Filing Research | LBRT - LIBERTY ENERGY INC Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	Mizuho Markets Cayman LP	Shares	185.5KSH	$4.9M
2	Arlington Capital Management, Inc.	Shares	145.9KSH	$3.8M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	143.7KSH	$3.8M
4	Apollon Wealth Management, LLC	Shares	92.9KSH	$2.4M
5	Louisiana State Employees Retirement System	Shares	71.5KSH	$1.9M
6	SALEM INVESTMENT COUNSELORS INC	Shares	68.2KSH	$1.8M
7	SummerHaven Investment Management, LLC	Shares	64.8KSH	$1.7M
8	Police & Firemen's Retirement System of New Jersey	Shares	47.6KSH	$1.2M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	46.6KSH	$1.2M
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	38.7KSH	$1.0M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	40.0KSH	$979.7K
12	BENJAMIN EDWARDS INC	Shares	36.2KSH	$949.1K
13	TECTONIC ADVISORS LLC	Shares	33.6KSH	$879.0K
14	FIRST CITIZENS BANK & TRUST CO	Shares	27.4KSH	$717.4K
15	Envestnet Portfolio Solutions, Inc.	Shares	26.4KSH	$692.0K
16	MIZUHO MARKETS AMERICAS LLC	Shares	21.6KSH	$566.0K
17	Counterpoint Mutual Funds LLC	Shares	19.3KSH	$505.6K
18	Sequoia Financial Advisors, LLC	Shares	18.7KSH	$489.3K
19	Prospera Financial Services Inc	Shares	18.5KSH	$485.8K
20	Crossmark Global Holdings, Inc.	Shares	9.0KSH	$236.5K
21	EverSource Wealth Advisors, LLC	Shares	8.9KSH	$232.3K
22	Abel Hall, LLC	Shares	8.6KSH	$224.0K
23	Merit Financial Group, LLC	Shares	8.1KSH	$212.2K
24	KPP Advisory Services LLC	Shares	7.7KSH	$202.6K
25	Farther Finance Advisors, LLC	Shares	5.4KSH	$140.3K
26	GAMMA Investing LLC	Shares	5.3KSH	$139.0K
27	Crewe Advisors LLC	Shares	3.1KSH	$81.2K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.6KSH	$39.0K
29	FIRST HORIZON CORP	Shares	1.4KSH	$36.1K
30	GHP Investment Advisors, Inc.	Shares	1.3KSH	$35.3K
31	Founders Capital Management	Shares	800SH	$21.0K
32	GoalVest Advisory LLC	Shares	620SH	$16.2K
33	Fortitude Family Office, LLC	Shares	209SH	$5.5K
34	Physician Wealth Advisors, Inc.	Shares	197SH	$5.2K
35	JFS WEALTH ADVISORS, LLC	Shares	192SH	$5.0K
36	Blue Trust, Inc.	Shares	184SH	$4.8K
37	Valued Wealth Advisors LLC	Shares	139SH	$3.6K
38	Cedar Mountain Advisors, LLC	Shares	135SH	$3.5K
39	Versant Capital Management, Inc	Shares	134SH	$3.5K
40	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	80.9KSH	$2.1K
41	Creative Capital Management Investments LLC	Shares	79SH	$2.1K
42	HORIZON FINANCIAL SERVICES, LLC	Shares	70SH	$1.8K
43	SJS Investment Consulting Inc.	Shares	66SH	$1.7K
44	WEST PACES ADVISORS INC.	Shares	66SH	$1.7K
45	FARMERS & MERCHANTS INVESTMENTS INC	Shares	65SH	$1.7K
46	FINANCIAL CONSULATE, INC	Shares	60SH	$1.6K
47	State of Alaska, Department of Revenue	Shares	58.8KSH	$1.5K
48	SIGNATUREFD, LLC	Shares	48SH	$1.3K
49	AMALGAMATED BANK	Shares	43.8KSH	$1.1K
50	TOTH FINANCIAL ADVISORY CORP	Shares	40SH	$1.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 70 loaded

#		Instrument
1	Mizuho Markets Cayman LP new	Shares	+185.5K	+$4.9M	$4.9M
2	Arlington Capital Management, Inc. new	Shares	+145.9K	+$3.8M	$3.8M
3	TECTONIC ADVISORS LLC new	Shares	+33.6K	+$879.0K	$879.0K
4	KPP Advisory Services LLC new	Shares	+7.7K	+$202.6K	$202.6K
5	Crewe Advisors LLC new	Shares	+3.1K	+$81.2K	$81.2K
6	Creative Capital Management Investments LLC new	Shares	+79	+$2.1K	$2.1K
7	HORIZON FINANCIAL SERVICES, LLC new	Shares	+70	+$1.8K	$1.8K
8	WEST PACES ADVISORS INC. new	Shares	+66	+$1.7K	$1.7K
9	Blue Trust, Inc. added	Shares	+59	+$1.2K	$4.8K
10	TOTH FINANCIAL ADVISORY CORP new	Shares	+40	+$1.0K	$1.0K
11	Wealth Enhancement Trust Services, Inc. new	Shares	+26	+$681	$681
12	SJS Investment Consulting Inc. added	Shares	+29	+$664	$1.7K
13	JFS WEALTH ADVISORS, LLC added	Shares	+35	+$507	$5.0K
14	LRI Investments, LLC new	Shares	+14	+$367	$367
15	Davis Capital Management new	Shares	+9	+$236	$236
16	Physician Wealth Advisors, Inc. added	Shares	+22	+$120	$5.2K
17	VSM Wealth Advisory, LLC new	Shares	+4	+$105	$105
18	Abound Wealth Management unchanged	Shares	0	-$15	$158
19	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$16	$157
20	DiNuzzo Private Wealth, Inc. added	Shares	+2	-$31	$891
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+5.5K	-$52	$2.1K
22	Ares Financial Consulting, LLC unchanged	Shares	0	-$59	$890
23	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$63	$629
24	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$156	$1.6K
25	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$170	$1.7K
26	AMALGAMATED BANK trimmed	Shares	-2.7K	-$191	$1.1K
27	Fortitude Family Office, LLC added	Shares	+10	-$257	$5.5K
28	PARK AVENUE SECURITIES LLC trimmed	Shares	-9.1K	-$340	$790
29	Vermillion Wealth Management, Inc. exited	Shares	-12	-$346	$0
30	Versant Capital Management, Inc unchanged	Shares	0	-$350	$3.5K
31	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$352	$3.5K
32	IFP Advisors, Inc trimmed	Shares	-25	-$726	$52
33	State of Alaska, Department of Revenue trimmed	Shares	-26.5K	-$917	$1.5K
34	GoalVest Advisory LLC unchanged	Shares	0	-$1.6K	$16.2K
35	SIGNATUREFD, LLC trimmed	Shares	-65	-$2.0K	$1.3K
36	Founders Capital Management unchanged	Shares	0	-$2.1K	$21.0K
37	GHP Investment Advisors, Inc. unchanged	Shares	0	-$3.5K	$35.3K
38	SBI Securities Co., Ltd. trimmed	Shares	-151	-$4.4K	$445
39	FIRST HORIZON CORP trimmed	Shares	-52	-$5.1K	$36.1K
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$5.8K	$39.0K
41	Police & Firemen's Retirement System of New Jersey added	Shares	+4.0K	-$8.4K	$1.2M
42	Farther Finance Advisors, LLC trimmed	Shares	-47	-$10.6K	$140.3K
43	Sound Income Strategies, LLC exited	Shares	-494	-$13.8K	$0
44	GAMMA Investing LLC trimmed	Shares	-117	-$17.2K	$139.0K
45	EASTERN BANK exited	Shares	-763	-$22.0K	$0
46	Valued Wealth Advisors LLC trimmed	Shares	-777	-$22.7K	$3.6K
47	Crossmark Global Holdings, Inc. unchanged	Shares	0	-$23.6K	$236.5K
48	Merit Financial Group, LLC trimmed	Shares	-245	-$28.2K	$212.2K
49	Abel Hall, LLC trimmed	Shares	-246	-$29.4K	$224.0K
50	Prospera Financial Services Inc added	Shares	+3	-$48.3K	$485.8K

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