Titelia

Fund shareholders of Liberty Energy Inc

ISIN US53115L1044 · United States · LEI 254900PKFJW6RILDCM60

Fund shareholders
369
Of which ETFs
82 287 other funds
Value held
2.7B $
FundSharesValueWeight in fund
iShares Core S&P Small-Cap ETF iShares Trust 9,731,816280.3M $0.30 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 5,585,871156.9M $0.67 %as of Feb 28, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 4,898,098141.1M $0.01 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 3,865,856111.3M $0.15 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 3,549,793102.2M $0.06 %as of Mar 31, 2026 ↗
VanEck Oil Services ETF VanEck ETF Trust 2,883,26983M $3.54 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,026,76068.5M $0.37 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,806,86852M $0.06 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust 1,599,20046.1M $1.10 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,583,62345.6M $0.60 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,562,95152.8M $0.16 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 1,534,68044.2M $0.48 %as of Mar 31, 2026 ↗
Eventide Gilead Fund MUTUAL FUND SERIES TRUST 1,479,22442.6M $1.59 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 1,467,46942.3M $0.30 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 1,404,01939.4M $0.40 %as of Feb 28, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 1,357,83539.1M $0.31 %as of Mar 31, 2026 ↗
Franklin Small Cap Value Fund Franklin Value Investors Trust 1,313,19044.4M $1.09 %as of Apr 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,291,99143.7M $0.28 %as of Apr 30, 2026 ↗
Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 1,175,20333M $1.03 %as of Feb 28, 2026 ↗
Franklin Small Cap Growth Fund Franklin Strategic Series 1,155,26939M $1.59 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 1,155,23039M $0.29 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,130,14132.5M $0.05 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 1,035,07329.8M $0.31 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 993,89228.6M $0.07 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 952,77826.8M $0.47 %as of Feb 27, 2026 ↗
VANGUARD ENERGY INDEX FUND VANGUARD WORLD FUND 900,35725.3M $0.22 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 848,64324.4M $0.60 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 843,82223.7M $0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 785,74622.1M $0.11 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 782,91722M $0.14 %as of Feb 28, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 776,96821.8M $0.60 %as of Feb 27, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 760,55125.7M $0.34 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 731,95824.7M $0.13 %as of Apr 30, 2026 ↗
Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST 621,77817.9M $1.49 %as of Mar 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 615,50720.8M $0.02 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF SPDR SERIES TRUST 592,26917.1M $3.79 %as of Mar 31, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 579,88419.6M $0.98 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 568,25316.4M $0.57 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 555,00115.6M $0.29 %as of Feb 28, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 555,00016M $0.50 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 523,01317.7M $0.13 %as of Apr 30, 2026 ↗
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 513,20017.3M $0.25 %as of Apr 30, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 462,95413.3M $0.43 %as of Mar 31, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 440,45012.7M $0.73 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 436,88514.8M $0.20 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 431,30012.4M $0.15 %as of Mar 31, 2026 ↗
Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust 419,98912.1M $1.05 %as of Mar 31, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 413,16814M $1.42 %as of Apr 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 402,50011.6M $0.96 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 396,69013.4M $0.27 %as of Apr 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 379,14612.8M $0.03 %as of Apr 30, 2026 ↗
iShares U.S. Oil Equipment & Services ETF iShares Trust 359,69110.4M $2.48 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 356,28610M $0.58 %as of Feb 28, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 353,97010.2M $0.58 %as of Mar 31, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 352,80610.2M $1.58 %as of Mar 31, 2026 ↗
DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST 350,00010.1M $0.96 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 346,85811.7M $0.16 %as of Apr 30, 2026 ↗
Royce Small-Cap Opportunity Fund ROYCE FUND 338,2269.7M $0.87 %as of Mar 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 328,77011.1M $0.29 %as of Apr 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 316,0998.9M $0.51 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 314,2968.8M $0.37 %as of Feb 28, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 312,5559M $0.09 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 301,2838.5M $0.01 %as of Feb 28, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 298,5818.4M $0.18 %as of Feb 27, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 291,4978.4M $0.43 %as of Mar 31, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 279,5607.9M $0.34 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 277,8349.4M $0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 273,4537.7M $0.52 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 260,6808.8M $0.37 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 259,5097.5M $0.15 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 257,8087.2M $0.28 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 250,5257.2M $0.30 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 240,3566.8M $0.01 %as of Feb 28, 2026 ↗
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 235,9266.8M $0.16 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 220,3596.2M $0.36 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 211,7617.2M $1.17 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 206,7867M $0.02 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 206,1255.9M $0.01 %as of Mar 31, 2026 ↗
World Energy Fund Cavanal Hill Funds 200,0005.6M $2.21 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 195,6625.6M $0.31 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II 194,7205.5M $5.22 %as of Feb 28, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 191,6115.5M $1.58 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 188,0455.3M $0.56 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 186,1525.4M $0.06 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 185,6256.3M $0.16 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 182,1765.2M $0.22 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 181,9885.1M $0.01 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 176,4075.1M $0.44 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 165,3994.8M $0.14 %as of Mar 31, 2026 ↗
GMO Resources Fund GMO TRUST 156,6034.4M $0.35 %as of Feb 28, 2026 ↗
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 155,2964.5M $1.44 %as of Mar 31, 2026 ↗
Fidelity MSCI Energy Index ETF FIDELITY COVINGTON TRUST 152,0225.1M $0.25 %as of Apr 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 143,0834.1M $0.58 %as of Mar 31, 2026 ↗
Driehaus Micro Cap Growth Fund Driehaus Mutual Funds 139,1484M $0.88 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 138,8253.9M $0.03 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 138,3004M $0.30 %as of Mar 31, 2026 ↗
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 135,1343.9M $1.45 %as of Mar 31, 2026 ↗
Franklin Natural Resources Fund Franklin Strategic Series 134,6004.5M $0.84 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 128,9984.4M $0.01 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 127,3784.3M $0.32 %as of Apr 30, 2026 ↗

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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.

FundWeight in fund
Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II 5.22 %as of Feb 28, 2026 ↗
Invesco Dorsey Wright Energy Momentum ETF Invesco Exchange-Traded Fund Trust 4.04 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF SPDR SERIES TRUST 3.79 %as of Mar 31, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 3.78 %as of Apr 30, 2026 ↗
VanEck Oil Services ETF VanEck ETF Trust 3.54 %as of Mar 31, 2026 ↗
Eventide Exponential Technologies Fund MUTUAL FUND SERIES TRUST 3.02 %as of Mar 31, 2026 ↗
OIL & GAS EQUIPMENT & SERVICES ULTRASECTOR PROFUND ProFunds 2.83 %as of Apr 30, 2026 ↗
Energy Services Fund Rydex Variable Trust 2.70 %as of Mar 31, 2026 ↗
Energy Services Fund Rydex Series Funds 2.64 %as of Mar 31, 2026 ↗
iShares U.S. Oil Equipment & Services ETF iShares Trust 2.48 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2369+3791,335,148+5.7 %
2026Q1332+486,394,519-6.8 %
2025Q4328-892,688,162-2.1 %
2025Q3336-994,697,462-5.7 %
2025Q2345-14100,421,580-10.7 %
2025Q1359-29112,437,720+4.9 %
2024Q4388-11107,159,401-5.8 %
2024Q3399-6113,816,736+2.3 %
2024Q2405+22111,243,592+2.4 %
2024Q1383+33108,670,829+2.3 %
2023Q4350106,279,301

Institutional managers

384 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.25,709,507740.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP9,233,668265.9M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC7,699,332221.7M $as of Mar 31, 2026
STATE STREET CORP6,876,807198.1M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP4,431,125127.6M $as of Mar 31, 2026
FRANKLIN RESOURCES INC3,967,022114.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,912,445112.7M $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.3,806,233109.6K $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.3,403,31198M $as of Mar 31, 2026
VAN ECK ASSOCIATES CORP3,302,84695.1K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,028,08987.2M $as of Mar 31, 2026
Ensign Peak Advisors, Inc2,706,07677.9M $as of Mar 31, 2026
FRONTIER CAPITAL MANAGEMENT CO LLC2,494,22271.8M $as of Mar 31, 2026
JPMORGAN CHASE & CO2,478,03971.5M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.2,478,01871.4M $as of Mar 31, 2026
EVENTIDE ASSET MANAGEMENT, LLC2,403,09869.2M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.2,257,53765M $as of Mar 31, 2026
MORGAN STANLEY1,968,62856.7M $as of Mar 31, 2026
Bank of New York Mellon Corp1,767,48750.9M $as of Mar 31, 2026
DEUTSCHE BANK AG\1,756,29650.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,630,71447M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC1,624,71646.8M $as of Mar 31, 2026
NORTHERN TRUST CORP1,610,30346.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,493,73143M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,477,21542.5M $as of Mar 31, 2026

Declared shareholders of Liberty Energy Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.53 %10,584,957as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.06 %8,203,071as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Liberty Energy Inc

29 funds declare 37 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
iShares Convertible Bond ETF227.9M $as of Apr 30, 2026
Calamos Market Neutral Income Fund226.4M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF214.6M $as of Mar 31, 2026
Calamos Growth & Income Fund111.5M $as of Apr 30, 2026
Calamos Convertible Fund211.1M $as of Apr 30, 2026
Virtus Income & Growth Fund17.7M $as of Mar 31, 2026
Virtus Convertible Fund17.3M $as of Mar 31, 2026
Putnam Convertible Securities Fund26M $as of Apr 30, 2026
Invesco Convertible Securities Fund15.5M $as of Mar 31, 2026
Fidelity Convertible Securities Fund14.8M $as of Feb 28, 2026
Lord Abbett High Yield Fund13.7M $as of Feb 28, 2026
Calamos Global Opportunities Fund13.4M $as of Apr 30, 2026
THE HARTFORD STRATEGIC INCOME FUND13.1M $as of Apr 30, 2026
Fidelity Strategic Dividend and Income Fund12M $as of Feb 28, 2026
Voya Global Income & Growth Fund11.6M $as of Feb 28, 2026
FS Multi-Strategy Alternatives Fund1905.4K $as of Mar 31, 2026
First Trust SSI Strategic Convertible Securities ETF1642.5K $as of Apr 30, 2026
Hartford Strategic Income ETF1562.8K $as of Apr 30, 2026
Mercer Opportunistic Fixed Income Fund1407.5K $as of Mar 31, 2026
Putnam Diversified Income Trust2397.5K $as of Mar 31, 2026
Harbor Ares Systematic Convertible Securities Fund1361.7K $as of Apr 30, 2026
BNY Mellon Core Plus Fund1361.7K $as of Apr 30, 2026
Calamos Global Convertible Fund1349.4K $as of Apr 30, 2026
Hartford Multi-Asset Income Fund1258.9K $as of Apr 30, 2026
1290 VT Convertible Securities Portfolio2191.1K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Liberty Energy Inc". https://titelia.com/en/stocks/liberty-energy-inc-US53115L1044