13 institutions reported holding $79.0M of PALMER SQUARE FUNDS TR (PSQO) in SEC 13F filings for 2026-06-30. Largest institutional holders: ATWOOD & PALMER INC ($42.4M), Advisory Resource Group ($20.0M), Providence Financial Advisors, LLC ($10.8M), AE Wealth Management LLC ($1.8M), Accurate Wealth Management, LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | $42.4M | 2.0M | Added |
| 2 | Advisory Resource Group | $20.0M | 969,639 | Added |
| 3 | Providence Financial Advisors, LLC | $10.8M | 521,161 | Added |
| 4 | AE Wealth Management LLC | $1.8M | 88,486 | Added |
| 5 | Accurate Wealth Management, LLC | $1.6M | 77,039 | Added |
| 6 | Savvy Advisors, Inc. | $1.5M | 73,091 | Added |
| 7 | Crusonia Wealth Advisors LLC | $358,418 | 17,340 | New |
| 8 | MGO ONE SEVEN LLC | $204,530 | 9,895 | Trimmed |
| 9 | Dynamic Advisor Solutions LLC | $202,111 | 9,778 | New |
| 10 | Fairway Wealth LLC | $53,803 | 2,603 | New |
| 11 | FAS Wealth Partners, Inc. | $52,808 | 2,555 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $17,756 | 859 | Added |
| 13 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30