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
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 123,5403.5M $1.67 %as of Feb 28, 2026
WESTWOOD SALIENT MLP & ENERGY Ultimus Managers Trust 121,7304.1M $0.29 %as of Apr 30, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 120,8924.1M $0.00 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 116,5113.3M $0.30 %as of Feb 28, 2026
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 116,2093.3M $0.30 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 115,3213.9M $0.07 %as of Apr 30, 2026
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 108,2873.1M $0.44 %as of Mar 31, 2026
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 108,1653.1M $0.30 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 105,8223M $0.16 %as of Mar 31, 2026
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 105,5703M $1.58 %as of Mar 31, 2026
Eventide Balanced Fund MUTUAL FUND SERIES TRUST 105,4463M $0.80 %as of Mar 31, 2026
SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST 104,0243.5M $1.19 %as of Apr 30, 2026
Invesco Dorsey Wright Energy Momentum ETF Invesco Exchange-Traded Fund Trust 101,1233.4M $4.04 %as of Apr 30, 2026
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 97,4872.8M $0.48 %as of Mar 31, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 96,4233.3M $0.27 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 96,1032.7M $0.01 %as of Feb 28, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 95,7253.2M $0.01 %as of Apr 30, 2026
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 94,3153.2M $1.65 %as of Apr 30, 2026
ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST 93,8963.2M $0.81 %as of Apr 30, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 92,8482.7M $0.29 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 91,3602.6M $0.17 %as of Mar 31, 2026
Small Cap Core Trust John Hancock Variable Insurance Trust 91,2502.6M $0.91 %as of Mar 31, 2026
Small-Cap Value Fund Bridgeway Funds, Inc. 88,5092.5M $0.83 %as of Mar 31, 2026
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 86,8342.9M $0.03 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 86,5582.5M $0.00 %as of Mar 31, 2026
Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 86,5432.5M $1.16 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 84,0572.8M $0.01 %as of Apr 30, 2026
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 80,9602.7M $0.25 %as of Apr 30, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 80,9252.7M $0.13 %as of Apr 30, 2026
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 80,8292.3M $0.09 %as of Mar 31, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 80,7572.7M $0.32 %as of Apr 30, 2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 80,6072.3M $0.26 %as of Mar 31, 2026
Eventide Exponential Technologies Fund MUTUAL FUND SERIES TRUST 79,1632.3M $3.02 %as of Mar 31, 2026
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 74,5002.1M $0.01 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 74,2692.1M $0.01 %as of Mar 31, 2026
Small Cap Index Fund Northern Funds 73,6342.1M $0.15 %as of Mar 31, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 73,4392.1M $0.81 %as of Mar 31, 2026
BlackRock Energy Opportunities Fund BlackRock Funds 69,8362M $0.58 %as of Feb 27, 2026
Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust 69,6602.4M $1.06 %as of Apr 30, 2026
M Capital Appreciation Fund M FUND INC 68,9342M $0.76 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 68,4252.3M $0.16 %as of Apr 30, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 66,9282.3M $0.27 %as of Apr 30, 2026
Adara Smaller Companies Fund RBB Fund, Inc. 66,8721.9M $0.25 %as of Feb 28, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 66,2321.9M $0.51 %as of Mar 31, 2026
Column Small Cap Fund Trust for Professional Managers 65,4221.8M $0.36 %as of Feb 28, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 64,9242.2M $0.35 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 63,2151.8M $0.14 %as of Feb 28, 2026
Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust 61,7481.8M $1.21 %as of Mar 31, 2026
Thornburg Summit Fund THORNBURG INVESTMENT TRUST 60,3521.7M $1.65 %as of Mar 31, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 60,3362M $0.28 %as of Apr 30, 2026
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 58,6852M $0.01 %as of Apr 30, 2026
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 58,0162M $0.33 %as of Apr 30, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 56,9361.9M $0.08 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 56,8901.6M $0.09 %as of Mar 31, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 56,7541.6M $0.30 %as of Mar 31, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 55,4441.6M $0.30 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 54,8001.6M $0.06 %as of Mar 31, 2026
AMG Frontier Small Cap Growth Fund AMG Funds I 52,2751.8M $1.80 %as of Apr 30, 2026
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 51,7621.7M $0.12 %as of Apr 30, 2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 51,2921.5M $0.61 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 51,2451.7M $0.01 %as of Apr 30, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 50,7551.5M $0.00 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 49,8821.4M $0.15 %as of Mar 31, 2026
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 49,7491.4M $0.50 %as of Mar 31, 2026
PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. 48,1201.4M $0.12 %as of Feb 27, 2026
SMALL CAP EQUITY FUND GuideStone Funds 48,0451.4M $0.17 %as of Mar 31, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 47,3921.4M $0.44 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 47,0331.4M $0.14 %as of Mar 31, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 46,2141.3M $0.04 %as of Mar 31, 2026
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 44,7571.3M $0.30 %as of Mar 31, 2026
Small Cap Value Fund Northern Funds 44,4651.3M $0.21 %as of Mar 31, 2026
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 42,6021.2M $0.44 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 41,8091.2M $0.01 %as of Mar 31, 2026
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 41,6071.2M $0.18 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 40,7591.2M $0.15 %as of Mar 31, 2026
Nomura VIP Opportunity Series Delaware VIP Trust 40,7141.2M $1.58 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 40,5361.4M $0.01 %as of Apr 30, 2026
Small Cap Value Fund VALIC Co I 38,2551.1M $0.42 %as of Feb 28, 2026
iShares North American Natural Resources ETF iShares Trust 37,9701.1M $0.12 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 37,5961.1M $0.12 %as of Feb 28, 2026
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 36,8001.1M $0.01 %as of Mar 31, 2026
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 36,7061.2M $0.46 %as of Apr 30, 2026
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 34,5541.2M $0.19 %as of Apr 30, 2026
BlackRock Commodity Strategies Fund BlackRock Funds 33,625944.5K $0.08 %as of Feb 27, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 33,0911.1M $0.17 %as of Apr 30, 2026
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 32,364932.1K $0.25 %as of Mar 31, 2026
BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST 32,290907K $0.64 %as of Feb 28, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 31,5441.1M $0.11 %as of Apr 30, 2026
Penn Series Small Cap Value Fund Penn Series Funds Inc 31,087895.3K $0.62 %as of Mar 31, 2026
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 31,0551M $0.15 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 31,041894K $0.15 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 30,925890.6K $0.01 %as of Mar 31, 2026
Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III 30,694884K $0.15 %as of Mar 31, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 30,294872.5K $0.29 %as of Mar 31, 2026
GMO Resource Transition Fund GMO TRUST 30,200848.3K $0.47 %as of Feb 28, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 29,685854.9K $0.14 %as of Mar 31, 2026
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 28,836830.5K $0.04 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 28,592823.4K $0.15 %as of Mar 31, 2026
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 28,411798.1K $0.11 %as of Feb 28, 2026
First Trust Nasdaq Oil & Gas ETF First Trust Exchange-Traded Fund VI 28,010806.7K $0.45 %as of Mar 31, 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