Parnassus Core Select ETF (PRCS)

CUSIP: 701769507 | NYSE | 45 institutional holders

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Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC619,847

0.0% of portfolio$17.7M

Cambridge Investment Research Advisors, Inc.321,566

0.0% of portfolio$9.2K

Frontier Asset Management, LLC262,784

1.4% of portfolio$7.5M

Allegheny Financial Group203,778

0.6% of portfolio$5.8M

Financial Insights, Inc.92,643

0.7% of portfolio$2.7M

Signature Estate & Investment Advisors LLC25,465

0.0% of portfolio$728.6K

Ethic Inc.22,912

0.0% of portfolio$655.5K

Balefire, LLC16,876

0.1% of portfolio$482.8K

Arete Wealth Advisors, LLC15,276

0.0% of portfolio$438.6K

Perigon Wealth Management, LLC13,768

0.0% of portfolio$393.9K

Asset One Wealth Management LLC11,843

0.0% of portfolio$338.8K

Aprio Wealth Management, LLC10,373

0.0% of portfolio$296.8K

Apella Capital, LLC9,996

0.0% of portfolio$291.9K

Davenport & Co LLC9,546

0.0% of portfolio$273.1K

Kestra Advisory Services, LLC9,488

0.0% of portfolio$271.5K

Creative Planning9,460

0.0% of portfolio$270.7K

Natural Investments, LLC9,315

0.1% of portfolio$266.5K

Sankala Group LLC380

0.0% of portfolio$10.9K

Portfolio Resources Advisor Group, Inc.250

0.0% of portfolio$7.2K

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	619,847	$17.7M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Cambridge Investment Research Advisors, Inc.	321,566	$9.2K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Frontier Asset Management, LLC	262,784	$7.5M	1.4%	ETF	Low	Sheridan, WY	2026-10-28
Allegheny Financial Group	203,778	$5.8M	0.6%	Core	Very Low	Pittsburgh, PA	2026-11-05
Financial Insights, Inc.	92,643	$2.7M	0.7%	ETF	Low	Tacoma, WA	2026-10-27
Signature Estate & Investment Advisors LLC	25,465	$728.6K	0.0%	ETF	Medium	Los Angeles, CA	2026-10-13
Ethic Inc.	22,912	$655.5K	0.0%	Core	Low	New York, NY	2026-11-03
Balefire, LLC	16,876	$482.8K	0.1%	ETF	Medium	Dallas, TX	2026-10-09
Arete Wealth Advisors, LLC	15,276	$438.6K	0.0%	Core	Medium	Chicago, IL	2026-11-09
Perigon Wealth Management, LLC	13,768	$393.9K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Asset One Wealth Management LLC	11,843	$338.8K	0.0%	Growth	Low	Bellevue, WA	2026-11-02
Aprio Wealth Management, LLC	10,373	$296.8K	0.0%	ETF	Medium	Atlanta, GA	2026-10-28
Apella Capital, LLC	9,996	$291.9K	0.0%	ETF	Very Low	West Hartford, CT	2026-10-08
Davenport & Co LLC	9,546	$273.1K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Kestra Advisory Services, LLC	9,488	$271.5K	0.0%	Index	Low	Austin, TX	2026-11-02
Creative Planning	9,460	$270.7K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Natural Investments, LLC	9,315	$266.5K	0.1%	Core	Medium	Windsor, CA	2026-11-06
Sankala Group LLC	380	$10.9K	0.0%	ETF	Low	Lyons, CO	2026-11-09
Portfolio Resources Advisor Group, Inc.	250	$7.2K	0.0%	ETF	Medium	Coral Gables, FL	2026-10-20