13F Insight
DOSSIER · 13F Holders · Q3 2026
PSQO

PALMER SQUARE FUNDS TRUST

23 institutions still hold PALMER SQUARE FUNDS TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 696930106·23 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$218M
visible holders
Holders
23
filers reporting
Concentration
28.74%
Mariner, LLC #1
top holder share
AI Holders Summary · Q3 2026

23 institutions reported PSQO in Q3 2026. Mariner, LLC leads at 28.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Mariner, LLC
CIK 0001373442
$63M3.0M0.06%Q3 202602
Prime Capital Investment Advisors, LLC
CIK 0001731446
$52M2.5M0.51%Q3 202603
ATWOOD & PALMER INC
CIK 0001044929
$44M2.2M2.27%Q3 202604
Advisory Resource Group
CIK 0001764968
$23M1.1M3.31%Q3 202605
LAKE STREET PRIVATE WEALTH, LLC
CIK 0001772031
$15M719K1.63%Q3 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M311K0.00%Q3 202607
Providence Financial Advisors, LLC
CIK 0002072264
$3M130K1.98%Q3 202608
BlackDiamond Wealth Management, LLC
CIK 0001903059
$3M122K0.98%Q3 202609
Accurate Wealth Management, LLC
CIK 0001877728
$2M84K0.15%Q3 202610
AE Wealth Management LLC
CIK 0001697723
$2M77K0.01%Q3 202611
Savvy Advisors, Inc.
CIK 0002003633
$1M71K0.02%Q3 202612
Crusonia Wealth Advisors LLC
CIK 0002112003
$1M54K0.17%Q3 202613
OneDigital Investment Advisors LLC
CIK 0001690370
$727K35K0.01%Q3 202614
Wavvest Wealth LLC
CIK 0002153571
$714K35K0.58%Q3 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$630K30K0.00%Q2 202616
REDMONT WEALTH ADVISORS LLC
CIK 0001910482
$537K26K0.81%Q4 202517
Navis Wealth Advisors, LLC
CIK 0001849055
$414K20K0.16%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$412K20K0.00%Q3 202619
ENDEAVOR PRIVATE WEALTH, INC.
CIK 0001906023
$356K17K0.09%Q3 202620
Clearstead Advisors, LLC
CIK 0000842775
$146K7K0.00%Q3 2026
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