Who Owns PSQO?
Palmer Square Credit Opportunities ETF — Institutional Ownership & 13F Holdings
$20.68
-0.04 (-0.19%)
Market Cap
$133.7M
Shares Outstanding
6,472,265
Institutional Holders
10
Total Inst. Value
$34.7M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Advisory Resource Group | $16.9M | 831,662 |
| 2 | ATWOOD & PALMER INC | $8.1M | 398,136 |
| 3 | LAKE STREET PRIVATE WEALTH, LLC | $5.6M | 277,113 |
| 4 | BlackDiamond Wealth Management, LLC | $2.0M | 100,632 |
| 5 | Accurate Wealth Management, LLC | $824K | 40,954 |
| 6 | Mariner, LLC | $496K | 24,450 |
| 7 | Elyxium Wealth, LLC | $394K | 19,409 |
| 8 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $329K | 16,301 |
| 9 | Global Wealth Strategies & Associates | $43K | 2,138 |
| 10 | UBS Group AG | $11K | 550 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Advisory Resource Group | +34K | $16.9M |
| ATWOOD & PALMER INC | +215K | $8.1M |
| BlackDiamond Wealth Management, LLC | +75K | $2.0M |
| Mariner, LLC | +10K | $496K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold PSQO?
As of Q1 2025, 10 institutional investors report holding PSQO (Palmer Square Credit Opportunities ETF) in their 13F filings.
Which hedge fund owns the most PSQO?
The largest institutional holder of PSQO is Advisory Resource Group with $16.9M in shares.
Are institutions buying or selling PSQO?
This quarter, 6 institutions opened new positions in PSQO and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.