Who Owns PALMER SQUARE FUNDS TR (PSQO)? -- Institutional Holders (2026-03-31)
23 institutions reported holding $169.3M of PALMER SQUARE FUNDS TR (PSQO) in SEC 13F filings for 2026-03-31. Largest institutional holders: Prime Capital Investment Advisors, LLC ($48.9M), ATWOOD & PALMER INC ($41.4M), Mariner, LLC ($25.7M), Advisory Resource Group ($19.5M), LAKE STREET PRIVATE WEALTH, LLC ($14.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Prime Capital Investment Advisors, LLC | $48.9M | 2.4M | New |
| 2 | ATWOOD & PALMER INC | $41.4M | 2.0M | Added |
| 3 | Mariner, LLC | $25.7M | 1.3M | Added |
| 4 | Advisory Resource Group | $19.5M | 949,382 | Trimmed |
| 5 | LAKE STREET PRIVATE WEALTH, LLC | $14.9M | 724,769 | Added |
| 6 | Providence Financial Advisors, LLC | $10.4M | 509,141 | Added |
| 7 | BlackDiamond Wealth Management, LLC | $1.8M | 87,232 | Trimmed |
| 8 | Accurate Wealth Management, LLC | $1.5M | 73,945 | Added |
| 9 | Savvy Advisors, Inc. | $1.3M | 65,716 | Added |
| 10 | OneDigital Investment Advisors LLC | $699,014 | 34,065 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $633,391 | 30,867 | New |
| 12 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $623,582 | 30,389 | Added |
| 13 | AE Wealth Management LLC | $583,138 | 28,418 | New |
| 14 | JANE STREET GROUP, LLC | $372,992 | 18,177 | Trimmed |
| 15 | ENDEAVOR PRIVATE WEALTH, INC. | $279,585 | 13,625 | Added |
| 16 | Navis Wealth Advisors, LLC | $258,785 | 12,611 | New |
| 17 | MGO ONE SEVEN LLC | $203,866 | 9,935 | New |
| 18 | JPMORGAN CHASE & CO | $40,292 | 1,965 | New |
| 19 | Farther Finance Advisors, LLC | $16,155 | 785 | Added |
| 20 | UBS Group AG | $0 | 0 | Exited |
| 21 | Beaird Harris Wealth Management, LLC | $0 | 0 | Exited |
| 22 | Elyxium Wealth, LLC | $0 | 0 | Exited |
| 23 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31