh | 223 | $9.1K | 0.00% | 0.0% |
| 200 | EverSource Wealth Advisors#200 · 207 sh | 207 | $8.5K | <0.01% | -43.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.