Parnassus Core Select ETF (PRCS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Commonwealth Equity Services, LLC

DECREASED

Shares619,847 from 625,122

Change-5,275 (-1%)

Value$17.7M (-$266.1K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares321,566 from 302,652

Change+18,914 (+6%)

Value$9.2K (-$8.7M)

Filed 2026-11-02

Frontier Asset Management, LLC

NEW

Shares262,784

Change+262,784

Value$7.5M

Filed 2026-10-28

Allegheny Financial Group

INCREASED

Shares203,778 from 201,071

Change+2,707 (+1%)

Value$5.8M (+$40.4K)

Filed 2026-11-05

Financial Insights, Inc.

INCREASED

Shares92,643 from 82,368

Change+10,275 (+12%)

Value$2.7M (+$278.8K)

Filed 2026-10-27

Signature Estate & Investment Advisors LLC

NEW

Shares25,465

Change+25,465

Value$728.6K

Filed 2026-10-13

Ethic Inc.

DECREASED

Shares22,912 from 23,516

Change-604 (-3%)

Value$655.5K (-$21.6K)

Filed 2026-11-03

Balefire, LLC

NEW

Shares16,876

Change+16,876

Value$482.8K

Filed 2026-10-09

Arete Wealth Advisors, LLC

NEW

Shares15,276

Change+15,276

Value$438.6K

Filed 2026-11-09

Perigon Wealth Management, LLC

NEW

Shares13,768

Change+13,768

Value$393.9K

Filed 2026-10-22

Asset One Wealth Management LLC

UNCHANGED

Shares11,843 from 11,843

Change0 (0%)

Value$338.8K (-$2.1K)

Filed 2026-11-02

Aprio Wealth Management, LLC

NEW

Shares10,373

Change+10,373

Value$296.8K

Filed 2026-10-28

Apella Capital, LLC

INCREASED

Shares9,996 from 9,865

Change+131 (+1%)

Value$291.9K (+$11.1K)

Filed 2026-10-08

Davenport & Co LLC

UNCHANGED

Shares9,546 from 9,546

Change0 (0%)

Value$273.1K (-$1.8K)

Filed 2026-10-14

Kestra Advisory Services, LLC

DECREASED

Shares9,488 from 10,569

Change-1,081 (-10%)

Value$271.5K (-$32.9K)

Filed 2026-11-02

Creative Planning

NEW

Shares9,460

Change+9,460

Value$270.7K

Filed 2026-11-02

Natural Investments, LLC

INCREASED

Shares9,315 from 9,103

Change+212 (+2%)

Value$266.5K (+$4.5K)

Filed 2026-11-06

Sankala Group LLC

UNCHANGED

Shares380 from 380

Change0 (0%)

Value$10.9K (-$142)

Filed 2026-11-09

Portfolio Resources Advisor Group, Inc.

NEW

Shares250

Change+250

Value$7.2K

Filed 2026-10-20

Brown Brothers Harriman & Co

N/A

Shares— from 507,989

Change-507,989 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 174,427

Change-174,427 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 129,984

Change-129,984 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 92,243

Change-92,243 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 88,274

Change-88,274 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 42,042

Change-42,042 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 38,143

Change-38,143 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 34,870

Change-34,870 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 34,435

Change-34,435 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 34,435

Change-34,435 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 16,932

Change-16,932 (-100%)

Value—

Sittner & Nelson, LLC

N/A

Shares— from 13,950

Change-13,950 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 13,261

Change-13,261 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 13,065

Change-13,065 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 11,691

Change-11,691 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 7,066

Change-7,066 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,002

Change-2,002 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 106

Change-106 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	DECREASED	619,847	625,122	-5,275	-1%	$18.0M	$17.7M	-$266.1K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	321,566	302,652	+18,914	+6%	$8.7M	$9.2K	-$8.7M	2026-11-02
Frontier Asset Management, LLC	NEW	262,784	—	+262,784	—	—	$7.5M	—	2026-10-28
Allegheny Financial Group	INCREASED	203,778	201,071	+2,707	+1%	$5.8M	$5.8M	+$40.4K	2026-11-05
Financial Insights, Inc.	INCREASED	92,643	82,368	+10,275	+12%	$2.4M	$2.7M	+$278.8K	2026-10-27
Signature Estate & Investment Advisors LLC	NEW	25,465	—	+25,465	—	—	$728.6K	—	2026-10-13
Ethic Inc.	DECREASED	22,912	23,516	-604	-3%	$677.1K	$655.5K	-$21.6K	2026-11-03
Balefire, LLC	NEW	16,876	—	+16,876	—	—	$482.8K	—	2026-10-09
Arete Wealth Advisors, LLC	NEW	15,276	—	+15,276	—	—	$438.6K	—	2026-11-09
Perigon Wealth Management, LLC	NEW	13,768	—	+13,768	—	—	$393.9K	—	2026-10-22
Asset One Wealth Management LLC	UNCHANGED	11,843	11,843	0	0%	$341.0K	$338.8K	-$2.1K	2026-11-02
Aprio Wealth Management, LLC	NEW	10,373	—	+10,373	—	—	$296.8K	—	2026-10-28
Apella Capital, LLC	INCREASED	9,996	9,865	+131	+1%	$280.8K	$291.9K	+$11.1K	2026-10-08
Davenport & Co LLC	UNCHANGED	9,546	9,546	0	0%	$274.9K	$273.1K	-$1.8K	2026-10-14
Kestra Advisory Services, LLC	DECREASED	9,488	10,569	-1,081	-10%	$304.3K	$271.5K	-$32.9K	2026-11-02
Creative Planning	NEW	9,460	—	+9,460	—	—	$270.7K	—	2026-11-02
Natural Investments, LLC	INCREASED	9,315	9,103	+212	+2%	$262.0K	$266.5K	+$4.5K	2026-11-06
Sankala Group LLC	UNCHANGED	380	380	0	0%	$11.1K	$10.9K	-$142	2026-11-09
Portfolio Resources Advisor Group, Inc.	NEW	250	—	+250	—	—	$7.2K	—	2026-10-20
Brown Brothers Harriman & Co	N/A	—	507,989	-507,989	-100%	$14.6M	—	—	—
Cerity Partners LLC	N/A	—	174,427	-174,427	-100%	$5.0M	—	—	—
Raymond James Financial Inc	N/A	—	129,984	-129,984	-100%	$3.7M	—	—	—
HighTower Advisors, LLC	N/A	—	92,243	-92,243	-100%	$2.7M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	88,274	-88,274	-100%	$2.5M	—	—	—
GTS Securities LLC	N/A	—	42,042	-42,042	-100%	$1.2M	—	—	—
Mutual Advisors, LLC	N/A	—	38,143	-38,143	-100%	$1.1M	—	—	—
First Manhattan Co. Llc.	N/A	—	34,870	-34,870	-100%	$1.0M	—	—	—
MML Investors Services, LLC	N/A	—	34,435	-34,435	-100%	$991.5K	—	—	—
Envestnet Asset Management Inc	N/A	—	34,435	-34,435	-100%	$991.5K	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	16,932	-16,932	-100%	$487.5K	—	—	—
Sittner & Nelson, LLC	N/A	—	13,950	-13,950	-100%	$401.7K	—	—	—
Modern Wealth Management, LLC	N/A	—	13,261	-13,261	-100%	$381.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	13,065	-13,065	-100%	$376.1K	—	—	—
Two Sigma Securities, LLC	N/A	—	11,691	-11,691	-100%	$336.6K	—	—	—
XTX Topco Ltd	N/A	—	7,066	-7,066	-100%	$203.5K	—	—	—
JPMorgan Chase & Co	N/A	—	2,002	-2,002	-100%	$57.1K	—	—	—
Wells Fargo & Company	N/A	—	106	-106	-100%	$3.1K	—	—	—

Showing 37 of 37 institutions