22 tracked 13F filers disclose a position in PSQO as of the latest SEC 13F filings, a combined $171.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Prime Capital Investment Advisors, LLC | $49.5M | 2.4M | ▲+0.3% Added · +8K sh | Q2 2026 | |
| 2 | ATWOOD & PALMER INC | $42.4M | 2.0M | ▲+1.5% Added · +30K sh | Q2 2026 | |
| 3 | Mariner, LLC | $25.7M | 1.3M | ▲+43% Added · +375K sh | Q1 2026 | |
| 4 | Advisory Resource Group | $20.0M | 970K | ▲+2.1% Added · +20K sh | Q2 2026 | |
| 5 | LAKE STREET PRIVATE WEALTH, LLC | $13.8M | 669K | ▼−7.7% Reduced · −56K sh | Q2 2026 | |
| 6 | Providence Financial Advisors, LLC | $10.8M | 521K | ▲+2.4% Added · +12K sh | Q2 2026 | |
| 7 | BlackDiamond Wealth Management, LLC | $2.0M | 98K | ▲+12% Added · +10K sh | Q2 2026 | |
| 8 | Accurate Wealth Management, LLC | $1.6M | 77K | ▲+4.2% Added · +3K sh | Q2 2026 | |
| 9 | Savvy Advisors, Inc. | $1.3M | 66K | ▲+5.2% Added · +3K sh | Q1 2026 | |
| 10 | OneDigital Investment Advisors LLC | $699K | 34K | ▼−3.5% Reduced · −1K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $633K | 31K | ▲New +31K sh | Q1 2026 | |
| 12 | AE Wealth Management LLC | $583K | 28K | ▲New +28K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $373K | 18K | ▼−40% Reduced · −12K sh | Q1 2026 | |
| 14 | Crusonia Wealth Advisors LLC | $358K | 17K | ▲New +17K sh | Q2 2026 | |
| 15 | ENDEAVOR PRIVATE WEALTH, INC. | $338K | 16K | ▲+20% Added · +3K sh | Q2 2026 | |
| 16 | Navis Wealth Advisors, LLC | $259K | 13K | ▲New +13K sh | Q1 2026 | |
| 17 | MGO ONE SEVEN LLC | $205K | 10K | ▼−0.4% Reduced · −40 sh | Q2 2026 | |
| 18 | Dynamic Advisor Solutions LLC | $202K | 10K | ▲New +10K sh | Q2 2026 | |
| 19 | Fairway Wealth LLC | $54K | 3K | ▲New +3K sh | Q2 2026 | |
| 20 | FAS Wealth Partners, Inc. | $53K | 3K | ▲+1.2% Added · +30 sh | Q2 2026 | |
| 21 | JPMORGAN CHASE & CO | $40K | 2K | ▲New +2K sh | Q1 2026 | |
| 22 | Farther Finance Advisors, LLC | $16K | 785 | ▲+52% Added · +268 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in PSQO and 5 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $1.6B |
| APPLE INCAAPL | 8 funds | $1.1B |
| VANGUARD S&P 500 ETFVOO | 8 funds | $976.5M |
| NVIDIA CORPNVDA | 8 funds | $975.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 8 funds | $596.1M |
| MICROSOFT CORPMSFT | 8 funds | $522.6M |
| ISHARES CORE U.S. AGGREGATEAGG | 8 funds | $494.0M |
| AMAZON.COM INCAMZN | 8 funds | $446.9M |
| ALPHABET INC-CL AGOOGL | 8 funds | $386.5M |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $379.7M |
| ALPHABET INC-CL CGOOG | 8 funds | $346.5M |
| BROADCOM INCAVGO | 8 funds | $320.5M |
Ranked by how many of PSQO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PSQOthis pageFUND | 22 funds | $171.0M |
| PSQAETF | 21 funds | $82.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for PSQO
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PSQO/capital-change-brief"
Use Arkolith's capital_change_brief for PSQO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for PSQO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.