FC Franklin Covey Co.
Franklin Covey Co. (FC) Institutional Ownership
What the institutions did with FC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 302.4K | 26.1% |
| DIMENSIONAL FUND ADVISORS LP | 279.3K | 24.1% |
| Russell Investments Group, Ltd. | 194.8K | 16.8% |
| Aberdeen Group plc | 117.3K | 10.1% |
| RITHOLTZ WEALTH MANAGEMENT | 50.9K | 4.4% |
| STRS OHIO | 48.5K | 4.2% |
| Bank of New York Mellon Corp | 32.6K | 2.8% |
| BARCLAYS PLC | 21.6K | 1.9% |
| CWC Advisors, LLC. | 16.4K | 1.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 15.7K | 1.4% |
| Soltis Investment Advisors LLC | 14.2K | 1.2% |
| State of Wyoming | 12.4K | 1.1% |
| Inscription Capital, LLC | 12.2K | 1.1% |
| Bridge City Capital, LLC | 12.1K | 1.0% |
| R Squared Ltd | 11.7K | 1.0% |
| DEUTSCHE BANK AG\ | 8.2K | 0.7% |
| State of Alaska, Department of Revenue | 1.9K | 0.2% |
| Versant Capital Management, Inc | 1.1K | 0.1% |
| Physician Wealth Advisors, Inc. | 769 | 0.1% |
| PNC Financial Services Group, Inc. | 711 | 0.1% |
| CITIGROUP INC | 568 | 0.0% |
| Covestor Ltd | 424 | 0.0% |
| Sterling Capital Management LLC | 309 | 0.0% |
| GAMMA Investing LLC | 298 | 0.0% |
| Allworth Financial LP | 204 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Aberdeen Group plc | New | 0 | 117.3K | +117.3K |
| DEUTSCHE BANK AG\ | Reduced | 52.0K | 8.2K | -43.9K |
| RITHOLTZ WEALTH MANAGEMENT | Increased | 18.3K | 50.9K | +32.6K |
| SummerHaven Investment Management, LLC | Sold Out | 32.1K | 0 | -32.1K |
| Russell Investments Group, Ltd. | Increased | 163.0K | 194.8K | +31.8K |
| STRS OHIO | Increased | 28.2K | 48.5K | +20.3K |
| EXCHANGE TRADED CONCEPTS, LLC | New | 0 | 15.7K | +15.7K |
| State of Wyoming | Increased | 693 | 12.4K | +11.7K |
| R Squared Ltd | New | 0 | 11.7K | +11.7K |
| CITIGROUP INC | Reduced | 4.6K | 568 | -4.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 276.0K | 279.3K | +3.3K |
| BARCLAYS PLC | Increased | 20.2K | 21.6K | +1.4K |
| SIMPLEX TRADING, LLC | Sold Out | 1.3K | 0 | -1.3K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 303.4K | 302.4K | -1.1K |
| Bank of New York Mellon Corp | Reduced | 33.4K | 32.6K | -848 |
| Soltis Investment Advisors LLC | Reduced | 14.9K | 14.2K | -711 |
| Parallel Advisors, LLC | Sold Out | 684 | 0 | -684 |
| CWC Advisors, LLC. | Increased | 15.8K | 16.4K | +620 |
| EverSource Wealth Advisors, LLC | Reduced | 773 | 173 | -600 |
| Sterling Capital Management LLC | Increased | 33 | 309 | +276 |
| Farther Finance Advisors, LLC | Reduced | 210 | 78 | -132 |
| GAMMA Investing LLC | Increased | 215 | 298 | +83 |
| Essential Partners LLC | Reduced | 146 | 78 | -68 |
| SJS Investment Consulting Inc. | Increased | 9 | 61 | +52 |
| IFP Advisors, Inc | Reduced | 81 | 33 | -48 |
| Versant Capital Management, Inc | Increased | 1.1K | 1.1K | +42 |
| Root Financial Partners, LLC | New | 0 | 11 | +11 |
| Covestor Ltd | Reduced | 435 | 424 | -11 |
| Inscription Capital, LLC | Reduced | 12.2K | 12.2K | -10 |
| PNC Financial Services Group, Inc. | Reduced | 717 | 711 | -6 |
| True Wealth Design, LLC | Reduced | 10 | 5 | -5 |
| Clearstead Advisors, LLC | Sold Out | 5 | 0 | -5 |
| Caitong International Asset Management Co., Ltd | Increased | 9 | 10 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.