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Portfolio (Quarterly) Guide ↗

CITADEL ADVISORS LLC

· CIK 0001423053
13F Portfolio $875.0B AUM 16,122 positions Filed Sep 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 2666 New 6034 Added 4715 Reduced 1951 Exited
Page 409 of 679  ·  13,572 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
8161 CLOO NEW YORK LIFE INVTS ACTIVE E 40,498.0 $1.0M NEW $25.12 +0.1%
8162 TLCI TOUCHSTONE ETF TRUST 37,750.0 $1.0M -294.0 -0.8% $26.93 +2.4%
8163 INVESTMENT MANAGERS SER TR 87,243.0 $1.0M NEW $11.65
8164 SCHX CALL SCHWAB STRATEGIC TR 34,500.0 $1.0M +9K +35.3% $29.43 +3.2%
8165 USVN RBB FD INC 21,324.0 $1.0M -26K -55.1% $47.60 -1.9%
8166 BKLN PUT INVESCO EXCH TRADED FD TR II 49,800.0 $1.0M +5K +11.2% $20.37 +1.2%
8167 UFCS UNITED FIRE GROUP INC Financial Services 19,337.0 $1.0M NEW $52.44 +6.8%
8168 KRYS KRYSTAL BIOTECH INC Healthcare 2,725.0 $1.0M $371.67 -3.6%
8169 VELO3D INC 57,698.0 $1.0M +26K +82.2% $17.55
8170 JMSB JOHN MARSHALL BANCORP INC Financial Services 46,416.0 $1.0M +26K +127.7% $21.80 +7.2%
8171 BLFS CALL BIOLIFE SOLUTIONS INC Healthcare 35,800.0 $1.0M NEW $28.24 +24.8%
8172 CASS CASS INFORMATION SYS INC Industrials 19,696.0 $1.0M -34K -63.6% $51.32 +8.7%
8173 JAVA J P MORGAN EXCHANGE TRADED F 12,726.0 $1.0M +9K +231.1% $79.41 +4.3%
8174 KBWP INVESCO EXCH TRADED FD TR II 7,971.0 $1.0M -3K -28.1% $126.77 +4.9%
8175 GATX PUT GATX CORP Industrials 5,700.0 $1.0M NEW $177.19 +0.5%
8176 LABD DIREXION SHARES ETF TRUST 130,913.0 $1.0M +39K +42.6% $7.71 -16.3%
8177 CALL THEMES ETF TR 59,200.0 $1.0M +37K +169.1% $17.04
8178 NATL NCR ATLEOS CORPORATION Technology 23,223.0 $1.0M -34K -59.3% $43.41 +6.2%
8179 XHE SPDR SERIES TRUST 11,965.0 $1.0M NEW $84.23 +11.8%
8180 NUSATRIP INC 149,270.0 $1.0M $6.75
Page 409 of 679  ·  13,572 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%