Who owns PSQO?
Palmer Square Credit Opportunities ETF · Palmer
22 institutions reported holding PSQO, worth $181.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PSQO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | Overland Park, KS | $49.5M | 2,393,248 | +8,169 shares |
| Atwood & Palmer Inc. | Kansas City, MO | $42.4M | 2,048,978 | +29,739 shares |
| Mariner, LLC | Overland Park, KS | $34.9M | 1,687,239 | +433,455 shares |
| Advisory Resource Group | Tulsa, OK | $20.0M | 969,639 | +20,257 shares |
| Lake Street Private Wealth, LLC | Chicago, IL | $13.8M | 669,005 | −55,764 shares |
| Providence Financial Advisors, LLC | Overland Park, KS | $10.8M | 521,161 | +12,020 shares |
| BlackDiamond Wealth Management, LLC | New York, NY | $2.0M | 97,572 | +10,340 shares |
| AE Wealth Management LLC | Topeka, KS | $1.8M | 88,486 | +60,068 shares |
| Accurate Wealth Management, LLC | Wesley Chapel, FL | $1.6M | 77,039 | +3,094 shares |
| Savvy Advisors, Inc. | New York, NY | $1.5M | 73,091 | +7,375 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PSQO?
22 institutional managers reported holding PSQO in Form 13F filings for June 30, 2026, worth $181.5M in total. The largest reported position was held by Prime Capital Investment Advisors, LLC, at $49.5M.
Did institutions buy or sell PSQO last quarter?
Reported 13F value rose 7.2% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PSQO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.