Who owns Palmer Square Credit Opportunities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of PSQO from SEC Form 13F filings across 22 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 22 institutions disclosed 8.8M shares of Palmer Square Credit Opportunities ETF worth $181.5M — about 135.7% of shares outstanding; the largest disclosed holder is Prime Capital Investment Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
22
13F holders
$181.5M
value, 2026 filers
135.7%
of shares outstanding (8.8M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of PSQO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Prime Capital Investment Advisors, LLC | 2.4M | $49.5M | 0.5% | 37% | +0.3% |
| 2 | ATWOOD & PALMER INC | 2.0M | $42.4M | 0.2% | 31.7% | +1.5% |
| 3 | Mariner, LLC | 1.7M | $34.9M | 0.0% | 26.1% | +34.6% |
| 4 | Advisory Resource Group | 969,639 | $20.0M | 3.0% | 15% | +2.1% |
| 5 | LAKE STREET PRIVATE WEALTH, LLC | 669,005 | $13.8M | 1.6% | 10.3% | -7.7% |
| 6 | Providence Financial Advisors, LLC | 521,161 | $10.8M | 6.1% | 8.1% | +2.4% |
| 7 | BlackDiamond Wealth Management, LLC | 97,572 | $2.0M | 0.8% | 1.5% | +11.9% |
| 8 | AE Wealth Management LLC | 88,486 | $1.8M | 0.0% | 1.4% | +211.4% |
| 9 | Accurate Wealth Management, LLC | 77,039 | $1.6M | 0.2% | 1.2% | +4.2% |
| 10 | Savvy Advisors, Inc. | 73,091 | $1.5M | 0.0% | 1.1% | +11.2% |
| 11 | OneDigital Investment Advisors LLC | 34,065 | $704,124 | 0.0% | 0.5% | 0.0% |
| 12 | GOLDMAN SACHS GROUP INC | 30,461 | $629,629 | 0.0% | 0.5% | -1.3% |
| 13 | Navis Wealth Advisors, LLC | 20,013 | $413,676 | 0.2% | 0.3% | +58.7% |
| 14 | Crusonia Wealth Advisors LLCNEW | 17,340 | $358,418 | 0.1% | 0.3% | new |
| 15 | ENDEAVOR PRIVATE WEALTH, INC. | 16,359 | $338,142 | 0.1% | 0.3% | +20.1% |
| 16 | JPMORGAN CHASE & CONEW | 13,104 | $271,162 | 0.0% | 0.2% | new |
| 17 | MGO ONE SEVEN LLC | 9,895 | $204,530 | 0.0% | 0.2% | -0.4% |
| 18 | Dynamic Advisor Solutions LLCNEW | 9,778 | $202,111 | 0.0% | 0.2% | new |
| 19 | Fairway Wealth LLCNEW | 2,603 | $53,803 | 0.0% | 0% | new |
| 20 | FAS Wealth Partners, Inc.NEW | 2,555 | $52,808 | 0.0% | 0% | new |
| 21 | Farther Finance Advisors, LLC | 859 | $17,756 | 0.0% | 0% | +9.4% |
| 22 | Downshift Financial, LLCNEW | 132 | $2,728 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.