PALMER SQUARE CAPITAL BDC IN (PSBD) Top Institutional Shareholders
PALMER SQUARE CAPITAL BDC IN (PSBD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $162.45M in PSBD holdings during the latest filing period.
Ov Management Llc is currently the largest disclosed institutional shareholder of PSBD tracked by InsiderSet, reporting ownership valued at approximately $36.44M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $40.06M, representing an estimated gain of +9.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed PSBD value among the investors covered in this analysis. Major shareholders include Ov Management Llc, Mariner, Llc, 1248 Management, Llc, and several other long-term asset managers with concentrated positions in PALMER SQUARE CAPITAL BDC IN (PSBD).
This page ranks the largest institutional PSBD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
45
Total Reported Value
$162.45M
Largest Holder
Ov Management Llc
Largest Position
$36.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
53
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ov Management Llc | 74.34% | 3,730,065 | $36,442,735 | $40,060,898 | +$3,618,163 | +9.93% | |
| Mariner, Llc | 0.04% | 3,080,105 | $30,092,626 | $33,080,328 | +$2,987,702 | +9.93% | |
| 1248 Management, Llc | 14.54% | 2,954,713 | $29,960,790 | $31,733,618 | +$1,772,828 | +5.92% | |
| First Trust Capital Management L.P. | 0.66% | 1,288,337 | $12,587,052 | $13,836,739 | +$1,249,687 | +9.93% | |
| Pandi, Llc | 1.46% | 911,854 | $8,908,814 | $9,793,312 | +$884,498 | +9.93% | |
| Rivernorth Capital Management, Llc | 0.41% | 834,603 | $8,154,071 | $8,963,636 | +$809,565 | +9.93% | |
| Bank Of America Corp | 0.00% | 576,931 | $5,636,615 | $6,196,239 | +$559,624 | +9.93% | |
| Bienville Capital Management, Llc | 1.01% | 525,222 | $5,325,751 | $5,640,884 | +$315,133 | +5.92% | |
| Arlington Partners Llc | 9.95% | 510,344 | $4,986,061 | $5,481,095 | +$495,034 | +9.93% | |
| Two Sigma Investments, Lp | 0.00% | 310,952 | $3,038,001 | $3,339,624 | +$301,623 | +9.93% | |
| Sunesis Advisors, Llc | 1.32% | 298,959 | $2,920,829 | $3,210,820 | +$289,991 | +9.93% | |
| Hennion & Walsh Asset Management, Inc. | 0.07% | 213,940 | $2,090,194 | $2,297,716 | +$207,522 | +9.93% | |
| Vivaldi Capital Management Lp | 0.23% | 167,776 | $1,639,172 | $1,801,914 | +$162,742 | +9.93% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 155,700 | $1,521,189 | $1,672,218 | +$151,029 | +9.93% |
| Opal Wealth Advisors, Llc | 0.27% | 122,809 | $1,199,844 | $1,318,969 | +$119,125 | +9.93% | |
| Newgen Asset Management Ltd | 0.44% | 73,684 | $719,893 | $791,366 | +$71,473 | +9.93% | |
| Morgan Stanley | 0.00% | 71,344 | $697,031 | $766,235 | +$69,204 | +9.93% | |
| Mid-American Wealth Advisory Group, Inc. | 0.28% | 54,528 | $664,696 | $585,631 | -$79,065 | -11.89% | |
| Trexquant Investment Lp | 0.00% | 64,974 | $634,796 | $697,821 | +$63,025 | +9.93% | |
| Advisor Os, Llc | 0.04% | 63,370 | $619,123 | $680,594 | +$61,471 | +9.93% | |
| Curi Capital, Llc | 0.01% | 60,000 | $586,200 | $644,400 | +$58,200 | +9.93% | |
| Blackrock, Inc. | 0.00% | 55,343 | $540,701 | $594,384 | +$53,683 | +9.93% | |
| Storyone Llc | 0.24% | 0 | $422,915 | — | — | — | |
| Waterfront Wealth Inc. | 0.08% | 42,313 | $413,398 | $454,442 | +$41,044 | +9.93% | |
| Clear Harbor Asset Management, Llc | 0.02% | 36,692 | $358,481 | $394,072 | +$35,591 | +9.93% | |
| Nottingham Advisors, Inc. | 0.04% | 31,220 | $305,018 | $335,303 | +$30,285 | +9.93% | |
| Xtx Topco Ltd | 0.00% | 24,686 | $241,182 | $265,128 | +$23,946 | +9.93% | |
| Confluence Investment Management Llc | 0.00% | 20,681 | $202,053 | $222,114 | +$20,061 | +9.93% | |
| Creative Planning | 0.00% | 20,287 | $198,204 | $217,882 | +$19,678 | +9.93% | |
| Citadel Advisors Llc | 0.00% | 19,515 | $190,662 | $209,591 | +$18,929 | +9.93% | |
| Truemark Investments, Llc | 0.04% | 19,228 | $187,858 | $206,509 | +$18,651 | +9.93% | |
| Jane Street Group, Llc | 0.00% | 15,859 | $154,942 | $170,326 | +$15,384 | +9.93% | |
| Millennium Management Llc | 0.00% | 13,171 | $128,681 | $141,457 | +$12,776 | +9.93% | |
| Waverly Advisors, Llc | 0.00% | 12,688 | $123,966 | $136,269 | +$12,303 | +9.92% | |
| Royal Bank Of Canada | 0.00% | 11,709 | $114,000 | $125,755 | +$11,755 | +10.31% | |
| Susquehanna International Group, Llp | 0.00% | 10,944 | $106,923 | $117,539 | +$10,616 | +9.93% | |
| Dorsey & Whitney Trust Co Llc | 0.01% | 10,452 | $102,116 | $112,254 | +$10,138 | +9.93% | |
| Harbour Investments, Inc. | 0.00% | 7,000 | $68,390 | $75,180 | +$6,790 | +9.93% | |
| Ubs Group Ag | 0.00% | 5,337 | $52,143 | $57,319 | +$5,176 | +9.93% | |
| Arlington Trust Co Llc | 0.00% | 5,198 | $50,784 | $55,827 | +$5,043 | +9.93% | |
| Catalyst Capital Advisors Llc | 0.00% | 3,363 | $32,857 | $36,119 | +$3,262 | +9.93% | |
| Bnp Paribas Financial Markets | 0.00% | 2,524 | $24,659 | $27,108 | +$2,449 | +9.93% | |
| International Assets Investment Management, Llc | 0.00% | 400 | $3,868 | $4,296 | +$428 | +11.07% | |
| Citigroup Inc | 0.00% | 1 | $10 | $11 | +$1 | +7.40% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $3 | — | — | — |
Frequently asked questions about PSBD
Who owns the most PSBD stock?
The largest holders of PSBD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PALMER SQUARE CAPITAL BDC IN (PSBD).
Is PSBD widely held by superinvestors?
Many widely followed stocks like PSBD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSBD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.