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Equibles

FIRST TRUST ADVISORS LP

Position in LOB — Live Oak Bancshares, Inc.

CIK 1125816 Wheaton, IL
Back to LOB Full portfolio

Position in LOB

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$2,222,676
+$867,633 QoQ
Shares Held
54,424
+32.8% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 240 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 98% Shared 0% None 2%

Common Shares in LOB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $6,372,168,381 across 203 Banks - Regional names. LOB ranks #135 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp \De\
 11,072,514 $668,779,845
2 RF
Regions Financial Corp
 18,544,746 $560,051,329
3 PNC
Pnc Financial Services Group, Inc.
 1,759,998 $433,346,707
4 EWBC
East West Bancorp Inc
 3,124,825 $403,383,659
5 FNB
Fnb Corp/Pa/
 16,284,370 $310,705,779
6 WTFC
Wintrust Financial Corp
 1,749,346 $281,154,889
7 ASB
Associated Banc-Corp
 7,538,653 $231,964,352
8 FULT
Fulton Financial Corp
 8,530,330 $206,348,682

All Filings in LOB

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,222,676 54,424
2026-03-31 $1,355,043 40,975
2025-12-31 $710,632 20,688
2025-09-30 $751,876 21,348
2025-06-30 $1,441,038 48,357
2025-03-31 $524,108 19,659
2024-12-31 $631,692 15,972
2024-09-30 $1,578,178 33,316
2024-06-30 $564,395 16,098
2024-03-31 $576,656 13,892
2023-12-31 $850,986 18,703
2023-09-30 $2,501,251 86,399
2023-06-30 $3,196,401 121,490
2022-12-31 $332,441 11,008
2022-09-30 $849,211 27,752
2022-06-30 $915,741 27,021
2022-03-31 $4,138,273 81,318
2021-12-31 $7,036,185 80,607
2021-09-30 $5,410,140 85,025
2021-06-30 $6,434,186 109,054
2021-03-31 $1,407,811 20,555
2020-12-31 $728,463 15,349
2020-09-30 $352,340 13,910
2020-06-30 $216,982 14,954
2020-03-31 $218,711 17,539