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LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

218 managers (223 13F filers) reported a position in LOB shares at 2025-09-30, 30,505,433 shares in all. 27 filers opened a position and 12 filers sold out during the quarter.

Managers
218
13F filers
223
New
27
Added
90
Reduced
63
Sold out
12
Shares held by filers
30,505,433

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HANTZ FINANCIAL SERVICES, INC.48$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP51$1.8K<0.01%+2813F-HRTimeline
Abound Wealth Management40$1.41K<0.01%013F-HRTimeline
Parallel Advisors, LLC38$1.34K<0.01%013F-HRTimeline
Rise Advisors, LLC38$1.34K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$1.06K<0.01%new13F-HRTimelineGroup
Covestor Ltd36$1K<0.01%-1513F-HRTimeline
IFP Advisors, Inc22$775<0.01%+2213F-HR/ATimeline
Missouri Trust & Investment Co16$564<0.01%013F-HRTimeline
Parkside Financial Bank & Trust15$529<0.01%new13F-HRTimeline
True Wealth Design, LLC14$494<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…14$493<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC12$423<0.01%new13F-HRTimeline
Strategic Advocates LLC6$211<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.4$141<0.01%013F-HRTimeline
Root Financial Partners, LLC4$141<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC3$106<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.2$78<0.01%013F-HRTimeline