FRANKLIN COVEY CO COM

FRANKLIN COVEY CO COM is a security (CUSIP 353469109) tracked across SEC portfolio filings. 104 institutional managers reported $131.1M on Form 13F as of 2026-06-30; 15 registered fund positions totaling $27.1M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 104 managers by value.

ManagerLocationValueShares
ALLIANCEBERNSTEIN L.P.NASHVILLE, TN$17.7M1,055,262
ROYCE & ASSOCIATES LPNew York, NY$16.5M1,042,710
BlackRock, Inc.New York, NY$14.6M925,718
VANGUARD GROUP INCValley Forge, PA$11.2M667,247
RICE HALL JAMES & ASSOCIATES, LLCSan Diego, CA$8.1M510,689
FEDERATED HERMES, INC.Pittsburgh, PA$6.9M440,126
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$5.0M316,691
HERALD INVESTMENT MANAGEMENT LtdLONDON, X0$4.3M175,000
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$3.8M241,482
STATE STREET CORPBOSTON, MA$3.8M239,996
JACOBS LEVY EQUITY MANAGEMENT, INCFLORHAM PARK, NJ$3.1M196,363
MARSHALL WACE, LLPLONDON, X0$2.6M161,972
MILLENNIUM MANAGEMENT LLCNEW YORK, NY$2.2M140,796
GOLDMAN SACHS GROUP INCNEW YORK, NY$2.0M129,562
AMERICAN CENTURY COMPANIES INCKANSAS CITY, MO$1.8M116,187

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Royce Small-Cap Total Return FundROYCE FUND$9.7M114.13%
AB Small Cap Value PortfolioAB CAP FUND, INC.$5.9M100.18%
ROYCE SMALL-CAP TRUST, INC.ROYCE SMALL-CAP TRUST, INC.$3.3M14.95%
BCM Focus Small/Micro-Cap FundBCM Focus Funds$2.4M557.57%
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$1.7M0.21%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$1.3M1.78%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$1.2M0.68%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND$684K0.31%
Master Small Cap Index SeriesQuantitative Master Series LLC$306K0.63%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETFGoldman Sachs ETF Trust$226K2.29%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$110K0.02%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$75K0.02%
DWS Small Cap Index VIPDEUTSCHE DWS INVESTMENTS VIT FUNDS$21K0.50%
Blackstone Alternative Multi-Strategy FundBlackstone Alternative Investment Funds$9K0.03%
TIAA Separate Account VA-1 - Stock Index AccountTIAA Separate Account VA-1$7K0.05%

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