Institutional Ownership
Palmer Square Funds Trust
CUSIP 696930106CR OPPORTUNITIESPSQOQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
19
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Prime Capital Investment Advisors, LLC | 2.39M | $48.94M |
| 2 | Atwood & Palmer Inc | 2.02M | $41.43M |
| 3 | Mariner, LLC | 1.25M | $25.73M |
| 4 | Advisory Resource Group | 949.4K | $19.48M |
| 5 | Lake Street Private Wealth, LLC | 724.8K | $14.87M |
| 6 | Providence Financial Advisors, LLC | 509.1K | $10.45M |
| 7 | Blackdiamond Wealth Management, LLC | 87.2K | $1.79M |
| 8 | Accurate Wealth Management, LLC | 73.9K | $1.52M |
| 9 | Savvy Advisors, Inc. | 65.7K | $1.35M |
| 10 | Onedigital Investment Advisors LLC | 34.1K | $699.0K |