CUSIP 696930106CR OPPORTUNITIESPSQOQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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19 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Atwood & Palmer Inc | 1.90M | $39.21M | +65.1K | Added |
| 2 | Advisory Resource Group | 1.11M | $22.86M | +239.4K | Added |
| 3 | Mariner, LLC | 878.7K | $18.12M | +615.9K | Added |
| 4 | Lake Street Private Wealth, LLC | 612.0K | $12.62M |
| +117.0K |
| Added |
| 5 | Blackdiamond Wealth Management, LLC | 90.3K | $1.87M | −20.5K | Reduced |
| 6 | Savvy Advisors, Inc. | 62.4K | $1.29M | +10.5K | Added |
| 7 | Accurate Wealth Management, LLC | 56.1K | $1.16M | +10.9K | Added |
| 8 | Onedigital Investment Advisors LLC | 35.3K | $728.1K | +35.3K | New |
| 9 | Jane Street Group, LLC | 30.5K | $629.4K | +30.5K | New |
| 10 | Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 28.8K | $593.1K | −4.6K | Reduced |
See every fund holding Palmer Square Funds Trust, with full quarter-over-quarter share changes.
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