PSQA Institutional Ownership
Palmer Square CLO Senior Debt ETF
1W: +0.6%
1M: -0.3%
3M: +0.4%
YTD: +1.0%
1Y: +1.3%
$20.60
+0.01 (+0.05%)
Weekly Expected Move ±0.8%
$20
$20
$21
$21
$21
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — PSQA
23
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
112M
Total Invested
3
New Positions
8
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (24 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 3,747,220 | $77M | +1,454,182 | +63.4% | 6Q | SEC ↗ |
| 2 | Ignite Planners, LLC | 266,788 | $5M | -8,054 | -2.9% | 6Q | SEC ↗ |
| 3 | AE Wealth Management LLC | 264,731 | $5M | +21,843 | +9.0% | 3Q | SEC ↗ |
| 4 | Providence Financial Advisors, LLC | 238,974 | $5M | -6,135 | -2.5% | 2Q | SEC ↗ |
| 5 | Arax Advisory Partners | 231,679 | $5M | +147,301 | +174.6% | 2Q | SEC ↗ |
| 6 | FAS Wealth Partners, Inc. | 200,479 | $4M | +91,194 | +83.4% | 5Q | SEC ↗ |
| 7 | FIRETHORN WEALTH PARTNERS, LLC | 193,652 | $4M | +8,945 | +4.8% | 6Q | SEC ↗ |
| 8 | OneDigital Investment Advisors LLC | 96,816 | $2M | -981 | -1.0% | 7Q | SEC ↗ |
| 9 | Orgel Wealth Management, LLC | 48,662 | $1M | — | +0.0% | 2Q | SEC ↗ |
| 10 | Canvas Wealth Advisors, LLC | 44,793 | $923K | -1,368 | -3.0% | 2Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 32,788 | $675K | +12,084 | +58.4% | 5Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO NEW | 27,178 | $560K | — | +0.0% | 1Q | SEC ↗ |
| 13 | MGO ONE SEVEN LLC | 22,521 | $464K | -4,657 | -17.1% | 5Q | SEC ↗ |
| 14 | Bull Harbor Capital LLC | 20,594 | $424K | -55 | -0.3% | 2Q | SEC ↗ |
| 15 | Farther Finance Advisors, LLC | 18,153 | $374K | +8,544 | +88.9% | 3Q | SEC ↗ |
| 16 | ENDEAVOR PRIVATE WEALTH, INC. | 16,488 | $340K | +2,580 | +18.6% | 4Q | SEC ↗ |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 14,546 | $300K | — | +0.0% | 1Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 4,406 | $91K | — | +0.0% | 2Q | SEC ↗ |
| 19 | Fairway Wealth LLC NEW | 2,600 | $54K | — | +0.0% | 1Q | SEC ↗ |
| 20 | FIFTH THIRD BANCORP | 0 | $0K | -1,490 | -100.0% | 1Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 0 | $0K | -29,556 | -100.0% | 1Q | SEC ↗ |
| 22 | Weaver Consulting Group | 0 | $0K | -12,750 | -100.0% | 3Q | SEC ↗ |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -32,183 | -100.0% | 1Q | SEC ↗ |
| 24 | Savvy Advisors, Inc. | 0 | $0K | -26,361 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 27,178 | $560K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 14,546 | $300K |
| Fairway Wealth LLC | 2,600 | $54K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 32,183 | $663K |
| GOLDMAN SACHS GROUP INC | 29,556 | $609K |
| Savvy Advisors, Inc. | 26,361 | $543K |
| Weaver Consulting Group | 12,750 | $263K |
| FIFTH THIRD BANCORP | 1,490 | $31K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | +1,454,182 | +63.4% | 3,747,220 |
| Arax Advisory Partners | +147,301 | +174.6% | 231,679 |
| FAS Wealth Partners, Inc. | +91,194 | +83.4% | 200,479 |
| AE Wealth Management LLC | +21,843 | +9.0% | 264,731 |
| JANE STREET GROUP, LLC | +12,084 | +58.4% | 32,788 |
| FIRETHORN WEALTH PARTNERS, LLC | +8,945 | +4.8% | 193,652 |
| Farther Finance Advisors, LLC | +8,544 | +88.9% | 18,153 |
| ENDEAVOR PRIVATE WEALTH, INC. | +2,580 | +18.6% | 16,488 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ignite Planners, LLC | -8,054 | -2.9% | 266,788 |
| Providence Financial Advisors, LLC | -6,135 | -2.5% | 238,974 |
| MGO ONE SEVEN LLC | -4,657 | -17.1% | 22,521 |
| Canvas Wealth Advisors, LLC | -1,368 | -3.0% | 44,793 |
| OneDigital Investment Advisors LLC | -981 | -1.0% | 96,816 |
| Bull Harbor Capital LLC | -55 | -0.3% | 20,594 |