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Livermore
Livermore
ZHEN

First Trust Advisors LP

SEC CIK
0001125816
Latest filing
Aug 11, 2026

LOB holding history

Live Oak Bancshares, Inc. in every 13F filed by First Trust Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LOB overviewAll 13F holders of LOBFull Q2 2026 holdings

Shares (Q2 2026)
54,424
Value
$2.22M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of LOB by First Trust Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,424$2.22M<0.1%+13,449+32.8%AddedHolders
Q1 202640,975$1.36M<0.1%+20,287+98.1%AddedHolders
Q4 202520,688$710.6K<0.1%−660−3.1%ReducedHolders
Q3 202521,348$751.9K<0.1%−27,009−55.9%ReducedHolders
Q2 202548,357$1.44M<0.1%+28,698+146.0%AddedHolders
Q1 202519,659$524.1K<0.1%+3,687+23.1%AddedHolders
Q4 202415,972$631.7K<0.1%−17,344−52.1%ReducedHolders
Q3 202433,316$1.58M<0.1%+17,218+107.0%AddedHolders
Q2 202416,098$564.4K<0.1%+2,206+15.9%AddedHolders
Q1 202413,892$576.7K<0.1%−4,811−25.7%ReducedHolders
Q4 202318,703$851.0K<0.1%−67,696−78.4%ReducedHolders
Q3 202386,399$2.50M<0.1%−35,091−28.9%ReducedHolders
Q2 2023121,490$3.20M<0.1%+121,490NewHolders
Q1 20230$00.0%−11,008−100.0%Sold outHolders
Q4 202211,008$332.4K<0.1%−16,744−60.3%ReducedHolders
Q3 202227,752$849.0K<0.1%+731+2.7%AddedHolders
Q2 202227,021$916.0K<0.1%−54,297−66.8%ReducedHolders
Q1 202281,318$4.14M<0.1%+711+0.9%AddedHolders
Q4 202180,607$7.04M<0.1%−4,418−5.2%ReducedHolders
Q3 202185,025$5.41M<0.1%−24,029−22.0%ReducedHolders
Q2 2021109,054$6.43M<0.1%+88,499+430.5%AddedHolders
Q1 202120,555$1.41M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.