Palmer Square Funds Trust - PSQO
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Industrials
· Industry:
ETF / Fund
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$100.4M
QoQ value delta ($000)
+$23M
(+29.71%)
Implied price effect (QoQ)
+0.13%
Shares
Total shares
4,868,463
QoQ shares delta
+1,110,518
(+29.55%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q2 2026 data: only 22 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| ATWOOD & PALMER INC | 39,207 | 1,901,096 | 2.23% |
| Advisory Resource Group | 22,860 | 1,108,459 | 4.02% |
| Mariner, LLC | 18,122 | 878,699 | 0.02% |
| LAKE STREET PRIVATE WEALTH, LLC | 12,622 | 612,021 | 1.54% |
| BlackDiamond Wealth Management, LLC | 1,870 | 90,252 | 0.91% |
| Savvy Advisors, Inc. | 1,287 | 62,447 | 0.04% |
| Accurate Wealth Management, LLC | 1,157 | 56,082 | 0.15% |
| OneDigital Investment Advisors LLC | 728 | 35,304 | 0.01% |
| JANE STREET GROUP, LLC | 629 | 30,520 | 0.0% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 593 | 28,759 | 0.07% |
| REDMONT WEALTH ADVISORS LLC | 537 | 26,056 | 0.81% |
| Providence Financial Advisors, LLC | 406 | 19,701 | 0.4% |
| ENDEAVOR PRIVATE WEALTH, INC. | 231 | 11,249 | 0.07% |
| Elyxium Wealth, LLC | 72 | 3,500 | 0.02% |
| FAS Wealth Partners, Inc. | 56 | 2,738 | 0.0% |
| Beaird Harris Wealth Management, LLC | 12 | 620 | 0.0% |
| Farther Finance Advisors, LLC | 10 | 517 | 0.0% |
| MORGAN STANLEY | 4 | 236 | 0.0% |
| UBS Group AG | 4 | 207 | 0.0% |