PSQH · Company research
PSQ Holdings, Inc. (PSQH): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53933 | 21 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CVA Family Office, LLC | 1802084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58649 | 23624 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PFG Investments, LLC | 1973224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18359 | 736 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180134 | 72594 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Calamos Advisors LLC | 1316507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200000 | 8020 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21840 | 8797 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 380778 | 153454 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 401 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 253 | 102 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13815 | 5565 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147000 | 59212 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NewEdge Wealth, LLC | 1861796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165323 | 6629 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Skaana Management L.P. | 1860998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4268 | 171 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WOLVERINE ASSET MANAGEMENT LLC | 1279891 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122871 | 4927 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 986 | 398 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 249086 | 100332 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155210 | 62519 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80914 | 22647 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324776 | 130820 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18500 | 7452 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Sage Mountain Advisors LLC | 1832274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72376 | 29153 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 81 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GSA CAPITAL PARTNERS LLP | 1362033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 589040 | 237 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Q Global Advisors, LLC | 1469589 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60000 | 2 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1989941 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115810 | 46648 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Geneos Wealth Management Inc. | 1764754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2701 | 1081 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| VR Advisory Services Ltd | 1348145 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53333 | 2139 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kingsbury Capital Investment Advisors LLC | 1927315 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175004 | 70492 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10373 | 4178 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independent Advisor Alliance | 1696899 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 20140 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| N.E.W. Advisory Services LLC | 1803456 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1774 | 715 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Meteora Capital, LLC | 1905106 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65000 | 26182 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 330 | 133 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 0 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Hudson Bay Capital Management LP | 1393825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 673474 | 27006 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 626 | 252 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93026 | 37471 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16002 | 6446 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201 | 81 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Virtu Financial LLC | 1533964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115987 | 5 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ARISTEIA CAPITAL, L.L.C. | 1080171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 192680 | 6098 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sepio Capital, LP | 1751412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1203704 | 484852 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39244 | 15807 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 605 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41503 | 16717 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18100 | 7290 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Merit Financial Group, LLC | 1621225 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93805 | 37785 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Shay Capital LLC | 1723643 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60430 | 24341 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KMT WEALTH MANAGEMENT, LLC | 2058235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175004 | 70492 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 10 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 333238 | 134293 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Capital Investment Counsel, Inc | 1418421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16230 | 6537 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CIBC Bancorp USA Inc. | 1711924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178241 | 71795 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Alyeska Investment Group, L.P. | 1453072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1526649 | 614934 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOOTHBAY FUND MANAGEMENT, LLC | 1549230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86003 | 34642 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55700 | 22280 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1208053 | 486845 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2884 | 1162 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6787 | 2735 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GROUP ONE TRADING LLC | 932540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27358 | 11020 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155210 | 62519000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93026 | 37471000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 249086 | 100332000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 81 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80 | 36 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 17 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Moors & Cabot, Inc. | 1607239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56560 | 22782 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Cassaday & Co Wealth Management LLC | 1963612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 5 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Sowell Financial Services LLC | 1633697 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265000 | 10627 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| CSS LLC/IL | 1103646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37179 | 1491 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53780 | 2157 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NorthCrest Asset Manangement, LLC | 1893159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23885 | 10366 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Clear Street Group Inc. | 1881567 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10600 | 425 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Harvest Investment Services, LLC | 1591097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 645198 | 259886 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17705 | 7117 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Coppell Advisory Solutions LLC | 1848433 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 3764023 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7041 | 2816 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51 | 0 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kingsbury Capital Investment Advisors LLC | 1927315 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36531 | 19361 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| Citigroup Inc. | 831001 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 396 | 210000 | — | — | — | May 11, 2026 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.