PARNASSUS INCOME FDS (PRVS)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
15
Reporting holders
$11.9M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Focus Partners Wealth | $3.2M | 96,051 | 0.00% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.1M | 94,472 | 0.00% | 3q | +21.9%+$557.3K |
| Quattro Advisors LLC | $2.1M | 64,697 | 1.42% | 3q | +90.0%+$1.0M |
| GTS SECURITIES LLC | $737.7K | 22,439 | 0.02% | new | NEW |
| HILL ISLAND FINANCIAL LLC | $665.6K | 20,248 | 0.14% | 5q | +31.9%+$160.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $502.7K | 15,413 | 0.00% | 3q | -45.2%-$414.3K |
| Vise Technologies, Inc. | $430.1K | 13,084 | 0.00% | 3q | +50.6%+$144.5K |
| Ethic Inc. | $376.1K | 11,441 | 0.00% | 5q | HELD |
| PFG Investments, LLC | $365.6K | 11,122 | 0.01% | new | NEW |
| Sankala Group LLC | $125.8K | 3,779 | 0.08% | 3q | +5.2%+$6.2K |
| Milestone Investment Advisors LLC | $124.9K | 3,800 | 0.03% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $69.9K | 2,126 | 0.00% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $69.8K | 2,124 | 0.00% | 5q | +168.9%+$43.8K |
| BlackRock, Inc. | $21.9K | 667 | 0.00% | 3q | -56.8%-$28.8K |
| TRUST CO OF VERMONT | $11.8K | 360 | 0.00% | new | NEW |
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 | 15 | $11.9M | 361,823 | 4 | 6 | 2 | 0.0% |
| Q1 2026 | 13 | $7.8M | 283,546 | 0 | 7 | 2 | 0.0% |
| Q4 2025 | 13 | $3.6M | 126,226 | 5 | 1 | 2 | 0.0% |
| Q3 2025 | 6 | $3.6M | 135,200 | 1 | 2 | 2 | 0.0% |
| Q2 2025 | 7 | $3.5M | 142,582 | 4 | 0 | 1 | 0.0% |
| Q1 2025 | 3 | $3.0M | 126,212 | 2 | 1 | 0 | 0.0% |
| Q4 2024 | 1 | $637.0K | 26,688 | 1 | 0 | 0 | 0.0% |