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 | |
|---|---|---|---|---|---|
| 101 | WPG Partners Select Small Cap Value Fund RBB Fund, Inc. | 123,540 | 3.5M $ | 1.67 % | as of Feb 28, 2026 · Original filing |
| 102 | WESTWOOD SALIENT MLP & ENERGY Ultimus Managers Trust | 121,730 | 4.1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 103 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 120,892 | 4.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 104 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 116,511 | 3.3M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 105 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 116,209 | 3.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 106 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 115,321 | 3.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 107 | Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 108,287 | 3.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 108 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 108,165 | 3.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 109 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 105,822 | 3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 110 | Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 105,570 | 3M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| 111 | Eventide Balanced Fund MUTUAL FUND SERIES TRUST | 105,446 | 3M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| 112 | SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST | 104,024 | 3.5M $ | 1.19 % | as of Apr 30, 2026 · Original filing |
| 113 | Invesco Dorsey Wright Energy Momentum ETF Invesco Exchange-Traded Fund Trust | 101,123 | 3.4M $ | 4.04 % | as of Apr 30, 2026 · Original filing |
| 114 | Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 97,487 | 2.8M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 115 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 96,423 | 3.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 116 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 96,103 | 2.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 117 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 95,725 | 3.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 118 | Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III | 94,315 | 3.2M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| 119 | ALPS | CoreCommodity Natural Resources ETF FINANCIAL INVESTORS TRUST | 93,896 | 3.2M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| 120 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 92,848 | 2.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 121 | EQ/Small Company Index Portfolio EQ Advisors Trust | 91,360 | 2.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 122 | Small Cap Core Trust John Hancock Variable Insurance Trust | 91,250 | 2.6M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 123 | Small-Cap Value Fund Bridgeway Funds, Inc. | 88,509 | 2.5M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 124 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 86,834 | 2.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 125 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 86,558 | 2.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 126 | Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 86,543 | 2.5M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| 127 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 84,057 | 2.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 128 | Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 80,960 | 2.7M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 129 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 80,925 | 2.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 130 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 80,829 | 2.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 131 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 80,757 | 2.7M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 132 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 80,607 | 2.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 133 | Eventide Exponential Technologies Fund MUTUAL FUND SERIES TRUST | 79,163 | 2.3M $ | 3.02 % | as of Mar 31, 2026 · Original filing |
| 134 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 74,500 | 2.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 135 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 74,269 | 2.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 136 | Small Cap Index Fund Northern Funds | 73,634 | 2.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 137 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 73,439 | 2.1M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| 138 | BlackRock Energy Opportunities Fund BlackRock Funds | 69,836 | 2M $ | 0.58 % | as of Feb 27, 2026 · Original filing |
| 139 | Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust | 69,660 | 2.4M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| 140 | M Capital Appreciation Fund M FUND INC | 68,934 | 2M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| 141 | Global X Russell 2000 ETF GLOBAL X FUNDS | 68,425 | 2.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 142 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 66,928 | 2.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 143 | Adara Smaller Companies Fund RBB Fund, Inc. | 66,872 | 1.9M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 144 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 66,232 | 1.9M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 145 | Column Small Cap Fund Trust for Professional Managers | 65,422 | 1.8M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 146 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 64,924 | 2.2M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| 147 | Small Cap Index Fund VALIC Co I | 63,215 | 1.8M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 148 | Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust | 61,748 | 1.8M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| 149 | Thornburg Summit Fund THORNBURG INVESTMENT TRUST | 60,352 | 1.7M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| 150 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 60,336 | 2M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 151 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 58,685 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 152 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 58,016 | 2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| 153 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 56,936 | 1.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 154 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 56,890 | 1.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 155 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 56,754 | 1.6M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 156 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 55,444 | 1.6M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 157 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 54,800 | 1.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 158 | AMG Frontier Small Cap Growth Fund AMG Funds I | 52,275 | 1.8M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| 159 | Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 51,762 | 1.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 160 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 51,292 | 1.5M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| 161 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 51,245 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 162 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 50,755 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 163 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 49,882 | 1.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 164 | JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 49,749 | 1.4M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 165 | PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 48,120 | 1.4M $ | 0.12 % | as of Feb 27, 2026 · Original filing |
| 166 | SMALL CAP EQUITY FUND GuideStone Funds | 48,045 | 1.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 167 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 47,392 | 1.4M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 168 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 47,033 | 1.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 169 | Diversified Equity Master Portfolio Master Investment Portfolio | 46,214 | 1.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 170 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 44,757 | 1.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 171 | Small Cap Value Fund Northern Funds | 44,465 | 1.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 172 | VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 42,602 | 1.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 173 | iShares Russell 3000 ETF iShares Trust | 41,809 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 174 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 41,607 | 1.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 175 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 40,759 | 1.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 176 | Nomura VIP Opportunity Series Delaware VIP Trust | 40,714 | 1.2M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| 177 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 40,536 | 1.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 178 | Small Cap Value Fund VALIC Co I | 38,255 | 1.1M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| 179 | iShares North American Natural Resources ETF iShares Trust | 37,970 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 180 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 37,596 | 1.1M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| 181 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 36,800 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 182 | Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust | 36,706 | 1.2M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 183 | Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 34,554 | 1.2M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 184 | BlackRock Commodity Strategies Fund BlackRock Funds | 33,625 | 944.5K $ | 0.08 % | as of Feb 27, 2026 · Original filing |
| 185 | iShares Morningstar Small-Cap Value ETF iShares Trust | 33,091 | 1.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 186 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 32,364 | 932.1K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 187 | BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 32,290 | 907K $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| 188 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 31,544 | 1.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 189 | Penn Series Small Cap Value Fund Penn Series Funds Inc | 31,087 | 895.3K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 190 | Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 31,055 | 1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 191 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 31,041 | 894K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 192 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 30,925 | 890.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 193 | Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 30,694 | 884K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 194 | Timothy Plan US Small Cap Core ETF Timothy Plan | 30,294 | 872.5K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 195 | GMO Resource Transition Fund GMO TRUST | 30,200 | 848.3K $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 196 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 29,685 | 854.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 197 | AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 28,836 | 830.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 198 | Small Cap Index Trust John Hancock Variable Insurance Trust | 28,592 | 823.4K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 199 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 28,411 | 798.1K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 200 | First Trust Nasdaq Oil & Gas ETF First Trust Exchange-Traded Fund VI | 28,010 | 806.7K $ | 0.45 % | as of Mar 31, 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 |