Titelia

Fund shareholders of Live Oak Bancshares Inc

ISIN US53803X1054 · United States

Fund shareholders
220
Of which ETFs
49 171 other funds
Value held
522.3M $ 32.9M SEK · 118.9K €
Share of capital
33.2 % of 46.3M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 12,866466.6K $0.02 %0.03 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 12,829482.4K $0.00 %0.03 %as of Apr 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,652475.7K $0.06 %0.03 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12,429467.3K $0.02 %0.03 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 12,400410.1K $0.02 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,090399.8K $0.02 %0.03 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 11,665385.8K $0.03 %0.03 %as of Mar 31, 2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 11,437430K $0.17 %0.02 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 11,401428.7K $0.04 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 11,248422.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,170420K $0.01 %0.02 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,993363.5K $0.04 %0.02 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 10,691353.6K $0.04 %0.02 %as of Mar 31, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 9,844370.1K $0.02 %0.02 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 9,656319.3K $0.05 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 9,296307.4K $0.00 %0.02 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 9,156302.8K $0.04 %0.02 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 8,563283.2K $0.00 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,537321K $0.05 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 8,492308K $0.01 %0.02 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 8,182270.6K $0.04 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 8,012265K $0.14 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 7,060233.5K $0.04 %0.02 %as of Mar 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 7,031232.5K $0.32 %0.02 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 6,442242.2K $0.13 %0.01 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 6,418212.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,280227.8K $0.08 %0.01 %as of Feb 28, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 5,899195.1K $0.05 %0.01 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 5,6001.8M SEK0.01 %0.01 %as of Mar 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 5,513182.3K $0.86 %0.01 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,460205.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 5,349194K $0.02 %0.01 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 5,339193.6K $0.00 %0.01 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 5,335200.6K $0.05 %0.01 %as of Apr 30, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 5,070183.9K $0.01 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 5,056190.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,920162.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,800174.1K $0.01 %0.01 %as of Feb 28, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,756178.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 4,648153.7K $0.10 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,610173.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,442146.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 4,434146.6K $0.65 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,305142.4K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 4,235159.2K $0.02 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,076153.3K $0.02 %0.01 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,042133.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,748140.9K $0.04 %0.01 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 3,400112.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,340125.6K $0.03 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,172115K $0.09 %0.01 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,171104.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,046100.7K $0.02 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 3,01499.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,95597.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,942110.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,905109.2K $0.04 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,806101.8K $0.00 %0.01 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,80292.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,80192.6K $0.03 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,69589.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,69397.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,46181.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,40679.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,40579.5K $0.02 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,39189.9K $0.00 %0.01 %as of Apr 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,37878.6K $0.04 %0.01 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,20372.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 2,19572.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 2,19272.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,19079.4K $0.03 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,18579.2K $0.02 %0.00 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,15871.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,12870.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 2,04777K $0.30 %0.00 %as of Apr 30, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 2,04567.6K $0.14 %0.00 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 2,03267.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,78058.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,66760.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,63861.6K $0.08 %0.00 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,60758.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,57659.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,53555.7K $0.04 %0.00 %as of Feb 28, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,50049.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 1,39946.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 1,33848.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,18939.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,15338.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,00237.7K $0.03 %0.00 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 94735.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 92434.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 90332.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 90029.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 83327.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 83127.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 82827.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 82127.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 75224.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 48516K $0.00 %0.00 %as of Mar 31, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 40015K $0.03 %0.00 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
SouthernSun Small Cap Fund ADVISORS' INNER CIRCLE III 5.25 %as of Mar 31, 2026 ↗
SouthernSun U.S. Equity Fund ADVISORS' INNER CIRCLE III 4.06 %as of Mar 31, 2026 ↗
Motley Fool Small-Cap Growth ETF RBB Fund, Inc. 3.13 %as of Feb 28, 2026 ↗
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 2.03 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust 1.71 %as of Mar 31, 2026 ↗
Lannebo Global Småbolag Lannebo Kapitalförvaltning AB 1.67 %as of Mar 31, 2026 ↗
Royce Small-Cap Total Return Fund ROYCE FUND 1.28 %as of Mar 31, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 0.96 %as of Mar 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 0.87 %as of Mar 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 0.86 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2217+315,260,858+3.1 %
2026Q1214-1214,799,124+1.8 %
2025Q4226+1214,534,846-2.5 %
2025Q3214-214,905,919+0.6 %
2025Q2216+614,823,205-12.0 %
2025Q1210-916,842,696+3.6 %
2024Q4219+1216,255,192+2.4 %
2024Q3207-1215,867,526+0.1 %
2024Q2219+1115,855,393+1.3 %
2024Q1208+1415,646,597-0.7 %
2023Q419415,762,148

Institutional managers

218 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
T. Rowe Price Investment Management, Inc.6,490,101214.6K $as of Mar 31, 2026
BlackRock, Inc.3,432,899113.5M $as of Mar 31, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC1,621,90353.6M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,593,18552.7M $as of Mar 31, 2026
STATE STREET CORP1,437,31547.5M $as of Mar 31, 2026
GILDER GAGNON HOWE & CO LLC1,193,11439.5M $as of Mar 31, 2026
SOUTHERNSUN ASSET MANAGEMENT, LLC1,033,53934.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC853,95828.2M $as of Mar 31, 2026
LOOMIS SAYLES & CO L P728,12924.1M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC722,89723.9M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP573,85019M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP434,16814.4M $as of Mar 31, 2026
ALGERT GLOBAL LLC362,67912K $as of Mar 31, 2026
NORTHERN TRUST CORP324,38710.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC319,00010.5M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.314,82810.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC290,6349.6M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE285,1339.4M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.263,0038.7M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC262,7888.7M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC249,7198.3M $as of Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC239,3247.9M $as of Mar 31, 2026
WHITTIER TRUST CO225,9557.6M $as of Mar 31, 2026
MORGAN STANLEY221,7257.3M $as of Mar 31, 2026
Motley Fool Wealth Management, LLC209,5596.9M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Live Oak Bancshares Inc". https://titelia.com/en/stocks/live-oak-bancshares-inc-US53803X1054