Palmer Square Capital BDC Inc. - PSBD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OV Management LLC | History | No change | 3,730,065 | 45,469 | 39.38% | 38.81% | 1 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| 1248 Management, LLC | History | No change | 2,954,713 | 37,288 | 19.95% | 21.15% | 2 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 2,654,014 | 32,352 | 0.04% | 0.05% | 3 | -423,752 | -13.77% | Q4 2025 | Feb 13, 2026 |
| First Trust Capital Management L.P. | History | Reduced | 1,288,337 | 15,704 | 0.95% | 1.02% | 4 | -1 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pandi, LLC | History | No change | 911,854 | 11,115 | 1.77% | 1.48% | 5 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 580,542 | 7,076 | 0.33% | — | 6 | +580,542 | New | Q4 2025 | Feb 17, 2026 |
| Bienville Capital Management, LLC | History | Reduced | 558,394 | 7,046 | 1.12% | 2.21% | 7 | -355,635 | -38.91% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 520,384 | 6,343 | 0.0% | 0.0% | 8 | +153,349 | 41.78% | Q4 2025 | Feb 17, 2026 |
| Arlington Partners LLC | History | No change | 461,609 | 5,627 | 40.02% | 1.96% | 9 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sunesis Advisors, LLC | History | No change | 298,959 | 3,644 | 1.65% | 1.71% | 10 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 242,407 | 2,954 | 0.0% | 0.0% | 11 | +110,862 | 84.28% | Q4 2025 | Feb 17, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 220,334 | 2,685 | 1.59% | — | 13 | +220,334 | New | Q4 2025 | Feb 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 220,334 | 2,685 | 0.09% | 0.1% | 12 | -7,281 | -3.2% | Q4 2025 | Jan 14, 2026 |
| Vivaldi Capital Management LP | History | No change | 215,336 | 2,624 | 0.36% | 0.37% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 193,600 | 2,359 | 0.0% | 0.0% | 15 | +93,000 | 92.45% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 183,000 | 2,230 | 0.0% | 0.0% | 16 | +28,900 | 18.75% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 120,004 | 1,462 | 0.0% | 0.0% | 17 | +101,225 | 539.03% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 112,838 | 1,375 | 0.0% | 0.0% | 18 | -21,411 | -15.95% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 105,354 | 1,284 | 0.0% | 0.0% | 19 | +5,289 | 5.29% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | No change | 81,522 | 993 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 76,334 | 930 | 0.24% | — | 21 | +76,334 | New | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Reduced | 74,067 | 902 | 0.0% | 0.0% | 22 | -161,462 | -68.55% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Reduced | 62,395 | 787 | 0.02% | 0.03% | 23 | -12,427 | -16.61% | Q4 2025 | Jan 28, 2026 |
| Advisor OS, LLC | History | New | 56,161 | 684 | 0.06% | — | 24 | +56,161 | New | Q4 2025 | Feb 04, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | Added to | 54,528 | 664 | 0.28% | 0.16% | 25 | +24,654 | 82.53% | Q4 2025 | Jan 23, 2026 |
| Trexquant Investment LP | History | Added to | 50,118 | 610 | 0.01% | 0.01% | 26 | +7,496 | 17.59% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 39,531 | 481 | 0.0% | 0.0% | 27 | +25,771 | 187.29% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 31,590 | 385 | 0.0% | 0.0% | 28 | -78,331 | -71.26% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 28,792 | 350 | 0.01% | — | 29 | +28,792 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 28,634 | 349 | 0.0% | 0.0% | 30 | +28,234 | 7058.5% | Q4 2025 | Feb 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 26,000 | 316 | 0.0% | 0.0% | 31 | +1,500 | 6.12% | Q4 2025 | Jan 21, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 25,047 | 305 | 0.02% | — | 32 | +25,047 | New | Q4 2025 | Feb 10, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 23,401 | 285 | 0.0% | 0.0% | 33 | -2,362 | -9.17% | Q4 2025 | Jan 05, 2026 |
| Creative Planning | History | Added to | 20,319 | 247 | 0.0% | 0.0% | 34 | +32 | 0.16% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 19,749 | 240 | 0.0% | 0.0% | 35 | -237,771 | -92.33% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 14,035 | 171 | 0.0% | — | 36 | +14,035 | New | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | New | 12,683 | 154 | 0.0% | — | 37 | +12,683 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 12,413 | 151 | 0.0% | — | 38 | +12,413 | New | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 10,452 | 127 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,139 | 123 | 0.02% | — | 40 | +10,139 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 7,000 | 85 | 0.0% | — | 41 | +7,000 | New | Q4 2025 | Feb 09, 2026 |
| Arlington Trust Co LLC | History | No change | 5,198 | 63 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UBS Group AG | History | Reduced | 3,183 | 38 | 0.0% | 0.0% | 43 | -21,002 | -86.84% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 400 | 4 | 0.0% | — | 44 | +400 | New | Q4 2025 | Feb 03, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,010 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Gibson Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,490 | -100.0% | Q3 2025 | Oct 24, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,425 | -100.0% | Q3 2025 | Nov 26, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,756 | -100.0% | Q3 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -2,500 | -99.96% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 14, 2025 |