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Palmer Square Capital BDC in (PSBD)

CUSIP: 69702V107 | NYSE | Financial Services · Asset Management | Small Cap | 88 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AAlaris Master Fund LP1,518,2224.9%Newly reportedJun 30, 2026No 13F filer matched
13G/AAlaris Master Fund LP1,518,222
4.9% of class · Jun 30, 2026

Institutional Holders — Q3 2026

Arlington Partners LLC510,344
7.7% of portfolio›$5.0M
Opal Wealth Advisors, LLC175,728
0.4% of portfolio›$1.7M
Hennion & Walsh Asset Management, Inc.147,128
0.0% of portfolio›$1.5M
Thor Investment Management Inc77,731
0.4% of portfolio›$768.8K
Advisor OS, LLC67,395
0.0% of portfolio›$666.5K
UMB Private Wealth Management, LLC64,522
0.6% of portfolio›$638.1K
Waterfront Wealth Inc.43,261
0.1% of portfolio›$414.4K
Nottingham Advisors, Inc.42,211
0.1% of portfolio›$416.6K
Clear Harbor Asset Management, LLC32,042
0.0% of portfolio›$316.9K
Creative Planning20,287
0.0% of portfolio›$200.6K
AlphaCentric Advisors LLC20,000
0.2% of portfolio›$197.8K
Catalyst Capital Advisors LLC19,447
0.0% of portfolio›$192.3K
SMH Capital Advisors Inc19,447
0.7% of portfolio›$192.3K
Confluence Investment Management LLC17,481
0.0% of portfolio›$172.9K
Altfest L J & Co Inc12,202
0.0% of portfolio›$120.7K
Arlington Trust Co LLC5,198
0.0% of portfolio›$51.4K
Caitong International Asset Management Co., Ltd16
0.0% of portfolio›$158
Citigroup Inc1
0.0% of portfolio›$10
StyleTurnoverLocationFiled
Arlington Partners LLC
510,344$5.0M7.7%ETFMediumBirmingham, AL2026-10-20
Opal Wealth Advisors, LLC
175,728$1.7M0.4%ETFLowJericho, NY2026-10-16
Hennion & Walsh Asset Management, Inc.
147,128$1.5M0.0%ValueMediumParsippany, NJ2026-10-13
Thor Investment Management Inc
77,731$768.8K0.4%ValueLowCincinnati, OH2026-10-13
Advisor OS, LLC
67,395$666.5K0.0%ETFMediumChicago, IL2026-11-03
UMB Private Wealth Management, LLC
64,522$638.1K0.6%GrowthN/AKansas City, MO2026-10-19
Waterfront Wealth Inc.
43,261$414.4K0.1%ValueLowOverland Park, KS2026-11-03
Nottingham Advisors, Inc.
42,211$416.6K0.1%ETFLowAmherst, NY2026-10-29
Clear Harbor Asset Management, LLC
32,042$316.9K0.0%CoreLowStamford, CT2026-11-05
Creative Planning
20,287$200.6K0.0%IndexVery LowOverland Park, KS2026-11-02
AlphaCentric Advisors LLC
20,000$197.8K0.2%CoreHighSan Juan, PR2026-11-03
Catalyst Capital Advisors LLC
19,447$192.3K0.0%ETFVery LowSan Juan, PR2026-11-02
SMH Capital Advisors Inc
19,447$192.3K0.7%YieldMediumFort Worth, TX2026-10-29
Confluence Investment Management LLC
17,481$172.9K0.0%ValueMediumSt. Louis, MO2026-10-01
Altfest L J & Co Inc
12,202$120.7K0.0%ETFHighNew York, NY2026-10-27
Arlington Trust Co LLC
5,198$51.4K0.0%ETFMediumBirmingham, AL2026-10-20
Caitong International Asset Management Co., Ltd
16$1580.0%GrowthVery HighHong Kong, South Korea2026-10-29
Citigroup Inc
1$100.0%CoreMediumNew York, NY2026-11-04
Newly reported
No 13F filer matched