PLMR SQ CREDIT OPP ETF (PSQO) Institutional Shareholders
PLMR SQ CREDIT OPP ETF (PSQO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $179.72M in PSQO holdings during the latest filing period.
Prime Capital Investment Advisors, Llc is currently the largest disclosed institutional shareholder of PSQO tracked by InsiderSet, reporting ownership valued at approximately $49.47M in its June 30, 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 $49.94M, representing an estimated gain of +0.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed PSQO value among the investors covered in this analysis. Major shareholders include Prime Capital Investment Advisors, Llc, Atwood & Palmer Inc, Mariner, Llc, and several other long-term asset managers with concentrated positions in PLMR SQ CREDIT OPP ETF (PSQO).
This page ranks the largest institutional PSQO 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
21
Total Reported Value
$179.72M
Largest Holder
Prime Capital Investment Advisors, Llc
Largest Position
$49.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Prime Capital Investment Advisors, Llc | 0.48% | 2,393,248 | $49,468,433 | $49,940,863 | +$472,430 | +0.96% | |
| Atwood & Palmer Inc | 2.26% | 2,048,978 | $42,352,375 | $42,756,844 | +$404,469 | +0.96% | |
| Mariner, Llc | 0.04% | 1,687,239 | $34,875,229 | $35,208,291 | +$333,062 | +0.96% | |
| Advisory Resource Group | 3.01% | 969,639 | $20,042,438 | $20,233,845 | +$191,407 | +0.96% | |
| Lake Street Private Wealth, Llc | 1.58% | 669,005 | $13,828,370 | $13,960,395 | +$132,025 | +0.95% | |
| Providence Financial Advisors, Llc | 6.13% | 521,161 | $10,772,390 | $10,875,275 | +$102,885 | +0.96% | |
| Blackdiamond Wealth Management, Llc | 0.82% | 97,572 | $2,026,574 | $2,036,074 | +$9,500 | +0.47% | |
| Accurate Wealth Management, Llc | 0.15% | 77,039 | $1,594,253 | $1,607,604 | +$13,351 | +0.84% | |
| Savvy Advisors, Inc. | 0.03% | 73,091 | $1,510,785 | $1,525,219 | +$14,434 | +0.96% | |
| Onedigital Investment Advisors Llc | 0.01% | 34,065 | $704,124 | $710,848 | +$6,724 | +0.95% | |
| Goldman Sachs Group Inc | 0.00% | 30,461 | $629,629 | $635,642 | +$6,013 | +0.95% | |
| Navis Wealth Advisors, Llc | 0.16% | 20,013 | $413,676 | $417,619 | +$3,943 | +0.95% | |
| Crusonia Wealth Advisors Llc | 0.06% | 17,340 | $358,418 | $361,841 | +$3,423 | +0.95% | |
| Endeavor Private Wealth, Inc. | 0.08% | 16,359 | $338,142 | $341,370 | +$3,228 | +0.95% | |
| Jpmorgan Chase & Co | 0.00% | 13,104 | $271,162 | $273,446 | +$2,284 | +0.84% | |
| Mgo One Seven Llc | 0.00% | 9,895 | $204,530 | $206,483 | +$1,953 | +0.95% | |
| Dynamic Advisor Solutions Llc | 0.01% | 9,778 | $202,111 | $204,041 | +$1,930 | +0.96% | |
| Fairway Wealth Llc | 0.01% | 2,603 | $53,803 | $54,318 | +$515 | +0.96% | |
| Fas Wealth Partners, Inc. | 0.00% | 2,555 | $52,808 | $53,316 | +$508 | +0.96% | |
| Farther Finance Advisors, Llc | 0.00% | 859 | $17,756 | $17,925 | +$169 | +0.95% | |
| Downshift Financial, Llc | 0.00% | 132 | $2,728 | $2,754 | +$26 | +0.97% |
Frequently asked questions about PSQO
Who owns the most PSQO stock?
The largest holders of PSQO 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 PLMR SQ CREDIT OPP ETF (PSQO).
Is PSQO widely held by superinvestors?
Many widely followed stocks like PSQO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PSQO 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.