Citadel Advisors
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Citadel Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Citadel Advisors’s Portfolio FLBL Stock Details FLBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.55M Sell
67,324
-149,547
-69% -$3.46M ﹤0.01% 6648
2025
Q4 		$5.08M Buy
216,871
+143,075
+194% +$3.39M ﹤0.01% 4259
2025
Q3 		$1.77M Buy
+73,796
New +$1.78M ﹤0.01% 6324
2024
Q4 		– Sell
-12,535
Closed -$304K – 14773
2024
Q3 		$304K Buy
+12,535
New +$305K ﹤0.01% 9306
2023
Q4 		– Sell
-92,684
Closed -$2.23M – 14585
2023
Q3 		$2.23M Buy
+92,684
New +$2.23M ﹤0.01% 5035
2022
Q2 		– Sell
-10,861
Closed -$268K – 13232
2022
Q1 		$268K Sell
10,861
-18,103
-63% -$449K ﹤0.01% 10838
2021
Q4 		$724K Buy
+28,964
New +$723K ﹤0.01% 8755
2020
Q2 		– Sell
-9,403
Closed -$212K – 9997
2020
Q1 		$212K Buy
+9,403
New +$228K ﹤0.01% 7915

Other funds holding FLBL

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return