PSQO Institutional Ownership
Palmer Square Credit Opportunities ETF
1W: -0.4%
1M: -1.6%
3M: -0.8%
YTD: -0.6%
1Y: -0.6%
$20.51
-0.03 (-0.12%)
Weekly Expected Move ±0.7%
$20
$20
$21
$21
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — PSQO
24
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
182M
Total Invested
4
New Positions
14
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Prime Capital Investment Advisors, LLC | 2,393,248 | $49M | +8,169 | +0.3% | 2Q | SEC ↗ |
| 2 | ATWOOD & PALMER INC | 2,048,978 | $42M | +29,739 | +1.5% | 8Q | SEC ↗ |
| 3 | Mariner, LLC | 1,687,239 | $35M | +433,455 | +34.6% | 8Q | SEC ↗ |
| 4 | Advisory Resource Group | 969,639 | $20M | +20,257 | +2.1% | 8Q | SEC ↗ |
| 5 | LAKE STREET PRIVATE WEALTH, LLC | 669,005 | $14M | -55,764 | -7.7% | 6Q | SEC ↗ |
| 6 | Providence Financial Advisors, LLC | 521,161 | $11M | +12,020 | +2.4% | 4Q | SEC ↗ |
| 7 | BlackDiamond Wealth Management, LLC | 97,572 | $2M | +10,340 | +11.9% | 8Q | SEC ↗ |
| 8 | AE Wealth Management LLC | 88,486 | $2M | +60,068 | +211.4% | 2Q | SEC ↗ |
| 9 | Accurate Wealth Management, LLC | 77,039 | $2M | +3,094 | +4.2% | 6Q | SEC ↗ |
| 10 | Savvy Advisors, Inc. | 73,091 | $1M | +7,375 | +11.2% | 5Q | SEC ↗ |
| 11 | OneDigital Investment Advisors LLC | 34,065 | $699K | — | +0.0% | 3Q | SEC ↗ |
| 12 | GOLDMAN SACHS GROUP INC | 30,461 | $625K | -406 | -1.3% | 2Q | SEC ↗ |
| 13 | Navis Wealth Advisors, LLC | 20,013 | $410K | +7,402 | +58.7% | 2Q | SEC ↗ |
| 14 | Crusonia Wealth Advisors LLC NEW | 17,340 | $356K | — | +0.0% | 1Q | SEC ↗ |
| 15 | ENDEAVOR PRIVATE WEALTH, INC. | 16,359 | $336K | +2,734 | +20.1% | 4Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 13,104 | $269K | +11,139 | +566.9% | 2Q | SEC ↗ |
| 17 | MGO ONE SEVEN LLC | 9,895 | $203K | -40 | -0.4% | 2Q | SEC ↗ |
| 18 | Dynamic Advisor Solutions LLC NEW | 9,778 | $201K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Fairway Wealth LLC NEW | 2,603 | $53K | — | +0.0% | 1Q | SEC ↗ |
| 20 | FAS Wealth Partners, Inc. | 2,555 | $52K | +30 | +1.2% | 5Q | SEC ↗ |
| 21 | Farther Finance Advisors, LLC | 859 | $18K | +74 | +9.4% | 4Q | SEC ↗ |
| 22 | Downshift Financial, LLC NEW | 132 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Beaird Harris Wealth Management, LLC | 0 | $0K | -620 | -100.0% | 1Q | SEC ↗ |
| 24 | Elyxium Wealth, LLC | 0 | $0K | -3,500 | -100.0% | 1Q | SEC ↗ |
| 25 | UBS Group AG | 0 | $0K | -207 | -100.0% | 1Q | SEC ↗ |
| 26 | MORGAN STANLEY | 0 | $0K | -236 | -100.0% | 1Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC | 0 | $0K | -18,177 | -100.0% | 2Q | SEC ↗ |
| 28 | Bay Colony Advisory Group, Inc d/b/a B | 0 | $0K | -30,389 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Crusonia Wealth Advisors LLC | 17,340 | $356K |
| Dynamic Advisor Solutions LLC | 9,778 | $201K |
| Fairway Wealth LLC | 2,603 | $53K |
| Downshift Financial, LLC | 132 | $3K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bay Colony Advisory Group, Inc d/b/ | 30,389 | $623K |
| JANE STREET GROUP, LLC | 18,177 | $373K |
| Elyxium Wealth, LLC | 3,500 | $72K |
| Beaird Harris Wealth Management, LL | 620 | $13K |
| MORGAN STANLEY | 236 | $5K |
| UBS Group AG | 207 | $4K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | +433,455 | +34.6% | 1,687,239 |
| AE Wealth Management LLC | +60,068 | +211.4% | 88,486 |
| ATWOOD & PALMER INC | +29,739 | +1.5% | 2,048,978 |
| Advisory Resource Group | +20,257 | +2.1% | 969,639 |
| Providence Financial Advisors, LLC | +12,020 | +2.4% | 521,161 |
| JPMORGAN CHASE & CO | +11,139 | +566.9% | 13,104 |
| BlackDiamond Wealth Management, LLC | +10,340 | +11.9% | 97,572 |
| Prime Capital Investment Advisors, | +8,169 | +0.3% | 2,393,248 |
| Navis Wealth Advisors, LLC | +7,402 | +58.7% | 20,013 |
| Savvy Advisors, Inc. | +7,375 | +11.2% | 73,091 |
| Accurate Wealth Management, LLC | +3,094 | +4.2% | 77,039 |
| ENDEAVOR PRIVATE WEALTH, INC. | +2,734 | +20.1% | 16,359 |
| Farther Finance Advisors, LLC | +74 | +9.4% | 859 |
| FAS Wealth Partners, Inc. | +30 | +1.2% | 2,555 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LAKE STREET PRIVATE WEALTH, LLC | -55,764 | -7.7% | 669,005 |
| GOLDMAN SACHS GROUP INC | -406 | -1.3% | 30,461 |
| MGO ONE SEVEN LLC | -40 | -0.4% | 9,895 |