As of the latest SEC filings, Liberty Global Ltd. (LBTYA) is held by 292 institutional funds. The largest fund shareholder is Avantis U.S. Small Cap Value ETF (AVUV), holding an estimated $51,494,353.82 in market value, representing 0.22% of its portfolio.
Funds holding Liberty Global Ltd. (LBTYA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- LBTYA
- CIK:
- 0001570585
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.22% | $51,494,353.82 | 4,041,943 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.14% | $25,624,490.34 | 2,212,823 | Apr 30, 2026 | Jun 24, 2026 |
|
DODFX
Dodge & Cox International Stock Fund
|
MF | Independent / Boutique | 0.04% | $24,867,449.49 | 2,056,861 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.12% | $22,121,017.38 | 1,950,707 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $19,140,368.13 | 1,583,157 | Mar 31, 2026 | May 28, 2026 |
|
PEQUX
Putnam Focused International Equity Fund
|
MF | Independent / Boutique | 1.88% | $18,548,230.26 | 1,601,747 | Apr 30, 2026 | Jun 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.09% | $17,923,929.00 | 1,457,230 | Feb 28, 2026 | Apr 24, 2026 |
|
IYZ
iShares U.S. Telecommunications ETF
|
ETF | BlackRock / iShares | 1.89% | $15,111,955.95 | 1,249,955 | Mar 31, 2026 | May 22, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.08% | $13,344,826.74 | 1,152,403 | Apr 30, 2026 | Jun 24, 2026 |
|
VTCIX
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
|
MF | Vanguard | 0.05% | $13,044,336.24 | 1,078,936 | Mar 31, 2026 | May 28, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.08% | $11,993,263.38 | 1,057,607 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $11,147,665.62 | 875,013 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.08% | $11,030,297.40 | 952,530 | Apr 30, 2026 | Jun 29, 2026 |
|
QLENX
AQR Long-Short Equity Fund
|
MF | Independent / Boutique | 0.13% | $10,639,816.59 | 880,051 | Mar 31, 2026 | May 22, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.14% | $10,452,304.86 | 902,617 | Apr 30, 2026 | Jun 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $9,187,472.70 | 746,949 | Feb 28, 2026 | Apr 24, 2026 |
|
SMLF
iShares U.S. Small-Cap Equity Factor ETF
|
ETF | BlackRock / iShares | 0.25% | $8,920,690.38 | 786,657 | Apr 30, 2026 | Jun 26, 2026 |
|
VTCAX
VANGUARD COMMUNICATION SERVICES INDEX FUND
|
ETF | Vanguard | 0.13% | $8,352,993.74 | 655,651 | Feb 28, 2026 | Apr 28, 2026 |
|
FNDX
Schwab Fundamental U.S. Large Company ETF
|
ETF | Charles Schwab | 0.03% | $7,989,182.10 | 649,527 | Feb 28, 2026 | Apr 24, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $7,951,278.66 | 657,674 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $7,595,148.30 | 655,885 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Transamerica Mid Cap Value Opportunities
|
ETF | Transamerica | 0.93% | $7,493,719.08 | 647,126 | Apr 30, 2026 | Jun 18, 2026 |
|
QMNIX
AQR Equity Market Neutral Fund
|
MF | Independent / Boutique | 0.22% | $7,257,494.01 | 600,289 | Mar 31, 2026 | May 22, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.01% | $7,181,418.06 | 620,157 | Apr 30, 2026 | Jun 26, 2026 |
|
ACREX
ACR Equity International Fund
|
MF | Independent / Boutique | 5.07% | $6,930,560.00 | 544,000 | Feb 28, 2026 | Apr 7, 2026 |
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