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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

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

1.8% more ownership

Funds ownership: 70.47%72.27% (+1.8%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

0% more funds holding

Funds holding: 106106 (0)

6% less capital invested

Capital invested by funds: $142M → $133M (-$8.9M)

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
40
Reduced
34
Closed
19
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$40K
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 -$2.77K -168 -14%
VCM
78
Versant Capital Management
Arizona
$14.3K +$14.7K +890 +6,357%
PWA
79
Physician Wealth Advisors
Utah
$12.1K +$1.07K +65 +9%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$11.7K -$6.39K -388 -34%
C
81
Covestor
United Kingdom
$10K +$3.52K +214 +49%
Citigroup
82
Citigroup
New York
$9.6K +$4.35K +264 +77%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$9.21K -$1.32K -80 -12%
AAP
84
Arax Advisory Partners
Colorado
$6K +$6.17K +375 +7,500%
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$3.92K +$1.02K +62 +33%
EWA
86
EverSource Wealth Advisors
Alabama
$3.27K +$3.41K +207 New
GI
87
GAMMA Investing
California
$3.16K +$3K +182 +1,011%
Optiver Holding
88
Optiver Holding
Netherlands
$1.77K -$1.19K -72 -39%
EP
89
Essential Partners
California
$1.75K +$1.73K +105 +1,750%
SCM
90
Sterling Capital Management
North Carolina
$1.64K -$971 -59 -36%
MCM
91
MAI Capital Management
Ohio
$1.29K +$1.35K +82 New
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.14K
AF
93
Allworth Financial
California
$1.11K +$1.15K +70 New
IA
94
IFP Advisors
Florida
$647 -$82 -5 -11%
UBS AM
95
UBS AM
Illinois
$442 +$313 +19 +211%
WPA
96
Wealth Preservation Advisors
Tennessee
$426 +$445 +27 New
FFA
97
Farther Finance Advisors
California
$339 -$1.51K -92 -81%
Simplex Trading
98
Simplex Trading
Illinois
$221 -$675 -41 -75%
RIL
99
Rothschild Investment LLC
Illinois
$174 -$477 -29 -73%
ASN
100
Advisory Services Network
Georgia
$174 +$181 +11 New