Who Owns Palmer Square Credit Opportunities ETF (PSQO)?Hedge Fund & Institutional Holders
Institutional Holders
19
as of Q4 2025
Total Institutional Value
$3.920700018700001e+76T
% of Float Held
—
QoQ Change in Holders
+13 / -0
Price History
PSQO — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ATWOOD & PALMER INC | New Position | +1.9M | +$39.2B |
| Savvy Advisors, Inc. | New Position | +62K | +$1.3B |
| Accurate Wealth Management, LLC | New Position | +56K | +$1.2B |
| ENDEAVOR PRIVATE WEALTH, INC. | New Position | +11K | +$231.0M |
| Elyxium Wealth, LLC | New Position | +4K | +$72.0M |
| FAS Wealth Partners, Inc. | New Position | +3K | +$56.0M |
| Advisory Resource Group | New Position | +1.1M | +$22.9M |
| Beaird Harris Wealth Management, LLC | New Position | +620 | +$12.0M |
| Farther Finance Advisors, LLC | Increased | +332 | +$6.2M |
| UBS Group AG | New Position | +207 | +$4.0M |
| LAKE STREET PRIVATE WEALTH, LLC | Increased | +117K | +$2.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | New Position | +29K | +$593K |
| REDMONT WEALTH ADVISORS LLC | New Position | +26K | +$537K |
| JANE STREET GROUP, LLC | New Position | +31K | +$0 |
| OneDigital Investment Advisors LLC | New Position | +35K | +$0 |
PSQO — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| BlackDiamond Wealth Management, LLC | Decreased | -21K | -$412.3M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 1,901,096 | $39.2B | 2.23% | Share |
| 2 | BlackDiamond Wealth Management, LLC | 90,252 | $1.9B | 0.91% | Share |
| 3 | Savvy Advisors, Inc. | 62,447 | $1.3B | 0.04% | Share |
| 4 | Accurate Wealth Management, LLC | 56,082 | $1.2B | 0.15% | Share |
| 5 | ENDEAVOR PRIVATE WEALTH, INC. | 11,249 | $231.0M | 0.07% | Share |
| 6 | Elyxium Wealth, LLC | 3,500 | $72.0M | 0.02% | Share |
| 7 | FAS Wealth Partners, Inc. | 2,738 | $56.0M | 0.00% | Share |
| 8 | Advisory Resource Group | 1,108,459 | $22.9M | 4.02% | Share |
| 9 | Mariner, LLC | 878,699 | $18.0M | 0.02% | Share |
| 10 | LAKE STREET PRIVATE WEALTH, LLC | 612,021 | $12.6M | 1.54% | Share |
| 11 | Beaird Harris Wealth Management, LLC | 620 | $12.0M | 0.00% | Share |
| 12 | Farther Finance Advisors, LLC | 517 | $10.0M | 0.11% | Share |
| 13 | UBS Group AG | 207 | $4.0M | 0.00% | Share |
| 14 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,759 | $593K | 0.07% | Share |
| 15 | REDMONT WEALTH ADVISORS LLC | 26,056 | $537K | 0.81% | Share |
| 16 | Providence Financial Advisors, LLC | 19,701 | $406K | 0.40% | Share |
| 17 | JANE STREET GROUP, LLC | 30,520 | $0 | 0.00% | Share |
| 18 | MORGAN STANLEY | 236 | $0 | 0.00% | Share |
| 19 | OneDigital Investment Advisors LLC | 35,304 | $0 | 0.00% | Share |
PSQO Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 19 | $44.0B | +14 |
| Q3 2025 | 5 | $8.0B | -5 |
| Q2 2025 | 10 | $38.9B | +0 |
| Q1 2025 | 10 | $11.9B | +2 |
| Q4 2024 | 8 | $7.3B | -1 |
| Q3 2024 | 9 | $9.2B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 19 institutional investors hold PSQO (Palmer Square Credit Opportunities ETF). The largest holder is ATWOOD & PALMER INC with $39.2B in shares. This quarter, 13 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own PSQO?
As of Q4 2025, 19 institutional investors report holding PSQO (Palmer Square Credit Opportunities ETF) in their 13F filings.
Who is the largest institutional holder of PSQO?
The largest institutional holder of PSQO is ATWOOD & PALMER INC with $39.2B in shares.
Is institutional ownership of PSQO increasing or decreasing?
This quarter, 13 institutions opened new positions in PSQO and 0 closed their positions.