Live Oak Bancshares, Inc. (LOB) — Institutional Holders, Q2 2026 (page 3)
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 201 to 240. 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 201–240 of 240
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Essential Partners#201 · 201 sh | 201 | $8.2K | — | -30.7% |
| 202 | Providence Capital Advisors#202 · 200 sh | 200 | $8.2K | <0.01% | New |
| 203 | HUNTINGTON NATIONAL BANK#203 · 200 sh | 200 | $8.2K | 0.00% | 0.0% |
| 204 | Optiver Holding B.V.#204 · 178 sh | 178 | $7.3K | 0.00% | +97.8% |
| 205 | Smartleaf Asset Management#205 · 171 sh | 171 | $7.0K | <0.01% | 0.0% |
| 206 | Fortitude Family Office#206 · 153 sh | 153 | $6.2K | — | +11.7% |
| 207 | SBI Securities , Ltd.#207 · 128 sh | 128 | $5.2K | — | 0.0% |
| 208 | ROTHSCHILD INVESTMENT#208 · 120 sh | 120 | $4.9K | <0.01% | +42.9% |
| 209 | MATHER GROUP#209 · 117 sh | 117 | $4.8K | — | 0.0% |
| 210 | SIGNATUREFD#210 · 90 sh | 90 | $3.7K | — | 0.0% |
| 211 | Quarry#211 · 71 sh | 71 | $2.9K | <0.01% | -66.2% |
| 212 | Golden State Wealth Management#212 · 65 sh | 65 | $2.7K | <0.01% | 0.0% |
| 213 | First Command Advisory Services#213 · 61 sh | 61 | $2.5K | 0.00% | -70.2% |
| 214 | Pinnacle Wealth Planning Services#214 · 58 sh | 58 | $2.4K | <0.01% | 0.0% |
| 215 | IFP Advisors#215 · 56 sh | 56 | $2.3K | — | +14.3% |
| 216 | Abound Wealth Management#216 · 40 sh | 40 | $1.6K | — | 0.0% |
| 217 | SJS Investment Consulting#217 · 39 sh | 39 | $1.6K | — | -55.2% |
| 218 | PNC FINANCIAL SERVICES GROUP#218 · 30 sh | 30 | $1.2K | 0.00% | 0.0% |
| 219 | HORIZON FINANCIAL SERVICES#219 · 29 sh | 29 | $1.2K | <0.01% | New |
| 220 | Physician Wealth Advisors#220 · 28 sh | 28 | $1.1K | — | 0.0% |
| 221 | Covestor Ltd#221 · 17 sh | 17 | $1.0K | <0.01% | +240.0% |
| 222 | Clearstead Advisors#222 · 21 sh | 21 | $859.00 | 0.00% | New |
| 223 | Torren Management#223 · 19 sh | 19 | $782.00 | <0.01% | 0.0% |
| 224 | WEST PACES ADVISORS#224 · 19 sh | 19 | $776.00 | — | New |
| 225 | True Wealth Design#225 · 14 sh | 14 | $572.00 | — | 0.0% |
| 226 | SWAN Capital#226 · 13 sh | 13 | $527.00 | <0.01% | 0.0% |
| 227 | Caitong International Asset Management , Ltd#227 · 11 sh | 11 | $449.00 | <0.01% | -15.4% |
| 228 | Parallel Advisors#228 · 5 sh | 5 | $204.00 | 0.00% | 0.0% |
| 229 | Stone House Investment Management#229 · 5 sh | 5 | $204.00 | — | New |
| 230 | JFS WEALTH ADVISORS#230 · 3 sh | 3 | $123.00 | 0.00% | 0.0% |
| 231 | Silver Grove Financial Group#231 · 3 sh | 3 | $123.00 | <0.01% | New |
| 232 | DiNuzzo Private Wealth#232 · 2 sh | 2 | $82.00 | — | 0.0% |
| 233 | JPL Wealth Management#233 · 2 sh | 2 | $82.00 | 0.00% | New |
| 234 | ACTION POINT FINANCIAL PLANNING#234 · 2 sh | 2 | $82.00 | 0.00% | New |
| 235 | GHP Investment Advisors#235 · 1 sh | 1 | $41.00 | — | 0.0% |
| 236 | Kilter Group#236 · 1 sh | 1 | $41.00 | 0.00% | 0.0% |
| 237 | Keating Financial Advisory Services#237 · 1 sh | 1 | $41.00 | 0.00% | 0.0% |
| 238 | BESSEMER GROUP#238 · 4 sh | 4 | $0.00 | 0.00% | 0.0% |
| 239 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#239 · 40,858 sh | 40,858 | — | — | +24.0% |
| 240 | Quantum Portfolio Management#240 · 2,304 sh | 2,304 | — | — | New |
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.