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
Diversified Equity Master Portfolio Master Investment Portfolio 12,941435.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 12,626305K $0.02 %0.01 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 12,365416.1K $0.12 %0.01 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,146402.5K $0.00 %0.01 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 11,742389.1K $0.05 %0.01 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 11,700282.7K $0.00 %0.01 %as of Feb 28, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 11,200376.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 11,200376.9K $0.07 %0.01 %as of Mar 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,800363.4K $0.02 %0.01 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 10,751356.3K $0.00 %0.01 %as of Apr 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 10,731355.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 10,602356.8K $0.07 %0.01 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 10,600356.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 10,510253.9K $0.17 %0.01 %as of Feb 28, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,391349.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 10,380349.3K $0.07 %0.01 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 10,175342.4K $0.04 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 9,476318.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 8,279278.6K $0.07 %0.01 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,260277.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 8,000269.2K $0.07 %0.01 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 7,627256.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 7,200242.3K $0.05 %0.01 %as of Mar 31, 2026 ↗
iShares North American Natural Resources ETF iShares Trust 7,166241.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,664161K $0.06 %0.01 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 6,553217.2K $0.03 %0.01 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,237209.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 5,856197.1K $0.00 %0.01 %as of Mar 31, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 5,855197K $0.07 %0.01 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 5,645190K $0.03 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 5,536133.7K $0.06 %0.01 %as of Feb 28, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 5,284177.8K $0.06 %0.01 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 5,021169K $0.14 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) North American Natural Resources ETF SPDR INDEX SHARES FUNDS 4,916165.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,770158.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,604152.6K $0.04 %0.00 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,597111.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,464150.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI 4,350146.4K $0.66 %0.00 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,334145.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 4,205141.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,077137.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,952133K $0.04 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 3,95195.5K $0.02 %0.00 %as of Feb 28, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,889130.9K $0.04 %0.00 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,874128.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,657121.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,479117.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,451116.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,391112.4K $0.03 %0.00 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,37581.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,358111.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 3,19777.2K $0.01 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,12575.5K $0.06 %0.00 %as of Feb 28, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 3,089103.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,972100K $0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,89369.9K $0.01 %0.00 %as of Feb 28, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,75592.7K $0.08 %0.00 %as of Mar 31, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 2,71489.9K $0.00 %0.00 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,66989.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,61486.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,58587K $0.03 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 2,45582.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,40280.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,35456.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 2,31277.8K $0.07 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 2,20974.3K $0.05 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,16072.7K $0.01 %0.00 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,15972.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,07669.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 2,03667.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,00367.4K $0.04 %0.00 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 1,92663.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,91546.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,90946.1K $0.01 %0.00 %as of Feb 28, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 1,77859.8K $0.08 %0.00 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,75358.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,67955.6K $0.03 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,60754.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,47949.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,46448.5K $0.06 %0.00 %as of Apr 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,43948.4K $0.03 %0.00 %as of Mar 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,37933.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,34032.4K $0.02 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,33044.1K $0.02 %0.00 %as of Apr 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1,32243.8K $0.38 %0.00 %as of Apr 30, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,26942.1K $0.05 %0.00 %as of Apr 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,10037K $0.00 %0.00 %as of Mar 31, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 1,05125.4K $0.29 %0.00 %as of Feb 28, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,03334.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,02424.7K $0.05 %0.00 %as of Feb 28, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,00033.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 99433.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 87529.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 84628.5K $0.02 %0.00 %as of Mar 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 84120.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 83320.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 80026.9K $0.03 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 79026.6K $0.12 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 72424.4K $0.00 %0.00 %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