PALMER SQUARE FUNDS TR (PSQO)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
22
Reporting holders
$181.5M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | $49.5M | 2,393,248 | 0.48% | 2q | HELD |
| ATWOOD & PALMER INC | $42.4M | 2,048,978 | 2.26% | 8q | +1.5%+$614.7K |
| Mariner, LLC | $34.9M | 1,687,239 | 0.04% | 8q | +34.6%+$9.0M |
| Advisory Resource Group | $20.0M | 969,639 | 3.01% | 8q | +2.1%+$418.7K |
| LAKE STREET PRIVATE WEALTH, LLC | $13.8M | 669,005 | 1.58% | 6q | -7.7%-$1.2M |
| Providence Financial Advisors, LLC | $10.8M | 521,161 | 6.13% | 4q | +2.4%+$248.5K |
| BlackDiamond Wealth Management, LLC | $2.0M | 97,572 | 0.81% | 8q | +11.9%+$214.8K |
| AE Wealth Management LLC | $1.8M | 88,486 | 0.01% | 2q | +211.4%+$1.2M |
| Accurate Wealth Management, LLC | $1.6M | 77,039 | 0.15% | 6q | +4.2%+$64.0K |
| Savvy Advisors, Inc. | $1.5M | 73,091 | 0.03% | 5q | +11.2%+$152.4K |
| OneDigital Investment Advisors LLC | $704.1K | 34,065 | 0.01% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $629.6K | 30,461 | 0.00% | 2q | -1.3%-$8.4K |
| Navis Wealth Advisors, LLC | $413.7K | 20,013 | 0.16% | 2q | +58.7%+$153.0K |
| Crusonia Wealth Advisors LLC | $358.4K | 17,340 | 0.06% | new | NEW |
| ENDEAVOR PRIVATE WEALTH, INC. | $338.1K | 16,359 | 0.08% | 4q | +20.1%+$56.5K |
| JPMORGAN CHASE & CO | $271.2K | 13,104 | 0.00% | 2q | +566.9%+$230.5K |
| MGO ONE SEVEN LLC | $204.5K | 9,895 | 0.00% | 2q | HELD |
| Dynamic Advisor Solutions LLC | $202.1K | 9,778 | 0.01% | new | NEW |
| Fairway Wealth LLC | $53.8K | 2,603 | 0.01% | new | NEW |
| FAS Wealth Partners, Inc. | $52.8K | 2,555 | 0.00% | 4q | -6.7%-$3.8K |
| Farther Finance Advisors, LLC | $17.8K | 859 | 0.00% | 4q | +9.4%+$1.5K |
| Downshift Financial, LLC | $2.7K | 132 | 0.00% | 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 | 22 | $181.5M | 8,782,622 | 4 | 12 | 3 | 0.0% |
| Q1 2026 | 19 | $169.3M | 8,249,124 | 6 | 9 | 4 | 0.0% |
| Q4 2025 | 19 | $100.4M | 4,868,463 | 6 | 10 | 3 | 0.0% |
| Q3 2025 | 13 | $77.4M | 3,757,945 | 3 | 9 | 0 | 0.0% |
| Q2 2025 | 10 | $67.3M | 3,285,605 | 3 | 5 | 1 | 0.0% |
| Q1 2025 | 10 | $34.7M | 1,711,345 | 6 | 4 | 0 | 0.0% |
| Q4 2024 | 7 | $24.2M | 1,200,174 | 1 | 2 | 3 | 0.0% |
| Q3 2024 | 9 | $13.3M | 661,895 | 9 | 0 | 0 | 0.0% |