PSQA institutional holders
PALMER SQUARE FUNDS TR · 13F, 2026Q2
| Managers holding | 19 |
|---|---|
| Shares held | 5,493,068 |
| Reported value | $112.4m |
| Quarter flows | 3 new, 8 added, 6 trimmed, 4 exited |
Top 19 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Mariner, LLC | 3,747,220 | $76.7m | 0.1% |
| Ignite Planners, LLC | 266,788 | $5.4m | 0.7% |
| AE Wealth Management LLC | 264,731 | $5.4m | 0.0% |
| Providence Financial Advisors, LLC | 238,974 | $4.9m | 2.8% |
| Arax Advisory Partners | 231,679 | $4.7m | 0.0% |
| FAS Wealth Partners, Inc. | 200,479 | $4.1m | 0.2% |
| FIRETHORN WEALTH PARTNERS, LLC | 193,652 | $4.0m | 1.3% |
| OneDigital Investment Advisors LLC | 96,816 | $2.0m | 0.0% |
| Orgel Wealth Management, LLC | 48,662 | $995,625 | 0.0% |
| Canvas Wealth Advisors, LLC | 44,793 | $916,474 | 0.1% |
| JANE STREET GROUP, LLC | 32,788 | $670,842 | 0.0% |
| JPMORGAN CHASE & CO | 27,178 | $555,790 | 0.0% |
| MGO ONE SEVEN LLC | 22,521 | $460,781 | 0.0% |
| Bull Harbor Capital LLC | 20,594 | $421,353 | 0.1% |
| Farther Finance Advisors, LLC | 18,153 | $371,409 | 0.0% |
| ENDEAVOR PRIVATE WEALTH, INC. | 16,488 | $337,335 | 0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,546 | $298,184 | 0.0% |
| WELLS FARGO & COMPANY/MN | 4,406 | $90,147 | 0.0% |
| Fairway Wealth LLC | 2,600 | $53,195 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("PSQA"). PSQA price history · All 13F data