HolderBook

PSQ HOLDINGS INC (PSQH)

Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.

57
Reporting holders
$3.3M
Reported value
240.1%
Of shares outstanding
3.1%
Held as options
-7
Holder change

Institutions report 8,082,720 shares against 3,365,783 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.

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

FilerValueShares Their book Held Change
Coppell Advisory Solutions LLC$3.8M50,0000.31%newNEW
Alyeska Investment Group, L.P.$614.9K1,526,6490.00%12qHELD
VANGUARD CAPITAL MANAGEMENT LLC$486.8K1,208,0530.00%2q+5.4%+$24.8K
Sepio Capital, LP$484.9K1,203,7040.02%5qHELD
Corient Private Wealth LP$261.6K649,5520.00%5q+136.4%+$151.0K
Harvest Investment Services, LLC$259.9K645,1980.04%8q-2.4%-$6.3K
GEODE CAPITAL MANAGEMENT, LLC$164.1K407,2200.00%12q-18.0%-$35.9K
UBS Group AG$155.9K386,7610.00%11q+80.0%+$69.3K
BlackRock, Inc.$100.3K249,0860.00%8q-29.0%-$40.9K
Merit Financial Group, LLC$75.6K187,6100.00%6q+99.6%+$37.7K
VANGUARD FIDUCIARY TRUST CO$72.6K180,1340.00%2qHELD
CIBC Bancorp USA Inc.$71.8K178,2410.00%2qHELD
KMT WEALTH MANAGEMENT, LLC$70.5K175,0040.06%newNEW
CITADEL ADVISORS LLC$66.4Koptions only0.00%7qOPTIONS
STATE STREET CORP$62.5K155,2100.00%11qHELD
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$46.6K115,8100.01%12qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$41.1K46,7640.00%12qHELD
NORTHERN TRUST CORP$37.5K93,0260.00%12q+43.6%+$11.4K
JANE STREET GROUP, LLC$31.7K44,4730.00%7q+52.1%+$10.9K
Sage Mountain Advisors LLC$29.2K72,3760.00%12qHELD
Shay Capital LLC$24.3K60,4300.00%6q+9.2%+$2.0K
CVA Family Office, LLC$23.6K58,6490.00%4qHELD
Moors & Cabot, Inc.$22.8K56,5600.00%2q+76.7%+$9.9K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$22.6K80,9140.00%2q+41.9%+$6.7K
Independent Advisor Alliance$20.1K50,0000.00%newNEW
XTX Topco Ltd$16.7K41,5030.00%6q-62.8%-$28.2K
GROUP ONE TRADING LLC$11.0K27,3580.00%3q+263.7%+$8.0K
NorthCrest Asset Manangement, LLC$10.4K23,8850.00%newNEW
Tower Research Capital LLC (TRC)$8.8K21,8400.00%7q-35.7%-$4.9K
TORONTO DOMINION BANK$8.1K20,0000.00%7qHELD
BANK OF AMERICA CORP /DE/$7.1K17,7050.00%12q-2.7%
Capital Investment Counsel, Inc$6.5K16,2300.00%newNEW
LPL Financial LLC$6.4K16,0020.00%12qHELD
Engineers Gate Manager LP$5.6K13,8150.00%3q-11.3%
RAYMOND JAMES FINANCIAL INC$4.4K11,0130.00%newNEW
JONES FINANCIAL COMPANIES LLLP$4.3K11,2700.00%8q+1.3%
OSAIC HOLDINGS, INC.$2.8K7,0410.00%12q+131.5%+$1.6K
Vanguard Global Advisers, LLC$2.7K6,7870.00%2qHELD
PNC Financial Services Group, Inc.$1.8K4,4680.00%12qHELD
Arax Advisory Partners$1.2K2,8840.00%5q+760.9%+$1.0K
Geneos Wealth Management Inc.$1.1K2,7010.00%3qHELD
N.E.W. Advisory Services LLC$7151,7740.00%6q+12.7%
MORGAN STANLEY$4621,1470.00%12q+3.9%
Allworth Financial LP$3989860.00%11qHELD
BARCLAYS PLC$2736770.00%2q-98.6%-$19.9K
GSA CAPITAL PARTNERS LLP$237589,0400.01%newNEW
Steward Partners Investment Advisory, LLC$1333300.00%12qHELD
Rialto Wealth Management, LLC$1022530.00%4qHELD
Winch Advisory Services, LLC$892200.00%12qHELD
WELLS FARGO & COMPANY/MN$812010.00%12q-94.1%-$1.3K
Integrated Wealth Concepts LLC$812000.00%newNEW
Rockefeller Capital Management L.P.$812000.00%4qHELD
Farther Finance Advisors, LLC$561390.00%6qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$36800.00%3qHELD
HRT FINANCIAL LP$2153,9330.00%3q+175.9%
BROWN BROTHERS HARRIMAN & CO$10240.00%newNEW
Cassaday & Co Wealth Management LLC$5110.00%newNEW
ROYAL BANK OF CANADA$0510.00%newNEW
FNY Investment Advisers, LLC$05000.00%newNEW
Caitong International Asset Management Co., Ltd$010.00%6qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202657$3.3M8,082,720101593.1%
Q1 202664$4.2M7,706,989813173.4%
Q4 202569$12.3M11,163,7651112186.8%
Q3 202568$21.3M10,322,0681017177.4%
Q2 202571$22.8M10,594,5161425114.7%
Q1 202570$18.9M7,187,5331613913.5%
Q4 202470$38.1M6,613,1172511621.4%
Q3 202452$10.1M3,903,8647995.1%
Q2 202455$14.0M3,491,49557126.0%
Q1 202456$19.9M3,508,183111165.9%
Q4 202353$19.6M3,536,05715886.1%
Q3 202342$35.6M3,474,592420011.3%
Q2 20231$249.3K24,2741000.0%