Investor profile

Citadel Advisors

Large multi-strategy investment manager whose public 13F filings offer broad market-positioning context.

Latest filing: May 15, 2026 Source: SEC 13F Research only

Daily return+0.6%

1Y return-6.0%

Drawdown-1.9%

Holdings10178

Up to 10-Year Annual Return Study

Most recent complete calendar-year price return rows for the latest disclosed top-holdings basket compared with the S&P 500 benchmark. Current year is year to date.

2026 Jan 1, 2026 - Jul 9, 2026 20.7% mapped

Basket

+19.3%

S&P 500

+10.2%

2025 Jan 1, 2025 - Dec 31, 2025 20.7% mapped

Basket

+28.5%

S&P 500

+16.4%

2024 Jan 1, 2024 - Dec 31, 2024 20.7% mapped

Basket

+17.5%

S&P 500

+23.3%

2023 Jan 1, 2023 - Dec 31, 2023 19.8% mapped

Basket

+20.7%

S&P 500

+24.2%

2022 Jan 1, 2022 - Dec 31, 2022 19.8% mapped

Basket

-1.9%

S&P 500

-19.4%

2021 Jan 1, 2021 - Dec 31, 2021 19.4% mapped

Basket

+22.3%

S&P 500

+26.9%

2020 Jan 1, 2020 - Dec 31, 2020 18.9% mapped

Basket

+37.8%

S&P 500

+16.3%

2019 Jan 1, 2019 - Dec 31, 2019 18.4% mapped

Basket

+18.2%

S&P 500

+28.9%

2018 Jan 1, 2018 - Dec 31, 2018 18.0% mapped

Basket

-6.4%

S&P 500

-11.2%

Methodology: current latest disclosed 13F top holdings are price-marked through historical stock_price data and normalized to mapped tickers. Annual rows are refreshed by the tracker cron after market-close price data updates. Benchmark rows use S&P 500 marks from stock_price and fall back to mavefund_index_return annual S&P 500 rows when older price-table history is unavailable. This is a research backtest with survivorship bias, not the manager's actual fund return.

Basket Return Estimate

Indexed price mark of the latest disclosed holdings with mapped tickers.

Tracker vs S&P 500 benchmark

Holdings Allocation

Top disclosed positions by latest imported 13F weight.

Top holdings 12.1%

INVESCO QQQ TR INVESCO QQQ TR 5.1%

SPDR GOLD TR SPDR GOLD TR 2.4%

ISHARES TR ISHARES TR 1.4%

ISHARES SILVER TR ISHARES SILVER TR 0.8%

ISHARES TR ISHARES TR 0.7%

STATE STR SPDR DOW JONES IND STATE STR SPDR DOW JONES IND 0.5%

IVV iShares Core S&P 500 ETF 0.4%

Other Remaining 72 disclosed holdings outside top 8 87.9%

Latest Disclosed Moves

New and increased positions are disclosed adds; reduced and exited positions are disclosed trims or exits versus the prior filing.

May 15, 2026 Increased

Citadel Advisors increased a disclosed position

ISHARES TR share count changed by 40.6% versus the prior filing; latest disclosed weight is 0.26%.

May 15, 2026 Increased

Citadel Advisors increased a disclosed position

ISHARES SILVER TR share count changed by 5.2% versus the prior filing; latest disclosed weight is 0.33%. iShares Silver Trust

May 15, 2026 Increased

Citadel Advisors increased a disclosed position

ISHARES TR share count changed by 13.7% versus the prior filing; latest disclosed weight is 0.56%.

May 15, 2026 Reduced

Citadel Advisors reduced a disclosed position

ISHARES TR share count changed by -8.9% versus the prior filing; latest disclosed weight is 0.80%.

May 15, 2026 · SNDK Increased

Citadel Advisors increased a disclosed position

SanDisk Corp share count changed by 956.5% versus the prior filing; latest disclosed weight is 0.25%.

Major Winners

Largest positive one-year contribution from mapped current holdings.

Ticker	Company	1Y return	Weight	Contribution
WDC	Western Digital Corporation	+793.1%	0.1%	+0.9%
BE	Bloom Energy	+892.1%	0.08%	+0.7%
AZN	AstraZeneca PLC ADR	+148.4%	0.05%	+0.08%
ROST	Ross Stores Inc	+68.8%	0.07%	+0.05%
MRK	Merck & Company Inc	+49.0%	0.07%	+0.04%

Major Losses

Largest negative or weakest one-year contribution from mapped current holdings.

Ticker	Company	1Y return	Weight	Contribution
MSTR	MicroStrategy Incorporated	-77.7%	0.2%	-0.2%
VRSK	Verisk Analytics Inc	-38.2%	0.06%	-0.02%
ISRG	Intuitive Surgical Inc	-21.7%	0.1%	-0.02%
STZ	Constellation Brands Inc Class A	-23.0%	0.07%	-0.02%
TMUS	T-Mobile US Inc	-20.4%	0.08%	-0.02%

Latest Disclosed Holdings

Weights are based on the information table value in the latest imported filing.

Ticker	Company	Weight	Shares	Market value	Sector
QQQ	INVESCO QQQ TR CUSIP 46090E103	5.1%	54,922,600	$31.70B	ETF
GLD	SPDR GOLD TR CUSIP 78463V107	2.4%	34,118,100	$14.68B	Gold ETF
ETF	ISHARES TR CUSIP 464287655	1.4%	35,992,100	$8.93B	ETF
SLV	ISHARES SILVER TR CUSIP 46428Q109	0.8%	76,134,000	$5.19B	Silver ETF
ETF	ISHARES TR CUSIP 464288513	0.7%	53,990,900	$4.30B	ETF
ETF	ISHARES TR CUSIP 464287432	0.7%	48,100,500	$4.17B	ETF
DIA	STATE STR SPDR DOW JONES IND CUSIP 78467X109	0.5%	6,356,289	$2.94B	ETF
IVV	iShares Core S&P 500 ETF CUSIP 464287200	0.4%	4,060,750	$2.65B	ETF
USO	UNITED STS OIL FD LP CUSIP 91232N207	0.4%	18,334,200	$2.33B	Oil ETF
Unmapped	ISHARES INC CUSIP 464286400	0.3%	45,600,000	$1.75B	Unclassified
Sector SPDR	SELECT SECTOR SPDR TR CUSIP 81369Y506	0.3%	25,552,200	$1.57B	Sector ETF
ETF	ISHARES TR CUSIP 464287234	0.2%	26,333,600	$1.50B	ETF
ETF	VANECK ETF TRUST CUSIP 92189F106	0.2%	15,693,000	$1.44B	ETF
IBIT	ISHARES BITCOIN TRUST ETF CUSIP 46438F101	0.2%	35,530,800	$1.37B	Bitcoin ETF
MSTR	MicroStrategy Incorporated CUSIP 594972408	0.2%	10,693,100	$1.33B	Technology
Unmapped	COREWEAVE INC CUSIP 21873S108	0.2%	14,080,400	$1.09B	Unclassified
ETF	ISHARES TR CUSIP 464287184	0.1%	24,623,600	$883.99M	ETF
Unmapped	INTERNATIONAL BUSINESS MACHS CUSIP 459200101	0.1%	3,387,900	$821.19M	Unclassified
Unmapped	UNITED AIRLS HLDGS INC CUSIP 910047109	0.1%	8,878,044	$817.40M	Unclassified
Unmapped	NORFOLK SOUTHN CORP CUSIP 655844108	0.1%	2,572,326	$738.26M	Unclassified
WDC	Western Digital Corporation CUSIP 958102AT2Convertible/debt CUSIP value normalization pending.	0.1%	97,265,000	Needs review	Technology
ETF	ISHARES TR CUSIP 464287515	0.1%	8,447,500	$676.22M	ETF
ISRG	Intuitive Surgical Inc CUSIP 46120E602	0.1%	1,347,494	$621.18M	Healthcare
VOO	Vanguard S&P 500 ETF CUSIP 922908363	0.10%	1,034,500	$618.17M	ETF
RDDT	Reddit Inc CUSIP 75734B100	0.10%	4,496,500	$605.45M	Communication Services
EA	Electronic Arts Inc CUSIP 285512109	0.09%	2,869,823	$585.07M	Communication Services
Sector SPDR	SELECT SECTOR SPDR TR CUSIP 81369Y100	0.09%	11,641,800	$581.74M	Sector ETF
BLK	BlackRock Inc CUSIP 09290D101	0.09%	602,197	$579.14M	Financial Services
MA	Mastercard Inc CUSIP 57636Q104	0.09%	1,116,695	$557.97M	Financial Services
GILD	Gilead Sciences Inc CUSIP 375558103	0.09%	3,950,097	$550.53M	Healthcare
Unmapped	PDD HOLDINGS INC CUSIP 722304102	0.09%	5,183,600	$529.66M	Unclassified
BE	Bloom Energy CUSIP 093712107	0.08%	3,797,900	$514.58M	Industrials
Unmapped	MARRIOTT INTL INC NEW CUSIP 571903202	0.08%	1,554,687	$508.49M	Unclassified
TMUS	T-Mobile US Inc CUSIP 872590104	0.08%	2,347,828	$493.11M	Communication Services
CAH	Cardinal Health Inc CUSIP 14149Y108	0.08%	2,324,560	$491.20M	Healthcare
Unmapped	ELEVANCE HEALTH INC FORMERLY CUSIP 036752103	0.07%	1,562,219	$457.34M	Unclassified
HD	Home Depot Inc CUSIP 437076102	0.07%	1,387,740	$456.41M	Consumer Cyclical
MRK	Merck & Company Inc CUSIP 58933Y105	0.07%	3,768,613	$453.33M	Healthcare
Sector SPDR	SELECT SECTOR SPDR TR CUSIP 81369Y308	0.07%	5,511,700	$451.85M	Sector ETF
ROST	Ross Stores Inc CUSIP 778296103	0.07%	2,063,733	$447.07M	Consumer Cyclical
Unmapped	KRANESHARES TRUST CUSIP 500767306	0.07%	15,681,800	$445.83M	Unclassified
YUM	Yum! Brands Inc CUSIP 988498101	0.07%	2,851,149	$443.30M	Consumer Cyclical
STZ	Constellation Brands Inc Class A CUSIP 21036P108	0.07%	2,953,428	$443.01M	Consumer Defensive
WCN.TO	Waste Connections Inc CUSIP 94106B101	0.07%	2,681,584	$435.60M	Industrial Products
COST	Costco Wholesale Corp CUSIP 22160K105	0.07%	435,340	$433.79M	Consumer Defensive
TMO	Thermo Fisher Scientific Inc CUSIP 883556102	0.07%	854,758	$420.14M	Healthcare
ORLY	O’Reilly Automotive Inc CUSIP 67103H107	0.07%	4,422,170	$408.21M	Consumer Cyclical
BRK-B	BERKSHIRE HATHAWAY INC CUSIP 084670702	0.06%	834,860	$400.06M	Financial Services
Unmapped	SPDR SERIES TRUST CUSIP 78468R556	0.06%	2,169,200	$394.43M	Unclassified
ETF	PROSHARES TR CUSIP 74347X831	0.06%	9,305,900	$387.87M	ETF
MSCI	MSCI Inc CUSIP 55354G100	0.06%	717,411	$386.69M	Financial Services
Unmapped	NEBIUS GROUP N.V. CUSIP N97284108	0.06%	3,688,300	$382.70M	Unclassified
FDX	FedEx Corporation CUSIP 31428X106	0.06%	1,064,899	$379.30M	Industrials
VRSK	Verisk Analytics Inc CUSIP 92345Y106	0.06%	1,997,194	$378.97M	Industrials
PH	Parker-Hannifin Corporation CUSIP 701094104	0.06%	420,176	$376.16M	Industrials
L	Loews Corp CUSIP 540424108	0.06%	3,509,463	$374.60M	Financial Services
Sector SPDR	SELECT SECTOR SPDR TR CUSIP 81369Y803	0.06%	2,794,200	$371.35M	Sector ETF
LMT	Lockheed Martin Corporation CUSIP 539830109	0.06%	600,102	$362.70M	Industrials
Unmapped	SS&C TECH HLDGS CUSIP 78467J100	0.06%	5,346,673	$361.27M	Unclassified
INSM	Insmed Inc CUSIP 457669307	0.06%	2,172,685	$355.28M	Healthcare
ETF	ISHARES TR CUSIP 464287465	0.06%	3,600,000	$349.67M	ETF
Unmapped	SPDR SERIES TRUST CUSIP 78464A870	0.06%	2,733,500	$349.15M	Unclassified
OVV	Ovintiv CUSIP 69047Q102	0.06%	5,873,086	$348.63M	Energy
Unmapped	GLOBAL PMTS INC CUSIP 37940X102	0.06%	5,116,814	$344.36M	Unclassified
Unmapped	DIREXION SHARES ETF TRUST CUSIP 25459W458	0.06%	7,184,500	$344.21M	Unclassified
USB	U.S. Bancorp CUSIP 902973304	0.05%	6,507,287	$338.44M	Financial Services
ABNB	Airbnb Inc CUSIP 009066101	0.05%	2,665,677	$336.62M	Consumer Cyclical
AZN	AstraZeneca PLC ADR CUSIP G0593M107	0.05%	1,698,159	$334.91M	Healthcare
PR	Permian Resources Corp CUSIP 71424F105	0.05%	15,413,793	$328.62M	Energy
ETF	ISHARES TR CUSIP 464287440	0.05%	3,431,225	$327.48M	ETF
WELL	Welltower Inc CUSIP 95040Q104	0.05%	1,647,410	$325.71M	Real Estate
DUK	Duke Energy Corporation CUSIP 26441C204	0.05%	2,472,117	$323.70M	Utilities
ZM	Zoom Video Communications Inc CUSIP 98980L101	0.05%	4,009,348	$322.31M	Technology
Unmapped	SPDR SERIES TRUST CUSIP 78464A698	0.05%	4,942,800	$322.02M	Unclassified
EQIX	Equinix Inc CUSIP 29444U700	0.05%	328,389	$321.90M	Real Estate
DE	Deere & Company CUSIP 244199105	0.05%	568,058	$319.99M	Industrials
Unmapped	IREN LIMITED CUSIP Q4982L109	0.05%	9,023,600	$309.33M	Unclassified
PPL	PPL Corporation CUSIP 69351T106	0.05%	7,888,135	$301.33M	Utilities
Sector SPDR	SELECT SECTOR SPDR TR CUSIP 81369Y407	0.05%	2,721,300	$296.57M	Sector ETF
Unmapped	ACCENTURE PLC IRELAND CUSIP G1151C101	0.05%	1,493,600	$296.17M	Unclassified

Research and Risk Disclosure

This page is for informational research and decision support only. It is not personalized financial advice and does not say that any user should buy or sell a security. 13F investor data reflects last disclosed public filings and may be delayed, incomplete, amended, or no longer current. Strategy returns are historical model output or live tracking only when explicitly marked live. Review benchmark, time period, rebalancing frequency, data assumptions, fees, slippage, drawdown, and survivorship-bias handling before relying on any performance comparison.