PSQO institutional holders
PALMER SQUARE FUNDS TR · 13F, 2026Q2
| Managers holding | 22 |
|---|---|
| Shares held | 8,782,622 |
| Reported value | $181.5m |
| Quarter flows | 4 new, 14 added, 3 trimmed, 2 exited |
Top 22 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 2,393,248 | $49.5m | 0.5% |
| ATWOOD & PALMER INC | 2,048,978 | $42.4m | 2.3% |
| Mariner, LLC | 1,687,239 | $34.9m | 0.0% |
| Advisory Resource Group | 969,639 | $20.0m | 3.0% |
| LAKE STREET PRIVATE WEALTH, LLC | 669,005 | $13.8m | 1.6% |
| Providence Financial Advisors, LLC | 521,161 | $10.8m | 6.1% |
| BlackDiamond Wealth Management, LLC | 97,572 | $2.0m | 0.8% |
| AE Wealth Management LLC | 88,486 | $1.8m | 0.0% |
| Accurate Wealth Management, LLC | 77,039 | $1.6m | 0.2% |
| Savvy Advisors, Inc. | 73,091 | $1.5m | 0.0% |
| OneDigital Investment Advisors LLC | 34,065 | $704,124 | 0.0% |
| GOLDMAN SACHS GROUP INC | 30,461 | $629,629 | 0.0% |
| Navis Wealth Advisors, LLC | 20,013 | $413,676 | 0.2% |
| Crusonia Wealth Advisors LLC | 17,340 | $358,418 | 0.1% |
| ENDEAVOR PRIVATE WEALTH, INC. | 16,359 | $338,142 | 0.1% |
| JPMORGAN CHASE & CO | 13,104 | $271,162 | 0.0% |
| MGO ONE SEVEN LLC | 9,895 | $204,530 | 0.0% |
| Dynamic Advisor Solutions LLC | 9,778 | $202,111 | 0.0% |
| Fairway Wealth LLC | 2,603 | $53,803 | 0.0% |
| FAS Wealth Partners, Inc. | 2,555 | $52,808 | 0.0% |
| Farther Finance Advisors, LLC | 859 | $17,756 | 0.0% |
| Downshift Financial, LLC | 132 | $2,728 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("PSQO"). PSQO price history · All 13F data