# PALMER SQUARE FUNDS TR (PSQA)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PSQA/

- Reporting holders: 19
- Reported value: $112.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Mariner, LLC](https://holderbook.com/funds/1373442-mariner-llc/) | $76.7M | 3,747,220 | 0.1% | 6 |
| [Ignite Planners, LLC](https://holderbook.com/funds/1849348-ignite-planners-llc/) | $5.4M | 266,788 | 0.7% | 6 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $5.4M | 264,731 | 0.0% | 3 |
| [Providence Financial Advisors, LLC](https://holderbook.com/funds/2072264-providence-financial-advisors-llc/) | $4.9M | 238,974 | 2.8% | 2 |
| [Arax Advisory Partners](https://holderbook.com/funds/1586767-arax-advisory-partners/) | $4.7M | 231,679 | 0.0% | 2 |
| [FAS Wealth Partners, Inc.](https://holderbook.com/funds/1596957-fas-wealth-partners-inc/) | $4.1M | 200,479 | 0.2% | 4 |
| [FIRETHORN WEALTH PARTNERS, LLC](https://holderbook.com/funds/1845743-firethorn-wealth-partners-llc/) | $4.0M | 193,652 | 1.3% | 6 |
| [OneDigital Investment Advisors LLC](https://holderbook.com/funds/1690370-onedigital-investment-advisors-llc/) | $2.0M | 96,816 | 0.0% | 7 |
| [Orgel Wealth Management, LLC](https://holderbook.com/funds/1658535-orgel-wealth-management-llc/) | $995.6K | 48,662 | 0.0% | 2 |
| [Canvas Wealth Advisors, LLC](https://holderbook.com/funds/1858782-canvas-wealth-advisors-llc/) | $916.5K | 44,793 | 0.1% | 2 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $670.8K | 32,788 | 0.0% | 5 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $555.8K | 27,178 | 0.0% | 1 |
| [MGO ONE SEVEN LLC](https://holderbook.com/funds/1731444-mgo-one-seven-llc/) | $460.8K | 22,521 | 0.0% | 5 |
| [Bull Harbor Capital LLC](https://holderbook.com/funds/2135047-bull-harbor-capital-llc/) | $421.4K | 20,594 | 0.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $371.4K | 18,153 | 0.0% | 3 |
| [ENDEAVOR PRIVATE WEALTH, INC.](https://holderbook.com/funds/1906023-endeavor-private-wealth-inc/) | $337.3K | 16,488 | 0.1% | 4 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $298.2K | 14,546 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $90.1K | 4,406 | 0.0% | 2 |
| [Fairway Wealth LLC](https://holderbook.com/funds/2019393-fairway-wealth-llc/) | $53.2K | 2,600 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 19 | $112.4M |
| Q1 2026 | 19 | $75.5M |
| Q4 2025 | 12 | $43.4M |
| Q3 2025 | 14 | $25.5M |
| Q2 2025 | 10 | $11.3M |
| Q1 2025 | 6 | $9.1M |
| Q4 2024 | 6 | $5.9M |
| Q3 2024 | 7 | $10.3M |

