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PSQO PALMER SQUARE FUNDS TR

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CMN (fund)

20 managers (20 13F filers) reported a position in PSQO shares at 2026-03-31, 8,251,649 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
20
13F filers
20
New
6
Added
9
Reduced
5
Sold out
4
Shares held by filers
8,251,649

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Prime Capital Investment Advisors, LLC2,385,079$48.9M0.57%new13F-HRTimeline
ATWOOD & PALMER INC2,019,239$41.4M2.34%+118,14313F-HRTimeline
Mariner, LLCin group Mariner, LLC1,253,784$25.7M0.03%+375,08513F-HRTimelineGroup
Advisory Resource Group949,382$19.5M3.35%-159,07713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC724,769$14.9M1.89%+112,74813F-HRTimeline
Providence Financial Advisors, LLC509,141$10.4M5.95%+489,44013F-HRTimeline
BlackDiamond Wealth Management, LLC87,232$1.79M0.86%-3,02013F-HRTimeline
Accurate Wealth Management, LLC73,945$1.52M0.18%+17,86313F-HRTimeline
Savvy Advisors, Inc.65,716$1.35M0.04%+3,26913F-HRTimeline
OneDigital Investment Advisors LLC34,065$699K0.01%-1,23913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,867$633K<0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…30,389$624K0.08%+1,63013F-HRTimeline
AE Wealth Management LLC28,418$583K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,177$373K<0.01%-12,34313F-HRTimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.13,625$280K0.08%+2,37613F-HRTimeline
Navis Wealth Advisors, LLC12,611$259K0.13%new13F-HRTimeline
MGO ONE SEVEN LLC9,935$204K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.2,525$51.8K<0.01%-21313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,965$40.3K<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC785$16.2K<0.01%+26813F-HRTimeline