PLMR SQ Credit Opp ETFPSQOETF
13F holders, Q4 2025 (December 31)19holders +6
6new positions
0sold out
$20.63avg. 13F price*
At the end of Q4 2025, 19 institutions reported holding PLMR SQ Credit Opp ETF (PSQO) in their 13F filings, up 6 from Q3 2025. 6 opened new positions and 0 sold out. The largest holders were Atwood & Palmer Inc. ($39.2M), Advisory Resource Group ($22.9M) and Mariner, LLC ($18.1M).
- Company
- PLMR SQ Credit Opp ETF
- Filed as
- PALMER SQUARE FUNDS TRUST (Q4 2025)
- CUSIP
- 696930106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.5M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 1,138,758 shares bought and 28,240 shares sold, net +1,110,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Atwood & Palmer Inc. | 2.23% | Add +3.5% | 1,901,096 | $39.2M |
| Advisory Resource Group | 4.02% | Add +27.6% | 1,108,459 | $22.9M |
| Mariner, LLC | 0.02% | Add +234.4% | 878,699 | $18.1M |
| Lake Street Private Wealth, LLC | 1.55% | Add +23.6% | 612,021 | $12.6M |
| BlackDiamond Wealth Management, LLC | 0.91% | Reduce -18.5% | 90,252 | $1.9M |
| Savvy Advisors, Inc. | 0.04% | Add +20.1% | 62,447 | $1.3M |
| Accurate Wealth Management, LLC | 0.15% | Add +24.0% | 56,082 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | New | 35,304 | $728K |
| Jane Street Group, LLC | 0.00% | New | 30,520 | $629K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -13.8% | 28,759 | $593K |
| Redmont Wealth Advisors LLC | 0.81% | Reduce -10.6% | 26,056 | $537K |
| Providence Financial Advisors, LLC | 0.41% | Add +43.4% | 19,701 | $406K |
| Endeavor Private Wealth, Inc. | 0.07% | Add +13.7% | 11,249 | $232K |
| Elyxium Wealth, LLC | 0.02% | New | 3,500 | $72K |
| FAS Wealth Partners, Inc. | 0.00% | Add +226.3% | 2,738 | $56K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 620 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Add +179.5% | 517 | $11K |
| Morgan Stanley | 0.00% | New | 236 | $5K |
| UBS Group AG | 0.00% | New | 207 | $4K |
"% 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.