FRANKLIN COVEY CO (FC) — Institutional Holders, Q2 2026 (page 2)
113 institutional investment managers reported a FC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $191.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 113. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FC 13F holders ranked 101–113 of 113
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | ROTHSCHILD INVESTMENT#101 · 41 sh | 41 | $1.0K | 0.00% | +272.7% |
| 102 | Sterling Capital Management#102 · 33 sh | 33 | $809.00 | — | -68.3% |
| 103 | Investors Portfolio Services#103 · 31 sh | 31 | $760.00 | <0.01% | New |
| 104 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#104 · 28 sh | 28 | $687.00 | 0.00% | 0.0% |
| 105 | JONES FINANCIAL COMPANIES LLLP#105 · 15 sh | 15 | $373.00 | 0.00% | New |
| 106 | Fortitude Family Office#106 · 12 sh | 12 | $294.00 | — | New |
| 107 | True Wealth Design#107 · 10 sh | 10 | $246.00 | — | +66.7% |
| 108 | SJS Investment Consulting#108 · 9 sh | 9 | $221.00 | — | +125.0% |
| 109 | Caitong International Asset Management , Ltd#109 · 9 sh | 9 | $221.00 | 0.00% | +350.0% |
| 110 | Clearstead Advisors#110 · 5 sh | 5 | $124.00 | 0.00% | New |
| 111 | SBI Securities , Ltd.#111 · 5 sh | 5 | $123.00 | — | 0.0% |
| 112 | JPL Wealth Management#112 · 1 sh | 1 | $25.00 | 0.00% | New |
| 113 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#113 · 130 sh | 130 | — | — | -77.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.