PALMER SQUARE FUNDS TR (PSQA)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
19
Reporting holders
$112.4M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Mariner, LLC | $76.7M | 3,747,220 | 0.08% | 6q | +63.4%+$29.8M |
| Ignite Planners, LLC | $5.4M | 266,788 | 0.74% | 6q | -2.9%-$163.7K |
| AE Wealth Management LLC | $5.4M | 264,731 | 0.03% | 3q | +9.0%+$446.9K |
| Providence Financial Advisors, LLC | $4.9M | 238,974 | 2.78% | 2q | -2.5%-$125.5K |
| Arax Advisory Partners | $4.7M | 231,679 | 0.03% | 2q | +174.6%+$3.0M |
| FAS Wealth Partners, Inc. | $4.1M | 200,479 | 0.21% | 4q | +952.5%+$3.7M |
| FIRETHORN WEALTH PARTNERS, LLC | $4.0M | 193,652 | 1.28% | 6q | +4.8%+$183.0K |
| OneDigital Investment Advisors LLC | $2.0M | 96,816 | 0.02% | 7q | -1.0%-$20.1K |
| Orgel Wealth Management, LLC | $995.6K | 48,662 | 0.02% | 2q | HELD |
| Canvas Wealth Advisors, LLC | $916.5K | 44,793 | 0.13% | 2q | -3.0%-$28.0K |
| JANE STREET GROUP, LLC | $670.8K | 32,788 | 0.00% | 5q | +58.4%+$247.2K |
| JPMORGAN CHASE & CO | $555.8K | 27,178 | 0.00% | new | NEW |
| MGO ONE SEVEN LLC | $460.8K | 22,521 | 0.01% | 5q | -17.1%-$95.3K |
| Bull Harbor Capital LLC | $421.4K | 20,594 | 0.08% | 2q | HELD |
| Farther Finance Advisors, LLC | $371.4K | 18,153 | 0.00% | 3q | +88.9%+$174.8K |
| ENDEAVOR PRIVATE WEALTH, INC. | $337.3K | 16,488 | 0.08% | 4q | +18.6%+$52.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $298.2K | 14,546 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $90.1K | 4,406 | 0.00% | 2q | -50.0%-$90.1K |
| Fairway Wealth LLC | $53.2K | 2,600 | 0.01% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 19 | $112.4M | 5,493,068 | 3 | 8 | 6 | 0.0% |
| Q1 2026 | 19 | $75.5M | 3,694,421 | 8 | 8 | 1 | 0.0% |
| Q4 2025 | 12 | $43.4M | 2,127,805 | 3 | 7 | 2 | 0.0% |
| Q3 2025 | 14 | $25.5M | 1,255,562 | 5 | 7 | 0 | 0.0% |
| Q2 2025 | 9 | $10.8M | 532,268 | 5 | 2 | 1 | 0.0% |
| Q1 2025 | 6 | $9.1M | 450,403 | 4 | 1 | 1 | 0.0% |
| Q4 2024 | 6 | $5.9M | 292,848 | 3 | 0 | 2 | 0.0% |
| Q3 2024 | 6 | $9.8M | 488,500 | 6 | 0 | 0 | 0.0% |