PALMER SQUARE FUNDS TR
Institutional coverage
22 13F filers hold $PSQO.
13F holders
22
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 22 · Source: 13F-HR01
Sound Income Strategies, LLC
0.57% of portfolio
2,385,079 sh
02
Welch Capital Partners LLC
2.34% of portfolio
2,019,239 sh
03
Evensky & Katz LLC
0.03% of portfolio
1,253,784 sh
04
Advisory Resource Group
3.35% of portfolio
949,382 sh
05
Atlas Venture Advisors, Inc.
1.89% of portfolio
724,769 sh
06
Amalgamated Bank
5.95% of portfolio
509,141 sh
07
Octahedron Capital Management L.P.
0.86% of portfolio
87,232 sh
08
Accurate Wealth Management, LLC
0.18% of portfolio
73,945 sh
09
Philip James Wealth Mangement, LLC
0.04% of portfolio
65,716 sh
10
Nicholas Hoffman & Company, LLC.
0.01% of portfolio
34,065 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $PSQO in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $PSQO in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:25 UTC.