Who owns PSQO
Which tracked institutional funds hold PSQO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSQO 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
8 tracked funds added or opened PSQO while 3 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
PSQO’s largest tracked holder by dollar value, Prime Capital Investment Advisors, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PSQO 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 PSQO, 15 increased or opened the position and 10 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 PSQO 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 3
- Prime Capital Investment Advisors, LLC$49M
- GOLDMAN SACHS GROUP INC$633K
- AE Wealth Management LLC$583K
Full exits 1
- REDMONT WEALTH ADVISORS LLC$537K
Largest adds
- Providence Financial Advisors, LLC$10M
- Mariner, LLC$8M
- LAKE STREET PRIVATE WEALTH, LLC$2M
- ATWOOD & PALMER INC$2M
- Accurate Wealth Management, LLC$368K
Largest trims
- Advisory Resource Group$3M
- JANE STREET GROUP, LLC$256K
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 |
|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC new | 2,385,079 | $49M | 28.8% | 2026-Q1 |
| ATWOOD & PALMER INC added | 2,019,239 | $41M | 24.4% | 2026-Q1 |
| Mariner, LLC added | 1,253,784 | $26M | 15.1% | 2026-Q1 |
| Advisory Resource Group trimmed | 949,382 | $19M | 11.5% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 724,769 | $15M | 8.7% | 2026-Q1 |
| Providence Financial Advisors, LLC added | 509,141 | $10M | 6.1% | 2026-Q1 |
| BlackDiamond Wealth Management, LLC trimmed | 87,232 | $2M | 1.1% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 73,945 | $2M | 0.9% | 2026-Q1 |
| Savvy Advisors, Inc. added | 65,716 | $1M | 0.8% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 34,065 | $699K | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 30,867 | $633K | 0.4% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 30,389 | $624K | 0.4% | 2026-Q1 |
| AE Wealth Management LLC new | 28,418 | $583K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 18,177 | $373K | 0.2% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 13,625 | $280K | 0.2% | 2026-Q1 |
| Navis Wealth Advisors, LLC new | 12,611 | $259K | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC new | 9,935 | $204K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,965 | $40K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 785 | $16K | 0.0% | 2026-Q1 |
| REDMONT WEALTH ADVISORS LLC trimmed | 26,056 | $537K | 0.3% | 2025-Q4 stale |
| Elyxium Wealth, LLC trimmed | 3,500 | $72K | 0.0% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. added | 2,738 | $56K | 0.0% | 2025-Q4 stale |
| Global Wealth Strategies & Associates new | 2,138 | $43K | 0.0% | 2025-Q1 stale |
| Beaird Harris Wealth Management, LLC new | 620 | $13K | 0.0% | 2025-Q4 stale |
| MORGAN STANLEY new | 236 | $5K | 0.0% | 2025-Q4 stale |
| UBS Group AG trimmed | 207 | $4K | 0.0% | 2025-Q4 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.