Who Owns PALMER SQUARE FUNDS TR (PSQA)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $112.4M of PALMER SQUARE FUNDS TR (PSQA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Mariner, LLC ($76.7M), Ignite Planners, LLC ($5.4M), AE Wealth Management LLC ($5.4M), Providence Financial Advisors, LLC ($4.9M), Arax Advisory Partners ($4.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Mariner, LLC | $76.7M | 3.7M | Added |
| 2 | Ignite Planners, LLC | $5.4M | 266,788 | Trimmed |
| 3 | AE Wealth Management LLC | $5.4M | 264,731 | Added |
| 4 | Providence Financial Advisors, LLC | $4.9M | 238,974 | Trimmed |
| 5 | Arax Advisory Partners | $4.7M | 231,679 | Added |
| 6 | FAS Wealth Partners, Inc. | $4.1M | 200,479 | Added |
| 7 | FIRETHORN WEALTH PARTNERS, LLC | $4.0M | 193,652 | Added |
| 8 | OneDigital Investment Advisors LLC | $2.0M | 96,816 | Trimmed |
| 9 | Orgel Wealth Management, LLC | $995,625 | 48,662 | Hold |
| 10 | Canvas Wealth Advisors, LLC | $916,474 | 44,793 | Trimmed |
| 11 | JANE STREET GROUP, LLC | $670,842 | 32,788 | Added |
| 12 | JPMORGAN CHASE & CO | $555,790 | 27,178 | New |
| 13 | MGO ONE SEVEN LLC | $460,781 | 22,521 | Trimmed |
| 14 | Bull Harbor Capital LLC | $421,353 | 20,594 | Trimmed |
| 15 | Farther Finance Advisors, LLC | $371,409 | 18,153 | Added |
| 16 | ENDEAVOR PRIVATE WEALTH, INC. | $337,335 | 16,488 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $298,184 | 14,546 | New |
| 18 | WELLS FARGO & COMPANY/MN | $90,147 | 4,406 | Hold |
| 19 | Fairway Wealth LLC | $53,195 | 2,600 | New |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 21 | Weaver Consulting Group | $0 | 0 | Exited |
| 22 | FIFTH THIRD BANCORP | $0 | 0 | Exited |
| 23 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30