PLMR SQ Credit Opp ETFPSQOETF

13F holders, Q2 2026 (June 30)
22holders +2
4new positions
2sold out
$20.67avg. 13F price*

At the end of Q2 2026, 22 institutions reported holding PLMR SQ Credit Opp ETF (PSQO) in their 13F filings, up 2 from Q1 2026. 4 opened new positions and 2 sold out. The largest holders were Prime Capital Investment Advisors, LLC ($49.5M), Atwood & Palmer Inc. ($42.4M) and Mariner, LLC ($34.9M).

Company
PLMR SQ Credit Opp ETF
Filed as
PALMER SQUARE FUNDS TR (Q2 2026)
CUSIP
696930106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q3 2024: 9Q3 2024Q4 2024: 7Q4 2024Q1 2025: 10Q1 2025Q2 2025: 10Q2 2025Q3 2025: 13Q3 2025Q4 2025: 19Q4 2025Q1 2026: 20Q1 2026Q2 2026: 22Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions4$617K
Exits2$997K

All 13F filers, Q1 2026 → Q2 2026: 635,749 shares bought and 104,776 shares sold, net +530,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Prime Capital Investment Advisors, LLC 0.48% Add +0.3% 2,393,248 $49.5M
Atwood & Palmer Inc. 2.26% Add +1.5% 2,048,978 $42.4M
Mariner, LLC 0.04% Add +34.6% 1,687,239 $34.9M
Advisory Resource Group 3.01% Add +2.1% 969,639 $20.0M
Lake Street Private Wealth, LLC 1.59% Reduce -7.7% 669,005 $13.8M
Providence Financial Advisors, LLC 6.13% Add +2.4% 521,161 $10.8M
BlackDiamond Wealth Management, LLC 0.82% Add +11.8% 97,572 $2.0M
AE Wealth Management LLC 0.01% Add +211.4% 88,486 $1.8M
Accurate Wealth Management, LLC 0.15% Add +4.2% 77,039 $1.6M
Savvy Advisors, Inc. 0.03% Add +11.2% 73,091 $1.5M
OneDigital Investment Advisors LLC 0.01% No change 34,065 $704K
Goldman Sachs Group Inc. 0.00% Reduce -1.3% 30,461 $630K
Navis Wealth Advisors, LLC 0.16% Add +58.7% 20,013 $414K
Crusonia Wealth Advisors LLC 0.06% New 17,340 $358K
Endeavor Private Wealth, Inc. 0.08% Add +20.1% 16,359 $338K
JPMorgan Chase & Co. 0.00% Add +566.9% 13,104 $271K
Mgo One Seven LLC 0.00% Reduce -0.4% 9,895 $205K
Dynamic Advisor Solutions LLC 0.01% New 9,778 $202K
Fairway Wealth LLC 0.01% New 2,603 $54K
FAS Wealth Partners, Inc. 0.00% Add +1.2% 2,555 $53K
Farther Finance Advisors, LLC 0.00% Add +9.4% 859 $18K
Downshift Financial, LLC 0.00% New 132 $3K

"% of holder's portfolio" is PSQO's weight in each manager's 13F, not the share of PLMR SQ Credit Opp ETF the manager owns.