PALMER SQUARE FUNDS TR
CUSIP 696930205
Palmer Square Funds Tr has 2 institutional holders in Filings Flow’s 13F database, together reporting 3.69M shares worth $75M as of Q1 2026. The largest reported holders are Mariner, LLC, Ignite Planners, LLC, and Providence Financial Advisors, LLC.
Institutional Holders
2
Q1 2026
Reported Value
$2M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Providence Financial Advisors, LLC$175M AUM | 2.86% | $5M | 245.1K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 1.38% | $4M | 184.7K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.86% | $6M | 274.8K | Q1 2026OLDER |
| Canvas Wealth Advisors, LLC$588M AUM | 0.16% | $943,522 | 46.2K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.14% | $398,316 | 19.4K | Q3 2025OLDER |
| FAS Wealth Partners, Inc.$1.6B AUM | 0.14% | $2M | 109.3K | Q2 2026 |
| Bull Harbor Capital LLC$373M AUM | 0.11% | $422,066 | 20.6K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.08% | $284,280 | 13.9K | Q1 2026OLDER |
| Weaver Consulting Group$420M AUM | 0.06% | $260,610 | 12.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.05% | $47M | 2.29M | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.05% | $2M | 84.4K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.03% | $5M | 242.9K | Q1 2026OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 0.02% | $994,652 | 48.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 97.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $536,974 | 26.4K | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $555,528 | 27.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $196,271 | 9.6K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $657,821 | 32.2K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $604,125 | 29.6K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $30,456 | 1.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $423,190 | 20.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $90,059 | 4.4K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3,492 | 172 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.