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Live Oak Bancshares, Inc. · Financial Services · Banks - Regional
83الحاملون المتتبعون
+1Δ المساهمون
15.71Mالأسهم المحتفظ بها
$519.53Mالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +1.2% ·
تدفق الأسهم +0.7% ·
المراكز الجديدة الصافية +1.2%
· الصيغة
تراكم واسع: أسهم متصاعدة لدى عدد أكبر من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 14.19K | $490,514 | n/a | n/a |
| Q2 2026 | 87 | +7 | 16.37M | $668.41M | +9 | −2 |
| Q1 2026 | 83 | +1 | 15.71M | $519.53M | +5 | −4 |
| Q4 2025 | 82 | -2 | 16.78M | $576.36M | n/a | −2 |
| Q3 2025 | 16 | 0 | 10.00M | $352.03M | n/a | n/a |
| Q2 2025 | 13 | -2 | 9.08M | $270.72M | n/a | −2 |
| Q1 2025 | 12 | +3 | 3.82M | $101.76M | +3 | n/a |
| Q4 2024 | 9 | +2 | 2.67M | $105.68M | +2 | n/a |
| Q3 2024 | 6 | -1 | 1.82M | $86.41M | n/a | −1 |
| Q2 2024 | 7 | n/a | 1.88M | $65.96M | n/a | n/a |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 3.43M | -4.0% | $113.53M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Dimensional Fund Advisors Lp | 1.59M | +3.6% | $52.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 1.53M | n/a | $50.69M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (سلبي) | 1.44M | +9.8% | $47.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Geode Capital Management ✦ (سلبي) | 853.96K | +4.5% | $28.25M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Loomis Sayles & Co L P | 728.13K | +30.4% | $24.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 434.17K | +51.7% | $14.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Northern Trust Corp | 324.39K | +13.8% | $10.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 9 | Goldman Sachs Group ✦ | 319.00K | +8.8% | $10.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Charles Schwab Investment… | 290.63K | -0.5% | $9.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Manufacturers Life Insurance… | 285.13K | -1.0% | $9.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 263.00K | -22.3% | $8.70M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 13 | Raymond James Financial Inc | 262.79K | +19.3% | $8.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 14 | Hotchkis & Wiley Capital Management… | 249.72K | -32.7% | $8.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 239.32K | +10.0% | $7.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 221.72K | -18.8% | $7.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 17 | American Century Companies Inc | 181.79K | +96.2% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 174.61K | -7.4% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | State Of Wisconsin Investment Board | 151.95K | +8.7% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wcm Investment Management, Llc | 153.53K | جديد | $4.95M | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 142.82K | -11.1% | $4.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | Millennium Management ✦ | 135.59K | -47.5% | $4.48M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 114.81K | -14.5% | $3.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | JPMorgan Chase ✦ | 106.62K | +101.2% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 25 | AQR Capital Management ✦ | 100.61K | -1.7% | $3.33M | 0.0% | ▼ Trim | 6 | SEC ↗ ×7 |
| 26 | Russell Investments Group, Ltd. | 100.57K | -1.5% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 27 | Bank of New York Mellon Corp | 100.28K | -3.1% | $3.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 28 | Citadel Advisors ✦ | 95.86K | -54.4% | $3.17M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 29 | Wells Fargo & Company/Mn | 90.91K | -43.7% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Deutsche Bank Ag\ | 89.28K | +4.2% | $2.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Captrust Financial Advisors | 85.73K | -7.8% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 75.12K | +53.3% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Nuveen, LLC | 73.58K | -31.6% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Td Asset Management Inc | 73.37K | 0.0% | $2.43M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Swiss National Bank | 72.20K | 0.0% | $2.39M | 0.0% | Held | 2 | SEC ↗ |
| 36 | Invesco Ltd. | 65.28K | +1.5% | $2.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 37 | Susquehanna International Group, Llp | 61.53K | +360.2% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 51.17K | +2.8% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 39 | Rhumbline Advisers | 47.31K | +3.0% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Citigroup Inc | 45.72K | +40.5% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Victory Capital Management Inc | 43.59K | -19.7% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Sei Investments Co | 41.12K | +4.5% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | First Trust Advisors Lp | 40.98K | +98.1% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Federated Hermes, Inc. | 39.52K | +2.6% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Alliancebernstein L.P. | 37.37K | -0.5% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Squarepoint Ops LLC | 34.79K | -22.3% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Creative Planning | 34.04K | -6.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Stifel Financial Corp | 33.85K | +4.0% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 49 | T. Rowe Price ✦ | 33.12K | +16.3% | $1.10M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 50 | California State Teachers… | 32.96K | -0.8% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | LPL Financial LLC | 30.64K | -3.6% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 29.73K | -45.7% | $983,132 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 53 | Quantinno Capital Management LP | 29.69K | +53.2% | $981,882 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Osaic Holdings, Inc. | 29.28K | -11.1% | $968,267 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | Mml Investors Services, Llc | 28.53K | -32.2% | $943,358 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Legal & General Group Plc | 28.14K | -15.7% | $929,127 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 57 | Barclays Plc | 26.87K | -62.4% | $888,691 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 58 | Hrt Financial Lp | 26.44K | +106.9% | $874,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Truist Financial Corp | 23.27K | -1.2% | $843,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Blair William & Co/Il | 24.52K | -18.5% | $810,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 23.39K | -17.5% | $773,607 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Balyasny Asset Management L.P. | 18.53K | -36.6% | $612,754 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | Franklin Resources Inc | 18.11K | جديد | $598,897 | 0.0% | New | 1 | SEC ↗ ×3 |
| 64 | Mariner, LLC | 17.69K | +5.4% | $585,032 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Cetera Investment Advisers | 16.89K | -8.1% | $558,445 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.60K | +1.1% | $548,995 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Janus Henderson Group Plc | 14.06K | 0.0% | $465,630 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Wealth Enhancement Advisory… | 12.52K | -24.3% | $418,046 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | New York State Common Retirement… | 12.18K | 0.0% | $402,925 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Zurcher Kantonalbank (Zurich… | 9.90K | +25.1% | $327,360 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | State Board Of Administration Of… | 9.60K | 0.0% | $317,604 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Northwestern Mutual Wealth… | 8.20K | +1.1% | $271,042 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Mercer Global Advisors Inc /Adv | 7.75K | جديد | $256,167 | 0.0% | New | 1 | SEC ↗ |
| 74 | Voya Investment Management Llc | 6.42K | -1.7% | $212,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Cwm, Llc | 5.93K | +20.5% | $196,270 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Simplex Trading, Llc | 2.20K | جديد | $72,886 | 0.0% | New | 1 | SEC ↗ |
| 77 | Jones Financial Companies Lllp | 2.12K | +62.1% | $68,118 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 1.92K | +41.4% | $63,423 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 79 | Us Bancorp \De\ | 678 | +10.2% | $22,421 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Fifth Third Bancorp | 528 | جديد | $17,461 | 0.0% | New | 1 | SEC ↗ |
| 81 | BNP Paribas Asset Management… | 322 | -7.5% | $10,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Optiver Holding B.V. | 90 | +21.6% | $2,976 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 30 | 0.0% | $992 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Wcm Investment Management, Llc | $4.95M | 0.0% |
| Franklin Resources Inc | $598,897 | 0.0% |
| Mercer Global Advisors Inc… | $256,167 | 0.0% |
| Simplex Trading, Llc | $72,886 | 0.0% |
| Fifth Third Bancorp | $17,461 | 0.0% |
تم الخروج
| Tudor Investment Corp Et Al | $1.83M | كان 0.0% |
| Healthcare Of Ontario Pension… | $1.11M | كان 0.0% |
| Hsbc Holdings Plc | $587,376 | كان 0.0% |
| ProShare Advisors LLC | $222,140 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 226 المالكون, 32.53M الأسهم, $843.83M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
مشتريات السوق المفتوحة (P)
لا توجد مشتريات داخلية في السوق المفتوحة ضمن نافذة التغطية لدينا.
مبيعات السوق المفتوحة (S)
Sep 10
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K سهم · $387,485
Sep 09
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K سهم · $386,312
Sep 03
Bradford Tonya Williams
Director · 1.60K سهم · $63,824
Sep 03
WILLIAMS WILLIAM L. III
Director · 6.59K سهم · $264,220
Sep 03
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K سهم · $397,466
Aug 27
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K سهم · $396,590
Aug 26
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K سهم · $399,878
Aug 20
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K سهم · $405,283
Aug 19
MAHAN JAMES S III
Officer, Director, 10% owner · 8.00K سهم · $328,464
Aug 19
MAHAN JAMES S III
Officer, Director, 10% owner · 2.00K سهم · $83,852
لا تُحتسب هنا الجوائز وعمليات التنفيذ والاستقطاع الضريبي ضمن عمليات الشراء أو البيع. المنهجية
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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