FC / Franklin Covey Co. - Proprietà istituzionale - Acquirenti

Franklin Covey Co.
US ˙ NYSE ˙ US3534691098

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Franklin Covey Co. includono PJARX - SmallCap Value Fund II R-3, Raymond James Financial Inc, Numerai GP LLC, IWN - iShares Russell 2000 Value ETF, BRUSX - Ultra-Small Company Fund Class N, PCSGX - PACE Small/Medium Co Growth Equity Investments Class P, FISVX - Fidelity Small Cap Value Index Fund, BBVSX - Bridge Builder Small/Mid Cap Value Fund, Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF, EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB, Jones Financial Companies Lllp, QSML - WisdomTree U.S. SmallCap Quality Growth Fund, Private Wealth Management Group, LLC, PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I, Massmutual Trust Co Fsb/adv, e Parkside Financial Bank & Trust .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 181.376 1,69 4.139 -15,98
2025-08-14 13F/A Skopos Labs, Inc. 107 2
2025-04-29 NP SLPAX - Siit Small Cap Fund - Class A 11.539 3,13 369 -9,34
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 183.971 8,07 4.198 -10,70
2025-08-14 13F Fmr Llc 1.987 258,02 45 200,00
2025-06-24 NP QASGX - Federated MDT Small Cap Growth Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78.051 11,94 1.585 -40,03
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.658 38
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 476 6,73 11 -21,43
2025-08-13 13F EverSource Wealth Advisors, LLC 409 1.759,09 9
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.018 8,18 23 -8,00
2025-07-08 13F Parallel Advisors, LLC 58 866,67 1
2025-08-11 13F Covestor Ltd 5 0
2025-06-26 NP SPEDX - Alger Dynamic Opportunities Fund Class A 0 -100,00 0 -100,00
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 15.072 995,35 344 453,23
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27.841 3,80 565 -44,39
2025-08-28 NP Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 16.494 15,33 376 -4,81
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2.327 11,93 53 -7,02
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 12.569 0,61 287 -17,10
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 125 3
2025-08-05 13F Huntington National Bank 388 284,16 9 300,00
2025-08-13 13F Jones Financial Companies Lllp 242 6
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.269 17,45 188 -37,12
2025-03-20 NP FIDU - Fidelity MSCI Industrials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.567 7,32 97 2,11
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 253.645 3,53 5.152 -44,54
2025-08-08 13F Creative Planning 9.528 217
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20.031 2,62 457 -15,21
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 46 6,98 1 -100,00
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21.547 6,54 504 -22,14
2025-07-25 13F Cwm, Llc 1.091 53,66 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1.277 2,49 26 -46,81
2025-08-13 13F Federated Hermes, Inc. 204.681 15,89 4.671 -4,26
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 11.094 0,60 259 -26,42
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 256 6
2025-08-15 13F Tower Research Capital LLC (TRC) 1.552 29,66 35 6,06
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 36.955 29,10 751 -30,88
2025-08-11 13F Rothschild Investment Llc 10 0
2025-03-28 NP DCOR - Dimensional US Core Equity 1 ETF 510 12.650,00 19
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 153 3
2025-08-12 13F American Century Companies Inc 31.184 6,24 712 -12,22
2025-08-07 13F Aviva Plc 20.623 3,90 471 -14,23
2025-08-11 13F Vanguard Group Inc 715.910 0,69 16.337 -16,81
2025-08-07 13F Illumine Investment Management, LLC 24.168 8,63 552 -10,26
2025-07-28 NP HDG - ProShares Hedge Replication ETF 15 15,38 0
2025-04-28 NP BFOR - Barron's 400 ETF 9.160 1,22 293 -11,25
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 764 17
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2.541 82,81 52 -1,92
2025-07-31 13F Nisa Investment Advisors, Llc 95 2
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.210 19,07 45 -37,14
2025-08-11 13F Rice Hall James & Associates, Llc 533.711 1,89 12.179 -15,82
2025-05-30 NP SEIS - SEI Select Small Cap ETF 5.798 2,29 160 -24,88
2025-08-12 13F Charles Schwab Investment Management Inc 93.451 1,78 2.133 -15,93
2025-08-14 13F Price T Rowe Associates Inc /md/ 20.618 2,00 0
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61.566 1,02 1.439 -26,13
2025-08-13 13F Russell Investments Group, Ltd. 183.635 17,62 4.191 -2,83
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 329 62,07 8 40,00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 309 43,06 7 40,00
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.459 34,72 30 -29,27
2025-08-13 13F First Trust Advisors Lp 35.639 2,42 813 -15,40
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 321 7
2025-08-14 13F UBS Group AG 33.370 61,54 762 33,51
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2.482 9,29 57 -9,68
2025-08-04 13F Strs Ohio 18.800 7,43 429 -11,18
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 55.824 8,48 1.305 -20,67
2025-08-14 13F Raymond James Financial Inc 21.395 488
2025-03-28 NP HAPS - Harbor Corporate Culture Small Cap ETF 6.276 14,78 238 9,22
2025-07-14 13F GAMMA Investing LLC 431 498,61 10 800,00
2025-08-08 13F/A Sterling Capital Management LLC 67 458,33 2
2025-07-28 NP VCSLX - Small Cap Index Fund 4.777 11,30 112 -18,98
2025-08-14 13F Royal Bank Of Canada 27.195 268,10 620 203,92
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 21.605 9,76 505 -19,71
2025-08-13 13F Mackenzie Financial Corp 27.948 13,16 638 -6,60
2025-08-07 13F Parkside Financial Bank & Trust 25 1
2025-08-11 13F EntryPoint Capital, LLC 13.021 297
2025-08-26 NP BRUSX - Ultra-Small Company Fund Class N 8.000 183
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 130.290 39,54 2.973 15,32
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4.730 209,15 108 154,76
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 4.441 1,67 104 -25,90
2025-08-14 13F Quantinno Capital Management LP 19.922 167,45 455 121,46
2025-08-08 13F Geode Capital Management, Llc 314.626 0,68 7.181 -16,82
2025-06-27 NP RSSL - Global X Russell 2000 ETF 6.771 5,81 138 -43,39
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 12.697 41,85 258 -24,19
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 61.090 48,78 1.241 -20,31
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29.303 5,80 685 -22,60
2025-08-11 13F Royce & Associates Lp 995.216 6,36 22.711 -12,12
2025-07-29 13F Private Wealth Management Group, LLC 138 3
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1.387 36,92 32 0,00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2.131 16,83 49 -4,00
2025-08-05 13F Simplex Trading, Llc Call 3.700 0
2025-08-14 13F Numerai GP LLC 13.552 309
2025-08-14 13F Wells Fargo & Company/mn 5.952 10,26 136 -9,40
2025-08-05 13F Bank of New York Mellon Corp 36.166 6,35 825 -12,14
2025-08-13 13F Arrowstreet Capital, Limited Partnership 197.021 54,10 4.496 27,33
2025-07-29 NP VFQY - Vanguard U.S. Quality Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21.081 117,69 493 59,22
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 45.985 1.049
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.344 14,53 109 -38,64
2025-08-06 13F True Wealth Design, LLC 41 192,86 1
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.249 8,30 520 -20,73
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 21.800 443
2025-08-14 13F Voya Investment Management Llc 16.577 378
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 851 4,55 19 -13,64
2025-08-15 NP RYTRX - Royce Total Return Fund Investment Class 612.198 6,95 13.970 -11,63
2025-08-13 13F Invesco Ltd. 16.323 17,62 372 -2,87
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 12.935 295
2025-08-15 NP Royce Value Trust Inc 183.811 8,07 4.195 -10,71
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 2.062 42
2025-05-21 13F/A Geneos Wealth Management Inc. 71 407,14 2
2025-08-14 13F Toroso Investments, LLC 16.494 12,90 376 -6,70
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.917 7,90 372 -21,02
2025-06-24 NP QASCX - Federated MDT Small Cap Core Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 126.232 18,34 2.564 -36,61
2025-08-14 13F Aquatic Capital Management LLC 4.915 120,50 112 83,61
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35.639 2,42 813 -15,40
2025-07-22 13F O'Keefe Stevens Advisory, Inc. 16.928 35,65 386 12,21
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1.887 9,45 43 -8,51
2025-07-09 13F Harbor Capital Advisors, Inc. 252.930 1,32 6 -16,67
2025-08-15 13F Morgan Stanley 125.019 360,85 2.853 280,77
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.537 309
2025-08-12 13F SRS Capital Advisors, Inc. 206 267,86 5 300,00
2025-08-08 13F Principal Financial Group Inc 15.856 362
2025-08-14 13F Citadel Advisors Llc Call 11.000 1.122,22 251 945,83
2025-07-11 13F Farther Finance Advisors, LLC 42 1
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 949 29,47 19 -29,63
2025-08-14 13F Jacobs Levy Equity Management, Inc 78.270 75,37 1.786 44,97
2025-07-09 13F Massmutual Trust Co Fsb/adv 47 1
2025-08-11 13F TD Waterhouse Canada Inc. 200 5
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 16.806 44,80 384 19,69
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 6.871 140
2025-08-08 13F Pnc Financial Services Group, Inc. 259 1.750,00 6
2025-08-14 13F Punch & Associates Investment Management, Inc. 589.507 0,59 13.453 -16,90
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A 207 113,40 4 33,33
2025-07-07 13F Versant Capital Management, Inc 1.345 37,81 31 15,38
2025-08-13 13F Mcmorgan & Co Llc 105.345 2,47 2.404 -15,36
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 115.031 2,45 2.336 -45,11
2025-08-14 13F/A Barclays Plc 24.041 46,54 1
2025-08-12 13F Rhumbline Advisers 16.855 2,61 385 -15,23
2025-08-19 13F State of Wyoming 14.366 122,97 328 84,75
2025-08-14 13F D. E. Shaw & Co., Inc. 108.591 96,84 2.478 62,71
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 7.100 57,78 162 30,65
2025-08-12 13F Franklin Resources Inc 28.374 13,10 647 -6,50
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