Who owns Live Oak Bancshares Inc (LOB)?
110 US mutual funds and ETFs from 70 fund families reported a position in LOB for the quarter ending 2026-06-30. Against their own report a quarter earlier, 54 raised shares, 3 opened a new position, 20 cut and 7 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. | 1 | 20.9% |
| Vanguard Index Funds | 4 | 20.1% |
| Ishares Trust | 5 | 12.3% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 1 | 8.6% |
| T. Rowe Price Equity Funds, Inc. | 1 | 4.7% |
| Royce Fund | 2 | 4.1% |
Tracked managers holding LOB
None of the managers Prior Moves tracks on 13F reports LOB in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about LOB. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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