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 $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| SmallCap Value Fund II Principal Funds, Inc | 5,165 | 174.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 5,145 | 144.5K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 5,000 | 144K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 4,961 | 142.9K $ | 0.29 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 4,680 | 134.8K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 4,342 | 146.7K $ | 0.19 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 4,300 | 123.8K $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 4,241 | 143.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Horizon Kinetics Energy and Remediation ETF Listed Funds Trust | 4,158 | 119.8K $ | 1.99 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 4,085 | 117.6K $ | 0.60 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,879 | 111.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 3,840 | 110.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,779 | 108.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Energy Fund Rydex Variable Trust | 3,714 | 107K $ | 0.51 % | as of Mar 31, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,453 | 116.7K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 3,311 | 93K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 3,282 | 94.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 2,865 | 82.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,564 | 73.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,531 | 72.9K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 2,298 | 66.2K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 2,207 | 63.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Momentum Style Fund AQR Funds | 1,917 | 55.2K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,868 | 52.5K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 1,781 | 60.2K $ | 0.10 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 1,775 | 49.9K $ | 0.20 % | as of Feb 28, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 1,773 | 59.9K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 1,767 | 49.6K $ | 0.56 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 1,724 | 49.7K $ | 0.51 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 1,677 | 47.1K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 1,662 | 46.7K $ | 1.64 % | as of Feb 28, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | 1,552 | 44.7K $ | 0.44 % | as of Mar 31, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 1,415 | 39.7K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 1,343 | 45.4K $ | 0.40 % | as of Apr 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 1,323 | 38.1K $ | 0.52 % | as of Mar 31, 2026 ↗ |
| Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 1,175 | 33.8K $ | 0.11 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 1,109 | 37.5K $ | 0.62 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 976 | 28.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Kinetics Spin-Off and Corporate Restructuring Fund Kinetics Mutual Funds | 972 | 28K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 928 | 26.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 866 | 29.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 843 | 24.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Virtus Silvant Small/Mid Growth ETF Virtus ETF Trust II | 830 | 28K $ | 0.88 % | as of Apr 30, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Series Funds | 825 | 23.8K $ | 0.43 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 774 | 22.3K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 747 | 21.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 730 | 21K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 657 | 22.2K $ | 0.14 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 585 | 16.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 554 | 15.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 528 | 15.2K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 480 | 16.2K $ | 0.21 % | as of Apr 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 452 | 13K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Kinetics Small Cap Opportunities Portfolio Kinetics Portfolios Trust | 400 | 11.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 399 | 11.5K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 356 | 10.3K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 354 | 9.9K $ | 0.11 % | as of Feb 28, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 306 | 8.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 288 | 9.7K $ | 0.12 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 236 | 6.8K $ | 0.22 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 213 | 6.1K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Kinetics Global Portfolio Kinetics Portfolios Trust | 200 | 5.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 171 | 5.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 162 | 4.6K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 142 | 4.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 49 | 1.4K $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 42 | 1.2K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 35 | 1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 22 | 618 $ | 0.00 % | as of Feb 28, 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 | 5.22 % | 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 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 |
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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.53 % | 10,584,957 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.06 % | 8,203,071 | as 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.
Cite this page
Titelia. "Fund shareholders of Liberty Energy Inc". https://titelia.com/en/stocks/liberty-energy-inc-US53115L1044