SEC 13F Intelligence

LIVE OAK ACQUISITION CORP V

CUSIP G5509P128

Live Oak Acquisition Corp V has 3 institutional holders in Filings Flow’s 13F database, together reporting 650.5K shares worth $8M as of Q1 2026. The largest reported holders are Lmr Partners LLP, Calamos Advisors LLC, and Rivernorth Capital Management, LLC.

Institutional Holders
3
Q1 2026
Reported Value
$8M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5

Ownership Trend

Institutional holders
Q1 ’25: 35Q1 ’25Q2 ’25: 7Q2 ’25Q3 ’25: 4Q3 ’25Q4 ’25: 4Q4 ’25Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q1 ’25: $198MQ1 ’25Q2 ’25: $31MQ2 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
HGC Investment Management Inc.$451M AUM1.02%$4M403.0KQ3 2025OLDER
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM0.30%$5M500.0KQ2 2025OLDER
LMR Partners LLP$45.4B AUM0.06%$8M700.0KQ2 2025OLDER
Calamos Advisors LLC$28.2B AUM0.02%$7M600.0KQ1 2026
Clear Street Group Inc.$24.6B AUM0.00%$673,05362.6KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$4M341.2KQ2 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$575,00050.0KQ1 2026
UBS Group AG$666.3B AUM0.00%$5,400500Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.