Titelia

Fund shareholders of Calumet Inc

ISIN US1314281049 · United States · LEI 529900E014J6I18H3V27

Fund shareholders
152
Of which ETFs
42 110 other funds
Value held
435.8M $
Share of capital
14.6 % of 87.9M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,629,78594.4M $0.00 %2.99 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 1,689,14560.6M $0.08 %1.92 %as of Mar 31, 2026
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR SERIES TRUST 1,567,04356.3M $1.59 %1.78 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 717,20025.7M $0.03 %0.82 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 680,01422.3M $0.07 %0.77 %as of Apr 30, 2026
iShares Russell 2000 Value ETF iShares Trust 523,91118.8M $0.15 %0.60 %as of Mar 31, 2026
VANGUARD ENERGY INDEX FUND VANGUARD WORLD FUND 449,96312.1M $0.11 %0.51 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 341,7109.2M $0.06 %0.39 %as of Feb 28, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 336,5069.1M $0.02 %0.38 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 311,8078.4M $0.04 %0.35 %as of Feb 28, 2026
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 181,9256M $0.14 %0.21 %as of Apr 30, 2026
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 162,3835.3M $0.51 %0.18 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 151,6055M $0.07 %0.17 %as of Apr 30, 2026
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 138,0044.5M $0.46 %0.16 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 119,5863.2M $0.00 %0.14 %as of Feb 28, 2026
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 119,4723.9M $0.21 %0.14 %as of Apr 30, 2026
Master Small Cap Index Series Quantitative Master Series LLC 112,7834M $0.08 %0.13 %as of Mar 31, 2026
Invesco Energy Exploration & Production ETF Invesco Exchange-Traded Fund Trust 105,1633.4M $2.57 %0.12 %as of Apr 30, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 96,6903.2M $0.26 %0.11 %as of Apr 30, 2026
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares Direxion Shares ETF Trust 96,6813.2M $1.06 %0.11 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 94,8542.6M $0.00 %0.11 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 82,9312.7M $0.07 %0.09 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 80,6132.9M $0.00 %0.09 %as of Mar 31, 2026
Fidelity MSCI Energy Index ETF FIDELITY COVINGTON TRUST 79,1272.6M $0.13 %0.09 %as of Apr 30, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 75,1112.7M $0.15 %0.09 %as of Mar 31, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 73,2322.6M $0.08 %0.08 %as of Mar 31, 2026
iShares Russell 2000 Growth ETF iShares Trust 63,9872.3M $0.02 %0.07 %as of Mar 31, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 61,2202.2M $0.19 %0.07 %as of Mar 31, 2026
iShares U.S. Oil & Gas Exploration & Production ETF iShares Trust 60,1782.2M $0.33 %0.07 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 58,2891.9M $0.00 %0.07 %as of Apr 30, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 55,4091.5M $0.01 %0.06 %as of Feb 28, 2026
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 54,1461.8M $0.56 %0.06 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 53,7971.8M $0.01 %0.06 %as of Apr 30, 2026
Invesco Dorsey Wright Energy Momentum ETF Invesco Exchange-Traded Fund Trust 51,4971.7M $1.99 %0.06 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 48,3581.6M $0.06 %0.06 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 46,8161.7M $0.00 %0.05 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 46,7001.7M $0.09 %0.05 %as of Mar 31, 2026
VanEck Oil Refiners ETF VanEck ETF Trust 44,9951.6M $1.22 %0.05 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 44,9261.2M $0.11 %0.05 %as of Feb 28, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 40,2561.4M $0.00 %0.05 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 39,4171.1M $0.00 %0.04 %as of Feb 28, 2026
Inception Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 39,2721.4M $0.59 %0.04 %as of Mar 31, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 38,5001.4M $0.09 %0.04 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 38,0121.2M $0.00 %0.04 %as of Apr 30, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 36,7051.3M $0.14 %0.04 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 33,0111.1M $0.00 %0.04 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 32,3861.2M $0.08 %0.04 %as of Mar 31, 2026
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 31,6601.1M $0.29 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 29,837976.3K $0.07 %0.03 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 28,016755.3K $0.06 %0.03 %as of Feb 28, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 27,798749.4K $0.01 %0.03 %as of Feb 28, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 27,330981.1K $0.01 %0.03 %as of Mar 31, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 25,417831.6K $0.11 %0.03 %as of Apr 30, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 25,100901.1K $0.05 %0.03 %as of Mar 31, 2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 24,286654.8K $0.25 %0.03 %as of Feb 28, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 24,100865.2K $0.03 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 22,673814K $0.09 %0.03 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 22,651741.1K $0.03 %0.03 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 20,931751.4K $0.08 %0.02 %as of Mar 31, 2026
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 20,286728.3K $0.02 %0.02 %as of Mar 31, 2026
Global Endurance Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 20,157723.6K $4.67 %0.02 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 19,490637.7K $0.01 %0.02 %as of Apr 30, 2026
iShares Russell 3000 ETF iShares Trust 18,415661.1K $0.00 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 18,297656.9K $0.09 %0.02 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 17,940587K $0.00 %0.02 %as of Apr 30, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 16,447590.4K $0.19 %0.02 %as of Mar 31, 2026
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 16,133527.9K $0.15 %0.02 %as of Apr 30, 2026
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 15,580420K $0.03 %0.02 %as of Feb 28, 2026
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 15,166496.2K $0.10 %0.02 %as of Apr 30, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 13,881454.2K $0.07 %0.02 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 13,545486.3K $0.08 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 12,517449.4K $0.08 %0.01 %as of Mar 31, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 11,088362.8K $0.02 %0.01 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,657348.7K $0.00 %0.01 %as of Apr 30, 2026
State Street(R) SPDR(R) S&P(R) North American Natural Resources ETF SPDR INDEX SHARES FUNDS 10,514377.5K $0.05 %0.01 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 10,440341.6K $0.03 %0.01 %as of Apr 30, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,300277.7K $0.02 %0.01 %as of Feb 28, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 9,838265.2K $0.10 %0.01 %as of Feb 28, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 9,688317K $0.08 %0.01 %as of Apr 30, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 9,656346.7K $0.08 %0.01 %as of Mar 31, 2026
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 9,450339.3K $0.00 %0.01 %as of Mar 31, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 9,163329K $0.08 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,322298.8K $0.08 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 8,318298.6K $0.08 %0.01 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 8,173293.4K $0.09 %0.01 %as of Mar 31, 2026
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,071289.7K $0.14 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 7,735253.1K $0.03 %0.01 %as of Apr 30, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 7,646274.5K $0.08 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 7,435243.3K $0.07 %0.01 %as of Apr 30, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 7,166193.2K $0.01 %0.01 %as of Feb 28, 2026
Diversified Equity Master Portfolio Master Investment Portfolio 6,313226.6K $0.01 %0.01 %as of Mar 31, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 6,045217K $0.02 %0.01 %as of Mar 31, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 5,763206.9K $0.08 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 5,687186.1K $0.00 %0.01 %as of Apr 30, 2026
iShares MSCI World Small-Cap ETF iShares Trust 5,575150.3K $0.02 %0.01 %as of Feb 28, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,496148.2K $0.00 %0.01 %as of Feb 28, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 5,380176K $0.07 %0.01 %as of Apr 30, 2026
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 5,293190K $0.07 %0.01 %as of Mar 31, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5,247188.4K $0.08 %0.01 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 5,198186.6K $0.15 %0.01 %as of Mar 31, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Global Endurance Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 4.67 %as of Mar 31, 2026
Invesco Energy Exploration & Production ETF Invesco Exchange-Traded Fund Trust 2.57 %as of Apr 30, 2026
Invesco Dorsey Wright Energy Momentum ETF Invesco Exchange-Traded Fund Trust 1.99 %as of Apr 30, 2026
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR SERIES TRUST 1.59 %as of Mar 31, 2026
VanEck Oil Refiners ETF VanEck ETF Trust 1.22 %as of Mar 31, 2026
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares Direxion Shares ETF Trust 1.06 %as of Apr 30, 2026
Inception Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 0.59 %as of Mar 31, 2026
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 0.56 %as of Apr 30, 2026
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.51 %as of Apr 30, 2026
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 0.46 %as of Apr 30, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2152+3112,844,466+16.3 %
2026Q1121-411,047,013-0.9 %
2025Q4125+2311,142,837+8.8 %
2025Q3102+6910,243,159+54.2 %
2025Q233+36,642,086+10.2 %
2025Q130+176,029,104+29.9 %
2024Q4134,640,024

Institutional managers

170 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
Two Seas Capital LP5,960,292214M $as of Mar 31, 2026
BlackRock, Inc.4,980,528178.8M $as of Mar 31, 2026
Wasserstein Management, L.P.4,573,363164.2M $as of Mar 31, 2026
Adams Asset Advisors, LLC3,202,232115M $as of Mar 31, 2026
STATE STREET CORP3,080,159110.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,872,85967.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,153,74441.4M $as of Mar 31, 2026
MORGAN STANLEY1,051,99737.8M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP830,55829.8M $as of Mar 31, 2026
MARSHALL WACE, LLP824,02829.6M $as of Mar 31, 2026
Voleon Capital Management LP681,93224.5M $as of Mar 31, 2026
BARCLAYS PLC677,91324.3M $as of Mar 31, 2026
JPMORGAN CHASE & CO581,13720.4M $as of Mar 31, 2026
NORTHERN TRUST CORP581,09020.9M $as of Mar 31, 2026
BROWN ADVISORY INC565,72420.3M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC540,66719.4M $as of Mar 31, 2026
CITADEL ADVISORS LLC536,03319.2M $as of Mar 31, 2026
CITIGROUP INC486,97917.5M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC402,08914.4M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC391,80014.1M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP347,48612.5M $as of Mar 31, 2026
Walleye Capital LLC336,19612.1M $as of Mar 31, 2026
Trexquant Investment LP325,28711.7M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS306,88711M $as of Mar 31, 2026
ROYAL BANK OF CANADA303,48410.9M $as of Mar 31, 2026

Declared shareholders of Calumet Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
The Heritage Group 16.56 %14,523,185as of Jun 5, 2026 · SCHEDULE 13D
Adams Asset Advisors, LLC 4.70 %4,061,388as of Jan 16, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Calumet Inc". https://titelia.com/en/stocks/calumet-inc-US1314281049