Who Owns PALMER SQUARE CREDIT OPPORTUNITIES ETF (PSQO)? -- Institutional Holders (2026-06-30)

24 institutions reported holding $181.5M of PALMER SQUARE CREDIT OPPORTUNITIES ETF (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

来源：SEC 13F 申报文件 · 截至 2026-06-30