Palmer Square Capital BDC Ownership | Who Owns Palmer Square Capital BDC?
Palmer Square Capital BDC Ownership Summary
Palmer Square Capital BDC is owned by 49.36% institutional investors, 13.76% insiders, and 36.88% retail investors. Ov management is the largest institutional shareholder, holding 11.61% of PSBD shares. First Trust Alternative Opportunities I is the top mutual fund, with 3.51% of its assets in Palmer Square Capital BDC shares.
PSBD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Palmer Square Capital BDC | 49.36% | 13.76% | 36.88% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ov management | 3.73M | 11.61% | $36.44M |
| Mariner | 3.08M | 9.59% | $30.09M |
| 1248 management | 2.95M | 9.20% | $29.96M |
| First trust capital management | 1.29M | 4.01% | $12.59M |
| Pandi | 911.85K | 2.84% | $8.91M |
| Rivernorth capital management | 834.60K | 2.60% | $8.15M |
| Bienville capital management | 525.22K | 1.63% | $5.33M |
| Arlington partners | 510.34K | 1.59% | $4.99M |
| Two sigma investments, lp | 310.95K | 0.97% | $3.04M |
| Sunesis advisors | 298.96K | 0.93% | $2.92M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ov management | 3.73M | 74.34% | $36.44M |
| 1248 management | 2.95M | 13.89% | $29.96M |
| Arlington partners | 510.34K | 9.95% | $4.99M |
| Pandi | 911.85K | 1.46% | $8.91M |
| Sunesis advisors | 298.96K | 1.32% | $2.92M |
| Bienville capital management | 525.22K | 1.01% | $5.33M |
| First trust capital management | 1.29M | 0.66% | $12.59M |
| Rivernorth capital management | 834.60K | 0.41% | $8.15M |
| Mid-american wealth advisory group | 54.53K | 0.28% | $664.70K |
| Newgen asset management | 73.68K | 0.28% | $719.89K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mariner | 3.08M | 0.04% | 426.09K |
| Rivernorth capital management | 834.60K | 0.41% | 254.06K |
| Newgen asset management | 73.68K | 0.28% | 73.68K |
| Two sigma investments, lp | 310.95K | 0.00% | 68.55K |
| Rmb capital management | 60.00K | 0.01% | 60.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Citadel advisors | 19.52K | - | -100.49K |
| Millennium management | 13.17K | 0.00% | -99.67K |
| Umb bank, n.a. | - | - | -81.52K |
| Bank of new york mellon | - | - | -77.88K |
| Apollo management | - | - | -77.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Newgen asset management | 73.68K | 0.28% | 73.68K | $719.89K |
| Rmb capital management | 60.00K | 0.01% | 60.00K | $586.20K |
| Waterfront wealth | 42.31K | 0.08% | 42.31K | $413.40K |
| Nottingham advisors | 31.22K | 0.04% | 31.22K | $305.02K |
| Truemark investments | 19.23K | 0.04% | 19.23K | $187.86K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -1.00 |
| National bank of canada /fi/ | -47.00 |
| Newedge advisors | -1.59K |
| Cubist systematic strategies | -2.43K |
| Evolution wealth management | -5.76K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 43 | -4.44% | 15,861,930 | -2.96% | 49 | 1.90% | 20 | -13.04% | 13 | - |
| Dec 31, 2025 | 14 | -64.10% | 5,930,421 | -63.21% | 18 | 0.74% | 5 | -76.19% | 4 | -42.86% |
| Sep 30, 2025 | 14 | -53.33% | 2,200,397 | -86.45% | 6 | 0.27% | 7 | -12.50% | 1 | -92.31% |
| Jun 30, 2025 | 31 | -11.43% | 16,491,936 | -3.48% | 50 | 1.86% | 9 | -64.00% | 13 | 116.67% |
| Mar 31, 2025 | 35 | 6.06% | 16,807,807 | 22.68% | 51 | 2.92% | 25 | 19.05% | 6 | -25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| First Trust Alternative Opportunities I | 1.09M | 3.51% | - |
| First Trust Private Credit I | 124.38K | 0.40% | -41.70K |
| Accelerate Divers Crdt Inc ETF | 55.94K | 0.18% | -25.33K |
| iShares Listed Private Eq ETF USD Dist | 55.37K | 0.18% | - |
| RiverNorth Active Income ETF | 9.03K | 0.03% | - |
| Blackstone Alternative Multi-Strategy I | 900.00 | 0.00% | 100.00 |
| BlackRock MSCI ACWI ex-US IMI Index Fd A | 1.00 | - | 1.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 06, 2025 | Alaris Master Fund LP | - | Sell | $359.10K |
| Oct 22, 2025 | Alaris Master Fund LP | - | Sell | $6.69M |
| Mar 21, 2025 | Bloomfield Matthew L | President | Buy | $10.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q1 | 1 | - |
PSBD Ownership FAQ
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