13 institutions reported holding $7.8M of PARNASSUS INCOME FDS (PRVS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Focus Partners Wealth ($2.6M), COMMONWEALTH EQUITY SERVICES, LLC ($2.1M), Quattro Advisors LLC ($937,881), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($786,120), HILL ISLAND FINANCIAL LLC ($422,941). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Focus Partners Wealth | $2.6M | 95,861 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 77,520 | Added |
| 3 | Quattro Advisors LLC | $937,881 | 34,051 | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $786,120 | 28,116 | Trimmed |
| 5 | HILL ISLAND FINANCIAL LLC | $422,941 | 15,356 | Added |
| 6 | Ethic Inc. | $315,067 | 11,439 | Trimmed |
| 7 | Vise Technologies, Inc. | $243,333 | 8,688 | Hold |
| 8 | Sankala Group LLC | $97,882 | 3,592 | Added |
| 9 | JPMORGAN CHASE & CO | $93,013 | 3,463 | Hold |
| 10 | HARBOUR INVESTMENTS, INC. | $58,557 | 2,126 | Hold |
| 11 | BlackRock, Inc. | $42,513 | 1,544 | Added |
| 12 | GLENMEDE TRUST CO NA | $27,543 | 1,000 | Hold |
| 13 | OSAIC HOLDINGS, INC. | $21,755 | 790 | Added |
Source: SEC Form 13F filings · as of 2026-03-31