CUSIP 696930106
PALMER SQUARE FUNDS TRUST
26 institutions · $106.6M total · 5,175,514 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | 1,901,096 | $39.2M | 36.73% | 2025-12-31 |
| 2 | Advisory Resource Group | 1,108,459 | $22.9M | 21.41% | 2025-12-31 |
| 3 | Mariner, LLC | 878,699 | $18.1M | 16.97% | 2025-12-31 |
| 4 | LAKE STREET FINANCIAL LLC | 612,021 | $12.6M | 11.82% | 2025-12-31 |
| 5 | GOLDMAN SACHS GROUP INC | 125,000 | $2.5M | 2.41% | 2024-09-30 |
| 6 | CITIGROUP INC | 125,000 | $2.5M | 2.41% | 2024-12-31 |
| 7 | BlackDiamond Wealth Management Inc. | 90,252 | $1.9M | 1.74% | 2025-12-31 |
| 8 | Savvy Advisors, Inc. | 62,447 | $1.3M | 1.20% | 2025-12-31 |
| 9 | Accurate Wealth Management, LLC | 56,082 | $1.2M | 1.08% | 2025-12-31 |
| 10 | BANK OF AMERICA CORP /DE/ | 42,865 | $863.5K | 0.82% | 2024-12-31 |
| 11 | Resources Investment Advisors, LLC. | 35,304 | $728.1K | 0.68% | 2025-12-31 |
| 12 | JANE STREET GROUP, LLC | 30,520 | $629.4K | 0.58% | 2025-12-31 |
| 13 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,759 | $593.1K | 0.55% | 2025-12-31 |
| 14 | REDMONT WEALTH ADVISORS LLC | 26,056 | $537.4K | 0.50% | 2025-12-31 |
| 15 | Providence Financial Advisors, LLC | 19,701 | $406.3K | 0.38% | 2025-12-31 |
| 16 | CITADEL ADVISORS LLC | 11,600 | $233.9K | 0.22% | 2024-09-30 |
| 17 | ENDEAVOR PRIVATE WEALTH, INC. | 11,249 | $232.0K | 0.21% | 2025-12-31 |
| 18 | Elyxium Wealth, LLC | 3,500 | $72.2K | 0.06% | 2025-12-31 |
| 19 | FAS Wealth Partners | 2,738 | $56.5K | 0.05% | 2025-12-31 |
| 20 | Global Wealth Strategies & Associates | 2,138 | $43.4K | 0.04% | 2025-03-31 |
| 21 | Beaird Harris Wealth Management, LLC | 620 | $12.8K | 0.01% | 2025-12-31 |
| 22 | Farther Finance Advisors, LLC | 517 | $10.7K | 0.00% | 2025-12-31 |
| 23 | JPMORGAN CHASE & CO | 448 | $9.0K | 0.00% | 2024-12-31 |
| 24 | MORGAN STANLEY | 236 | $4.9K | 0.00% | 2025-12-31 |
| 25 | UBS Group AG | 207 | $4.3K | 0.00% | 2025-12-31 |
| 26 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |