As of the latest SEC filings, LIBERTY FUNDING PTY LIMITED (LBRTY) is held by 5 institutional funds. The largest fund shareholder is MFS Global Tactical Allocation Portfolio (N/A), holding an estimated $344,681.86 in market value, representing 0.11% of its portfolio.
Funds holding LIBERTY FUNDING PTY LIMITED (LBRTY)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LBRTY
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
MFS Global Tactical Allocation Portfolio
|
ETF | Independent / Boutique | 0.11% | $344,681.86 | 500,000 | Mar 31, 2026 | May 26, 2026 |
|
NEAR
iShares Short Duration Bond Active ETF
|
ETF | BlackRock / iShares | 0.01% | $280,681.98 | 389,641 | Apr 30, 2026 | Jun 25, 2026 |
|
MMT
MFS MULTIMARKET INCOME TRUST
|
CEF | Independent / Boutique | 0.10% | $273,990.60 | 380,813 | Apr 30, 2026 | Jun 24, 2026 |
|
JUCAX
Janus Henderson Absolute Return Income Opportunities Fund
|
MF | Independent / Boutique | 0.25% | $132,539.79 | 191,748 | Mar 31, 2026 | May 29, 2026 |
|
BINC
iShares Flexible Income Active ETF
|
ETF | BlackRock / iShares | 0.00% | $132,482.22 | 183,636 | Apr 30, 2026 | Jun 25, 2026 |
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