سجل الورقة المالية
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Live Oak Bancshares, Inc. · Financial Services · Banks - Regional
87الحاملون المتتبعون
+7Δ المساهمون
16.37Mالأسهم المحتفظ بها
$668.41Mالقيمة المُبلَّغ عنها
+9المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +8.8% ·
تدفق الأسهم +4.6% ·
المراكز الجديدة الصافية +8.0%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | −2 |
| Q3 2025 | 16 | 0 | 10.00M | $352.03M | — | — |
| Q2 2025 | 13 | -2 | 9.08M | $270.72M | — | −2 |
| Q1 2025 | 12 | +3 | 3.82M | $101.76M | +3 | — |
| Q4 2024 | 9 | +2 | 2.67M | $105.68M | +2 | — |
| Q3 2024 | 6 | -1 | 1.82M | $86.41M | — | −1 |
| Q2 2024 | 7 | — | 1.88M | $65.96M | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 3.52M | +2.4% | $143.59M | 0.0% | ▲ Add | 5 | SEC ↗ ×13 |
| 2 | Vanguard Capital Management Llc | 1.65M | +8.0% | $67.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Dimensional Fund Advisors Lp | 1.62M | +1.4% | $65.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (سلبي) | 1.37M | -4.8% | $55.88M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 5 | Geode Capital Management ✦ (سلبي) | 912.54K | +6.9% | $37.28M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Loomis Sayles & Co L P | 671.99K | -7.7% | $27.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | American Century Companies Inc | 667.56K | +267.2% | $27.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 420.26K | -3.2% | $17.16M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | Northern Trust Corp | 320.78K | -1.1% | $13.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 10 | Charles Schwab Investment… | 299.27K | +3.0% | $12.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 287.39K | +9.4% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Manufacturers Life Insurance… | 283.13K | -0.7% | $11.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Hotchkis & Wiley Capital Management… | 270.24K | +8.2% | $11.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 237.13K | -0.9% | $9.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 230.02K | +31.7% | $9.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | D. E. Shaw & Co. ✦ | 217.94K | -17.1% | $8.90M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 203.44K | -36.2% | $8.31M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 18 | Morgan Stanley ✦ | 188.57K | -14.9% | $7.70M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 19 | UBS Group AG | 161.90K | +13.4% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | AQR Capital Management ✦ | 138.96K | +38.1% | $5.67M | 0.0% | ▲ Add | 7 | SEC ↗ ×7 |
| 21 | State Of Wisconsin Investment Board | 138.92K | -8.6% | $5.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Russell Investments Group, Ltd. | 137.58K | +36.8% | $5.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 23 | Bank of New York Mellon Corp | 110.33K | +10.0% | $4.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 24 | Citadel Advisors ✦ | 100.07K | +4.4% | $4.09M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 25 | Wells Fargo & Company/Mn | 95.79K | +5.4% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 26 | Deutsche Bank Ag\ | 95.47K | +6.9% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | Fidelity (FMR) ✦ | 85.38K | +187.2% | $3.49M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 28 | Ameriprise Financial Inc | 85.28K | -25.7% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Captrust Financial Advisors | 84.41K | -1.6% | $3.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 81.05K | +7.9% | $3.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 31 | Nuveen, LLC | 78.01K | +6.0% | $3.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Td Asset Management Inc | 73.37K | 0.0% | $3.00M | 0.0% | Held | 3 | SEC ↗ |
| 33 | Man Group plc | 71.86K | جديد | $2.93M | 0.0% | New | 1 | SEC ↗ |
| 34 | Swiss National Bank | 71.80K | -0.6% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 66.19K | جديد | $2.70M | 0.0% | New | 1 | SEC ↗ |
| 36 | Invesco Ltd. | 58.74K | -10.0% | $2.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 37 | Wcm Investment Management, Llc | 55.37K | -63.9% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | First Trust Advisors Lp | 54.42K | +32.8% | $2.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 50.53K | -1.3% | $2.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 40 | Rhumbline Advisers | 49.85K | +5.4% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Federated Hermes, Inc. | 49.14K | +24.4% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Citigroup Inc | 46.39K | +1.5% | $1.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 43 | Quantinno Capital Management LP | 44.88K | +51.2% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Marshall Wace ✦ | 44.52K | جديد | $1.82M | 0.0% | New | 1 | SEC ↗ ×2 |
| 45 | Victory Capital Management Inc | 43.66K | +0.2% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 41.84K | -60.8% | $1.78M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 47 | Hrt Financial Lp | 42.53K | +60.9% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 41.53K | +25.4% | $1.70M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 49 | Bnp Paribas Financial Markets | 39.62K | +69.4% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Mml Investors Services, Llc | 39.37K | +38.0% | $1.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Point72 Asset Management ✦ | 38.62K | جديد | $1.58M | 0.0% | New | 1 | SEC ↗ |
| 52 | Alliancebernstein L.P. | 46.59K | +24.7% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Stifel Financial Corp | 36.96K | +9.2% | $1.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Creative Planning | 36.32K | +6.7% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 55 | Legal & General Group Plc | 36.34K | +29.1% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 56 | Sei Investments Co | 30.66K | -25.4% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 57 | LPL Financial LLC | 29.96K | -2.2% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Osaic Holdings, Inc. | 29.61K | +1.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 59 | Truist Financial Corp | 29.27K | +25.8% | $1.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 60 | Balyasny Asset Management L.P. | 27.93K | +50.8% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Blair William & Co/Il | 24.58K | +0.2% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Millennium Management ✦ | 22.91K | -83.1% | $935,685 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 63 | Squarepoint Ops LLC | 22.68K | -34.8% | $926,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Susquehanna International Group, Llp | 22.08K | -64.1% | $901,666 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Barclays Plc | 20.98K | -21.9% | $856,782 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 66 | Mariner, LLC | 16.81K | -5.0% | $686,560 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 16.81K | +1.2% | $686,439 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Cetera Investment Advisers | 16.28K | -3.6% | $664,782 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Franklin Resources Inc | 15.99K | -11.7% | $653,032 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Wealth Enhancement Advisory… | 13.56K | +8.3% | $564,654 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | New York State Common Retirement… | 12.18K | 0.0% | $497,595 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Zurcher Kantonalbank (Zurich… | 9.90K | 0.0% | $404,275 | 0.0% | Held | 3 | SEC ↗ |
| 73 | State Board Of Administration Of… | 9.60K | 0.0% | $392,227 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Mercer Global Advisors Inc /Adv | 9.56K | +23.4% | $390,309 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Northwestern Mutual Wealth… | 8.13K | -0.8% | $332,029 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Hsbc Holdings Plc | 7.94K | جديد | $325,819 | 0.0% | New | 1 | SEC ↗ |
| 77 | Commonwealth Equity Services, Llc | 7.94K | جديد | $324,309 | 0.0% | New | 1 | SEC ↗ |
| 78 | Voya Investment Management Llc | 7.34K | +14.4% | $299,970 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Prudential Financial Inc | 6.13K | جديد | $250,553 | 0.0% | New | 1 | SEC ↗ |
| 80 | Cerity Partners LLC | 5.93K | جديد | $242,099 | 0.0% | New | 1 | SEC ↗ ×2 |
| 81 | Pictet Asset Management Holding SA | 5.02K | جديد | $205,017 | 0.0% | New | 1 | SEC ↗ |
| 82 | Jones Financial Companies Lllp | 2.21K | +3.9% | $91,340 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Rockefeller Capital Management L.P. | 1.35K | -29.5% | $55,243 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 84 | Us Bancorp \De\ | 642 | -5.3% | $26,219 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Fifth Third Bancorp | 583 | +10.4% | $23,810 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Optiver Holding B.V. | 178 | +97.8% | $7,270 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 30 | 0.0% | $1,225 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Man Group plc | $2.93M | 0.0% |
| Qube Research & Technologies… | $2.70M | 0.0% |
| Marshall Wace | $1.82M | 0.0% |
| Point72 Asset Management | $1.58M | 0.0% |
| Hsbc Holdings Plc | $325,819 | 0.0% |
| Commonwealth Equity Services… | $324,309 | 0.0% |
| Prudential Financial Inc | $250,553 | 0.0% |
| Cerity Partners LLC | $242,099 | 0.0% |
| Pictet Asset Management… | $205,017 | 0.0% |
تم الخروج
| Simplex Trading, Llc | $72,886 | كان 0.0% |
| BNP Paribas Asset Management… | $10,649 | 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 يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
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: Q2 2026 ·
المنهجية ·
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