Registro do valor mobiliário · trimestre arquivado
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Live Oak Bancshares, Inc. · Financial Services · Banks - Regional
83Detentores rastreados
+1Δ titulares
15.71MAções mantidas
$519.53MValor reportado
+5Novas posições
−4Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores +1.2% ·
fluxo de ações +0.7% ·
novas posições líquidas +1.2%
· fórmula
Acumulação ampla: ações crescentes entre mais detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passivo) | 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 ✦ (passivo) | 1.44M | +9.8% | $47.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passivo) | 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 | Novo | $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 | Novo | $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 | Novo | $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 | Novo | $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 | Novo | $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 ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| 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% |
Encerrado
| Tudor Investment Corp Et Al | $1.83M | era 0.0% |
| Healthcare Of Ontario Pension… | $1.11M | era 0.0% |
| Hsbc Holdings Plc | $587,376 | era 0.0% |
| ProShare Advisors LLC | $222,140 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 226 detentores, 32.53M ações, $843.83M reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Compras no mercado aberto (P)
Nenhuma compra direta no mercado por insiders em nossa janela de cobertura.
Vendas no mercado aberto (S)
Sep 10
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K ações · $387,485
Sep 09
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K ações · $386,312
Sep 03
Bradford Tonya Williams
Director · 1.60K ações · $63,824
Sep 03
WILLIAMS WILLIAM L. III
Director · 6.59K ações · $264,220
Sep 03
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K ações · $397,466
Aug 27
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K ações · $396,590
Aug 26
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K ações · $399,878
Aug 20
MAHAN JAMES S III
Officer, Director, 10% owner · 10.00K ações · $405,283
Aug 19
MAHAN JAMES S III
Officer, Director, 10% owner · 8.00K ações · $328,464
Aug 19
MAHAN JAMES S III
Officer, Director, 10% owner · 2.00K ações · $83,852
Prêmios, exercícios e retenção fiscal nunca são contabilizados como compras ou vendas aqui. Metodologia
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q1 2026 ·
Metodologia ·
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