13F Insight
DOSSIER · 13F Holders · Q1 2026
PSQO

PALMER SQUARE FUNDS TRUST

23 institutions still hold PALMER SQUARE FUNDS TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 696930106·23 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$171M
visible holders
Holders
23
filers reporting
Concentration
28.62%
Prime Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

23 institutions reported PSQO in Q1 2026. Prime Capital Investment Advisors, LLC leads at 28.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Prime Capital Investment Advisors, LLC
CIK 0001731446
$49M2.4M0.57%Q1 202602
ATWOOD & PALMER INC
CIK 0001044929
$42M2.0M2.26%Q2 202603
Mariner, LLC
CIK 0001373442
$26M1.3M0.03%Q1 202604
Advisory Resource Group
CIK 0001764968
$20M970K3.01%Q2 202605
LAKE STREET PRIVATE WEALTH, LLC
CIK 0001772031
$15M725K1.89%Q1 202606
Providence Financial Advisors, LLC
CIK 0002072264
$10M509K5.95%Q1 202607
BlackDiamond Wealth Management, LLC
CIK 0001903059
$2M87K0.86%Q1 202608
Accurate Wealth Management, LLC
CIK 0001877728
$2M77K0.15%Q2 202609
Savvy Advisors, Inc.
CIK 0002003633
$1M66K0.04%Q1 202610
OneDigital Investment Advisors LLC
CIK 0001690370
$699K34K0.01%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$633K31K0.00%Q1 202612
AE Wealth Management LLC
CIK 0001697723
$583K28K0.00%Q1 202613
REDMONT WEALTH ADVISORS LLC
CIK 0001910482
$537K26K0.81%Q4 202514
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$373K18K0.00%Q1 202615
ENDEAVOR PRIVATE WEALTH, INC.
CIK 0001906023
$280K14K0.08%Q1 202616
Navis Wealth Advisors, LLC
CIK 0001849055
$259K13K0.13%Q1 202617
MGO ONE SEVEN LLC
CIK 0001731444
$204K10K0.00%Q1 202618
Dynamic Advisor Solutions LLC
CIK 0001599747
$202K10K0.01%Q2 202619
Elyxium Wealth, LLC
CIK 0002043538
$72K4K0.02%Q4 202520
FAS Wealth Partners, Inc.
CIK 0001596957
$52K3K0.00%Q1 2026
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