Cross-fund · 4 holders
LOB
LIVE OAK BANCSHARES INC
CUSIP 53803X105
4
Tracked holders
$214.3M
Aggregate value
6,374,176
Shares
4
Active funds
Funds holding LOB
| Fund | Strategy | Period | Value | % of book | Δ shares | Status |
|---|---|---|---|---|---|---|
| BlackRock | Institutional | Q1 2026 | $113.5M | — | −143,088 | −4.0% |
| Vanguard | Institutional | Q4 2025 | $92.8M | — | +17,181 | +0.6% |
| Millennium | Multi-Strategy | Q1 2026 | $4.5M | — | −122,481 | −47.5% |
| Citadel | Multi-Strategy | Q1 2026 | $3.4M | — | −115,924 | −52.9% |
Aggregated from the latest 13F-HR per tracked fund (longs only). QoQ deltas compare against each fund's prior quarterly filing.