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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 58 of 123  ·  2,452 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 VOC VOC ENERGY TR Energy 147,230.0 $509K NEW $3.46 -9.8%
1142 ITEQ AMPLIFY ETF TR 8,813.0 $507K NEW $57.55 +13.4%
1143 PNRG PRIMEENERGY RESOURCES CORP Energy 2,173.0 $506K NEW $232.85 +5.6%
1144 CMPX PUT COMPASS THERAPEUTICS INC Healthcare 95,500.0 $505K NEW $5.29 -63.5%
1145 PECO CALL PHILLIPS EDISON & CO INC Real Estate 13,500.0 $505K NEW $37.42 +8.3%
1146 AOHY ANGEL OAK FUNDS TRUST 46,190.0 $505K NEW $10.93 +1.1%
1147 UAE ISHARES TR 27,065.0 $505K NEW $18.65 +2.1%
1148 IPAY AMPLIFY ETF TR 11,780.0 $504K NEW $42.80 +6.0%
1149 FFOG FRANKLIN TEMPLETON ETF TR 12,255.0 $503K NEW $41.08 +22.3%
1150 FDHY FIDELITY COVINGTON TRUST 10,370.0 $503K NEW $48.54 +1.1%
1151 FORTRESS BIOTECH INC 180,289.0 $503K NEW $2.79
1152 FXH FIRST TR EXCHANGE-TRADED FD 4,582.0 $503K NEW $109.77 +4.2%
1153 TIDAL TRUST II 44,131.0 $502K NEW $11.37
1154 NUMV NUSHARES ETF TR 12,940.0 $502K NEW $38.77 +7.8%
1155 TOUCHSTONE ETF TRUST 16,944.0 $502K NEW $29.60
1156 IAUI CALL NEOS ETF TRUST 8,800.0 $500K NEW $56.87 -3.4%
1157 TSSD TRUTH SOCIAL FUNDS 20,464.0 $500K NEW $24.43 +7.7%
1158 BFEB INNOVATOR ETFS TRUST 10,471.0 $499K NEW $47.70 +9.3%
1159 USIN WISDOMTREE TR 9,968.0 $499K NEW $50.10 -1.5%
1160 GLOBAL X FDS 9,981.0 $499K NEW $50.02
Page 58 of 123  ·  2,452 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%