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PSQO PALMER SQUARE FUNDS TR

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CMN (fund)

19 managers (19 13F filers) reported a position in PSQO shares at 2025-12-31, 4,868,463 shares in all. 6 filers opened a position and 0 filers sold out during the quarter.

Managers
19
13F filers
19
New
6
Added
10
Reduced
3
Sold out
0
Shares held by filers
4,868,463

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ATWOOD & PALMER INC1,901,096$39.2M2.23%+65,13213F-HRTimeline
Advisory Resource Group1,108,459$22.9M4.02%+239,38713F-HRTimeline
Mariner, LLCin group Mariner, LLC878,699$18.1M0.02%+615,94213F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC612,021$12.6M1.54%+117,04513F-HRTimeline
BlackDiamond Wealth Management, LLC90,252$1.87M0.91%-20,54113F-HRTimeline
Savvy Advisors, Inc.62,447$1.29M0.04%+10,47013F-HRTimeline
Accurate Wealth Management, LLC56,082$1.16M0.15%+10,85113F-HRTimeline
OneDigital Investment Advisors LLC35,304$728K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,520$629K<0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…28,759$593K0.07%-4,60213F-HRTimeline
REDMONT WEALTH ADVISORS LLC26,056$537K0.81%-3,09713F-HRTimeline
Providence Financial Advisors, LLC19,701$406K0.41%+5,96013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.11,249$232K0.07%+1,35313F-HRTimeline
Elyxium Wealth, LLC3,500$72.2K0.02%new13F-HRTimeline
FAS Wealth Partners, Inc.2,738$56.5K<0.01%+1,89913F-HRTimeline
Beaird Harris Wealth Management, LLC620$12.8K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC517$10.7K<0.01%+33213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY236$4.87K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG207$4.27K<0.01%new13F-HRTimelineGroup