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Live Oak Bancshares shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Live Oak Bancshares held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Live Oak Bancshares by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $256k 7.7k 33.07
2025-09-30 $255k 7.2k 35.22

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Mercer Global Advisors

Top funds holding Live Oak Bancshares

BlackRock
Barrow, Hanley, Mewhinney & Strauss
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Gilder, Gagnon, Howe & Co
Southernsun Asset Management
Vanguard Portfolio Management
Geode Capital Management
Loomis, Sayles and
William Blair Investment Management
Royce & Associates
Two Sigma Investments
Algert Coldiron Investors
Northern Trust

View all funds holding Live Oak Bancshares