PSBDPALMER SQUARE CAPITAL BDC IN
CUSIP 69702V107 · Yahoo Finance ↗ · Google Finance ↗
Palmer Square Capital Bdc In (PSBD) has 5 institutional holders in Filings Flow’s 13F database, together reporting 16.39M shares worth $162M as of Q1 2026. The largest reported holders are Ov Management LLC, Mariner, LLC, and 1248 Management, LLC.
Institutional Holders
5
Q1 2026
Reported Value
$8M
Ticker
PSBD
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| 1248 Management, LLC$216M AUM | 13.89% | $30M | 2.95M | Q1 2026OLDER |
| Pandi, LLC$610M AUM | 1.46% | $9M | 911.9K | Q1 2026OLDER |
| Sunesis Advisors, LLC$221M AUM | 1.32% | $3M | 299.0K | Q1 2026OLDER |
| Bienville Capital Management, LLC$550M AUM | 0.97% | $5M | 525.2K | Q1 2026OLDER |
| First Trust Capital Management L.P.$1.9B AUM | 0.66% | $13M | 1.29M | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.41% | $8M | 834.6K | Q1 2026OLDER |
| Mid-American Wealth Advisory Group, Inc.$237M AUM | 0.28% | $664,696 | 54.5K | Q1 2026OLDER |
| NewGen Asset Management Ltd$259M AUM | 0.28% | $719,893 | 73.7K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.27% | $1M | 122.8K | Q1 2026OLDER |
| StoryOne LLC$177M AUM | 0.24% | $422,915 | 0 | Q1 2026OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.23% | $2M | 167.8K | Q1 2026OLDER |
| Waterfront Wealth Inc.$545M AUM | 0.08% | $413,398 | 42.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.07% | $70,626 | 5.8K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.06% | $2M | 198.1K | Q2 2026 |
| Advisor OS, LLC$1.4B AUM | 0.04% | $619,123 | 63.4K | Q1 2026OLDER |
| NOTTINGHAM ADVISORS, INC.$777M AUM | 0.04% | $305,018 | 31.2K | Q1 2026OLDER |
| TrueMark Investments, LLC$514M AUM | 0.04% | $187,858 | 19.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.04% | $30M | 3.08M | Q1 2026OLDER |
| Gibson Capital, LLC$537M AUM | 0.03% | $153,252 | 12.5K | Q3 2025OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.02% | $358,481 | 36.7K | Q1 2026OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.02% | $417,303 | 34.0K | Q3 2025OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.02% | $123,594 | 10.1K | Q4 2025OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $787,425 | 62.4K | Q4 2025OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.01% | $993,753 | 81.5K | Q4 2025OLDER |
| Curi Capital, LLC$5.6B AUM | 0.01% | $586,200 | 60.0K | Q1 2026OLDER |
| Dorsey & Whitney Trust CO LLC$1.8B AUM | 0.01% | $102,116 | 10.5K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $54,163 | 5.2K | Q2 2026 |
| Trexquant Investment LP$13.9B AUM | 0.00% | $634,796 | 65.0K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $241,182 | 24.7K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $316,940 | 26.0K | Q4 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.00% | $199,616 | 19.2K | Q2 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 311.0K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 155.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $68,390 | 7.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $123,966 | 12.7K | Q1 2026OLDER |
| Catalyst Capital Advisors LLC$5.4B AUM | 0.00% | $32,857 | 3.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 576.9K | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $385,082 | 31.6K | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $3,868 | 400 | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $171,087 | 14.0K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $198,204 | 20.3K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $128,681 | 13.2K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $902,877 | 74.1K | Q4 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,227 | 100 | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $190,662 | 19.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $114,000 | 11.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $154,942 | 15.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $240,740 | 19.7K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $24,659 | 2.5K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $106,923 | 10.9K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $540,701 | 55.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $52,143 | 5.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $387 | 40 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $10 | 1 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.