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PSQ Holdings Inc (PSQH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Allworth Financial LP
UNCHANGED
Shares986 from 986
Change0 (0%)
Value$398 ($0)
Filed 2026-11-06
Winch Advisory Services, LLC
DECREASED
Shares14 from 220
Change-206 (-94%)
Value$72 (-$17)
Filed 2026-11-06
Sepio Capital, LP
CLOSED
Shares0 from 1,203,704
Change-1,203,704 (-100%)
Value$0 (-$484.9K)
Filed 2026-10-22
Geode Capital Management, LLC
CLOSED
Shares0 from 407,220
Change-407,220 (-100%)
Value$0 (-$164.1K)
Filed 2026-11-06
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 175,004
Change-175,004 (-100%)
Value$0 (-$70.5K)
Filed 2026-10-20
Prevail Innovative Wealth Advisors, LLC
CLOSED
Shares0 from 115,810
Change-115,810 (-100%)
Value$0 (-$46.6K)
Filed 2026-10-20
Merit Financial Group, LLC
CLOSED
Shares0 from 93,805
Change-93,805 (-100%)
Value$0 (-$37.8K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 80,914
Change-80,914 (-100%)
Value$0 (-$22.6K)
Filed 2026-10-13
Sage Mountain Advisors LLC
CLOSED
Shares0 from 72,376
Change-72,376 (-100%)
Value$0 (-$29.2K)
Filed 2026-11-02
Moors & Cabot, Inc.
CLOSED
Shares0 from 56,560
Change-56,560 (-100%)
Value$0 (-$22.8K)
Filed 2026-11-06
NorthCrest Asset Manangement, LLC
CLOSED
Shares0 from 23,885
Change-23,885 (-100%)
Value$0 (-$10.4K)
Filed 2026-10-13
Capital Investment Counsel, Inc
CLOSED
Shares0 from 16,230
Change-16,230 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-20
LPL Financial LLC
CLOSED
Shares0 from 16,002
Change-16,002 (-100%)
Value$0 (-$6.4K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 4,468
Change-4,468 (-100%)
Value$0 (-$1.8K)
Filed 2026-11-06
Barclays PLC
CLOSED
Shares0 from 677
Change-677 (-100%)
Value$0 (-$273)
Filed 2026-11-06
FNY Investment Advisers, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 ($0)
Filed 2026-10-16
Farther Finance Advisors, LLC
CLOSED
Shares0 from 139
Change-139 (-100%)
Value$0 (-$56)
Filed 2026-10-08
International Assets Investment Management, LLC
CLOSED
Shares0 from 80
Change-80 (-100%)
Value$0 (-$36)
Filed 2026-11-02
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$5)
Filed 2026-10-27
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-10-29
Alyeska Investment Group, L.P.
N/A
Shares— from 1,526,649
Change-1,526,649 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 1,208,053
Change-1,208,053 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 645,198
Change-645,198 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 589,040
Change-589,040 (-100%)
Value—
UBS Group AG
N/A
Shares— from 386,761
Change-386,761 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 249,086
Change-249,086 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 180,134
Change-180,134 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 178,241
Change-178,241 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 175,004
Change-175,004 (-100%)
Value—
State Street Corp
N/A
Shares— from 155,210
Change-155,210 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 93,026
Change-93,026 (-100%)
Value—
Shay Capital LLC
N/A
Shares— from 60,430
Change-60,430 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 58,649
Change-58,649 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 53,933
Change-53,933 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 46,764
Change-46,764 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 44,473
Change-44,473 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 41,503
Change-41,503 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 27,358
Change-27,358 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 21,840
Change-21,840 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,705
Change-17,705 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 13,815
Change-13,815 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 11,270
Change-11,270 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,013
Change-11,013 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,041
Change-7,041 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,701
Change-2,701 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 201
Change-201 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 51
Change-51 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 24
Change-24 (-100%)
Value—
Status
Allworth Financial LP
UNCHANGED98698600%$398$398$02026-11-06
Winch Advisory Services, LLC
DECREASED14220-206-94%$89$72-$172026-11-06
Sepio Capital, LP
CLOSED01,203,704-1,203,704-100%$484.9K$0-$484.9K2026-10-22
Geode Capital Management, LLC
CLOSED0407,220-407,220-100%$164.1K$0-$164.1K2026-11-06
Kingsbury Capital Investment Advisors LLC
CLOSED0175,004-175,004-100%$70.5K$0-$70.5K2026-10-20
Prevail Innovative Wealth Advisors, LLC
CLOSED0115,810-115,810-100%$46.6K$0-$46.6K2026-10-20
Merit Financial Group, LLC
CLOSED093,805-93,805-100%$37.8K$0-$37.8K2026-11-06
Wealth Enhancement Advisory Services, LLC
CLOSED080,914-80,914-100%$22.6K$0-$22.6K2026-10-13
Sage Mountain Advisors LLC
CLOSED072,376-72,376-100%$29.2K$0-$29.2K2026-11-02
Moors & Cabot, Inc.
CLOSED056,560-56,560-100%$22.8K$0-$22.8K2026-11-06
NorthCrest Asset Manangement, LLC
CLOSED023,885-23,885-100%$10.4K$0-$10.4K2026-10-13
Capital Investment Counsel, Inc
CLOSED016,230-16,230-100%$6.5K$0-$6.5K2026-10-20
LPL Financial LLC
CLOSED016,002-16,002-100%$6.4K$0-$6.4K2026-11-06
PNC Financial Services Group, Inc.
CLOSED04,468-4,468-100%$1.8K$0-$1.8K2026-11-06
Barclays PLC
CLOSED0677-677-100%$273$0-$2732026-11-06
FNY Investment Advisers, LLC
CLOSED0500-500-100%$0$0$02026-10-16
Farther Finance Advisors, LLC
CLOSED0139-139-100%$56$0-$562026-10-08
International Assets Investment Management, LLC
CLOSED080-80-100%$36$0-$362026-11-02
Cassaday & Co Wealth Management LLC
CLOSED011-11-100%$5$0-$52026-10-27
Caitong International Asset Management Co., Ltd
CLOSED01-1-100%$0$0$02026-10-29
Alyeska Investment Group, L.P.
N/A—1,526,649-1,526,649-100%$614.9K———
Vanguard Capital Management LLC
N/A—1,208,053-1,208,053-100%$486.8K———
Harvest Investment Services, LLC
N/A—645,198-645,198-100%$259.9K———
GSA Capital Partners LLP
N/A—589,040-589,040-100%$237———
UBS Group AG
N/A—386,761-386,761-100%$155.9K———
BlackRock, Inc.
N/A—249,086-249,086-100%$100.3K———
Vanguard Fiduciary Trust Co
N/A—180,134-180,134-100%$72.6K———
CIBC Bancorp USA Inc.
N/A—178,241-178,241-100%$71.8K———
KMT Wealth Management, LLC
N/A—175,004-175,004-100%$70.5K———
State Street Corp
N/A—155,210-155,210-100%$62.5K———
Northern Trust Corp
N/A—93,026-93,026-100%$37.5K———
Shay Capital LLC
N/A—60,430-60,430-100%$24.3K———
CVA Family Office, LLC
N/A—58,649-58,649-100%$23.6K———
HRT Financial LP
N/A—53,933-53,933-100%$21———
Coppell Advisory Solutions LLC
N/A—50,000-50,000-100%$3.8M———
Independent Advisor Alliance
N/A—50,000-50,000-100%$20.1K———
Susquehanna International Group, LLP
N/A—46,764-46,764-100%$18.8K———
Jane Street Group, LLC
N/A—44,473-44,473-100%$17.9K———
XTX Topco Ltd
N/A—41,503-41,503-100%$16.7K———
Group One Trading LLC
N/A—27,358-27,358-100%$11.0K———
Tower Research Capital LLC (TRC)
N/A—21,840-21,840-100%$8.8K———
Toronto Dominion Bank
N/A—20,000-20,000-100%$8.1K———
Bank of America Corp
N/A—17,705-17,705-100%$7.1K———
Engineers Gate Manager LP
N/A—13,815-13,815-100%$5.6K———
Jones Financial Companies Lllp
N/A—11,270-11,270-100%$4.3K———
Raymond James Financial Inc
N/A—11,013-11,013-100%$4.4K———
Osaic Holdings, Inc.
N/A—7,041-7,041-100%$2.8K———
Vanguard Global Advisers, LLC
N/A—6,787-6,787-100%$2.7K———
Arax Advisory Partners
N/A—2,884-2,884-100%$1.2K———
Geneos Wealth Management Inc.
N/A—2,701-2,701-100%$1.1K———
N.E.W. Advisory Services LLC
N/A—1,774-1,774-100%$715———
Morgan Stanley
N/A—1,147-1,147-100%$462———
BFC Planning, Inc.
N/A—500-500-100%$201———
Steward Partners Investment Advisory, LLC
N/A—330-330-100%$133———
Rialto Wealth Management, LLC
N/A—253-253-100%$102———
Wells Fargo & Company
N/A—201-201-100%$81———
Rockefeller Capital Management L.P.
N/A—200-200-100%$81———
Royal Bank of Canada
N/A—51-51-100%$0———
Brown Brothers Harriman & Co
N/A—24-24-100%$10———
Showing 59 of 59 institutions