Citadel Advisors
SMAX

Citadel Advisors’s iShares Large Cap Max Buffer Sep ETF SMAX Stock Holding History

Citadel Advisors’s Portfolio SMAX Stock Details SMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$444K Buy
+15,936
New +$439K ﹤0.01% 10162
2025
Q4 		– Sell
-34,722
Closed -$930K – 14444
2025
Q3 		$930K Buy
+34,722
New +$918K ﹤0.01% 7685

Other funds holding SMAX

JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return
GFG
Grantvest Financial Group Matawan, New Jersey $173M AUM 15.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

Citadel Advisors's SMAX Position: Q2 2026 in Review

Citadel Advisors opened a new position in iShares Large Cap Max Buffer Sep ETF (SMAX) in Q2 2026: 15,936 shares worth $444K. The stake represents ﹤0.01% of the portfolio and ranks #10162 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in SMAX as recently as Q3 2025.

Citadel Advisors first reported a position in SMAX in Q3 2025 and has held it in 2 quarters since. The position peaked at $930K in Q3 2025. 37 funds tracked by Wall St. Rank hold SMAX as of Q2 2026.

  • Citadel Advisors held 15,936 shares of iShares Large Cap Max Buffer Sep ETF worth $444K as of Q2 2026.
  • iShares Large Cap Max Buffer Sep ETF was a new Citadel Advisors position in Q2 2026.
  • iShares Large Cap Max Buffer Sep ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10162 holding.
  • Citadel Advisors first reported a position in iShares Large Cap Max Buffer Sep ETF in Q3 2025 and has held it in 2 quarters since.
  • Citadel Advisors's iShares Large Cap Max Buffer Sep ETF position peaked at $930K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held iShares Large Cap Max Buffer Sep ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.