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Parnassus Value Select ETF (PRVS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares111,811 from 94,472
Change+17,339 (+18%)
Value$3.6M (+$508.6K)
Filed 2026-11-02
Hill Island Financial LLC
DECREASED
Shares13,700 from 20,248
Change-6,548 (-32%)
Value$442.8K (-$222.8K)
Filed 2026-10-20
Ethic Inc.
DECREASED
Shares11,101 from 11,441
Change-340 (-3%)
Value$358.8K (-$17.3K)
Filed 2026-11-03
Milestone Investment Advisors LLC
INCREASED
Shares4,955 from 3,800
Change+1,155 (+30%)
Value$160.2K (+$35.2K)
Filed 2026-11-05
Sankala Group LLC
UNCHANGED
Shares3,779 from 3,779
Change0 (0%)
Value$122.6K (-$3.2K)
Filed 2026-11-09
Birchwood Financial Partners, Inc.
NEW
Shares2,356
Change+2,356
Value$76.2K
Filed 2026-11-02
Harbour Investments, Inc.
UNCHANGED
Shares2,126 from 2,126
Change0 (0%)
Value$68.7K (-$1.2K)
Filed 2026-11-09
Trust Co of Vermont
INCREASED
Shares665 from 360
Change+305 (+85%)
Value$21.5K (+$9.7K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 15,413
Change-15,413 (-100%)
Value$0 (-$502.7K)
Filed 2026-10-13
Vise Technologies, Inc.
CLOSED
Shares0 from 13,084
Change-13,084 (-100%)
Value$0 (-$430.1K)
Filed 2026-10-29
Focus Partners Wealth
N/A
Shares— from 96,051
Change-96,051 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 64,697
Change-64,697 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 22,439
Change-22,439 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 11,122
Change-11,122 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,124
Change-2,124 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 667
Change-667 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED111,81194,472+17,339+18%$3.1M$3.6M+$508.6K2026-11-02
Hill Island Financial LLC
DECREASED13,70020,248-6,548-32%$665.6K$442.8K-$222.8K2026-10-20
Ethic Inc.
DECREASED11,10111,441-340-3%$376.1K$358.8K-$17.3K2026-11-03
Milestone Investment Advisors LLC
INCREASED4,9553,800+1,155+30%$124.9K$160.2K+$35.2K2026-11-05
Sankala Group LLC
UNCHANGED3,7793,77900%$125.8K$122.6K-$3.2K2026-11-09
Birchwood Financial Partners, Inc.
NEW2,356—+2,356——$76.2K—2026-11-02
Harbour Investments, Inc.
UNCHANGED2,1262,12600%$69.9K$68.7K-$1.2K2026-11-09
Trust Co of Vermont
INCREASED665360+305+85%$11.8K$21.5K+$9.7K2026-10-21
Wealth Enhancement Advisory Services, LLC
CLOSED015,413-15,413-100%$502.7K$0-$502.7K2026-10-13
Vise Technologies, Inc.
CLOSED013,084-13,084-100%$430.1K$0-$430.1K2026-10-29
Focus Partners Wealth
N/A—96,051-96,051-100%$3.2M———
Quattro Advisors LLC
N/A—64,697-64,697-100%$2.1M———
GTS Securities LLC
N/A—22,439-22,439-100%$737.7K———
PFG Investments, LLC
N/A—11,122-11,122-100%$365.6K———
Osaic Holdings, Inc.
N/A—2,124-2,124-100%$69.8K———
BlackRock, Inc.
N/A—667-667-100%$21.9K———
Showing 16 of 16 institutions