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LOB · Live Oak Bancshares, Inc.

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$43.27 -0.07 (-0.16%) At close · Aug 14
Market Cap
$2.00B
Shares
46.28M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding LOB

235 fund positions
Fund Balance Value % of Fund Open
T. Rowe Price Small-Cap Value Fund, Inc. 2,352,941 $77,811,759 0.84%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,076,367 $35,595,457 0.00%
T. Rowe Price Small-Cap Stock Fund, Inc. 966,686 $31,968,306 0.40%
iShares Russell 2000 ETF 876,595 $28,988,997 0.04%
T. Rowe Price Institutional Small-Cap Stock Fund 525,631 $17,382,617 0.40%
American Beacon Small Cap Value Fund 441,264 $16,591,526 0.43%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 483,852 $16,000,986 0.43%
Royce Small-Cap Total Return Fund 352,411 $14,392,465 1.52%
Avantis U.S. Small Cap Value ETF 358,803 $13,645,278 0.05%
Loomis Sayles Small Cap Growth Fund 402,775 $13,319,769 0.69%
Fidelity Small Cap Index Fund 349,172 $13,128,867 0.04%
VANGUARD SMALL-CAP INDEX FUND 395,815 $13,089,602 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 393,443 $13,011,160 0.02%
SouthernSun Small Cap Fund 381,410 $12,613,229 5.25%
William Blair Small Cap Value Fund 266,213 $10,872,139 1.03%
BlackRock Advantage Small Cap Core Fund 254,620 $9,683,199 0.18%
U.S. Targeted Value Portfolio 214,637 $8,070,351 0.05%
U.S. SMALL CAP PORTFOLIO 199,233 $7,491,161 0.04%
VANGUARD SMALL-CAP GROWTH INDEX FUND 219,313 $7,252,681 0.02%
Fidelity Extended Market Index Fund 183,682 $6,985,426 0.02%
VANGUARD RUSSELL 2000 INDEX FUND 181,568 $6,905,031 0.04%
Dimensional U.S. Targeted Value ETF 183,488 $6,899,149 0.05%
Schwab U.S. Small-Cap ETF 171,694 $6,529,523 0.03%
U.S. MICRO CAP PORTFOLIO 164,964 $6,202,646 0.08%
iShares Russell 2000 Value ETF 175,004 $5,787,382 0.05%
Dimensional U.S. Small Cap ETF 149,550 $5,623,080 0.04%
ROYCE SMALL-CAP TRUST, INC. 131,542 $5,372,175 0.20%
Regional Bank Fund 140,308 $5,275,581 0.60%
FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY 157,762 $5,217,189 1.71%
DIAMOND HILL SMALL CAP FUND 142,102 $4,699,313 2.03%
Small Cap Value Portfolio 139,942 $4,627,882 0.80%
Royce Small-Cap Fund 107,380 $4,385,399 0.21%
Dimensional U.S. Core Equity 2 ETF 110,692 $4,162,019 0.01%
iShares Russell 2000 Growth ETF 124,772 $4,126,210 0.03%
State Street Institutional Small-Cap Equity Fund 123,276 $4,076,737 0.87%
NORTH SQUARE DYNAMIC SMALL CAP FUND 100,485 $3,821,445 0.49%
John Hancock Financial Opportunities Fund 110,051 $3,639,387 0.52%
U.S. CORE EQUITY 2 PORTFOLIO 94,830 $3,565,608 0.01%
JNL Multi-Manager Small Cap Value Fund 102,960 $3,404,887 0.20%
EA Bridgeway Omni Small-Cap Value ETF 88,959 $2,941,874 0.14%
Schwab Small-Cap Index Fund 77,484 $2,913,398 0.04%
Hotchkis and Wiley Small Cap Diversified Value Fund 70,400 $2,875,136 0.31%
Avantis U.S. Small Cap Equity ETF 67,091 $2,551,471 0.09%
Fidelity Total Market Index Fund 64,415 $2,449,702 0.00%
VANGUARD FINANCIALS INDEX FUND 59,223 $2,252,251 0.02%
Omni Small-Cap Value Fund 65,419 $2,163,406 0.18%
Loomis Sayles Small Cap Growth Portfolio 64,963 $2,148,326 0.68%
Variable Portfolio - Partners Small Cap Value Fund 62,051 $2,052,027 0.51%
Fidelity Series Total Market Index Fund 53,888 $2,049,361 0.00%
Motley Fool Small-Cap Growth ETF 53,601 $2,038,446 3.44%
Showing 1–50 of 235 positions
Key facts CIK 1462120 CUSIP 53803X105 13F (30d) 235 filings 223 filers Visit website Investor relations

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