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
Small Cap Index Fund VALIC Co I 12,626419.4K $0.03 %0.01 %as of May 31, 2026 ↗
Small Cap Core Fund Northern Funds 12,022331.1K $0.08 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 11,920328.3K $0.03 %0.01 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 11,258401K $0.02 %0.01 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,200308.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 11,200308.4K $0.05 %0.01 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,200308.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,800297.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 10,751383K $0.00 %0.01 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,391286.2K $0.03 %0.01 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 10,275283K $0.03 %0.01 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 10,223281.5K $0.05 %0.01 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 9,956274.2K $0.04 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 9,224254K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,260227.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,001285K $0.04 %0.01 %as of Jul 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 7,851216.2K $0.05 %0.01 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,571208.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 7,420204.3K $0.39 %0.01 %as of Jun 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 7,200198.3K $0.04 %0.01 %as of Jun 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 7,150196.9K $0.14 %0.01 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 6,876189.4K $0.05 %0.01 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,785186.9K $0.03 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 6,685238.1K $0.03 %0.01 %as of Jul 31, 2026 ↗
iShares North American Natural Resources ETF iShares Trust 6,191170.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 6,120168.5K $0.03 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 5,936163.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 5,855161.2K $0.05 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 5,513151.8K $0.04 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 5,363178.2K $0.00 %0.01 %as of May 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 5,264187.5K $0.02 %0.01 %as of Jul 31, 2026 ↗
First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI 4,829133K $0.55 %0.00 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,770169.9K $0.01 %0.00 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,714129.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,674166.5K $0.04 %0.00 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,597152.7K $0.01 %0.00 %as of May 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 4,506124.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,495123.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,464122.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 4,419157.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,952108.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 3,924130.4K $0.05 %0.00 %as of May 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,855106.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,839136.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,45495.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,391120.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,391120.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 3,173113K $0.00 %0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,162105K $0.01 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,125103.8K $0.08 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,97281.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,93780.9K $0.05 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 2,83378K $0.03 %0.00 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 2,77476.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 2,71874.9K $0.05 %0.00 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,68589.2K $0.00 %0.00 %as of May 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 2,62093.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,58571.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,56291.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,54384.5K $0.01 %0.00 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,53769.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,29063.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2,22673.9K $0.01 %0.00 %as of May 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,16059.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,06356.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,77448.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,75362.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 1,73647.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,67959.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,63258.1K $0.06 %0.00 %as of Jul 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,58143.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,45748.4K $0.03 %0.00 %as of May 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,43939.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,38449.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,36137.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,30943.5K $0.01 %0.00 %as of May 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,28945.9K $0.05 %0.00 %as of Jul 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1,20542.9K $0.36 %0.00 %as of Jul 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,20333.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,15438.3K $0.01 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,13937.8K $0.02 %0.00 %as of May 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,04634.7K $0.01 %0.00 %as of May 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,02434K $0.07 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 99427.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 87529.1K $0.00 %0.00 %as of May 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 87524.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 84127.9K $0.00 %0.00 %as of May 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 83327.7K $0.00 %0.00 %as of May 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 80622.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 80022K $0.02 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 77021.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 74020.4K $0.08 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 69819.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 62020.6K $0.01 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 58316.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 58116K $0.07 %0.00 %as of Jun 30, 2026 ↗
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 52614.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 48217.2K $0.09 %0.00 %as of Jul 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 40114.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 40014.2K $0.00 %0.00 %as of Jul 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 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