LIVE OAK BANCSHARES INC COM is a security (CUSIP 53803X105) tracked across SEC portfolio filings. 237 institutional managers reported $863.8M on Form 13F as of 2026-06-30; 26 registered fund positions totaling $185.4M via N-PORT as of 2026-05-31.
Showing 15 of 237 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $113.5M | 3,432,899 |
| VANGUARD GROUP INC | Valley Forge, PA | $92.8M | 2,702,627 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | DALLAS, TX | $53.6M | 1,621,903 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $52.7M | 1,593,185 |
| STATE STREET CORP | BOSTON, MA | $47.5M | 1,437,315 |
| GILDER GAGNON HOWE & CO LLC | New York, NY | $39.5M | 1,193,114 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | Memphis, TN | $34.2M | 1,033,539 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $28.2M | 853,958 |
| LOOMIS SAYLES & CO L P | BOSTON, MA | $24.1M | 728,129 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | CHICAGO, IL | $23.9M | 722,897 |
| ROYCE & ASSOCIATES LP | New York, NY | $19.0M | 573,850 |
| TWO SIGMA INVESTMENTS, LP | New York, NY | $14.4M | 434,168 |
| NORTHERN TRUST CORP | CHICAGO, IL | $10.7M | 324,387 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $10.5M | 319,000 |
| FULLER & THALER ASSET MANAGEMENT, INC. | San Mateo, CA | $10.4M | 314,828 |
Showing 15 of 26 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $77.8M | 84.39% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | $32.0M | 39.61% |
| T. Rowe Price Institutional Small-Cap Stock Fund | T. Rowe Price Equity Funds, Inc. | $17.4M | 40.12% |
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $13.0M | 1.60% |
| Royce Small-Cap Total Return Fund | ROYCE FUND | $10.9M | 128.35% |
| VANGUARD RUSSELL 2000 INDEX FUND | VANGUARD SCOTTSDALE FUNDS | $6.9M | 3.94% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $6.2M | 8.30% |
| Regional Bank Fund | John Hancock Investment Trust II | $5.3M | 60.35% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $4.1M | 18.29% |
| John Hancock Financial Opportunities Fund | John Hancock Financial Opportunities Fund | $3.6M | 51.57% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $1.9M | 4.03% |
| TIFF MULTI-ASSET FUND | TIFF Investment Program | $1.6M | 11.34% |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund | T. ROWE PRICE SPECTRUM FUNDS II, INC. | $1.2M | 2.77% |
| BlackRock Advantage SMID Cap Fund, Inc. | BlackRock Advantage SMID Cap Fund, Inc. | $1.1M | 14.12% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $657K | 0.11% |