Who owns PSQ
Which tracked institutional funds hold PSQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSQ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
34 tracked funds added or opened PSQ while 17 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PSQ’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes PSQ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PSQ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 94 tracked filers holding PSQ, 59 increased or opened the position and 37 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PSQ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- Ryan Investment Management, Inc.$34M
- FOURPATH CAPITAL MANAGEMENT, LLC$18M
- Arkadios Wealth Advisors$10M
- Deane Retirement Strategies, Inc.$10M
- RENAISSANCE TECHNOLOGIES LLC$8M
- Gunderson Capital Management LLC$5M
Full exits 10
- Balyasny Asset Management L.P.$5M
- IHT Wealth Management, LLC$4M
- WHITTIER TRUST CO$4M
- Wakefield Asset Management LLLP$3M
- JANE STREET GROUP, LLC$3M
- Hedges Asset Management LLC$2M
Largest adds
- MORGAN STANLEY$138M
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$4M
- LPL Financial LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Game Creek Capital, LP$2M
- Farther Finance Advisors, LLC$2M
Largest trims
- UBS Group AG$25M
- Jump Financial, LLC$7M
- CITADEL ADVISORS LLC$3M
- Tower Research Capital LLC (TRC)$2M
- TWO SIGMA SECURITIES, LLC$1M
- AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$656K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,811,240 | $155M | 34.2% | 2026-Q1 |
| Ryan Investment Management, Inc. new | 1,065,625 | $34M | 7.6% | 2026-Q1 |
| FOURPATH CAPITAL MANAGEMENT, LLC added | 552,024 | $18M | 3.9% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 533,840 | $17M | 3.8% | 2026-Q1 |
| UBS Group AG trimmed | 506,979 | $16M | 3.6% | 2026-Q1 |
| Arkadios Wealth Advisors added | 295,809 | $10M | 2.1% | 2026-Q1 |
| Deane Retirement Strategies, Inc. new | 295,660 | $10M | 2.1% | 2026-Q1 |
| Game Creek Capital, LP added | 266,250 | $9M | 1.9% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 261,200 | $8M | 1.9% | 2026-Q1 |
| Fiduciary Trust Co added | 197,625 | $6M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 193,789 | $6M | 1.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 184,400 | $6M | 1.3% | 2026-Q1 |
| Gunderson Capital Management LLC new | 144,169 | $5M | 1.0% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 143,101 | $5M | 1.0% | 2026-Q1 |
| LEUTHOLD GROUP, LLC added | 121,245 | $4M | 0.9% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 114,314 | $4M | 0.8% | 2026-Q1 |
| Lesa Sroufe & Co added | 108,715 | $4M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 104,080 | $3M | 0.7% | 2026-Q1 |
| Vontobel Holding Ltd. new | 89,877 | $3M | 0.6% | 2026-Q1 |
| Camarda Financial Advisors, LLC added | 86,722 | $3M | 0.6% | 2026-Q1 |
| J2 Capital Management Inc new | 84,424 | $3M | 0.6% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 75,590 | $2M | 0.5% | 2026-Q1 |
| Per Stirling Capital Management, LLC. trimmed | 71,549 | $2M | 0.5% | 2026-Q1 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP trimmed | 65,055 | $2M | 0.5% | 2026-Q1 |
| Savior LLC added | 62,561 | $2M | 0.4% | 2026-Q1 |
| Generation Capital Management LLC new | 59,200 | $2M | 0.4% | 2026-Q1 |
| Lattice Capital Management, LLC | 59,000 | $2M | 0.4% | 2026-Q1 |
| Vigilare Wealth Management trimmed | 53,340 | $2M | 0.4% | 2026-Q1 |
| Private Harbour Investment Management & Counsel, LLC trimmed | 53,085 | $2M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 52,341 | $2M | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC new | 45,000 | $1M | 0.3% | 2026-Q1 |
| Simplicity Wealth,LLC added | 39,410 | $1M | 0.3% | 2026-Q1 |
| Ballew Advisors, Inc added | 41,469 | $1M | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 37,792 | $1M | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 31,847 | $1M | 0.2% | 2026-Q1 |
| Maltin Wealth Management, Inc. added | 31,345 | $1M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 30,690 | $988K | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC | 28,500 | $917K | 0.2% | 2026-Q1 |
| Headlands Technologies LLC added | 28,000 | $901K | 0.2% | 2026-Q1 |
| Belvedere Trading LLC new | 26,579 | $856K | 0.2% | 2026-Q1 |
| TWO SIGMA SECURITIES, LLC trimmed | 25,513 | $821K | 0.2% | 2026-Q1 |
| Synergy Asset Management, LLC new | 25,060 | $807K | 0.2% | 2026-Q1 |
| COOPER INVESTORS PTY LTD new | 22,979 | $740K | 0.2% | 2026-Q1 |
| HCR Wealth Advisors added | 21,000 | $676K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 20,639 | $664K | 0.1% | 2026-Q1 |
| F&V Capital Management, LLC added | 19,850 | $639K | 0.1% | 2026-Q1 |
| Arax Advisory Partners | 18,220 | $587K | 0.1% | 2026-Q1 |
| Bison Wealth, LLC | 22,122 | $577K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,250 | $555K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 16,847 | $542K | 0.1% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 14,670 | $472K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 13,908 | $448K | 0.1% | 2026-Q1 |
| RW Investment Management LLC added | 12,920 | $416K | 0.1% | 2026-Q1 |
| Auour Investments LLC added | 12,646 | $407K | 0.1% | 2026-Q1 |
| Axiom Investment Management LLC new | 11,000 | $354K | 0.1% | 2026-Q1 |
| Fox Hill Wealth Management added | 10,859 | $350K | 0.1% | 2026-Q1 |
| Reyes Financial Architecture, Inc. trimmed | 9,562 | $308K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. added | 9,583 | $305K | 0.1% | 2026-Q1 |
| Jump Financial, LLC trimmed | 9,324 | $300K | 0.1% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 9,112 | $293K | 0.1% | 2026-Q1 |
| Ancora Advisors LLC new | 9,100 | $293K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 8,327 | $268K | 0.1% | 2026-Q1 |
| Kaydan Wealth Management, Inc. trimmed | 282,399 | $11M | 2.5% | 2025-Q1 stale |
| Stratos Wealth Advisors, LLC new | 355,620 | $11M | 2.4% | 2025-Q3 stale |
| Quadrature Capital Ltd added | 226,360 | $9M | 2.0% | 2025-Q1 stale |
| Mirador Capital Partners LP added | 152,976 | $6M | 1.4% | 2025-Q1 stale |
| Balyasny Asset Management L.P. new | 164,258 | $5M | 1.1% | 2025-Q4 stale |
| IHT Wealth Management, LLC added | 145,000 | $4M | 1.0% | 2025-Q4 stale |
| WHITTIER TRUST CO new | 135,227 | $4M | 0.9% | 2025-Q4 stale |
| SIMPLEX TRADING, LLC trimmed | 111,969 | $3M | 0.8% | 2025-Q3 stale |
| Wakefield Asset Management LLLP trimmed | 110,054 | $3M | 0.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 85,785 | $3M | 0.6% | 2025-Q4 stale |
| Total Clarity Wealth Management, Inc. trimmed | 72,371 | $2M | 0.5% | 2025-Q2 stale |
| STERLING INVESTMENT MANAGEMENT, LLC trimmed | 77,088 | $2M | 0.5% | 2025-Q3 stale |
| Mutual Advisors, LLC added | 54,217 | $2M | 0.5% | 2025-Q1 stale |
| Hedges Asset Management LLC trimmed | 68,300 | $2M | 0.5% | 2025-Q4 stale |
| RIA Advisory Group LLC trimmed | 42,139 | $2M | 0.4% | 2025-Q1 stale |
| Mariner, LLC new | 35,082 | $1M | 0.3% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 41,521 | $1M | 0.3% | 2025-Q4 stale |
| Integrated Advisors Network LLC new | 28,025 | $1M | 0.3% | 2025-Q1 stale |
| Thomas J. Herzfeld Advisors, Inc. new | 24,606 | $1,000K | 0.2% | 2025-Q1 stale |
| Squarepoint Ops LLC added | 32,489 | $981K | 0.2% | 2025-Q4 stale |
| StoneX Group Inc. new | 31,216 | $969K | 0.2% | 2025-Q3 stale |
| Robinson Value Management, Ltd. new | 28,282 | $952K | 0.2% | 2025-Q2 stale |
| OneDigital Investment Advisors LLC trimmed | 21,657 | $880K | 0.2% | 2025-Q1 stale |
| Sheets Smith Investment Management added | 21,568 | $669K | 0.1% | 2025-Q3 stale |
| PVG ASSET MANAGEMENT CORP added | 21,568 | $669K | 0.1% | 2025-Q3 stale |
| Worth Asset Management, LLC trimmed | 21,848 | $660K | 0.1% | 2025-Q4 stale |
| IMC-Chicago, LLC added | 18,364 | $555K | 0.1% | 2025-Q4 stale |
| Sugar Maple Asset Management, LLC added | 17,000 | $528K | 0.1% | 2025-Q3 stale |
| Global View Capital Management LLC new | 11,719 | $476K | 0.1% | 2025-Q1 stale |
| GROUP ONE TRADING LLC added | 15,418 | $466K | 0.1% | 2025-Q4 stale |
| SCP Investment, LP new | 15,000 | $453K | 0.1% | 2025-Q4 stale |
| RWA WEALTH PARTNERS, LLC new | 13,000 | $438K | 0.1% | 2025-Q2 stale |
| Corient Private Wealth LLC new | 12,672 | $427K | 0.1% | 2025-Q2 stale |
| Range Financial Group LLC new | 12,234 | $369K | 0.1% | 2025-Q4 stale |
| Empowered Funds, LLC added | 11,058 | $343K | 0.1% | 2025-Q3 stale |
| EASTERN BANK trimmed | 8,642 | $291K | 0.1% | 2025-Q2 stale |
| BANK OF MONTREAL /CAN/ new | 7,790 | $262K | 0.1% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 8,547 | $258K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.