13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
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
—
▲ 1.1%
vs prior quarter
13F value held
$170M
49.0% inst. owned
of float
Holders
23
+68 QoQ
filers reporting
Activity
+83 / −104
+913 added · −793 reduced
this quarter
Concentration
28.81%
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 28.8% of the visible book. +68 net new institutions vs prior quarter — accumulation reading.

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
$41M2.0M2.34%Q1 202603
Mariner, LLC
CIK 0001373442
$26M1.3M0.03%Q1 202604
Advisory Resource Group
CIK 0001764968
$19M949K3.35%Q1 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
$2M74K0.18%Q1 202609
Savvy Advisors, Inc.
CIK 0002003633
$1M66K0.04%Q1 202610
OneDigital Investment Advisors LLC
CIK 0001690370
$699,01434K0.01%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$633,39131K0.00%Q1 202612
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
CIK 0001748861
$623,58230K0.08%Q1 202613
AE Wealth Management LLC
CIK 0001697723
$583,13828K0.00%Q1 202614
REDMONT WEALTH ADVISORS LLC
CIK 0001910482
$537,37426K0.81%Q4 202515
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$372,99218K0.00%Q1 202616
ENDEAVOR PRIVATE WEALTH, INC.
CIK 0001906023
$279,58514K0.08%Q1 202617
Navis Wealth Advisors, LLC
CIK 0001849055
$258,78513K0.13%Q1 202618
MGO ONE SEVEN LLC
CIK 0001731444
$203,86610K0.00%Q1 202619
Elyxium Wealth, LLC
CIK 0002043538
$72,1834K0.02%Q4 202520
FAS Wealth Partners, Inc.
CIK 0001596957
$56,4663K0.00%Q4 2025
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