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 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 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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

165 funds declare 256 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 Fund218.7M $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