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
JNL/DFA U.S. Small Cap Fund JNL Series Trust 27,367788.2K $0.11 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) North American Natural Resources ETF SPDR INDEX SHARES FUNDS 26,609766.3K $0.10 %as of Mar 31, 2026 ↗
OIL & GAS EQUIPMENT & SERVICES ULTRASECTOR PROFUND ProFunds 26,229886.3K $2.83 %as of Apr 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 25,900875.2K $0.21 %as of Apr 30, 2026 ↗
Cambria Value and Momentum ETF Cambria ETF Trust 25,230852.5K $1.03 %as of Apr 30, 2026 ↗
Small Cap Dividend Fund American Century Capital Portfolios, Inc. 25,172725K $0.73 %as of Mar 31, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 25,090704.8K $0.05 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 25,087847.7K $0.01 %as of Apr 30, 2026 ↗
Small Cap Special Values Fund VALIC Co I 24,963701.2K $0.40 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 24,817838.6K $0.07 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 24,521688.8K $0.25 %as of Feb 28, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 24,465826.7K $0.20 %as of Apr 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 24,265681.6K $0.11 %as of Feb 28, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 24,089693.8K $0.16 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 23,880687.7K $0.07 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 23,700665.7K $0.05 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 23,539661.2K $0.29 %as of Feb 28, 2026 ↗
Small Company Value Trust John Hancock Variable Insurance Trust 22,725654.5K $0.51 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 22,473647.2K $0.18 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 22,196750K $0.41 %as of Apr 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 22,125637.2K $0.15 %as of Mar 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 21,931631.6K $0.56 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 21,863629.7K $0.01 %as of Mar 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 21,212610.9K $0.38 %as of Mar 31, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 20,794598.9K $0.02 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,416588K $0.29 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 19,144551.3K $0.15 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 19,128550.9K $0.33 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 18,908544.6K $0.15 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 18,838542.5K $0.03 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 18,545534.1K $0.30 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 18,451531.4K $0.07 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 18,182614.4K $0.08 %as of Apr 30, 2026 ↗
Dunham Small Cap Value Fund Dunham Funds 18,040609.6K $0.65 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 17,853603.3K $0.03 %as of Apr 30, 2026 ↗
SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 17,569493.5K $0.08 %as of Feb 28, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 17,272497.4K $0.15 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 17,241496.5K $0.27 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 17,213581.6K $0.02 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 17,158494.2K $0.36 %as of Mar 31, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 17,055491.2K $0.03 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 17,042575.8K $0.16 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 16,244467.8K $0.14 %as of Mar 31, 2026 ↗
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 15,710452.4K $0.33 %as of Mar 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 15,590449K $0.17 %as of Mar 31, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 15,469522.7K $3.78 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 15,291429.5K $0.35 %as of Feb 28, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 15,134511.4K $0.17 %as of Apr 30, 2026 ↗
Energy Services Fund Rydex Series Funds 14,976431.3K $2.64 %as of Mar 31, 2026 ↗
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 14,909418.8K $0.01 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 14,844427.5K $0.35 %as of Mar 31, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 14,683422.9K $0.16 %as of Mar 31, 2026 ↗
WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. 14,014393.7K $1.11 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,753396.1K $0.02 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 13,539389.9K $0.31 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 13,500379.2K $0.04 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 13,237371.8K $0.04 %as of Feb 28, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 12,933372.5K $0.15 %as of Mar 31, 2026 ↗
Energy Services Fund Rydex Variable Trust 12,797368.6K $2.70 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 12,655355.5K $0.01 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 12,474421.5K $0.16 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,435349.3K $0.03 %as of Feb 28, 2026 ↗
Timothy Plan Defensive Strategies Fund TIMOTHY PLAN 12,047347K $0.33 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 11,927343.5K $0.15 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 10,976316.1K $0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 10,838312.1K $0.07 %as of Mar 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 10,826365.8K $0.67 %as of Apr 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 10,652359.9K $0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 9,964287K $0.02 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 9,864284.1K $0.15 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 9,783274.8K $0.10 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 9,750273.9K $0.08 %as of Feb 28, 2026 ↗
GMO Implementation Fund GMO TRUST 9,600269.7K $0.01 %as of Feb 28, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 9,510273.9K $0.52 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 9,011259.5K $0.20 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 8,677249.9K $0.01 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 8,624291.4K $0.01 %as of Apr 30, 2026 ↗
Energy Fund Rydex Series Funds 8,226236.9K $0.51 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 8,201236.2K $0.08 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 7,960269K $0.08 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 7,928228.3K $0.04 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 7,677221.1K $0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 7,459252K $0.03 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 7,206207.5K $0.10 %as of Mar 31, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 7,000201.6K $0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 6,878232.4K $0.09 %as of Apr 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 6,876198K $0.27 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 6,849192.4K $0.12 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 6,700188.2K $0.03 %as of Feb 28, 2026 ↗
Spectrum Fund Meeder Funds 6,429185.2K $0.08 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 6,339182.6K $0.03 %as of Mar 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 5,985172.4K $0.01 %as of Mar 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 5,955201.2K $0.78 %as of Apr 30, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 5,728193.5K $0.24 %as of Apr 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 5,662191.3K $0.05 %as of Apr 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 5,634190.4K $0.10 %as of Apr 30, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 5,544159.7K $1.03 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 5,483154K $0.29 %as of Feb 28, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,420152.2K $0.02 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,195149.6K $0.02 %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