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Funds Holding CVR Energy Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in CVR Energy Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of CVI →Funds holding
56
as of 2026-07-31
Reported value
$100.4M
summed across funds
Fund families
28
named trusts
Largest conviction
0.66%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X SharesDirexion Shares ETF Trust45.8K sh$1.6M | 0.66% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust1.2K sh$42.9K | 0.36% |
| Federated Hermes MDT Small Cap Growth FundFederated Hermes MDT Series55.7K sh$2M | 0.24% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST39.5K sh$1.4M | 0.21% |
| U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC114.9K sh$4.1M | 0.21% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust131.6K sh$4.7M | 0.17% |
| SmallCap Value Fund IIPrincipal Funds, Inc53.4K sh$1.9M | 0.15% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC279.4K sh$10M | 0.13% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST78.1K sh$2.8M | 0.12% |
| Fidelity MSCI Energy Index ETFFIDELITY COVINGTON TRUST58K sh$2.1M | 0.10% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust482 sh$17.2K | 0.09% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC429.3K sh$15.3M | 0.08% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust330.8K sh$11.8M | 0.08% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds81.9K sh$2.9M | 0.07% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust1.6K sh$58.1K | 0.06% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.14.2K sh$504.5K | 0.06% |
| SMALL-CAP GROWTH PROFUNDProFunds140 sh$5K | 0.06% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc22.2K sh$791.5K | 0.06% |
| SMALL-CAP VALUE PROFUNDProFunds129 sh$4.6K | 0.06% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust1.3K sh$45.9K | 0.05% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust8K sh$285K | 0.04% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust4.7K sh$166.5K | 0.04% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds39.8K sh$1.4M | 0.03% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST73.2K sh$2.6M | 0.03% |
| iShares Morningstar Small-Cap Value ETFiShares Trust6.7K sh$238.1K | 0.03% |
| Global X Russell 2000 ETFGLOBAL X FUNDS14.3K sh$510.6K | 0.03% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST3.4K sh$120.8K | 0.03% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust326.9K sh$11.6M | 0.03% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc1.7K sh$59.8K | 0.03% |
| Dimensional US Vector Equity ETFDimensional ETF Trust4.4K sh$157.4K | 0.03% |
| ULTRA SMALL CAP PROFUNDProFunds386 sh$13.7K | 0.02% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust18.3K sh$652.7K | 0.02% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO5.3K sh$187.5K | 0.02% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13.2K sh$469.7K | 0.02% |
| iShares Morningstar Small-Cap ETFiShares Trust1.4K sh$49.3K | 0.02% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust211.8K sh$7.5M | 0.02% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC24.3K sh$865.6K | 0.02% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust11.3K sh$401K | 0.02% |
| Victory Extended Market Index FundVictory Portfolios III3.4K sh$120.8K | 0.01% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds4.8K sh$169.9K | 0.01% |
| SMALL-CAP PROFUNDProFunds25 sh$890.5 | 0.01% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust31.3K sh$1.1M | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC96.3K sh$3.4M | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust3.8K sh$136.7K | 0.01% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC69.6K sh$2.5M | 0.01% |
| SmallCap Growth Fund IPrincipal Funds, Inc2.6K sh$93.3K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust10.8K sh$383K | 0.00% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III167 sh$5.9K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST18.5K sh$660.6K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust16.4K sh$585.7K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds25.1K sh$893.1K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds1.8K sh$62.4K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS23K sh$819.2K | 0.00% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust3.2K sh$113K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust21 sh$748 | 0.00% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust400 sh$14.2K | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.