Plmr SQ Credit OPP ETF (PSQO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Prime Capital Investment Advisors, LLC

INCREASED

Shares2,511,479 from 2,393,248

Change+118,231 (+5%)

Value$51.6M (+$2.2M)

Filed 2026-10-20

Atwood & Palmer Inc

INCREASED

Shares2,153,188 from 2,048,978

Change+104,210 (+5%)

Value$44.3M (+$1.9M)

Filed 2026-10-08

Advisory Resource Group

INCREASED

Shares1,120,047 from 969,639

Change+150,408 (+16%)

Value$23.0M (+$3.0M)

Filed 2026-10-26

Lake Street Private Wealth, LLC

INCREASED

Shares718,580 from 669,005

Change+49,575 (+7%)

Value$14.8M (+$945.6K)

Filed 2026-10-22

Accurate Wealth Management, LLC

INCREASED

Shares84,131 from 77,039

Change+7,092 (+9%)

Value$1.7M (+$137.2K)

Filed 2026-10-20

Crusonia Wealth Advisors LLC

INCREASED

Shares54,204 from 17,340

Change+36,864 (+213%)

Value$1.1M (+$756.0K)

Filed 2026-10-26

Wavvest Wealth LLC

NEW

Shares34,736

Change+34,736

Value$714.2K

Filed 2026-10-21

Downshift Financial, LLC

INCREASED

Shares152 from 132

Change+20 (+15%)

Value$3.1K (+$397)

Filed 2026-10-13

MGO One Seven LLC

CLOSED

Shares0 from 9,895

Change-9,895 (-100%)

Value$0 (-$204.5K)

Filed 2026-10-28

Dynamic Advisor Solutions LLC

CLOSED

Shares0 from 9,778

Change-9,778 (-100%)

Value$0 (-$202.1K)

Filed 2026-10-13

Fairway Wealth LLC

CLOSED

Shares0 from 2,603

Change-2,603 (-100%)

Value$0 (-$53.8K)

Filed 2026-10-30

Farther Finance Advisors, LLC

CLOSED

Shares0 from 859

Change-859 (-100%)

Value$0 (-$17.8K)

Filed 2026-10-08

Mariner, LLC

N/A

Shares— from 1,687,239

Change-1,687,239 (-100%)

Value—

Providence Financial Advisors, LLC

N/A

Shares— from 521,161

Change-521,161 (-100%)

Value—

BlackDiamond Wealth Management, LLC

N/A

Shares— from 97,572

Change-97,572 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 88,486

Change-88,486 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 73,091

Change-73,091 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 34,065

Change-34,065 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 30,461

Change-30,461 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 20,013

Change-20,013 (-100%)

Value—

Endeavor Private Wealth, Inc.

N/A

Shares— from 16,359

Change-16,359 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13,104

Change-13,104 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 2,555

Change-2,555 (-100%)

Value—

	Status
Prime Capital Investment Advisors, LLC	INCREASED	2,511,479	2,393,248	+118,231	+5%	$49.5M	$51.6M	+$2.2M	2026-10-20
Atwood & Palmer Inc	INCREASED	2,153,188	2,048,978	+104,210	+5%	$42.4M	$44.3M	+$1.9M	2026-10-08
Advisory Resource Group	INCREASED	1,120,047	969,639	+150,408	+16%	$20.0M	$23.0M	+$3.0M	2026-10-26
Lake Street Private Wealth, LLC	INCREASED	718,580	669,005	+49,575	+7%	$13.8M	$14.8M	+$945.6K	2026-10-22
Accurate Wealth Management, LLC	INCREASED	84,131	77,039	+7,092	+9%	$1.6M	$1.7M	+$137.2K	2026-10-20
Crusonia Wealth Advisors LLC	INCREASED	54,204	17,340	+36,864	+213%	$358.4K	$1.1M	+$756.0K	2026-10-26
Wavvest Wealth LLC	NEW	34,736	—	+34,736	—	—	$714.2K	—	2026-10-21
Downshift Financial, LLC	INCREASED	152	132	+20	+15%	$2.7K	$3.1K	+$397	2026-10-13
MGO One Seven LLC	CLOSED	0	9,895	-9,895	-100%	$204.5K	$0	-$204.5K	2026-10-28
Dynamic Advisor Solutions LLC	CLOSED	0	9,778	-9,778	-100%	$202.1K	$0	-$202.1K	2026-10-13
Fairway Wealth LLC	CLOSED	0	2,603	-2,603	-100%	$53.8K	$0	-$53.8K	2026-10-30
Farther Finance Advisors, LLC	CLOSED	0	859	-859	-100%	$17.8K	$0	-$17.8K	2026-10-08
Mariner, LLC	N/A	—	1,687,239	-1,687,239	-100%	$34.9M	—	—	—
Providence Financial Advisors, LLC	N/A	—	521,161	-521,161	-100%	$10.8M	—	—	—
BlackDiamond Wealth Management, LLC	N/A	—	97,572	-97,572	-100%	$2.0M	—	—	—
AE Wealth Management LLC	N/A	—	88,486	-88,486	-100%	$1.8M	—	—	—
Savvy Advisors, Inc.	N/A	—	73,091	-73,091	-100%	$1.5M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	34,065	-34,065	-100%	$704.1K	—	—	—
Goldman Sachs Group Inc	N/A	—	30,461	-30,461	-100%	$629.6K	—	—	—
Navis Wealth Advisors, LLC	N/A	—	20,013	-20,013	-100%	$413.7K	—	—	—
Endeavor Private Wealth, Inc.	N/A	—	16,359	-16,359	-100%	$338.1K	—	—	—
JPMorgan Chase & Co	N/A	—	13,104	-13,104	-100%	$271.2K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	2,555	-2,555	-100%	$52.8K	—	—	—

Showing 23 of 23 institutions