13F Insight
DOSSIER · 13F Holders · Q2 2026
PSQO

PALMER SQUARE FUNDS TRUST

25 institutions still hold PALMER SQUARE FUNDS TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 696930106·25 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$182M
visible holders
Holders
25
filers reporting
Concentration
27.13%
Prime Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

25 institutions reported PSQO in Q2 2026. Prime Capital Investment Advisors, LLC leads at 27.1% 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
$49M2.4M0.48%Q2 202602
ATWOOD & PALMER INC
CIK 0001044929
$42M2.0M2.26%Q2 202603
Mariner, LLC
CIK 0001373442
$35M1.7M0.04%Q2 202604
Advisory Resource Group
CIK 0001764968
$20M970K3.01%Q2 202605
LAKE STREET PRIVATE WEALTH, LLC
CIK 0001772031
$14M669K1.58%Q2 202606
Providence Financial Advisors, LLC
CIK 0002072264
$11M521K6.13%Q2 202607
BlackDiamond Wealth Management, LLC
CIK 0001903059
$2M98K0.81%Q2 202608
AE Wealth Management LLC
CIK 0001697723
$2M88K0.01%Q2 202609
Accurate Wealth Management, LLC
CIK 0001877728
$2M77K0.15%Q2 202610
Savvy Advisors, Inc.
CIK 0002003633
$2M73K0.03%Q2 202611
OneDigital Investment Advisors LLC
CIK 0001690370
$704K34K0.01%Q2 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$630K30K0.00%Q2 202613
REDMONT WEALTH ADVISORS LLC
CIK 0001910482
$537K26K0.81%Q4 202514
Navis Wealth Advisors, LLC
CIK 0001849055
$414K20K0.16%Q2 202615
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$373K18K0.00%Q1 202616
Crusonia Wealth Advisors LLC
CIK 0002112003
$358K17K0.06%Q2 202617
ENDEAVOR PRIVATE WEALTH, INC.
CIK 0001906023
$338K16K0.08%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$271K13K0.00%Q2 202619
MGO ONE SEVEN LLC
CIK 0001731444
$205K10K0.00%Q2 202620
Dynamic Advisor Solutions LLC
CIK 0001599747
$202K10K0.01%Q2 2026
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