PLMR SQ CREDIT OPP ETF (PSQO) Institutional Ownership Changes & 13F Activity
PLMR SQ CREDIT OPP ETF (PSQO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mariner, Llc, Lake Street Private Wealth, Llc, Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors, Atwood & Palmer Inc, and Ae Wealth Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Navis Wealth Advisors, Llc | Buy | +7,402 | +58.7% | 20,013 | $413.68K | Q2 2026 | Aug 14, 2026 |
| Endeavor Private Wealth, Inc. | Buy | +2,734 | +20.1% | 16,359 | $338.14K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -406 | -1.3% | 30,461 | $629.63K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Buy | +433,455 | +34.6% | 1,687,239 | $34.88M | Q2 2026 | Aug 13, 2026 |
| Downshift Financial, Llc | Buy | +132 | — | 132 | $2.73K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +13,104 | — | 13,104 | $271.16K | Q2 2026 | Aug 12, 2026 |
| Blackdiamond Wealth Management, Llc | Buy | +10,340 | +11.9% | 97,572 | $2.03M | Q2 2026 | Aug 11, 2026 |
| Lake Street Private Wealth, Llc | Sell | -55,764 | -7.7% | 669,005 | $13.83M | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, Llc | Buy | +8,169 | +0.3% | 2,393,248 | $49.47M | Q2 2026 | Aug 05, 2026 |
| Savvy Advisors, Inc. | Buy | +7,375 | +11.2% | 73,091 | $1.51M | Q2 2026 | Aug 03, 2026 |
| Providence Financial Advisors, Llc | Buy | +12,020 | +2.4% | 521,161 | $10.77M | Q2 2026 | Jul 31, 2026 |
| Mgo One Seven Llc | Sell | -40 | -0.4% | 9,895 | $204.53K | Q2 2026 | Jul 31, 2026 |
| Crusonia Wealth Advisors Llc | Buy | +17,340 | — | 17,340 | $358.42K | Q2 2026 | Jul 30, 2026 |
| Fas Wealth Partners, Inc. | Buy | +2,555 | — | 2,555 | $52.81K | Q2 2026 | Jul 29, 2026 |
| Fairway Wealth Llc | Buy | +2,603 | — | 2,603 | $53.80K | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, Llc | Buy | +74 | +9.4% | 859 | $17.76K | Q2 2026 | Jul 17, 2026 |
| Accurate Wealth Management, Llc | Buy | +3,094 | +4.2% | 77,039 | $1.59M | Q2 2026 | Jul 15, 2026 |
| Advisory Resource Group | Buy | +20,257 | +2.1% | 969,639 | $20.04M | Q2 2026 | Jul 14, 2026 |
| Atwood & Palmer Inc | Buy | +29,739 | +1.5% | 2,048,978 | $42.35M | Q2 2026 | Jul 08, 2026 |
| Dynamic Advisor Solutions Llc | Buy | +9,778 | — | 9,778 | $202.11K | Q2 2026 | Jul 07, 2026 |
| Ae Wealth Management Llc | Sell | -28,418 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -18,177 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | Sell | -30,389 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about PSQO activity
Which institutional owners are buying PSQO?
Institutional owners buying PSQO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PSQO activity?
"Buy" means an investor increased their reported position in PSQO compared to the prior reporting period. This reflects growing exposure to PLMR SQ CREDIT OPP ETF (PSQO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PSQO increasing?
Institutional interest in PSQO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.