PARNASSUS INCOME FDS (PRCS)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
26
Reporting holders
$61.8M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $18.0M | 625,122 | 0.02% | 6q | +14.4%+$2.3M |
| BROWN BROTHERS HARRIMAN & CO | $14.6M | 507,989 | 0.06% | 3q | -9.9%-$1.6M |
| Allegheny Financial Group | $5.8M | 201,071 | 0.61% | 4q | +23.4%+$1.1M |
| Cerity Partners LLC | $5.0M | 174,427 | 0.01% | 2q | +4.3%+$205.5K |
| RAYMOND JAMES FINANCIAL INC | $3.7M | 129,984 | 0.00% | 3q | +127.6%+$2.1M |
| HighTower Advisors, LLC | $2.7M | 92,243 | 0.00% | 5q | +27.8%+$577.8K |
| Steward Partners Investment Advisory, LLC | $2.5M | 88,274 | 0.01% | 3q | +143.5%+$1.5M |
| GTS SECURITIES LLC | $1.2M | 42,042 | 0.03% | 5q | -16.9%-$246.5K |
| Mutual Advisors, LLC | $1.1M | 38,143 | 0.02% | 2q | HELD |
| FIRST MANHATTAN CO. LLC. | $1.0M | 34,870 | 0.00% | 5q | +4.0%+$38.9K |
| MML INVESTORS SERVICES, LLC | $991.5K | 34,435 | 0.00% | 3q | +3.8%+$36.5K |
| ENVESTNET ASSET MANAGEMENT INC | $991.5K | 34,435 | 0.00% | 3q | +3.8%+$36.5K |
| Ethic Inc. | $677.1K | 23,516 | 0.01% | 5q | -2.1%-$14.7K |
| Sequoia Financial Advisors, LLC | $487.5K | 16,932 | 0.00% | 2q | -55.3%-$604.2K |
| SITTNER & NELSON, LLC | $401.7K | 13,950 | 0.13% | 3q | +1590.9%+$377.9K |
| Modern Wealth Management, LLC | $381.8K | 13,261 | 0.00% | 2q | +16.5%+$54.0K |
| OSAIC HOLDINGS, INC. | $376.1K | 13,065 | 0.00% | 3q | +79.8%+$167.0K |
| Asset One Wealth Management LLC | $341.0K | 11,843 | 0.04% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $336.6K | 11,691 | 0.03% | new | NEW |
| Kestra Advisory Services, LLC | $304.3K | 10,569 | 0.00% | new | NEW |
| Apella Capital, LLC | $280.8K | 9,865 | 0.00% | 2q | +14.6%+$35.7K |
| DAVENPORT & Co LLC | $274.9K | 9,546 | 0.00% | new | NEW |
| XTX Topco Ltd | $203.5K | 7,066 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $57.1K | 2,002 | 0.00% | 2q | -74.0%-$162.5K |
| Cambridge Investment Research Advisors, Inc. | $17.4K | 605,304 | 0.02% | 5q | +96.7%+$8.6K |
| Sankala Group LLC | $11.1K | 380 | 0.01% | 3q | -23.2%-$3.4K |
| WELLS FARGO & COMPANY/MN | $3.1K | 106 | 0.00% | new | NEW |
| NATURAL INVESTMENTS, LLC | $262 | 9,103 | 0.06% | 6q | -30.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 26 | $61.8M | 2,146,827 | 6 | 13 | 6 | 0.0% |
| Q1 2026 | 22 | $50.7M | 2,025,891 | 6 | 12 | 2 | 0.0% |
| Q4 2025 | 17 | $26.9M | 1,001,700 | 8 | 4 | 2 | 0.0% |
| Q3 2025 | 7 | $6.3M | 240,902 | 1 | 5 | 1 | 0.0% |
| Q2 2025 | 9 | $4.4M | 172,829 | 7 | 1 | 0 | 0.0% |
| Q1 2025 | 3 | $664.3K | 28,797 | 3 | 0 | 0 | 0.0% |