Who Owns PALMER SQUARE FUNDS TR (PSQO)? -- Institutional Holders (2026-06-30)
24 institutions reported holding $181.5M of PALMER SQUARE FUNDS TR (PSQO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Prime Capital Investment Advisors, LLC ($49.5M), ATWOOD & PALMER INC ($42.4M), Mariner, LLC ($34.9M), Advisory Resource Group ($20.0M), LAKE STREET PRIVATE WEALTH, LLC ($13.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Prime Capital Investment Advisors, LLC | $49.5M | 2.4M | Added |
| 2 | ATWOOD & PALMER INC | $42.4M | 2.0M | Added |
| 3 | Mariner, LLC | $34.9M | 1.7M | Added |
| 4 | Advisory Resource Group | $20.0M | 969,639 | Added |
| 5 | LAKE STREET PRIVATE WEALTH, LLC | $13.8M | 669,005 | Trimmed |
| 6 | Providence Financial Advisors, LLC | $10.8M | 521,161 | Added |
| 7 | BlackDiamond Wealth Management, LLC | $2.0M | 97,572 | Added |
| 8 | AE Wealth Management LLC | $1.8M | 88,486 | Added |
| 9 | Accurate Wealth Management, LLC | $1.6M | 77,039 | Added |
| 10 | Savvy Advisors, Inc. | $1.5M | 73,091 | Added |
| 11 | OneDigital Investment Advisors LLC | $704,124 | 34,065 | Hold |
| 12 | GOLDMAN SACHS GROUP INC | $629,629 | 30,461 | Trimmed |
| 13 | Navis Wealth Advisors, LLC | $413,676 | 20,013 | Added |
| 14 | Crusonia Wealth Advisors LLC | $358,418 | 17,340 | New |
| 15 | ENDEAVOR PRIVATE WEALTH, INC. | $338,142 | 16,359 | Added |
| 16 | JPMORGAN CHASE & CO | $271,162 | 13,104 | Added |
| 17 | MGO ONE SEVEN LLC | $204,530 | 9,895 | Trimmed |
| 18 | Dynamic Advisor Solutions LLC | $202,111 | 9,778 | New |
| 19 | Fairway Wealth LLC | $53,803 | 2,603 | New |
| 20 | FAS Wealth Partners, Inc. | $52,808 | 2,555 | Added |
| 21 | Farther Finance Advisors, LLC | $17,756 | 859 | Added |
| 22 | Downshift Financial, LLC | $2,728 | 132 | New |
| 23 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 24 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30