Titelia

Fund shareholders of CVR Energy Inc

ISIN US12662P1084 · United States · LEI 529900SOYZIXZBTXB558

Fund shareholders
229
Of which ETFs
69 160 other funds
Value held
459.2M $
Share of capital
14.2 % of 100.5M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,809,02360.9M $0.07 %1.80 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 952,06132M $0.00 %0.95 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 761,31225.6M $0.04 %0.76 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR SERIES TRUST 740,34124.9M $0.70 %0.74 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 696,97523.5M $0.01 %0.69 %as of Mar 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 694,41423.4M $0.74 %0.69 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 442,93414.9M $0.02 %0.44 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 428,27414.2M $0.07 %0.43 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 369,5758.9M $0.09 %0.37 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 339,52811.4M $0.01 %0.34 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 322,81810.7M $0.08 %0.32 %as of Apr 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 305,50110.1M $0.03 %0.30 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 279,4409.3M $0.12 %0.28 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 274,2649.2M $0.07 %0.27 %as of Mar 31, 2026 ↗
VANGUARD ENERGY INDEX FUND VANGUARD WORLD FUND 266,8636.4M $0.06 %0.27 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 261,7856.3M $0.37 %0.26 %as of Feb 28, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 251,3438.5M $0.07 %0.25 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 242,5488.2M $0.08 %0.24 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 201,8036.7M $0.02 %0.20 %as of Apr 30, 2026 ↗
ICON Natural Resources and Infrastructure Fund SCM Trust 172,0005.8M $4.30 %0.17 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 160,1523.9M $0.01 %0.16 %as of Feb 28, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 154,7285.1M $0.18 %0.15 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 153,4893.7M $0.02 %0.15 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 152,8755.1M $0.07 %0.15 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 146,2803.5M $0.02 %0.15 %as of Feb 28, 2026 ↗
First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund 131,9294.4M $0.38 %0.13 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 125,7334.2M $0.07 %0.13 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 118,9613.9M $0.20 %0.12 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 115,1993.8M $0.62 %0.11 %as of Apr 30, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 110,8583.7M $1.54 %0.11 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 103,6582.5M $0.05 %0.10 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 96,3413.2M $0.01 %0.10 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 93,8002.3M $0.00 %0.09 %as of Feb 28, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 93,2003.1M $0.38 %0.09 %as of Mar 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 83,4802.8M $0.07 %0.08 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 82,5472.7M $0.12 %0.08 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 81,9762.8M $0.07 %0.08 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 76,3592.6M $0.06 %0.08 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 69,7542.3M $0.06 %0.07 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 69,5552.3M $0.01 %0.07 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 67,6442.2M $0.03 %0.07 %as of Apr 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 61,4931.5M $0.06 %0.06 %as of Feb 28, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 58,3971.9M $0.27 %0.06 %as of Apr 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 57,9001.9M $0.15 %0.06 %as of Apr 30, 2026 ↗
Fidelity MSCI Energy Index ETF FIDELITY COVINGTON TRUST 57,4041.9M $0.09 %0.06 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 56,5631.4M $0.00 %0.06 %as of Feb 28, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 55,0941.9M $0.11 %0.05 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 55,0131.9M $0.02 %0.05 %as of Mar 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 49,5891.7M $0.03 %0.05 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 48,0051.2M $0.05 %0.05 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 46,4971.6M $0.07 %0.05 %as of Mar 31, 2026 ↗
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares Direxion Shares ETF Trust 45,6751.5M $0.51 %0.05 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 45,6681.1M $0.00 %0.05 %as of Feb 28, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 44,0331.5M $0.20 %0.04 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 41,8551.4M $0.00 %0.04 %as of Mar 31, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 39,5491.3M $1.11 %0.04 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 37,3051.2M $0.03 %0.04 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 36,9531.2M $0.07 %0.04 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II 36,258876K $0.84 %0.04 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 34,498833.5K $0.05 %0.03 %as of Feb 28, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 32,5061.1M $0.03 %0.03 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 30,9911M $0.04 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Oil & Gas Exploration & Production ETF iShares Trust 28,371954.7K $0.15 %0.03 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 28,362685.2K $0.05 %0.03 %as of Feb 28, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 27,600666.8K $0.05 %0.03 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 26,330886K $0.07 %0.03 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 25,073830.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 23,963794.1K $0.01 %0.02 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 23,705785.6K $0.06 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 23,703572.7K $0.23 %0.02 %as of Feb 28, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 23,525791.6K $0.07 %0.02 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 22,999762.2K $0.00 %0.02 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 22,390753.4K $0.07 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 21,803733.7K $0.02 %0.02 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 21,216713.9K $0.11 %0.02 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 20,574681.8K $0.06 %0.02 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 20,131677.4K $0.07 %0.02 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,000673K $0.03 %0.02 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 19,190645.7K $0.04 %0.02 %as of Mar 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 18,594625.7K $0.56 %0.02 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,545614.6K $0.00 %0.02 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 18,009435.1K $0.00 %0.02 %as of Feb 28, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 17,695595.4K $0.14 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 17,642593.7K $0.08 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 17,190569.7K $0.02 %0.02 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 17,075412.5K $0.00 %0.02 %as of Feb 28, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 16,848566.9K $0.03 %0.02 %as of Mar 31, 2026 ↗
Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III 16,517555.8K $0.09 %0.02 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 16,147390.1K $0.04 %0.02 %as of Feb 28, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 15,930536K $0.00 %0.02 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 15,929527.9K $0.00 %0.02 %as of Apr 30, 2026 ↗
Hedgeye 130/30 Equity ETF ETF Opportunities Trust 15,493513.4K $2.06 %0.02 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 15,266505.9K $0.06 %0.02 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 15,166502.6K $0.08 %0.02 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 14,957503.3K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 14,504488.1K $0.04 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 13,592328.4K $0.04 %0.01 %as of Feb 28, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 13,424444.9K $0.03 %0.01 %as of Apr 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,186437K $0.02 %0.01 %as of Apr 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 13,000437.5K $0.00 %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
ICON Natural Resources and Infrastructure Fund SCM Trust 4.30 %as of Mar 31, 2026 ↗
Hedgeye 130/30 Equity ETF ETF Opportunities Trust 2.06 %as of Apr 30, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 1.54 %as of Mar 31, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 1.11 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II 0.84 %as of Feb 28, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 0.74 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR SERIES TRUST 0.70 %as of Mar 31, 2026 ↗
First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI 0.66 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 0.62 %as of Apr 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 0.56 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q2229-914,275,193+2.1 %
2026Q1238+1513,986,254+1.8 %
2025Q4223-513,745,371-13.0 %
2025Q3228-1815,796,191-7.0 %
2025Q2246+816,991,520+3.9 %
2025Q1238-3516,351,672-9.6 %
2024Q4273-1118,093,418-22.8 %
2024Q3284-1823,426,709-3.1 %
2024Q2302-524,167,132+5.6 %
2024Q1307+722,894,230+17.3 %
2023Q430019,522,704

Institutional managers

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

ManagerSharesValue
ICAHN CARL C71,201,8752.4B $as of Mar 31, 2026
BlackRock, Inc.4,791,822161.2M $as of Mar 31, 2026
STATE STREET CORP1,939,66965.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,908,06264.2M $as of Mar 31, 2026
Allianz Asset Management GmbH992,51833.4M $as of Mar 31, 2026
CastleKnight Management LP948,43131.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC812,29127.3M $as of Mar 31, 2026
MORGAN STANLEY769,49525.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC730,37724.6M $as of Mar 31, 2026
FMR LLC681,04922.9M $as of Mar 31, 2026
Invesco Ltd.634,27421.3M $as of Mar 31, 2026
CITADEL ADVISORS LLC573,31119.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/562,39018.9M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP506,91217.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC491,80516.5M $as of Mar 31, 2026
Point72 Asset Management, L.P.474,80116M $as of Mar 31, 2026
CITIGROUP INC472,44015.9M $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL427,93814.4M $as of Mar 31, 2026
PDT Partners, LLC366,67712.3M $as of Mar 31, 2026
DEUTSCHE BANK AG\365,74512.3M $as of Mar 31, 2026
UBS Group AG353,73711.9M $as of Mar 31, 2026
NORTHERN TRUST CORP326,79911M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC316,65010.7M $as of Mar 31, 2026
Jump Financial, LLC296,56510M $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC290,4559.8M $as of Mar 31, 2026

Funds holding the debt of CVR Energy Inc

165 funds declare 256 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Guggenheim Macro Opportunities Fund218.7M $as of Mar 31, 2026
Guggenheim Total Return Bond Fund115.4M $as of Mar 31, 2026
iShares Broad USD High Yield Corporate Bond ETF215.4M $as of Apr 30, 2026
BlackRock High Yield Portfolio214.5M $as of Mar 31, 2026
iShares iBoxx $ High Yield Corporate Bond ETF313.4M $as of Feb 28, 2026
Fidelity Advisor Strategic Income Fund111.1M $as of Mar 31, 2026
Fidelity Capital and Income Fund110.3M $as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF39.3M $as of Mar 31, 2026
Multi-Manager High Yield Bond Fund28.1M $as of Apr 30, 2026
BNY Mellon Core Plus Fund28M $as of Apr 30, 2026
Payden High Income Fund27.5M $as of Apr 30, 2026
iShares 0-5 Year High Yield Corporate Bond ETF25.3M $as of Apr 30, 2026
PIMCO High Yield Fund15.1M $as of Mar 31, 2026
Fidelity High Income Fund24.7M $as of Apr 30, 2026
iShares High Yield Systematic Bond ETF24.4M $as of Feb 28, 2026
Guggenheim Limited Duration Fund24.3M $as of Mar 31, 2026
Fidelity SAI High Income Fund24M $as of Apr 30, 2026
iShares Flexible Income Active ETF23.9M $as of Apr 30, 2026
Fidelity Series High Income Fund13.9M $as of Apr 30, 2026
High Yield Fixed Income Fund23.7M $as of Mar 31, 2026
MML Barings High Yield Fund33.5M $as of Mar 31, 2026
Touchstone Funds Group Trust-Touchstone Ares Credit Opportunities Fund23.5M $as of Mar 31, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF23.5M $as of Mar 31, 2026
Goldman Sachs Multi-Manager Non-Core Fixed Income Fund23.4M $as of Apr 30, 2026
Xtrackers USD High Yield Corporate Bond ETF23.3M $as of Feb 27, 2026
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Titelia. "Fund shareholders of CVR Energy Inc". https://titelia.com/en/stocks/cvr-energy-inc-US12662P1084