Fund shareholders of Liberty Energy Inc
ISIN US53115L1044 · United States
- Fund shareholders
- 391
- Of which ETFs
- 92 299 other funds
- Value held
- 2.4B $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 9,831,853 | 257.5M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 5,400,866 | 158M $ | 0.58 % | as of May 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,910,883 | 128.6M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 4,145,392 | 108.6M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,556,719 | 93.2M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VanEck Oil Services ETF VanEck ETF Trust | 2,777,551 | 72.7M $ | 3.65 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,066,428 | 38.7M $ | 0.20 % | as of Jul 31, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 2,047,410 | 53.6M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,871,099 | 49M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1,765,613 | 33M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust | 1,654,800 | 43.3M $ | 0.70 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 1,493,439 | 39.1M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Eventide Gilead Fund MUTUAL FUND SERIES TRUST | 1,479,224 | 38.7M $ | 1.13 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 1,461,217 | 38.3M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 1,404,892 | 36.8M $ | 0.46 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,402,702 | 26.2M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 1,389,408 | 40.7M $ | 0.52 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 1,351,582 | 35.4M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 1,213,202 | 22.7M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 1,058,067 | 31M $ | 0.84 % | as of May 31, 2026 ↗ |
| Franklin Small Cap Growth Fund Franklin Strategic Series | 1,024,365 | 19.2M $ | 0.78 % | as of Jul 31, 2026 ↗ |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 1,015,963 | 26.6M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 979,604 | 28.7M $ | 0.32 % | as of May 31, 2026 ↗ |
| VANGUARD ENERGY INDEX FUND VANGUARD WORLD FUND | 940,358 | 27.5M $ | 0.23 % | as of May 31, 2026 ↗ |
| Small Cap Core Fund John Hancock Investment Trust | 936,565 | 17.5M $ | 0.90 % | as of Jul 31, 2026 ↗ |
| Putnam Small Cap Growth Fund Putnam Funds Trust | 925,128 | 24.2M $ | 0.71 % | as of Jun 30, 2026 ↗ |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 871,637 | 25.5M $ | 0.46 % | as of May 29, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 859,624 | 22.5M $ | 0.78 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 850,230 | 22.3M $ | 0.46 % | as of Jun 30, 2026 ↗ |
| Nomura Small Cap Value Fund Delaware Group Equity Funds V | 833,618 | 24.4M $ | 0.70 % | as of May 29, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 831,832 | 24.3M $ | 0.06 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 811,723 | 23.8M $ | 0.14 % | as of May 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 807,582 | 15.1M $ | 0.18 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 780,393 | 22.8M $ | 0.10 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 731,958 | 13.7M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF SPDR SERIES TRUST | 660,900 | 17.3M $ | 3.70 % | as of Jun 30, 2026 ↗ |
| Franklin Small Cap Value Fund Franklin Value Investors Trust | 648,432 | 12.1M $ | 0.28 % | as of Jul 31, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 634,350 | 11.9M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST | 573,033 | 15M $ | 1.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 560,706 | 16.4M $ | 0.28 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 540,664 | 10.1M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 495,085 | 9.3M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 450,000 | 11.8M $ | 1.02 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 447,938 | 11.7M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 445,111 | 8.3M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Nomura VIP Small Cap Value Series Delaware VIP Trust | 429,750 | 11.3M $ | 0.60 % | as of Jun 30, 2026 ↗ |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 414,911 | 10.9M $ | 1.44 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 391,312 | 7.3M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 390,444 | 11.4M $ | 0.60 % | as of May 31, 2026 ↗ |
| Small Cap Equity Portfolio GLENMEDE FUND INC | 389,877 | 7.3M $ | 0.70 % | as of Jul 31, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 380,992 | 10M $ | 0.43 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 365,013 | 6.8M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 355,685 | 10.4M $ | 0.55 % | as of May 31, 2026 ↗ |
| iShares U.S. Oil Equipment & Services ETF iShares Trust | 348,379 | 9.1M $ | 2.42 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 344,325 | 6.4M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 334,290 | 9.8M $ | 0.35 % | as of May 31, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 322,390 | 6M $ | 0.15 % | as of Jul 31, 2026 ↗ |
| PIMCO RAE US Small Fund PIMCO Equity Series | 313,986 | 8.2M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 312,555 | 8.2M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 307,500 | 8.1M $ | 0.61 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 306,817 | 9M $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 303,660 | 8.9M $ | 0.35 % | as of May 31, 2026 ↗ |
| World Energy Fund Cavanal Hill Funds | 300,000 | 8.8M $ | 3.03 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 297,521 | 7.8M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | 295,000 | 7.7M $ | 0.25 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 290,147 | 7.6M $ | 0.35 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 280,390 | 8.2M $ | 0.87 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 273,453 | 8M $ | 0.46 % | as of May 31, 2026 ↗ |
| JNL Small Cap Index Fund JNL Series Trust | 253,748 | 6.6M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 247,005 | 7.2M $ | 0.01 % | as of May 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 243,964 | 6.4M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 241,906 | 7.1M $ | 0.27 % | as of May 31, 2026 ↗ |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 240,819 | 6.3M $ | 0.45 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 237,509 | 6.2M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 232,893 | 6.8M $ | 0.13 % | as of May 29, 2026 ↗ |
| Nomura Smid Cap Core Fund IVY FUNDS | 218,591 | 5.7M $ | 1.45 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 211,021 | 5.5M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 208,803 | 3.9M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 206,786 | 3.9M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II | 206,026 | 6M $ | 5.08 % | as of May 31, 2026 ↗ |
| Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust | 199,711 | 5.2M $ | 0.40 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 178,430 | 3.3M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 176,654 | 3.3M $ | 0.40 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 175,582 | 4.6M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Franklin Natural Resources Fund Franklin Strategic Series | 174,600 | 3.3M $ | 0.65 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 173,941 | 3.3M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 163,869 | 4.3M $ | 1.20 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 161,952 | 4.7M $ | 0.04 % | as of May 31, 2026 ↗ |
| WPG Partners Select Small Cap Value Fund RBB Fund, Inc. | 153,705 | 4.5M $ | 1.92 % | as of May 31, 2026 ↗ |
| Fidelity MSCI Energy Index ETF FIDELITY COVINGTON TRUST | 151,823 | 2.8M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 148,952 | 4.4M $ | 0.23 % | as of May 31, 2026 ↗ |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 148,793 | 3.9M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 141,093 | 3.7M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 140,571 | 3.7M $ | 1.00 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 140,145 | 3.7M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 139,750 | 3.7M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST | 137,800 | 2.6M $ | 0.60 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 137,196 | 3.6M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Small Cap Core Portfolio Bernstein Fund Inc | 135,903 | 3.6M $ | 0.41 % | as of Jun 30, 2026 ↗ |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 133,231 | 2.5M $ | 0.18 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II | 5.08 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF SPDR SERIES TRUST | 3.70 % | as of Jun 30, 2026 ↗ |
| VanEck Oil Services ETF VanEck ETF Trust | 3.65 % | as of Jun 30, 2026 ↗ |
| World Energy Fund Cavanal Hill Funds | 3.03 % | as of May 31, 2026 ↗ |
| Energy Services Fund Rydex Series Funds | 2.97 % | as of Jun 30, 2026 ↗ |
| Energy Services Fund Rydex Variable Trust | 2.96 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Oil Equipment & Services ETF iShares Trust | 2.42 % | as of Jun 30, 2026 ↗ |
| Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV | 2.39 % | as of May 31, 2026 ↗ |
| OIL & GAS EQUIPMENT & SERVICES ULTRASECTOR PROFUND ProFunds | 2.11 % | as of Jul 31, 2026 ↗ |
| Harbor Active Small Cap ETF Harbor ETF Trust | 2.05 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 391 | +22 | 93,576,491 | +2.5 % |
| 2026Q2 | 369 | +37 | 91,335,148 | +5.7 % |
| 2026Q1 | 332 | +4 | 86,394,519 | -6.8 % |
| 2025Q4 | 328 | -8 | 92,688,162 | -2.1 % |
| 2025Q3 | 336 | -9 | 94,697,462 | -5.7 % |
| 2025Q2 | 345 | -14 | 100,421,580 | -10.7 % |
| 2025Q1 | 359 | -29 | 112,437,720 | +4.9 % |
| 2024Q4 | 388 | -11 | 107,159,401 | -5.8 % |
| 2024Q3 | 399 | -6 | 113,816,736 | +2.3 % |
| 2024Q2 | 405 | +22 | 111,243,592 | +2.4 % |
| 2024Q1 | 383 | +33 | 108,670,829 | +2.3 % |
| 2023Q4 | 350 | 106,279,301 |
Institutional managers
384 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 25,709,507 | 740.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 9,233,668 | 265.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 7,699,332 | 221.7M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,876,807 | 198.1M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4,431,125 | 127.6M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 3,967,022 | 114.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 3,912,445 | 112.7M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 3,806,233 | 109.6K $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 3,403,311 | 98M $ | as of Mar 31, 2026 |
| VAN ECK ASSOCIATES CORP | 3,302,846 | 95.1K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,028,089 | 87.2M $ | as of Mar 31, 2026 |
| Ensign Peak Advisors, Inc | 2,706,076 | 77.9M $ | as of Mar 31, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 2,494,222 | 71.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,478,039 | 71.5M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,478,018 | 71.4M $ | as of Mar 31, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | 2,403,098 | 69.2M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 2,257,537 | 65M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,968,628 | 56.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,767,487 | 50.9M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 1,756,296 | 50.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,630,714 | 47M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,624,716 | 46.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,610,303 | 46.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,493,731 | 43M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,477,215 | 42.5M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Liberty Energy Inc". https://titelia.com/en/stocks/liberty-energy-inc-US53115L1044