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PSQO PALMER SQUARE FUNDS TR

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CMN (fund)

22 managers (22 13F filers) reported a position in PSQO shares at 2026-06-30, 8,782,622 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
22
13F filers
22
New
4
Added
14
Reduced
3
Sold out
2
Shares held by filers
8,782,622

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Prime Capital Investment Advisors, LLC2,393,248$49.5M0.48%+8,16913F-HRTimeline
ATWOOD & PALMER INC2,048,978$42.4M2.26%+29,73913F-HRTimeline
Mariner, LLCin group Mariner, LLC1,687,239$34.9M0.04%+433,45513F-HRTimelineGroup
Advisory Resource Group969,639$20M3.01%+20,25713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC669,005$13.8M1.58%-55,76413F-HRTimeline
Providence Financial Advisors, LLC521,161$10.8M6.13%+12,02013F-HRTimeline
BlackDiamond Wealth Management, LLC97,572$2.03M0.82%+10,34013F-HRTimeline
AE Wealth Management LLC88,486$1.83M0.01%+60,06813F-HRTimeline
Accurate Wealth Management, LLC77,039$1.59M0.15%+3,09413F-HRTimeline
Savvy Advisors, Inc.73,091$1.51M0.03%+7,37513F-HRTimeline
OneDigital Investment Advisors LLC34,065$704K0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,461$630K<0.01%-40613F-HRTimelineGroup
Navis Wealth Advisors, LLC20,013$414K0.16%+7,40213F-HRTimeline
Crusonia Wealth Advisors LLC17,340$358K0.06%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.16,359$338K0.08%+2,73413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,104$271K<0.01%+11,13913F-HRTimelineGroup
MGO ONE SEVEN LLC9,895$205K<0.01%-4013F-HRTimeline
Dynamic Advisor Solutions LLC9,778$202K0.01%new13F-HRTimeline
Fairway Wealth LLC2,603$53.8K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.2,555$52.8K<0.01%+3013F-HRTimeline
Farther Finance Advisors, LLC859$17.8K<0.01%+7413F-HRTimeline
Downshift Financial, LLC132$2.73K<0.01%new13F-HRTimeline