Citadel Advisors
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Citadel Advisors’s Franklin Genomic Advancements ETF HELX Stock Holding History

Citadel Advisors’s Portfolio HELX Stock Details HELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24M Buy
+37,568
New +$1.31M ﹤0.01% 7185
2025
Q3 		– Sell
-63,368
Closed -$1.76M – 13320
2025
Q2 		$1.76M Buy
63,368
+17,249
+37% +$457K ﹤0.01% 5951
2025
Q1 		$1.25M Buy
46,119
+38,153
+479% +$1.12M ﹤0.01% 6478
2024
Q4 		$230K Buy
+7,966
New +$244K ﹤0.01% 10193
2024
Q2 		– Sell
-11,072
Closed -$363K – 14741
2024
Q1 		$363K Buy
+11,072
New +$346K ﹤0.01% 9061

Other funds holding HELX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors's HELX Position: Q1 2026 in Review

Citadel Advisors opened a new position in Franklin Genomic Advancements ETF (HELX) in Q1 2026: 37,568 shares worth $1.24M. The stake represents ﹤0.01% of the portfolio and ranks #7185 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in HELX as recently as Q2 2025.

Citadel Advisors first reported a position in HELX in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.76M in Q2 2025. 6 funds tracked by Wall St. Rank hold HELX as of Q1 2026.

  • Citadel Advisors held 37,568 shares of Franklin Genomic Advancements ETF worth $1.24M as of Q1 2026.
  • Franklin Genomic Advancements ETF was a new Citadel Advisors position in Q1 2026.
  • Franklin Genomic Advancements ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7185 holding.
  • Citadel Advisors first reported a position in Franklin Genomic Advancements ETF in Q1 2024 and has held it in 5 quarters since.
  • Citadel Advisors's Franklin Genomic Advancements ETF position peaked at $1.76M in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.