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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

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