PRVS Institutional Ownership & Shareholders
PARNASSUS VALUE SELECT ETF (PRVS) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of PRVS tracked by InsiderSet, reporting ownership valued at approximately $3.61M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.63M, representing an estimated gain of +0.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed PRVS value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Focus Partners Wealth, Quattro Advisors Llc, and several other long-term asset managers with concentrated positions in PARNASSUS VALUE SELECT ETF (PRVS).
This page ranks the largest institutional PRVS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$11.18M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$3.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
15
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.00% | 111,811 | $3,614,290 | $3,630,492 | +$16,202 | +0.45% | |
| Focus Partners Wealth | 0.00% | 96,051 | $3,157,581 | $3,118,766 | -$38,815 | -1.23% | |
| Quattro Advisors Llc | 1.42% | 64,697 | $2,126,855 | $2,100,705 | -$26,150 | -1.23% | |
| Gts Securities Llc | 0.02% | 22,439 | $737,660 | $728,592 | -$9,068 | -1.23% | |
| Hill Island Financial Llc | 0.09% | 13,700 | $442,838 | $444,838 | +$2,000 | +0.45% | |
| Ethic Inc. | 0.00% | 11,441 | $376,111 | $371,488 | -$4,623 | -1.23% | |
| Pfg Investments, Llc | 0.01% | 11,122 | $365,624 | $361,130 | -$4,494 | -1.23% | |
| Milestone Investment Advisors Llc | 0.03% | 3,800 | $124,922 | $123,386 | -$1,536 | -1.23% | |
| Birchwood Financial Partners, Inc. | 0.06% | 2,356 | $76,158 | $76,499 | +$341 | +0.45% | |
| Harbour Investments, Inc. | 0.00% | 2,126 | $69,890 | $69,031 | -$859 | -1.23% | |
| Osaic Holdings, Inc. | 0.00% | 2,124 | $69,812 | $68,966 | -$846 | -1.21% | |
| Blackrock, Inc. | 0.00% | 667 | $21,927 | $21,657 | -$270 | -1.23% |
Frequently asked questions about PRVS
Who are the largest institutional holders of PRVS?
The largest institutional holders of PRVS reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Focus Partners Wealth, Quattro Advisors Llc, Gts Securities Llc, and Hill Island Financial Llc. InsiderSet ranks institutional holders by their latest reported PRVS position.
What is PRVS institutional ownership?
This page tracks PRVS positions reported by institutional investment managers through SEC Form 13F. PARNASSUS VALUE SELECT ETF (PRVS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PRVS?
InsiderSet currently tracks 12 institutional managers reporting PRVS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PRVS shareholders.
How much PRVS stock do institutions own?
Institutional investment managers disclosed approximately $11.18M in PRVS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PRVS institutional ownership last updated?
The latest PRVS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PRVS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PRVS position after the reporting date.
Are institutions buying or selling PRVS?
Institutional buying and selling can be analyzed by comparing PRVS positions across consecutive 13F reporting periods. InsiderSet's PRVS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PRVS ownership changes.
How has PRVS institutional ownership changed over time?
InsiderSet tracks PRVS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.