13FBOX
PARNASSUS CORE SELECT ETF · 13F Institutional Holdings
Options Calculator Rankings
P

PARNASSUS CORE SELECT ETF

PRCS
Institutions
29
Combined AUM (Q2 2026)
$73.2M
Combined Shares (Q2 2026)
2.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+345,931
20 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-151,211
9 · 1 Exit · ≈
⚖️ Net
+194,720
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$73.2M
Institutions
29
New Buys
7
Adds
13
Reduces
8
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#9$18.0M625,122$13.7M546,530+78,592+14.38%Add
BROWN BROTHERS HARRIMAN & CO
0.06%0.08%#4$14.6M507,989$14.1M563,519-55,530-9.85%Reduce
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#11$8.7M302,652$7.7M307,794-5,142-1.67%Reduce
Allegheny Financial Group
0.61%0.55%#2$5.8M201,071$4.1M162,987+38,084+23.37%Add
Cerity Partners LLC
0.01%0.01%#15$5.0M174,427$4.2M167,289+7,138+4.27%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#24$3.7M129,984$1.4M57,101+72,883+127.64%Add
HighTower Advisors, LLC
<0.01%<0.01%#19$2.7M92,243$1.8M72,176+20,067+27.80%Add
Steward Partners Investment Advisory, LLC
0.01%<0.01%#12$2.5M88,274$906,23236,250+52,024+143.51%Add
Financial Insights, Inc.
0.64%1.07%#1$2.4M82,368$3.3M132,218-49,850-37.70%Reduce
GTS SECURITIES LLC
0.03%0.04%#8$1.2M42,042$1.3M50,604-8,562-16.92%Reduce
Mutual Advisors, LLC
0.02%0.02%#10$1.1M38,143$953,55638,14300.00%Unchanged
FIRST MANHATTAN CO. LLC.
<0.01%<0.01%#20$1.0M34,870$837,98333,520+1,350+4.03%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#27$991,52834,435$829,18333,168+1,267+3.82%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#22$991,52834,435$829,18333,168+1,267+3.82%Add
Ethic Inc.
0.01%0.01%#13$677,12423,516$600,68824,028-512-2.13%Reduce
Sequoia Financial Advisors, LLC
<0.01%0.01%#21$487,54416,932$947,85737,915-20,983-55.34%Reduce
SITTNER & NELSON, LLC
0.13%0.01%#3$401,68013,950$20,625825+13,125+1,590.91%Add
Modern Wealth Management, LLC
<0.01%<0.01%#16$381,84013,261$287,87911,384+1,877+16.49%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$376,13713,065$181,6257,265+5,800+79.83%Add
Asset One Wealth Management LLC
0.04%#6$340,96011,843$00+11,843New Buy
TWO SIGMA SECURITIES, LLC
0.03%#7$336,63311,691$00+11,691New Buy
Kestra Advisory Services, LLC
<0.01%#25$304,32210,569$00+10,569New Buy
Apella Capital, LLC
<0.01%<0.01%#17$280,7589,865$235,5428,609+1,256+14.59%Add
DAVENPORT & Co LLC
<0.01%#23$274,8699,546$00+9,546New Buy
NATURAL INVESTMENTS, LLC
0.06%0.08%#5$262,1149,103$325,00013,040-3,937-30.19%Reduce
XTX Topco Ltd
<0.01%#18$203,4607,066$00+7,066New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#28$57,1172,002$187,2687,697-5,695-73.99%Reduce
Sankala Group LLC
0.01%#14$11,077380$00+380New Buy
WELLS FARGO & COMPANY/MN
<0.01%#29$3,052106$00+106New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow