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 | |
|---|---|---|---|---|
| Nuveen Equity Index Fund TIAA-CREF Funds | 128,998 | 2.4M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 128,690 | 2.4M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/Mellon Energy Sector Fund JNL Series Trust | 125,917 | 3.3M $ | 0.18 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 124,492 | 3.6M $ | 0.29 % | as of May 31, 2026 ↗ |
| WESTWOOD SALIENT MLP & ENERGY Ultimus Managers Trust | 121,730 | 2.3M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 121,612 | 3.2M $ | 0.38 % | as of Jun 30, 2026 ↗ |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 120,363 | 3.2M $ | 1.44 % | as of Jun 30, 2026 ↗ |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 120,235 | 2.2M $ | 0.17 % | as of Jul 31, 2026 ↗ |
| Driehaus Micro Cap Growth Fund Driehaus Mutual Funds | 118,651 | 3.1M $ | 0.52 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 116,379 | 3M $ | 0.99 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 115,321 | 2.2M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 114,403 | 3M $ | 0.24 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I | 113,999 | 3M $ | 0.34 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 113,922 | 3M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 111,490 | 2.9M $ | 1.11 % | as of Jun 30, 2026 ↗ |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 107,162 | 2.8M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 99,494 | 1.9M $ | 0.31 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 97,540 | 2.9M $ | 0.01 % | as of May 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 97,139 | 2.8M $ | 0.00 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 95,725 | 1.8M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 91,360 | 2.4M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 90,992 | 2.4M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 90,323 | 2.6M $ | 0.35 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 89,002 | 2.6M $ | 0.14 % | as of May 31, 2026 ↗ |
| Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV | 88,613 | 2.6M $ | 2.39 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 88,558 | 1.7M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 86,949 | 2.3M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 86,500 | 2.3M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 85,383 | 2.2M $ | 0.71 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 83,648 | 2.2M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 83,491 | 2.2M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 81,660 | 2.1M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| AMG Frontier Small Cap Growth Fund AMG Funds I | 81,427 | 1.5M $ | 1.63 % | as of Jul 31, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 80,925 | 1.5M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 80,829 | 2.1M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Eventide Exponential Technologies Fund MUTUAL FUND SERIES TRUST | 79,163 | 2.1M $ | 1.96 % | as of Jun 30, 2026 ↗ |
| Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust | 77,486 | 2M $ | 1.26 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 77,322 | 1.4M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 76,534 | 1.4M $ | 0.17 % | as of Jul 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 76,353 | 2M $ | 0.19 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 75,875 | 1.4M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 73,721 | 1.9M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III | 73,516 | 1.4M $ | 0.65 % | as of Jul 31, 2026 ↗ |
| Small-Cap Value Fund Bridgeway Funds, Inc. | 73,509 | 1.9M $ | 0.56 % | as of Jun 30, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 71,539 | 1.9M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 70,703 | 2.1M $ | 0.05 % | as of May 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 70,379 | 2.1M $ | 0.25 % | as of May 31, 2026 ↗ |
| BlackRock Energy Opportunities Fund BlackRock Funds | 69,836 | 2M $ | 0.58 % | as of May 29, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 69,228 | 1.3M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| M Capital Appreciation Fund NORTHERN LIGHTS FUND TRUST II | 68,267 | 1.8M $ | 0.57 % | as of Jun 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 66,232 | 1.7M $ | 0.40 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 63,148 | 1.8M $ | 0.14 % | as of May 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 61,714 | 1.2M $ | 0.20 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 60,149 | 1.1M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 60,053 | 1.1M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 59,743 | 1.6M $ | 0.44 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 59,534 | 1.7M $ | 0.33 % | as of May 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 57,990 | 1.5M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 56,959 | 1.1M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 56,633 | 1.5M $ | 0.47 % | as of Jun 30, 2026 ↗ |
| Eventide Balanced Fund MUTUAL FUND SERIES TRUST | 56,456 | 1.5M $ | 0.37 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 56,000 | 1.5M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Thornburg Summit Fund THORNBURG INVESTMENT TRUST | 55,208 | 1.4M $ | 1.31 % | as of Jun 30, 2026 ↗ |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 54,520 | 1.4M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 54,388 | 1.4M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 53,969 | 1.6M $ | 0.63 % | as of May 31, 2026 ↗ |
| BlackRock Commodity Strategies Fund BlackRock Funds | 53,520 | 1.6M $ | 0.12 % | as of May 29, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 53,318 | 1.4M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 52,914 | 1.4M $ | 0.19 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 51,998 | 1.4M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 51,762 | 968.5K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 51,002 | 1.5M $ | 0.01 % | as of May 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 49,460 | 925.4K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 49,376 | 1.3M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 48,385 | 905.3K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 48,140 | 1.3M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Nomura VIP Opportunity Series Delaware VIP Trust | 47,922 | 1.3M $ | 1.44 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 47,290 | 884.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Energy Services Fund Rydex Series Funds | 46,970 | 1.2M $ | 2.97 % | as of Jun 30, 2026 ↗ |
| SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST | 46,851 | 876.6K $ | 0.29 % | as of Jul 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 45,392 | 1.2M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 43,667 | 1.1M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 43,578 | 815.3K $ | 0.27 % | as of Jul 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 43,013 | 1.3M $ | 0.05 % | as of May 31, 2026 ↗ |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 42,783 | 1.3M $ | 0.30 % | as of May 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 42,511 | 795.4K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 41,967 | 1.1M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 41,494 | 1.1M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 40,712 | 761.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 38,348 | 717.5K $ | 0.77 % | as of Jul 31, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 37,998 | 995.2K $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 37,878 | 992K $ | 0.61 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 37,451 | 1.1M $ | 0.43 % | as of May 31, 2026 ↗ |
| Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust | 37,349 | 698.8K $ | 0.24 % | as of Jul 31, 2026 ↗ |
| Invesco Dorsey Wright Energy Momentum ETF Invesco Exchange-Traded Fund Trust | 37,147 | 695K $ | 1.33 % | as of Jul 31, 2026 ↗ |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 36,503 | 683K $ | 0.35 % | as of Jul 31, 2026 ↗ |
| BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 36,184 | 1.1M $ | 0.81 % | as of May 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 35,634 | 1M $ | 0.11 % | as of May 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 35,061 | 918.2K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Cambria Value and Momentum ETF Cambria ETF Trust | 34,901 | 653K $ | 0.60 % | 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