PLMR SQ CREDIT OPP ETF PSQO
$20.64
-0.1% 52w: $19.51 – $20.69
Latest 13F among current holders filed 25 days ago (Jun 10, 2026)
Price — last 12 months
research preview data19.5120.1020.69
Jun 20, 2025 Jul 2, 2026
Institutional holders
20
+1 QoQ
13F value
$169.3M
+68.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PSQO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | Wealth advisor | 2.4M | $48.9M | 0.6% | New |
| ATWOOD & PALMER INC | Other | 2.0M | $41.4M | 2.3% | +6.2% |
| Mariner, LLC | Diversified mechanical | 1.3M | $25.7M | 0.0% | +42.7% |
| Advisory Resource Group | Wealth advisor | 949.4K | $19.5M | 3.4% | -14.4% |
| LAKE STREET PRIVATE WEALTH, LLC | Wealth advisor | 724.8K | $14.9M | 1.9% | +18.4% |
| Providence Financial Advisors, LLC | Wealth advisor | 509.1K | $10.4M | 6.0% | +2484.3% |
| BlackDiamond Wealth Management, LLC | Wealth advisor | 87.2K | $1.8M | 0.9% | -3.3% |
| Accurate Wealth Management, LLC | Other | 73.9K | $1.5M | 0.2% | +31.9% |
| Savvy Advisors, Inc. | Wealth advisor | 65.7K | $1.3M | 0.0% | +5.2% |
| OneDigital Investment Advisors LLC | Wealth advisor | 34.1K | $699K | 0.0% | -3.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 30.9K | $633K | 0.0% | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Wealth advisor | 30.4K | $624K | 0.1% | +5.7% |
| AE Wealth Management LLC | Wealth advisor | 28.4K | $583K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 18.2K | $373K | 0.0% | -40.4% |
| ENDEAVOR PRIVATE WEALTH, INC. | Wealth advisor | 13.6K | $280K | 0.1% | +21.1% |
| Navis Wealth Advisors, LLC | Wealth advisor | 12.6K | $259K | 0.1% | New |
| MGO ONE SEVEN LLC | Wealth advisor | 9.9K | $204K | 0.0% | New |
| FAS Wealth Partners, Inc. | Wealth advisor | 2.5K | $52K | 0.0% | -7.8% |
| JPMORGAN CHASE & CO | Bank broker | 2.0K | $40K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 785 | $16K | 0.0% | +51.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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