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Advisor Managed Portfolios shares owned by Citadel Advisors

Quarter-by-quarter ownership of Advisor Managed Portfolios (OPTZ) shares owned by Citadel Advisors from 13F filings

Historical chart of Citadel Advisors investment in Advisor Managed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Advisor Managed Portfolios held by Citadel Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisor Managed Portfolios by Citadel Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 6.7k 35.29
2025-06-30 $262k 8.5k 30.91
2025-03-31 $359k 13k 26.91
2024-09-30 $229k 8.0k 28.62
2024-06-30 $360k 13k 26.83

More positions owned by Citadel Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tesla Motors Call Option (TSLA)
NVIDIA Corporation Call Option (NVDA)
Apple Call Option (AAPL)
Meta Platforms Cl A Call Option (META)
Microsoft Corporation Call Option (MSFT)
Spdr Gold Tr Gold Shs Call Option (GLD)
Ishares Tr Russell 2000 Etf (IWM)
Amazon Call Option (AMZN)
Strategy Cl A New Call Option (MSTR)
Alphabet Cap Stk Cl A Call Option (GOOGL)
UnitedHealth Call Option (UNH)
Palantir Technologies Cl A Call Option (PLTR)
Netflix Call Option (NFLX)

View all positions for Citadel Advisors

Top funds holding Advisor Managed Portfolios

Citadel Advisors
UBS Group

View all funds holding Advisor Managed Portfolios