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Franklin Covey Co (FC)

CUSIP: 353469109 | NYSE | Consumer Defensive · Education & Training Services | Micro Cap | 407 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AAskeladden Capital Management LLC345,1083.1%Newly reportedMar 23, 2026No 13F filer matched
13G/AAskeladden Capital Management LLC345,108
3.1% of class · Mar 23, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP279,329
0.0% of portfolio›$4.8M
Strs Ohio48,500
0.0% of portfolio›$829.4K
CWC Advisors, Llc.16,417
0.1% of portfolio›$280.7K
Exchange Traded Concepts, LLC15,694
0.0% of portfolio›$268.4K
Soltis Investment Advisors LLC14,182
0.0% of portfolio›$242.5K
State of Wyoming12,404
0.0% of portfolio›$212.1K
Inscription Capital, LLC12,164
0.0% of portfolio›$208.0K
Bridge City Capital, LLC12,081
0.0% of portfolio›$206.6K
State of Alaska, Department of Revenue1,902
0.0% of portfolio›$32
Versant Capital Management, Inc1,096
0.0% of portfolio›$18.7K
Physician Wealth Advisors, Inc.769
0.0% of portfolio›$13.2K
Citigroup Inc568
0.0% of portfolio›$9.7K
Covestor Ltd424
0.0% of portfolio›$7
Sterling Capital Management LLC309
0.0% of portfolio›$5.3K
Gamma Investing LLC298
0.0% of portfolio›$5.1K
EverSource Wealth Advisors, LLC173
0.0% of portfolio›$3.0K
Essential Partners LLC78
0.0% of portfolio›$1.3K
Farther Finance Advisors, LLC78
0.0% of portfolio›$1.3K
MassMutual Private Wealth & Trust, FSB62
0.0% of portfolio›$1.1K
SJS Investment Consulting Inc.61
0.0% of portfolio›$1.0K
IFP Advisors, Inc33
0.0% of portfolio›$564
Fortitude Family Office, LLC12
0.0% of portfolio›$205
Root Financial Partners, LLC11
0.0% of portfolio›$188
Caitong International Asset Management Co., Ltd10
0.0% of portfolio›$171
SBI Securities Co., Ltd.5
0.0% of portfolio›$86
True Wealth Design, LLC5
0.0% of portfolio›$86
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
279,329$4.8M0.0%IndexLowAustin, TX2026-11-04
Strs Ohio
48,500$829.4K0.0%CoreMediumColumbus, OH2026-10-30
CWC Advisors, Llc.
16,417$280.7K0.1%GARPLowLake Oswego, OR2026-10-15
Exchange Traded Concepts, LLC
15,694$268.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Soltis Investment Advisors LLC
14,182$242.5K0.0%CoreMediumSt. George, UT2026-10-28
State of Wyoming
12,404$212.1K0.0%ValueHighCheyenne, WY2026-10-28
Inscription Capital, LLC
12,164$208.0K0.0%GARPMediumHouston, TX2026-11-02
Bridge City Capital, LLC
12,081$206.6K0.0%ValueMediumLake Oswego, OR2026-10-29
State of Alaska, Department of Revenue
1,902$320.0%CoreVery LowJuneau, AK2026-10-15
Versant Capital Management, Inc
1,096$18.7K0.0%GARPLowPhoenix, AZ2026-10-02
Physician Wealth Advisors, Inc.
769$13.2K0.0%ETFMediumMidvale, UT2026-10-20
Citigroup Inc
568$9.7K0.0%CoreMediumNew York, NY2026-11-04
Covestor Ltd
424$70.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
309$5.3K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
298$5.1K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
173$3.0K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
78$1.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Farther Finance Advisors, LLC
78$1.3K0.0%IndexLowSan Francisco, CA2026-10-08
MassMutual Private Wealth & Trust, FSB
62$1.1K0.0%CoreLowSpringfield, MA2026-10-05
SJS Investment Consulting Inc.
61$1.0K0.0%ETFVery LowSylvania, OH2026-10-26
IFP Advisors, Inc
33$5640.0%GrowthLowTampa, FL2026-10-16
Fortitude Family Office, LLC
12$2050.0%ETFMediumScottsdale, AZ2026-10-14
Root Financial Partners, LLC
11$1880.0%ETFMediumEncinitas, CA2026-10-21
Caitong International Asset Management Co., Ltd
10$1710.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
5$860.0%Agg GrowthLowTokyo, Mexico2026-10-22
True Wealth Design, LLC
5$860.0%ETFMediumAkron, OH2026-10-13