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Portfolio (Quarterly) Guide ↗

Citadel Advisors LLC

· CIK 0001423053
13F Portfolio $618.5B AUM 15,589 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 2452 New 5072 Added 5227 Reduced 2103 Exited
Page 463 of 643  ·  12,857 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
9241 PHIN PUT PHINIA INC Consumer Cyclical 7,500.0 $513K +2K +27.1% $68.44 +23.9%
9242 DOL WISDOMTREE TR 7,544.0 $513K -30K -79.8% $67.99 +7.9%
9243 XMVM INVESCO EXCHANGE TRADED FD T 7,873.0 $513K NEW $65.12 +9.9%
9244 CEPO CANTOR EQUITY PARTNERS I INC Financial Services 48,801.0 $512K NEW $10.50 +0.2%
9245 BOKF CALL BOK FINL CORP Financial Services 4,000.0 $512K NEW $128.06 +8.6%
9246 HTZ HERTZ GLOBAL HLDGS INC Industrials 111,038.0 $512K -1.9M -94.5% $4.61 -42.7%
9247 INVZ INNOVIZ TECHNOLOGIES LTD Consumer Cyclical 809,107.0 $512K NEW $0.63 -9.6%
9248 GOLY STRATEGY SHS 17,367.0 $511K NEW $29.45 -13.6%
9249 SHPP PACER FDS TR 16,982.0 $511K -19K -52.1% $30.11 +10.3%
9250 HTLD HEARTLAND EXPRESS INC Industrials 49,173.0 $511K -320K -86.7% $10.40 +49.1%
9251 GARP ISHARES TR 7,994.0 $511K NEW $63.97 +24.1%
9252 ASPN CALL ASPEN AEROGELS INC Industrials 149,500.0 $511K -95K -38.9% $3.42 +64.6%
9253 TNC CALL TENNANT CO Industrials 7,700.0 $511K NEW $66.40 +37.3%
9254 USDU PUT WISDOMTREE TR 19,400.0 $511K +12K +145.6% $26.33 +1.6%
9255 SGHT SIGHT SCIENCES INC Healthcare 135,303.0 $510K -13K -8.5% $3.77 +50.9%
9256 GAB GABELLI EQUITY TR INC Financial Services 91,070.0 $510K +49K +115.7% $5.60 +0.4%
9257 MUST COLUMBIA ETF TR I 24,859.0 $510K NEW $20.51 +0.8%
9258 AIP PUT ARTERIS INC Technology 31,000.0 $510K -30K -49.0% $16.44 +163.3%
9259 SAR SARATOGA INVT CORP Financial Services 23,303.0 $510K +5K +26.2% $21.87 +1.9%
9260 HGRO ETF OPPORTUNITIES TRUST 18,265.0 $510K NEW $27.90 +10.1%
Page 463 of 643  ·  12,857 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.4%
Financial Services 15.1%
Healthcare 14.0%
Industrials 12.7%
Consumer Cyclical 10.8%
Communication Services 5.9%
Consumer Defensive 5.0%
Energy 4.8%
Real Estate 3.9%
Basic Materials 3.3%