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 | |
|---|---|---|---|---|---|
| 201 | Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 316 | 10.5K $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 202 | Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 254 | 9.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 203 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 231 | 8.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 204 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 223 | 7.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 205 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 202 | 6.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 206 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 191 | 7.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 207 | Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 180 | 6.8K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 208 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 173 | 5.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 209 | PROFUND VP ULTRA SMALL CAP ProFunds | 118 | 3.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 210 | PROFUND VP SMALL CAP ProFunds | 89 | 2.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 211 | Russell 2000 Fund Rydex Series Funds | 81 | 2.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 212 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 74 | 2.4K $ | as of Mar 31, 2026 · Original filing | |
| 213 | SMALL-CAP PROFUND ProFunds | 65 | 2.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 214 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 48 | 1.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 215 | Longview Advantage ETF RBB Fund Trust | 41 | 1.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 216 | ProShares Hedge Replication ETF ProShares Trust | 36 | 1.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 217 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 15 | 564 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 218 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 12 | 435.2 $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 219 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 9 | 297.6 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 220 | AZVALOR MANAGERS, FI AZVALOR ASSET MANAGEMENT, SGIIC, S.A. | 118.9K € | 0.07 % | as of Dec 31, 2025 · 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 |