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DaveManuel.com · Institutional Ownership · Who Owns It

PSQ HOLDINGS INC (PSQH)

Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.

69
Reporting holders
$3.6M
Reported value
257.0%
Of shares outstanding
3.1%
Calls
0.2%
Puts
-2
Holder change

Institutions report 8,650,878 shares against 3,365,783 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Coppell Advisory Solutions LLC$3.8M50,000?0.31%new
Alyeska Investment Group, L.P.$614.9K1,526,6490.00%12qHELD
VANGUARD CAPITAL MANAGEMENT LLC$486.8K1,208,0530.00%2q+5.4%+$24.8K
Sepio Capital, LP$484.9K1,203,7040.02%5qHELD
Harvest Investment Services, LLC$259.9K645,1980.04%8q-2.4%-$6.3K
GSA CAPITAL PARTNERS LLP$237.0K589,0400.01%newNEW
GEODE CAPITAL MANAGEMENT, LLC$164.1K407,2200.00%12q-18.0%-$35.9K
UBS Group AG$155.9K386,7610.00%11q+80.0%+$69.3K
Corient Private Wealth LP$130.8K324,7760.00%5q+18.2%+$20.1K
BlackRock, Inc.$100.3K249,0860.00%8q-29.0%-$40.9K
VANGUARD FIDUCIARY TRUST CO$72.6K180,1340.00%2qHELD
CIBC Bancorp USA Inc.$71.8K178,2410.00%2qHELD
Kingsbury Capital Investment Advisors LLC$70.5K175,0040.06%2q+379.1%+$55.8K
KMT WEALTH MANAGEMENT, LLC$70.5K175,0040.06%newNEW
CITADEL ADVISORS LLC$66.4K CALL+PUToptions only0.00%7qOPTIONS
STATE STREET CORP$62.5K155,2100.00%11qHELD
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$46.6K115,8100.01%12qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$41.1K
incl. $22.3K options CALL
46,7640.00%12qHELD
Merit Financial Group, LLC$37.8K93,8050.00%6qHELD
NORTHERN TRUST CORP$37.5K93,0260.00%12q+43.6%+$11.4K
JANE STREET GROUP, LLC$31.7K
incl. $13.8K options CALL
44,4730.00%7q+52.1%+$10.9K
Cygnus Capital Advisors, LLC$31.0K76,0000.02%newNEW
Sage Mountain Advisors LLC$29.2K72,3760.00%12qHELD
Meteora Capital, LLC$26.2K65,0000.00%newNEW
Shay Capital LLC$24.3K60,4300.00%6q+9.2%+$2.0K
CVA Family Office, LLC$23.6K58,6490.00%4qHELD
Moors & Cabot, Inc.$22.8K56,5600.00%2q+76.7%+$9.9K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$22.6K80,9140.00%2q+41.9%+$6.7K
HRT FINANCIAL LP$21.0K53,9330.00%3q+175.9%+$13.4K
Independent Advisor Alliance$20.1K50,0000.00%newNEW
XTX Topco Ltd$16.7K41,5030.00%6q-62.8%-$28.2K
GROUP ONE TRADING LLC$12.0K
incl. $1.0K options CALL+PUT
27,3580.00%3q+263.7%+$8.7K
NorthCrest Asset Manangement, LLC$10.4K23,8850.00%newNEW
Tower Research Capital LLC (TRC)$8.8K21,8400.00%7q-35.7%-$4.9K
TORONTO DOMINION BANK$8.1K20,0000.00%7qHELD
IMC-Chicago, LLC$7.5K CALLoptions only0.00%2qOPTIONS
SIMPLEX TRADING, LLC$7.3K CALLoptions only0.00%12qOPTIONS
BANK OF AMERICA CORP /DE/$7.1K17,7050.00%12q-2.7%
Capital Investment Counsel, Inc$6.5K16,2300.00%newNEW
LPL Financial LLC$6.4K16,0020.00%12qHELD
SBI Securities Co., Ltd.$6.1K15,2440.00%newNEW
Engineers Gate Manager LP$5.6K13,8150.00%3q-11.3%
RAYMOND JAMES FINANCIAL INC$4.4K11,0130.00%newNEW
JONES FINANCIAL COMPANIES LLLP$4.3K11,2700.00%8q+1.3%
Legacy Financial Group LLC$4.1K10,1460.00%newNEW
OSAIC HOLDINGS, INC.$2.8K7,0410.00%12q+131.5%+$1.6K
Vanguard Global Advisers, LLC$2.7K6,7870.00%2qHELD
PNC Financial Services Group, Inc.$1.8K4,4680.00%12qHELD
Arax Advisory Partners$1.2K2,8840.00%5q+760.9%+$1.0K
Geneos Wealth Management Inc.$1.1K2,7010.00%3qHELD
EverSource Wealth Advisors, LLC$7341,8220.00%newNEW
N.E.W. Advisory Services LLC$7151,7740.00%6q+12.7%
MORGAN STANLEY$4621,1470.00%12q+3.9%
Allworth Financial LP$3989860.00%11qHELD
BARCLAYS PLC$2736770.00%2q-98.6%-$19.9K
BFC Planning, Inc.$2015000.00%4qHELD
Steward Partners Investment Advisory, LLC$1333300.00%12qHELD
Rialto Wealth Management, LLC$1022530.00%4qHELD
AdvisorNet Financial, Inc$942330.00%newNEW
Winch Advisory Services, LLC$892200.00%12qHELD
WELLS FARGO & COMPANY/MN$812010.00%12q-88.2%
Rockefeller Capital Management L.P.$812000.00%4qHELD
Farther Finance Advisors, LLC$561390.00%6qHELD
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$36800.00%3qHELD
BROWN BROTHERS HARRIMAN & CO$10240.00%newNEW
Bogart Wealth, LLC$7170.00%newNEW
Cassaday & Co Wealth Management LLC$5110.00%newNEW
ROYAL BANK OF CANADA$0510.00%12q-85.1%
FNY Investment Advisers, LLC$05000.00%newNEW
Caitong International Asset Management Co., Ltd$010.00%6qHELD

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-08-142026-08-13Material agreement enteredfiling
2026-08-142026-04-01Directors or officers departed or appointedfiling
2026-08-142026-01-27Directors or officers departed or appointedfiling

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20269$691.8K135,1588010.0%
Q2 202669$3.6M8,650,8781616103.3%
Q1 202671$4.3M7,838,2121212204.2%
Q4 202572$12.9M11,230,52312131810.3%
Q3 202572$22.4M10,414,42012181711.3%
Q2 202572$24.4M10,667,26114261110.5%
Q1 202574$21.8M7,222,7251714924.4%
Q4 202475$44.3M6,621,2372711732.3%
Q3 202453$10.7M3,904,697781010.6%
Q2 202457$15.1M3,493,489571312.8%
Q1 202458$21.5M3,510,4451111612.7%
Q4 202357$20.8M3,539,548179810.8%
Q3 202350$37.4M3,503,771530014.8%
Q2 20231$249.3K24,2741000.0%