Funds holding Live Oak Bancshares Inc
220 funds declare a position · 49 ETFs and 171 other funds · 522.3M $· 32.9M SEK· 118.9K € · US53803X1054
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 12,866 | 466.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 102 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 12,829 | 482.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 103 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,652 | 475.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 104 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 12,429 | 467.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 105 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 12,400 | 410.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 106 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 12,090 | 399.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 107 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 11,665 | 385.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 108 | PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 11,437 | 430K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 109 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 11,401 | 428.7K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 110 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 11,248 | 422.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 111 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,170 | 420K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 112 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 10,993 | 363.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 113 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 10,691 | 353.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 114 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 9,844 | 370.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 115 | BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 9,656 | 319.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 116 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 9,296 | 307.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 117 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 9,156 | 302.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 118 | iShares Russell 3000 ETF iShares Trust | 8,563 | 283.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 119 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,537 | 321K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 120 | T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 8,492 | 308K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 121 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 8,182 | 270.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 122 | NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 8,012 | 265K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 123 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 7,060 | 233.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 124 | Acuitas Small Cap Active ETF Series Portfolios Trust | 7,031 | 232.5K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 125 | First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,442 | 242.2K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 126 | Small Cap Index Trust John Hancock Variable Insurance Trust | 6,418 | 212.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 127 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,280 | 227.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 128 | NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 5,899 | 195.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 129 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 5,600 | 1.8M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| 130 | State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 5,513 | 182.3K $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| 131 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,460 | 205.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 132 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 5,349 | 194K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 133 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 5,339 | 193.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 134 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,335 | 200.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 135 | Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 5,070 | 183.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 136 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 5,056 | 190.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 137 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,920 | 162.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 138 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,800 | 174.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 139 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,756 | 178.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 140 | BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 4,648 | 153.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 141 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 4,610 | 173.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 142 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,442 | 146.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 143 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 4,434 | 146.6K $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| 144 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,305 | 142.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 145 | iShares Morningstar Small-Cap Value ETF iShares Trust | 4,235 | 159.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 146 | Victory Extended Market Index Fund Victory Portfolios III | 4,076 | 153.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 147 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 4,042 | 133.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 148 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,748 | 140.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 149 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 3,400 | 112.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 150 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 3,340 | 125.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 151 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,172 | 115K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 152 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,171 | 104.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 153 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,046 | 100.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 154 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 3,014 | 99.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 155 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,955 | 97.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 156 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,942 | 110.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 157 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,905 | 109.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 158 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,806 | 101.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 159 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,802 | 92.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 160 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,801 | 92.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 161 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,695 | 89.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 162 | iShares MSCI World Small-Cap ETF iShares Trust | 2,693 | 97.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 163 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,461 | 81.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 164 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,406 | 79.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 165 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,405 | 79.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 166 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,391 | 89.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 167 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,378 | 78.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 168 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,203 | 72.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 169 | State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 2,195 | 72.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 170 | Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust | 2,192 | 72.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 171 | ProShares Ultra Russell2000 ProShares Trust | 2,190 | 79.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 172 | ProShares UltraPro Russell2000 ProShares Trust | 2,185 | 79.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 173 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,158 | 71.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 174 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 2,128 | 70.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 175 | Eventide Small Cap ETF Strategy Shares | 2,047 | 77K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 176 | Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 2,045 | 67.6K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 177 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 2,032 | 67.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 178 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,780 | 58.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 179 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,667 | 60.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 180 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,638 | 61.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 181 | Avantis U.S. Equity Fund American Century ETF Trust | 1,607 | 58.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 182 | iShares Morningstar Small-Cap ETF iShares Trust | 1,576 | 59.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 183 | ProShares Russell 2000 High Income ETF ProShares Trust | 1,535 | 55.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 184 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 1,500 | 49.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 185 | T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 1,399 | 46.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 186 | Victory Cornerstone Aggressive Fund Victory Portfolios III | 1,338 | 48.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 187 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,189 | 39.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 188 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,153 | 38.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 189 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,002 | 37.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 190 | SmallCap Growth Fund I Principal Funds, Inc | 947 | 35.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 191 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 924 | 34.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 192 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 903 | 32.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 193 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 900 | 29.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 194 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 833 | 27.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 195 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 831 | 27.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 196 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 828 | 27.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 197 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 821 | 27.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 198 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 752 | 24.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 199 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 485 | 16K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 200 | ULTRA SMALL CAP PROFUND ProFunds | 400 | 15K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
Institutional managers
218 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,432,899 | 113.5M $ | as of Mar 31, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,621,903 | 53.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,593,185 | 52.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,437,315 | 47.5M $ | as of Mar 31, 2026 |
| GILDER GAGNON HOWE & CO LLC | 1,193,114 | 39.5M $ | as of Mar 31, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | 1,033,539 | 34.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 853,958 | 28.2M $ | as of Mar 31, 2026 |
| LOOMIS SAYLES & CO L P | 728,129 | 24.1M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 722,897 | 23.9M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 573,850 | 19M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 434,168 | 14.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 324,387 | 10.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 319,000 | 10.5M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 314,828 | 10.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 290,634 | 9.6M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 285,133 | 9.4M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 263,003 | 8.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 262,788 | 8.7M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 249,719 | 8.3M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 239,324 | 7.9M $ | as of Mar 31, 2026 |
| WHITTIER TRUST CO | 225,955 | 7.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 221,725 | 7.3M $ | as of Mar 31, 2026 |
| Motley Fool Wealth Management, LLC | 209,559 | 6.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 181,787 | 6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 174,613 | 5.8M $ | as of Mar 31, 2026 |