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-Q2 13F filings (latest filed 2026-08-14). 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 PSQO is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 2 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
PSQO’s largest tracked holder by dollar value, Prime Capital Investment Advisors, LLC, sizes it at 0.5% 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 2026-Q1 and 2026-Q2, across 22 tracked filers holding PSQO, 18 increased or opened the position and 5 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 2026-Q1 and 2026-Q2 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.
Full exits 1
- Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$624K
Largest adds
- Mariner, LLC$9M
- AE Wealth Management LLC$1M
- ATWOOD & PALMER INC$918K
- Advisory Resource Group$561K
- Prime Capital Investment Advisors, LLC$527K
- Providence Financial Advisors, LLC$325K
Largest trims
- LAKE STREET PRIVATE WEALTH, LLC$1M
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 added | 2,393,248 | $49M | 27.0% | 2026-Q2 |
| ATWOOD & PALMER INC added | 2,048,978 | $42M | 23.1% | 2026-Q2 |
| Mariner, LLC added | 1,687,239 | $35M | 19.0% | 2026-Q2 |
| Advisory Resource Group added | 969,639 | $20M | 10.9% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 669,005 | $14M | 7.5% | 2026-Q2 |
| Providence Financial Advisors, LLC added | 521,161 | $11M | 5.9% | 2026-Q2 |
| BlackDiamond Wealth Management, LLC added | 97,572 | $2M | 1.1% | 2026-Q2 |
| AE Wealth Management LLC added | 88,486 | $2M | 1.0% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 77,039 | $2M | 0.9% | 2026-Q2 |
| Savvy Advisors, Inc. added | 73,091 | $2M | 0.8% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 34,065 | $704K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 30,461 | $630K | 0.3% | 2026-Q2 |
| Navis Wealth Advisors, LLC added | 20,013 | $414K | 0.2% | 2026-Q2 |
| Crusonia Wealth Advisors LLC new | 17,340 | $358K | 0.2% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. added | 16,359 | $338K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 13,104 | $271K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 9,895 | $205K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC new | 9,778 | $202K | 0.1% | 2026-Q2 |
| Fairway Wealth LLC new | 2,603 | $54K | 0.0% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 2,555 | $53K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 859 | $18K | 0.0% | 2026-Q2 |
| Downshift Financial, LLC new | 132 | $3K | 0.0% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 30,389 | $624K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 18,177 | $373K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| REDMONT WEALTH ADVISORS LLC trimmed | 26,056 | $537K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Elyxium Wealth, LLC trimmed | 3,500 | $72K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Beaird Harris Wealth Management, LLC new | 620 | $13K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY new | 236 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 207 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.