Institutional Ownership
Palmer Square Funds Trust
CUSIP 696930106CR OPPORTUNITIESPSQOQ1 2026
Institutional Holders
19
13F filers
Shares Held
8.25M
Aggregate institutional
Institutional Value
$169.28M
Q1 2026
Net New Holders
+2
6 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased9
Decreased4
Sold out4
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prime Capital Investment Advisors, LLC | 2.39M | $48.94M | +2.39M | New |
| 2 | Atwood & Palmer Inc | 2.02M | $41.43M | +118.1K | Added |
| 3 | Mariner, LLC | 1.25M | $25.73M | +375.1K | Added |
| 4 | Advisory Resource Group | 949.4K | $19.48M | −159.1K | Reduced |
| 5 | Lake Street Private Wealth, LLC | 724.8K | $14.87M | +112.7K | Added |
| 6 | Providence Financial Advisors, LLC | 509.1K | $10.45M | +489.4K | Added |
| 7 | Blackdiamond Wealth Management, LLC | 87.2K | $1.79M | −3.0K | Reduced |
| 8 | Accurate Wealth Management, LLC | 73.9K | $1.52M | +17.9K | Added |
| 9 | Savvy Advisors, Inc. | 65.7K | $1.35M | +3.3K | Added |
| 10 | Onedigital Investment Advisors LLC | 34.1K | $699.0K | −1.2K | Reduced |
9 more institutional holders on Premium
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