Who owns PSQA (PSQA)
Which tracked institutional funds hold PSQA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSQA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
The tracked-fund tape on PSQA is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 1 trimmed or exited — on balance accumulating.
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
PSQA’s largest tracked holder by dollar value, Mariner, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PSQA 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 19 tracked filers holding PSQA, 17 increased or opened the position and 3 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 PSQA 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 6
- Providence Financial Advisors, LLC$5M
- Arax Advisory Partners$2M
- Orgel Wealth Management, LLC$995K
- Canvas Wealth Advisors, LLC$944K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$658K
- GOLDMAN SACHS GROUP INC$604K
Full exits 1
- Savvy Advisors, Inc.$537K
Largest adds
- Mariner, LLC$22M
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 |
|---|---|---|---|---|
| Mariner, LLC added | 2,293,038 | $47M | 59.8% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 274,842 | $6M | 7.1% | 2026-Q1 |
| Providence Financial Advisors, LLC added | 245,109 | $5M | 6.4% | 2026-Q1 |
| AE Wealth Management LLC added | 242,888 | $5M | 6.3% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC added | 184,707 | $4M | 4.8% | 2026-Q1 |
| OneDigital Investment Advisors LLC | 97,797 | $2M | 2.6% | 2026-Q1 |
| Arax Advisory Partners new | 84,378 | $2M | 2.2% | 2026-Q1 |
| Orgel Wealth Management, LLC new | 48,662 | $995K | 1.3% | 2026-Q1 |
| Canvas Wealth Advisors, LLC new | 46,161 | $944K | 1.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 32,183 | $658K | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 29,556 | $604K | 0.8% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 27,178 | $556K | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 20,704 | $423K | 0.5% | 2026-Q1 |
| Bull Harbor Capital LLC new | 20,649 | $422K | 0.5% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 13,908 | $284K | 0.4% | 2026-Q1 |
| Weaver Consulting Group added | 12,750 | $261K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 9,609 | $196K | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 4,406 | $90K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 1,490 | $30K | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 50,000 | $1M | 1.3% | 2025-Q1 stale |
| Savvy Advisors, Inc. new | 26,361 | $537K | 0.7% | 2025-Q4 stale |
| Virtu Financial LLC added | 24,678 | $500K | 0.6% | 2025-Q2 stale |
| FULLCIRCLE WEALTH LLC new | 19,449 | $398K | 0.5% | 2025-Q3 stale |
| FAS Wealth Partners, Inc. added | 19,048 | $388K | 0.5% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 5,515 | $112K | 0.1% | 2025-Q1 stale |
| UBS Group AG added | 172 | $3K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 4 | $81 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.