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Franklin Covey

106 hedge funds and large institutions have $133M invested in Franklin Covey in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$19K
Legal & General Group
77
Legal & General Group
United Kingdom
$16.4K
VCM
78
Versant Capital Management
Arizona
$14.3K
PWA
79
Physician Wealth Advisors
Utah
$12.1K
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$11.7K
C
81
Covestor
United Kingdom
$10K
Citigroup
82
Citigroup
New York
$9.6K
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$9.21K
AAP
84
Arax Advisory Partners
Colorado
$6K
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$3.92K
EWA
86
EverSource Wealth Advisors
Alabama
$3.27K
GI
87
GAMMA Investing
California
$3.16K
Optiver Holding
88
Optiver Holding
Netherlands
$1.77K
EP
89
Essential Partners
California
$1.75K
SCM
90
Sterling Capital Management
North Carolina
$1.64K
MCM
91
MAI Capital Management
Ohio
$1.29K
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.14K
AF
93
Allworth Financial
California
$1.11K
IA
94
IFP Advisors
Florida
$647
UBS AM
95
UBS AM
Illinois
$442
WPA
96
Wealth Preservation Advisors
Tennessee
$426
FFA
97
Farther Finance Advisors
California
$339
Simplex Trading
98
Simplex Trading
Illinois
$221
RIL
99
Rothschild Investment LLC
Illinois
$174
ASN
100
Advisory Services Network
Georgia
$174