Palmer Square Capital BDC Ownership | Who Owns Palmer Square Capital BDC?
Palmer Square Capital BDC Ownership Summary
Palmer Square Capital BDC is owned by 50.76% institutional investors, 13.98% insiders, and 35.27% retail investors. Ov management is the largest institutional shareholder, holding 11.96% 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 | 50.76% | 13.98% | 35.27% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Asset Management Stocks | 47.59% | 11.88% | 40.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Ov management | 3.73M | 11.96% | $38.87M |
| 1248 management | 3.19M | 10.22% | $34.45M |
| Mariner | 3.16M | 10.13% | $32.93M |
| First trust capital management | 1.29M | 4.13% | $13.42M |
| Pandi | 911.85K | 2.92% | $9.50M |
| Bank of america corp /de/ | 669.63K | 2.15% | $6.98M |
| Arlington partners | 510.34K | 1.64% | $5.32M |
| Bienville capital management | 425.38K | 1.36% | $4.62M |
| Sunesis advisors | 298.96K | 0.96% | $3.12M |
| Hennion & walsh asset management | 198.06K | 0.64% | $2.06M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ov management | 3.73M | 72.59% | $38.87M |
| 1248 management | 3.19M | 13.47% | $34.45M |
| Arlington partners | 510.34K | 9.60% | $5.32M |
| Pandi | 911.85K | 1.44% | $9.50M |
| Sunesis advisors | 298.96K | 1.29% | $3.12M |
| Smh capital advisors | 19.45K | 0.79% | $202.64K |
| First trust capital management | 1.29M | 0.78% | $13.42M |
| Newgen asset management | 154.54K | 0.66% | $1.61M |
| Bienville capital management | 425.38K | 0.62% | $4.62M |
| Palliser capital (uk) | 88.03K | 0.49% | $917.25K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 1248 management | 3.19M | 13.47% | 231.99K |
| Squarepoint ops | 130.70K | 0.00% | 130.70K |
| Bank of america corp /de/ | 669.63K | 0.00% | 92.70K |
| Palliser capital (uk) | 88.03K | 0.49% | 88.03K |
| Newgen asset management | 154.54K | 0.66% | 80.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rivernorth capital management | - | - | -834.60K |
| Two sigma investments, lp | 186.52K | 0.00% | -124.44K |
| Bienville capital management | 425.38K | 0.62% | -99.84K |
| Umb bank, n.a. | - | - | -81.52K |
| Renaissance | 75.10K | 0.00% | -80.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Squarepoint ops | 130.70K | 0.00% | 130.70K | $1.36M |
| Palliser capital (uk) | 88.03K | 0.49% | 88.03K | $917.25K |
| Hrt financial lp | 28.57K | 0.00% | 28.57K | $297.00K |
| Smh capital advisors | 19.45K | 0.79% | 19.45K | $202.64K |
| Global retirement partners | 1.03K | 0.00% | 1.03K | $10.78K |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -1.00 |
| Jpmorgan chase | -40.00 |
| National bank of canada /fi/ | -47.00 |
| International assets investment management | -400.00 |
| Newedge advisors | -1.59K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 42 | -4.55% | 15,829,749 | -3.71% | 50 | 1.83% | 24 | 14.29% | 8 | -38.46% |
| 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% |
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 | 87.17K | 0.28% | 29.72K |
| iShares Listed Private Eq ETF USD Dist | 58.42K | 0.19% | - |
| 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 |
|---|---|---|---|---|
| Jul 07, 2026 | Bicknell Martin C | - | Buy | $224.94K |
| Jul 06, 2026 | Bicknell Martin C | - | Buy | $422.40K |
| Jul 01, 2026 | Bicknell Martin C | - | Buy | $422.80K |
| Jul 02, 2026 | Bicknell Martin C | - | Buy | $422.00K |
| May 29, 2026 | Bicknell Martin C | - | Buy | $163.05K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 4 | - |
| 2026 Q2 | 3 | - |
| 2025 Q4 | - | 2 |
| 2025 Q1 | 1 | - |
PSBD Ownership FAQ
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