Titelia

Fund shareholders of CVR Energy Inc

ISIN US12662P1084 · United States · LEI 529900SOYZIXZBTXB558

Fund shareholders
227
Of which ETFs
63 164 other funds
Value held
439M $
Share of capital
14.5 % of 100.5M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,817,40950.1M $0.05 %1.81 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 952,06126.2M $0.00 %0.95 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR SERIES TRUST 909,72525.1M $0.86 %0.90 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 770,22021.2M $0.03 %0.77 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 690,98619M $0.01 %0.69 %as of Jun 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 609,83016.8M $0.44 %0.61 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 507,00016.8M $0.01 %0.50 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 438,14512.1M $0.02 %0.44 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 429,27415.3M $0.08 %0.43 %as of Jul 31, 2026 ↗
VANGUARD ENERGY INDEX FUND VANGUARD WORLD FUND 350,91411.7M $0.10 %0.35 %as of May 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 346,1119.5M $0.01 %0.34 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 330,79011.8M $0.08 %0.33 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 326,91611.6M $0.03 %0.33 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 310,44310.3M $0.12 %0.31 %as of May 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 281,7807.8M $0.05 %0.28 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 280,8899.3M $0.50 %0.28 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 279,44010M $0.13 %0.28 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 275,3177.6M $0.04 %0.27 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 242,5486.7M $0.06 %0.24 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 211,8467.5M $0.02 %0.21 %as of Jul 31, 2026 ↗
ICON Natural Resources and Infrastructure Fund SCM Trust 160,0004.4M $3.28 %0.16 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 158,9935.3M $0.03 %0.16 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 156,5265.2M $0.01 %0.16 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 144,1004.8M $0.02 %0.14 %as of May 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 135,5653.7M $0.05 %0.13 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 131,6214.7M $0.17 %0.13 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 130,6643.6M $0.04 %0.13 %as of Jun 30, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 114,8944.1M $0.21 %0.11 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 104,2363.5M $0.06 %0.10 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 96,3413.4M $0.01 %0.10 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 95,4072.6M $0.13 %0.09 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 86,6002.4M $0.26 %0.09 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 84,5852.3M $0.05 %0.08 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 84,1602.3M $0.04 %0.08 %as of Jun 30, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 81,8502.9M $0.07 %0.08 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 78,0642.8M $0.12 %0.08 %as of Jul 31, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 73,5062M $0.78 %0.07 %as of Jun 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 73,2382.6M $0.03 %0.07 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 69,5552.5M $0.01 %0.07 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 62,7262.1M $0.07 %0.06 %as of May 31, 2026 ↗
Fidelity MSCI Energy Index ETF FIDELITY COVINGTON TRUST 57,9522.1M $0.10 %0.06 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 56,5631.9M $0.00 %0.06 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 55,6572M $0.24 %0.06 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 53,8991.5M $0.02 %0.05 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 53,4001.9M $0.15 %0.05 %as of Jul 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 46,3841.3M $0.04 %0.05 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 45,7861.5M $0.00 %0.05 %as of May 31, 2026 ↗
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares Direxion Shares ETF Trust 45,7611.6M $0.66 %0.05 %as of Jul 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 45,0211.5M $0.06 %0.04 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 44,4221.2M $0.15 %0.04 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 42,9431.2M $0.00 %0.04 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 39,7911.4M $0.03 %0.04 %as of Jul 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 39,5421.4M $0.21 %0.04 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II 39,0331.3M $1.09 %0.04 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 36,9531M $0.05 %0.04 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 35,3461.2M $0.00 %0.04 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 34,4171.1M $0.06 %0.03 %as of May 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 32,934907K $0.02 %0.03 %as of Jun 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 31,6741.1M $0.08 %0.03 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 31,3271.1M $0.01 %0.03 %as of Jul 31, 2026 ↗
iShares U.S. Oil & Gas Exploration & Production ETF iShares Trust 29,221804.7K $0.16 %0.03 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 28,937961.3K $0.06 %0.03 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 28,153935.2K $0.02 %0.03 %as of May 29, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 28,108774.1K $0.05 %0.03 %as of Jun 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 27,600916.9K $0.07 %0.03 %as of May 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 26,330725.1K $0.05 %0.03 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 25,200694K $0.00 %0.03 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 25,073893.1K $0.00 %0.02 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 24,514814.4K $0.34 %0.02 %as of May 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,302865.6K $0.02 %0.02 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 23,301641.7K $0.01 %0.02 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 22,999819.2K $0.00 %0.02 %as of Jul 31, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 22,970632.6K $0.49 %0.02 %as of Jun 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 22,220791.5K $0.06 %0.02 %as of Jul 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 21,803600.5K $0.02 %0.02 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 20,645568.6K $0.04 %0.02 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 20,000550.8K $0.02 %0.02 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 19,805545.4K $0.04 %0.02 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 19,190528.5K $0.03 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 19,111526.3K $0.06 %0.02 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,545660.6K $0.00 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 18,323652.7K $0.02 %0.02 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 18,009598.3K $0.00 %0.02 %as of May 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 17,217571.9K $0.06 %0.02 %as of May 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 17,075567.2K $0.00 %0.02 %as of May 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 16,848464K $0.02 %0.02 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 16,745461.2K $0.00 %0.02 %as of Jun 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 16,714460.3K $0.13 %0.02 %as of Jun 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 16,571456.4K $0.36 %0.02 %as of Jun 30, 2026 ↗
Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III 16,517454.9K $0.06 %0.02 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 16,442585.7K $0.00 %0.02 %as of Jul 31, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 15,952439.3K $0.50 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 15,168417.7K $0.03 %0.02 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 14,999498.3K $0.18 %0.01 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 14,957411.9K $0.00 %0.01 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 14,334510.6K $0.03 %0.01 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 14,162504.5K $0.06 %0.01 %as of Jul 31, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 13,215363.9K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,186469.7K $0.02 %0.01 %as of Jul 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 12,960356.9K $0.07 %0.01 %as of Jun 30, 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
ICON Natural Resources and Infrastructure Fund SCM Trust 3.28 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Energy ETF Invesco Exchange-Traded Fund Trust II 1.09 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR SERIES TRUST 0.86 %as of Jun 30, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 0.78 %as of Jun 30, 2026 ↗
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares Direxion Shares ETF Trust 0.66 %as of Jul 31, 2026 ↗
First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI 0.55 %as of Jun 30, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 0.50 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 0.50 %as of May 31, 2026 ↗
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 0.49 %as of Jun 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 0.44 %as of Jun 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
2026Q3227-214,573,854+2.1 %
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 table shows the 25 largest.

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

173 funds declare 261 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Guggenheim Macro Opportunities Fund218.4M $as of Jun 30, 2026
iShares Broad USD High Yield Corporate Bond ETF217.8M $as of Jul 31, 2026
Guggenheim Total Return Bond Fund115.2M $as of Jun 30, 2026
iShares iBoxx $ High Yield Corporate Bond ETF215.2M $as of May 31, 2026
BlackRock High Yield Portfolio214.3M $as of Jun 30, 2026
iShares High Yield Systematic Bond ETF211.6M $as of May 31, 2026
Fidelity Advisor Strategic Income Fund111.2M $as of Jun 30, 2026
Fidelity Capital and Income Fund110.3M $as of Jul 31, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF29.8M $as of Jun 30, 2026
Invesco High Yield Fund28.1M $as of May 31, 2026
BNY Mellon Core Plus Fund28.1M $as of Jul 31, 2026
Payden High Income Fund27.5M $as of Jul 31, 2026
PIMCO High Yield Fund27.1M $as of Jun 30, 2026
BlackRock Systematic Multi-Strategy Fund26.3M $as of Jun 30, 2026
Nuveen High Yield Fund16.2M $as of Jun 30, 2026
iShares 0-5 Year High Yield Corporate Bond ETF25.4M $as of Jul 31, 2026
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF15.4M $as of Jun 30, 2026
SIIT HIGH YIELD BOND FUND24.9M $as of May 31, 2026
Fidelity High Income Fund24.7M $as of Jul 31, 2026
Touchstone Funds Group Trust-Touchstone Ares Credit Opportunities Fund24.4M $as of Jun 30, 2026
Guggenheim Limited Duration Fund24.3M $as of Jun 30, 2026
Fidelity SAI High Income Fund24.3M $as of Jul 31, 2026
Fidelity Series High Income Fund13.9M $as of Jul 31, 2026
State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF23.9M $as of Jun 30, 2026
Goldman Sachs Multi-Manager Non-Core Fixed Income Fund23.7M $as of Jul 31, 2026
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Titelia. "Fund shareholders of CVR Energy Inc". https://titelia.com/en/stocks/cvr-energy-inc-US12662P1084