5 institutions reported holding $7.5M of LIVE OAK BANCSHARES INC (LOB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Trust Co of the South ($6.8M), Central Pacific Bank - Trust Division ($532,064), Versant Capital Management, Inc ($42,719), GAMMA Investing LLC ($28,956), CoreCap Advisors, LLC ($15,601). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Trust Co of the South | $6.8M | 167,500 | Hold |
| 2 | Central Pacific Bank - Trust Division | $532,064 | 13,028 | Hold |
| 3 | Versant Capital Management, Inc | $42,719 | 1,046 | Hold |
| 4 | GAMMA Investing LLC | $28,956 | 709 | Added |
| 5 | CoreCap Advisors, LLC | $15,601 | 382 | Added |
Source: SEC Form 13F filings · as of 2026-06-30