CITADEL ADVISORS LLC NWLG — NUSHARES ETF TR

Ownership history in CITADEL ADVISORS LLC  ·  7 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported NUSHARES ETF TR (NWLG) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows NWLG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NWLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in NUSHARES ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NWLG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NWLG stock page CITADEL ADVISORS LLC fund profile CITADEL ADVISORS LLC full holdings
How CITADEL ADVISORS LLC held NWLG — position size vs. price
% of Fund (quarterly)    NWLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 8,064 +177 +2.2% 0.00% $270K 2026-05-15 $33.85
2025 Q4 REDUCED 16.3% -13.8% ✅ 7,887 -1,540 -16.3% 0.00% $300K 2026-02-17 $30.72
2025 Q2 ADDED — — — 9,427 +2,744 +41.1% 0.00% $341K 2025-08-14 $31.55
2025 Q1 REDUCED 8.7% +19.3% ❌ 6,683 -640 -8.7% 0.00% $203K 2025-05-15 $27.34
2024 Q4 REDUCED 27.7% -12.7% ✅ 7,323 -2,803 -27.7% 0.00% $246K 2025-02-14 $30.05
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NWLG

As of 2026 Q1 — sorted by position size

RMG Wealth Management LLC 0.07% Milestone Investment Advisors LLC 3Y 0.01% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% Focus Partners Wealth 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About CITADEL ADVISORS LLC and NWLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning NWLG?

CITADEL ADVISORS LLC reported NWLG across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NWLG position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for NWLG was 0.00% in 2025 Q2.

What is the latest reported NWLG position on this page?

The most recent filing on this page is 2026 Q1, when CITADEL ADVISORS LLC reported 8,064 shares, equal to 0.00% of portfolio, with an estimated market value of $270K.

What does the chart on this NWLG ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly NWLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITADEL ADVISORS LLC time their NWLG position?

Based on 13F filing dates vs. subsequent NWLG price moves, CITADEL ADVISORS LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on NWLG relative to SPY over the holding period was -6.8%.

← Back to CITADEL ADVISORS LLC Holdings