PLMR SQ Credit Opp ETFPSQOETF
13F holders, Q1 2026 (March 31)20holders +1
6new positions
4sold out
$20.52avg. 13F price*
At the end of Q1 2026, 20 institutions reported holding PLMR SQ Credit Opp ETF (PSQO) in their 13F filings, up 1 from Q4 2025. 6 opened new positions and 4 sold out. The largest holders were Prime Capital Investment Advisors, LLC ($48.9M), Atwood & Palmer Inc. ($41.4M) and Mariner, LLC ($25.7M).
- Company
- PLMR SQ Credit Opp ETF
- Filed as
- PALMER SQUARE FUNDS TR (Q1 2026)
- CUSIP
- 696930106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $50.7M |
| Exits | 4 | $94K |
All 13F filers, Q4 2025 → Q1 2026: 3,589,697 shares bought and 180,455 shares sold, net +3,409,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Prime Capital Investment Advisors, LLC | 0.57% | New | 2,385,079 | $48.9M |
| Atwood & Palmer Inc. | 2.34% | Add +6.2% | 2,019,239 | $41.4M |
| Mariner, LLC | 0.03% | Add +42.7% | 1,253,784 | $25.7M |
| Advisory Resource Group | 3.35% | Reduce -14.3% | 949,382 | $19.5M |
| Lake Street Private Wealth, LLC | 1.90% | Add +18.4% | 724,769 | $14.9M |
| Providence Financial Advisors, LLC | 5.95% | Add +2484.3% | 509,141 | $10.4M |
| BlackDiamond Wealth Management, LLC | 0.86% | Reduce -3.4% | 87,232 | $1.8M |
| Accurate Wealth Management, LLC | 0.18% | Add +31.9% | 73,945 | $1.5M |
| Savvy Advisors, Inc. | 0.04% | Add +5.2% | 65,716 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.5% | 34,065 | $699K |
| Goldman Sachs Group Inc. | 0.00% | New | 30,867 | $633K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +5.7% | 30,389 | $624K |
| AE Wealth Management LLC | 0.00% | New | 28,418 | $583K |
| Jane Street Group, LLC | 0.00% | Reduce -40.4% | 18,177 | $373K |
| Endeavor Private Wealth, Inc. | 0.08% | Add +21.1% | 13,625 | $280K |
| Navis Wealth Advisors, LLC | 0.13% | New | 12,611 | $259K |
| Mgo One Seven LLC | 0.00% | New | 9,935 | $204K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -7.8% | 2,525 | $52K |
| JPMorgan Chase & Co. | 0.00% | New | 1,965 | $40K |
| Farther Finance Advisors, LLC | 0.00% | Add +51.8% | 785 | $16K |
"% 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.