IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Plmr SQ Senior Debt ETF (PSQA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Firethorn Wealth Partners, LLC
INCREASED
Shares204,914 from 193,652
Change+11,262 (+6%)
Value$4.2M (+$253.0K)
Filed 2026-10-14
Ignite Planners, LLC
DECREASED
Shares161,360 from 266,788
Change-105,428 (-40%)
Value$3.3M (-$2.1M)
Filed 2026-10-14
Canvas Wealth Advisors, LLC
INCREASED
Shares48,412 from 44,793
Change+3,619 (+8%)
Value$1.0M (+$84.2K)
Filed 2026-11-02
Partners Wealth Management, LLC
NEW
Shares28,193
Change+28,193
Value$579.9K
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares24,868 from 22,521
Change+2,347 (+10%)
Value$511.5K (+$50.8K)
Filed 2026-10-28
Endeavor Private Wealth, Inc.
INCREASED
Shares17,464 from 16,488
Change+976 (+6%)
Value$359.2K (+$21.9K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares15,888 from 14,546
Change+1,342 (+9%)
Value$326.7K (+$28.5K)
Filed 2026-10-13
Orgel Wealth Management, LLC
CLOSED
Shares0 from 48,662
Change-48,662 (-100%)
Value$0 (-$995.6K)
Filed 2026-10-14
Farther Finance Advisors, LLC
CLOSED
Shares0 from 18,153
Change-18,153 (-100%)
Value$0 (-$371.4K)
Filed 2026-10-08
Fairway Wealth LLC
CLOSED
Shares0 from 2,600
Change-2,600 (-100%)
Value$0 (-$53.2K)
Filed 2026-10-30
Mariner, LLC
N/A
Shares— from 3,747,220
Change-3,747,220 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 264,731
Change-264,731 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 238,974
Change-238,974 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 231,679
Change-231,679 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 200,479
Change-200,479 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 96,816
Change-96,816 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 32,788
Change-32,788 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 27,178
Change-27,178 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 20,594
Change-20,594 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,406
Change-4,406 (-100%)
Value—
Status
Firethorn Wealth Partners, LLC
INCREASED204,914193,652+11,262+6%$4.0M$4.2M+$253.0K2026-10-14
Ignite Planners, LLC
DECREASED161,360266,788-105,428-40%$5.4M$3.3M-$2.1M2026-10-14
Canvas Wealth Advisors, LLC
INCREASED48,41244,793+3,619+8%$916.5K$1.0M+$84.2K2026-11-02
Partners Wealth Management, LLC
NEW28,193—+28,193——$579.9K—2026-10-28
MGO One Seven LLC
INCREASED24,86822,521+2,347+10%$460.8K$511.5K+$50.8K2026-10-28
Endeavor Private Wealth, Inc.
INCREASED17,46416,488+976+6%$337.3K$359.2K+$21.9K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED15,88814,546+1,342+9%$298.2K$326.7K+$28.5K2026-10-13
Orgel Wealth Management, LLC
CLOSED048,662-48,662-100%$995.6K$0-$995.6K2026-10-14
Farther Finance Advisors, LLC
CLOSED018,153-18,153-100%$371.4K$0-$371.4K2026-10-08
Fairway Wealth LLC
CLOSED02,600-2,600-100%$53.2K$0-$53.2K2026-10-30
Mariner, LLC
N/A—3,747,220-3,747,220-100%$76.7M———
AE Wealth Management LLC
N/A—264,731-264,731-100%$5.4M———
Providence Financial Advisors, LLC
N/A—238,974-238,974-100%$4.9M———
Arax Advisory Partners
N/A—231,679-231,679-100%$4.7M———
FAS Wealth Partners, Inc.
N/A—200,479-200,479-100%$4.1M———
OneDigital Investment Advisors LLC
N/A—96,816-96,816-100%$2.0M———
Jane Street Group, LLC
N/A—32,788-32,788-100%$670.8K———
JPMorgan Chase & Co
N/A—27,178-27,178-100%$555.8K———
Bull Harbor Capital LLC
N/A—20,594-20,594-100%$421.4K———
Wells Fargo & Company
N/A—4,406-4,406-100%$90.1K———
Showing 20 of 20 institutions