Data as of Q4 2025 (Dec 31, 2025)
PSQO

PALMER SQUARE FUNDS TRUST

Institutional Ownership · Q4 2025

Filing: Q4 2025

PALMER SQUARE FUNDS TRUST (PSQO) is held by 23 institutional investors with combined holdings of $144M. Major holders include Mariner, LLC, ATWOOD & PALMER INC, Advisory Resource Group.

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Institutional Holders
23
Total Value
$143.8M
Ownership %
—

🏦 Top Institutional Holders

Mariner, LLC
2.1M shares
$43.0M
ATWOOD & PALMER INC
1.9M shares
$39.2M
Advisory Resource Group
1.1M shares
$22.9M
LAKE STREET PRIVATE WEALTH, LLC
612.0K shares
$12.6M
Ignite Planners, LLC
276.5K shares
$5.7M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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