As of the latest SEC filings, Liberty Energy Inc. (LBRT) is held by 376 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $280,276,300.80 in market value, representing 0.30% of its portfolio.
Funds holding Liberty Energy Inc. (LBRT)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LBRT
- CIK:
- 0001694028
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.30% | $280,276,300.80 | 9,731,816 | Mar 31, 2026 | May 26, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.67% | $156,907,116.39 | 5,585,871 | Feb 28, 2026 | Apr 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $141,065,222.40 | 4,898,098 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.15% | $111,336,652.80 | 3,865,856 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.06% | $102,234,038.40 | 3,549,793 | Mar 31, 2026 | May 28, 2026 |
|
OIH
VanEck Oil Services ETF
|
ETF | Independent / Boutique | 3.54% | $83,038,147.20 | 2,883,269 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.37% | $68,484,220.40 | 2,026,760 | Apr 30, 2026 | Jun 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.16% | $52,812,114.29 | 1,562,951 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.06% | $52,037,798.40 | 1,806,868 | Mar 31, 2026 | May 28, 2026 |
|
FTXNX
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH
|
MF | Independent / Boutique | 1.10% | $46,056,960.00 | 1,599,200 | Mar 31, 2026 | May 28, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.60% | $45,608,342.40 | 1,583,623 | Mar 31, 2026 | May 26, 2026 |
|
FVFRX
Franklin Small Cap Value Fund
|
MF | Franklin Templeton | 1.09% | $44,372,690.10 | 1,313,190 | Apr 30, 2026 | Jun 24, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.48% | $44,198,784.00 | 1,534,680 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.28% | $43,656,375.89 | 1,291,991 | Apr 30, 2026 | Jun 24, 2026 |
|
ETGLX
Eventide Gilead Fund
|
MF | Independent / Boutique | 1.59% | $42,601,651.20 | 1,479,224 | Mar 31, 2026 | May 29, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.30% | $42,263,107.20 | 1,467,469 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.40% | $39,438,893.71 | 1,404,019 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.31% | $39,105,648.00 | 1,357,835 | Mar 31, 2026 | May 28, 2026 |
|
FSSAX
Franklin Small Cap Growth Fund
|
MF | Franklin Templeton | 1.59% | $39,036,539.51 | 1,155,269 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.29% | $39,035,221.70 | 1,155,230 | Apr 30, 2026 | Jun 29, 2026 |
|
CGOAX
Columbia Small Cap Growth Fund
|
MF | Columbia Threadneedle | 1.03% | $33,011,452.27 | 1,175,203 | Feb 28, 2026 | Apr 27, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.05% | $32,548,060.80 | 1,130,141 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.31% | $29,810,102.40 | 1,035,073 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.07% | $28,624,089.60 | 993,892 | Mar 31, 2026 | May 28, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.47% | $26,763,534.02 | 952,778 | Feb 27, 2026 | Apr 23, 2026 |
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