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← Citadel Advisors LLC, its record

Citadel Advisors LLC and Schonfeld Strategic Advisors LLC: where the books meet

At Q2 2026, at least 6.7% of the two 13F books was the same, across 96 stocks both listed, against 11% at Q1 2016. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.

Overlap by quarter
0%6%13%Q1 2016: 11%, 96 in both16Q2 2016: 12%, 106 in bothQ3 2016: 12%, 106 in bothQ4 2016: 13%, 122 in bothQ1 2017: 12%, 132 in both17Q2 2017: 11%, 118 in bothQ3 2017: 10%, 132 in bothQ4 2017: 9.8%, 111 in bothQ1 2018: 9.2%, 120 in both18Q2 2018: 10%, 116 in bothQ3 2018: 10%, 130 in bothQ4 2018: 9.9%, 123 in bothQ1 2019: 8.8%, 117 in both19Q2 2019: 9.0%, 126 in bothQ3 2019: 11%, 152 in bothQ4 2019: 10%, 136 in bothQ1 2020: 8.8%, 124 in both20Q2 2020: 8.1%, 122 in bothQ3 2020: 5.8%, 97 in bothQ4 2020: 6.6%, 113 in bothQ1 2021: 5.7%, 97 in both21Q2 2021: 4.5%, 77 in bothQ3 2021: 2.9%, 55 in bothQ4 2021: 3.9%, 72 in bothQ1 2022: 2.8%, 55 in both22Q2 2022: 3.6%, 75 in bothQ3 2022: 3.8%, 66 in bothQ4 2022: 4.9%, 85 in bothQ1 2023: 5.7%, 94 in both23Q2 2023: 5.8%, 102 in bothQ3 2023: 5.6%, 94 in bothQ4 2023: 6.0%, 92 in bothQ1 2024: 5.3%, 87 in both24Q2 2024: 6.1%, 89 in bothQ3 2024: 4.3%, 76 in bothQ4 2024: 4.6%, 91 in bothQ1 2025: 4.7%, 86 in both25Q2 2025: 5.3%, 89 in bothQ3 2025: 5.3%, 84 in bothQ4 2025: 5.9%, 88 in bothQ1 2026: 6.0%, 91 in both26Q2 2026: 6.7%, 96 in both
  • Q1 2016: 11%, 96 in both
  • Q2 2016: 12%, 106 in both
  • Q3 2016: 12%, 106 in both
  • Q4 2016: 13%, 122 in both
  • Q1 2017: 12%, 132 in both
  • Q2 2017: 11%, 118 in both
  • Q3 2017: 10%, 132 in both
  • Q4 2017: 9.8%, 111 in both
  • Q1 2018: 9.2%, 120 in both
  • Q2 2018: 10%, 116 in both
  • Q3 2018: 10%, 130 in both
  • Q4 2018: 9.9%, 123 in both
  • Q1 2019: 8.8%, 117 in both
  • Q2 2019: 9.0%, 126 in both
  • Q3 2019: 11%, 152 in both
  • Q4 2019: 10%, 136 in both
  • Q1 2020: 8.8%, 124 in both
  • Q2 2020: 8.1%, 122 in both
  • Q3 2020: 5.8%, 97 in both
  • Q4 2020: 6.6%, 113 in both
  • Q1 2021: 5.7%, 97 in both
  • Q2 2021: 4.5%, 77 in both
  • Q3 2021: 2.9%, 55 in both
  • Q4 2021: 3.9%, 72 in both
  • Q1 2022: 2.8%, 55 in both
  • Q2 2022: 3.6%, 75 in both
  • Q3 2022: 3.8%, 66 in both
  • Q4 2022: 4.9%, 85 in both
  • Q1 2023: 5.7%, 94 in both
  • Q2 2023: 5.8%, 102 in both
  • Q3 2023: 5.6%, 94 in both
  • Q4 2023: 6.0%, 92 in both
  • Q1 2024: 5.3%, 87 in both
  • Q2 2024: 6.1%, 89 in both
  • Q3 2024: 4.3%, 76 in both
  • Q4 2024: 4.6%, 91 in both
  • Q1 2025: 4.7%, 86 in both
  • Q2 2025: 5.3%, 89 in both
  • Q3 2025: 5.3%, 84 in both
  • Q4 2025: 5.9%, 88 in both
  • Q1 2026: 6.0%, 91 in both
  • Q2 2026: 6.7%, 96 in both

Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.

What the overlap is made of, Q2 2026

Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.

StockCitadel Advisors LLCSchonfeld Strategic Advisors LLC
iShares Trust(IVV)1.5%Added10%Added
Amazon Com Inc(AMZN)0.3%Added0.8%Added
Nvidia Corp(NVDA)0.3%Trimmed1.8%Added
Microsoft Corp(MSFT)0.2%Added1.2%Added
934423104(WBD)0.1%Added0.1%Added
Lilly Eli & Co(LLY)0.1%Added0.2%Added
Broadcom Inc(AVGO)0.1%Trimmed0.5%Added
Alphabet Inc(GOOGL)0.1%Added1.0%Added
09290d101(BLK)0.1%Added0.1%Added
Electronic Arts Inc(EA)0.1%Added0.1%Added
Advanced Micro Devices Inc(AMD)0.1%Added0.5%Added
Space Exploration Techn Corp(SPCX)0.1%New0.7%New
Abbvie Inc(ABBV)under 0.1%Addedunder 0.1%Added
Applied Matls Inc(AMAT)under 0.1%Trimmed0.2%Trimmed
443201108(HWM)under 0.1%Added0.1%New
Mastercard Inc(MA)under 0.1%Added0.1%Trimmed
G7997r103(STX)under 0.1%Added0.4%Added
Micron Technology Inc(MU)under 0.1%Trimmed2.4%Added
O Reilly Automotive Inc New(ORLY)under 0.1%Addedunder 0.1%Trimmed
Texas Instrs Inc(TXN)under 0.1%Added0.1%Added

and 76 smaller ones

Moved different ways in Q2 2026

Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.

  • Nvidia Corp(NVDA)Citadel Advisors LLC trimmed; Schonfeld Strategic Advisors LLC added
  • Apple Inc(AAPL)Citadel Advisors LLC added; Schonfeld Strategic Advisors LLC trimmed
  • Broadcom Inc(AVGO)Citadel Advisors LLC trimmed; Schonfeld Strategic Advisors LLC added
  • Mastercard Inc(MA)Citadel Advisors LLC added; Schonfeld Strategic Advisors LLC trimmed
  • Micron Technology Inc(MU)Citadel Advisors LLC trimmed; Schonfeld Strategic Advisors LLC added
  • O Reilly Automotive Inc New(ORLY)Citadel Advisors LLC added; Schonfeld Strategic Advisors LLC trimmed
  • Intel Corp(INTC)Citadel Advisors LLC trimmed; Schonfeld Strategic Advisors LLC added
  • Wells Fargo & Co New(WFC)Citadel Advisors LLC added; Schonfeld Strategic Advisors LLC trimmed
  • Berkshire Hathaway Inc Del(BRK-B)Citadel Advisors LLC trimmed; Schonfeld Strategic Advisors LLC added
  • Tesla MTRS Inc(TSLA)Citadel Advisors LLC trimmed; Schonfeld Strategic Advisors LLC added
  • Norfolk Southern Corp(NSC)Citadel Advisors LLC trimmed; Schonfeld Strategic Advisors LLC added
  • 94106b101(WCN)Citadel Advisors LLC trimmed; Schonfeld Strategic Advisors LLC added
Citadel Advisors LLC: the recordSchonfeld Strategic Advisors LLC: the record

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