FIRST TRUST ADVISORS LP

Position in LOB — Live Oak Bancshares, Inc.

CIK 1125816 Wheaton, IL

Position in LOB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,355,043

+$644,411 QoQ

Shares Held

40,975

+98.1% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 94.87248322147651.ToString("F0")% Shared 0.ToString("F0")% None 5.12751677852349.ToString("F0")%

Financial Services · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $5,667,430,980 across 200 Banks - Regional names. LOB ranks #151 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	2,816,605	$586,107,334
2	USB	US Bancorp De	8,118,845	$422,261,128
3	EWBC	East West Bancorp Inc	3,918,515	$418,340,661
4	RF	Regions Financial Corp	13,358,969	$348,936,270
5	WTFC	Wintrust Financial Corp	1,830,268	$254,297,435
6	TFC	Truist Financial Corp	4,099,225	$188,441,373
7	FNB	Fnb Corp/Pa/	10,978,635	$183,562,777
8	FULT	Fulton Financial Corp	8,050,923	$163,755,773

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,355,043	40,975	+98.1%	Shares	Sole	2026-05-13
2025-12-31	$710,632	20,688	-3.1%	Shares	Sole	2026-02-13
2025-09-30	$751,876	21,348	-55.9%	Shares	Sole	2025-11-12
2025-06-30	$1,441,038	48,357	+146.0%	Shares	Sole	2025-08-13
2025-03-31	$524,108	19,659	+23.1%	Shares	Sole	2025-05-14
2024-12-31	$631,692	15,972	-52.1%	Shares	Sole	2025-02-13
2024-09-30	$1,578,178	33,316	+107.0%	Shares	Sole	2024-11-13
2024-06-30	$564,395	16,098	+15.9%	Shares	Sole	2024-08-13
2024-03-31	$576,656	13,892	-25.7%	Shares	Sole	2024-05-13
2023-12-31	$850,986	18,703	-78.4%	Shares	Sole	2024-02-13
2023-09-30	$2,501,251	86,399	-28.9%	Shares	Sole	2023-11-13
2023-06-30	$3,196,401	121,490	+1003.7%	Shares	Sole	2023-08-14
2022-12-31	$332,441	11,008	-60.3%	Shares	Sole	2023-02-09
2022-09-30	$849,211	27,752	+2.7%	Shares	Sole	2022-11-14
2022-06-30	$915,741	27,021	-66.8%	Shares	Sole	2022-08-12
2022-03-31	$4,138,273	81,318	+0.9%	Shares	Sole	2022-05-13
2021-12-31	$7,036,185	80,607	-5.2%	Shares	Sole	2022-02-08
2021-09-30	$5,410,140	85,025	-22.0%	Shares	Sole	2021-11-15
2021-06-30	$6,434,186	109,054	+430.5%	Shares	Sole	2021-10-12
2021-03-31	$1,407,811	20,555	+33.9%	Shares	Sole	2021-05-14
2020-12-31	$728,463	15,349	+10.3%	Shares	Sole	2021-02-02
2020-09-30	$352,340	13,910	-7.0%	Shares	Sole	2020-11-05
2020-06-30	$216,982	14,954	-14.7%	Shares	Sole	2020-07-22
2020-03-31	$218,711	17,539	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.