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LOB LIVE OAK BANCSHARES INC

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COM (common), issuer CIK 1462120

224 managers (229 13F filers) reported a position in LOB shares at 2025-12-31, 32,625,197 shares in all. 27 filers opened a position and 23 filers sold out during the quarter.

Managers
224
13F filers
229
New
27
Added
76
Reduced
80
Sold out
23
Shares held by filers
32,625,197

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Optiver Holding B.V.in group Optiver Holding B.V.74$2.54K<0.01%-19213F-HRTimelineGroup
Golden State Wealth Management, LLC65$2.23K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…62$2.13K<0.01%+4813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.48$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pinnacle Wealth Planning Services, Inc.58$1.99K<0.01%new13F-HRTimeline
IFP Advisors, Inc52$1.79K<0.01%+3013F-HRTimeline
Abound Wealth Management40$1.38K<0.01%013F-HRTimeline
Fortitude Family Office, LLC39$1.34K<0.01%-3713F-HRTimeline
SWAN Capital LLC36$1.23K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30$1.03K<0.01%013F-HRTimelineGroup
Covestor Ltd19$1K<0.01%-1713F-HRTimeline
Physician Wealth Advisors, Inc.28$962<0.01%new13F-HRTimeline
Torren Management, LLC19$657<0.01%13F-HRTimeline
Missouri Trust & Investment Co16$550<0.01%013F-HRTimeline
True Wealth Design, LLC14$481<0.01%013F-HRTimeline
MAI Capital Management11$378<0.01%-6413F-HRTimeline
Caitong International Asset Management …10$344<0.01%new13F-HR/ATimeline
Parallel Advisors, LLC5$172<0.01%-3313F-HRTimeline
SJS Investment Consulting Inc.4$138<0.01%013F-HRTimeline
Sunbelt Securities, Inc.4$137<0.01%new13F-HRTimeline
Root Financial Partners, LLC4$137<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3$104<0.01%013F-HRTimeline
Strategic Advocates LLC2$69<0.01%-413F-HRTimeline
DiNuzzo Private Wealth, Inc.2$69<0.01%013F-HRTimeline