Funds holding Liberty Energy Inc
369 funds declare a position · 82 ETFs and 287 other funds · 2.7B $ · US53115L1044
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF iShares Trust | 9,731,816 | 280.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 2 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 5,585,871 | 156.9M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,898,098 | 141.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 3,865,856 | 111.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,549,793 | 102.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 6 | VanEck Oil Services ETF VanEck ETF Trust | 2,883,269 | 83M $ | 3.54 % | as of Mar 31, 2026 · Original filing |
| 7 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,026,760 | 68.5M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,806,868 | 52M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 9 | FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust | 1,599,200 | 46.1M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 10 | iShares S&P Small-Cap 600 Value ETF iShares Trust | 1,583,623 | 45.6M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 11 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1,562,951 | 52.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 12 | T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 1,534,680 | 44.2M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 13 | Eventide Gilead Fund MUTUAL FUND SERIES TRUST | 1,479,224 | 42.6M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 14 | State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 1,467,469 | 42.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 15 | Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 1,404,019 | 39.4M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| 16 | iShares Russell 2000 Value ETF iShares Trust | 1,357,835 | 39.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 17 | Franklin Small Cap Value Fund Franklin Value Investors Trust | 1,313,190 | 44.4M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| 18 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,291,991 | 43.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 19 | Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 1,175,203 | 33M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| 20 | Franklin Small Cap Growth Fund Franklin Strategic Series | 1,155,269 | 39M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| 21 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 1,155,230 | 39M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 22 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,130,141 | 32.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 23 | VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 1,035,073 | 29.8M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 24 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 993,892 | 28.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 25 | Nomura Small Cap Core Fund Delaware Group Equity Funds V | 952,778 | 26.8M $ | 0.47 % | as of Feb 27, 2026 · Original filing |
| 26 | VANGUARD ENERGY INDEX FUND VANGUARD WORLD FUND | 900,357 | 25.3M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 27 | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 848,643 | 24.4M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| 28 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 843,822 | 23.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 29 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 785,746 | 22.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 30 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 782,917 | 22M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 31 | Nomura Small Cap Value Fund Delaware Group Equity Funds V | 776,968 | 21.8M $ | 0.60 % | as of Feb 27, 2026 · Original filing |
| 32 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 760,551 | 25.7M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 33 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 731,958 | 24.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 34 | Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST | 621,778 | 17.9M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 35 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 615,507 | 20.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 36 | State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF SPDR SERIES TRUST | 592,269 | 17.1M $ | 3.79 % | as of Mar 31, 2026 · Original filing |
| 37 | Small Cap Core Fund John Hancock Investment Trust | 579,884 | 19.6M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| 38 | JPMorgan Small Cap Equity Fund JPMorgan Trust I | 568,253 | 16.4M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| 39 | VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 555,001 | 15.6M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| 40 | Small Cap Value Fund American Century Capital Portfolios, Inc. | 555,000 | 16M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 41 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 523,013 | 17.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 42 | Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 513,200 | 17.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 43 | Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 462,954 | 13.3M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 44 | Nomura VIP Small Cap Value Series Delaware VIP Trust | 440,450 | 12.7M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| 45 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 436,885 | 14.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 46 | T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 431,300 | 12.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 47 | Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust | 419,989 | 12.1M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| 48 | Small Cap Equity Portfolio GLENMEDE FUND INC | 413,168 | 14M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| 49 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 402,500 | 11.6M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 50 | Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 396,690 | 13.4M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 51 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 379,146 | 12.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 52 | iShares U.S. Oil Equipment & Services ETF iShares Trust | 359,691 | 10.4M $ | 2.48 % | as of Mar 31, 2026 · Original filing |
| 53 | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 356,286 | 10M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 54 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 353,970 | 10.2M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 55 | LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 352,806 | 10.2M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| 56 | DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 350,000 | 10.1M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| 57 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 346,858 | 11.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 58 | Royce Small-Cap Opportunity Fund ROYCE FUND | 338,226 | 9.7M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| 59 | Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 328,770 | 11.1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 60 | Column Small Cap Select Fund Trust for Professional Managers | 316,099 | 8.9M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| 61 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 314,296 | 8.8M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| 62 | VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 312,555 | 9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 63 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 301,283 | 8.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 64 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 298,581 | 8.4M $ | 0.18 % | as of Feb 27, 2026 · Original filing |
| 65 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 291,497 | 8.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 66 | Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 279,560 | 7.9M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 67 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 277,834 | 9.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 68 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 273,453 | 7.7M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 69 | Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 260,680 | 8.8M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 70 | Master Small Cap Index Series Quantitative Master Series LLC | 259,509 | 7.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 71 | Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 257,808 | 7.2M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 72 | JNL Small Cap Index Fund JNL Series Trust | 250,525 | 7.2M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 73 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 240,356 | 6.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 74 | T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 235,926 | 6.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 75 | Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 220,359 | 6.2M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 76 | Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 211,761 | 7.2M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| 77 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 206,786 | 7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 78 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 206,125 | 5.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 79 | World Energy Fund Cavanal Hill Funds | 200,000 | 5.6M $ | 2.21 % | as of Feb 28, 2026 · Original filing |
| 80 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 195,662 | 5.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 81 | Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II | 194,720 | 5.5M $ | 5.22 % | as of Feb 28, 2026 · Original filing |
| 82 | Nomura Smid Cap Core Fund IVY FUNDS | 191,611 | 5.5M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| 83 | Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 188,045 | 5.3M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| 84 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 186,152 | 5.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 85 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 185,625 | 6.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 86 | JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 182,176 | 5.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 87 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 181,988 | 5.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 88 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 176,407 | 5.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 89 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 165,399 | 4.8M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 90 | GMO Resources Fund GMO TRUST | 156,603 | 4.4M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 91 | Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 155,296 | 4.5M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| 92 | Fidelity MSCI Energy Index ETF FIDELITY COVINGTON TRUST | 152,022 | 5.1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 93 | Small Cap Core Portfolio Bernstein Fund Inc | 143,083 | 4.1M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 94 | Driehaus Micro Cap Growth Fund Driehaus Mutual Funds | 139,148 | 4M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 95 | Avantis U.S. Equity ETF American Century ETF Trust | 138,825 | 3.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 96 | PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 138,300 | 4M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 97 | BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 135,134 | 3.9M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| 98 | Franklin Natural Resources Fund Franklin Strategic Series | 134,600 | 4.5M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| 99 | Nuveen Equity Index Fund TIAA-CREF Funds | 128,998 | 4.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 100 | SmallCap S&P 600 Index Fund Principal Funds, Inc | 127,378 | 4.3M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
Institutional managers
384 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 3,403,311 | 98M $ | 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 |
| FMR LLC | 1,465,238 | 42.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,289,239 | 37.1M $ | as of Mar 31, 2026 |