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Portfolio (Quarterly) Guide ↗

CITADEL ADVISORS LLC

· CIK 0001423053
13F Portfolio $875.1B AUM 16,127 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 2668 New 6035 Added 4715 Reduced 1950 Exited
Page 53 of 134  ·  2,668 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 AYA GOLD & SILVER INC 31,290.0 $593K NEW $18.94
1042 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 19,621.0 $592K NEW $30.17 +16.0%
1043 VANGUARD WELLESLEY INCOME FD 9,476.0 $592K NEW $62.46
1044 MYE CALL MYERS INDS INC Consumer Cyclical 16,700.0 $590K NEW $35.31 -5.0%
1045 NEWT NEWTEKONE INC Financial Services 39,733.0 $588K NEW $14.81 -15.4%
1046 MBSF VALUED ADVISERS TR 22,812.0 $586K NEW $25.68 +0.1%
1047 FOX CALL FOX CORP 12,500.0 $586K NEW $46.84
1048 OMCL CALL OMNICELL COM Healthcare 14,100.0 $585K NEW $41.52 -14.3%
1049 GTLS PUT CHART INDS INC Industrials 2,800.0 $585K NEW $208.94 +0.5%
1050 OPTZ ADVISOR MANAGED PORTFOLIOS 11,750.0 $585K NEW $49.76 -7.0%
1051 NUVEEN INVT TR II 9,420.0 $583K NEW $61.87
1052 DERM JOURNEY MED CORP Healthcare 82,149.0 $582K NEW $7.08 +9.5%
1053 GAIN GLADSTONE INVT CORP Financial Services 37,593.0 $581K NEW $15.46 +5.8%
1054 SMBC SOUTHERN MO BANCORP INC Financial Services 7,615.0 $580K NEW $76.21 -2.4%
1055 SRCE CALL 1ST SOURCE CORP Financial Services 7,100.0 $579K NEW $81.58 +5.2%
1056 RRBI RED RIVER BANCSHARES INC Financial Services 6,331.0 $578K NEW $91.28 +11.3%
1057 CALL THEMES ETF TR 16,000.0 $576K NEW $35.98
1058 ISHARES TR 28,388.0 $573K NEW $20.19
1059 TIDAL TRUST II 24,732.0 $573K NEW $23.17
1060 VGZ VISTA GOLD CORP Basic Materials 299,695.0 $572K NEW $1.91 +30.4%
Page 53 of 134  ·  2,668 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 23.4%
Healthcare 14.6%
Industrials 12.7%
Financial Services 12.4%
Consumer Cyclical 10.2%
Consumer Defensive 6.4%
Communication Services 5.8%
Energy 4.9%
Real Estate 3.4%
Utilities 3.2%