FC Institutionellt ägande, köpare

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Franklin Covey Co. inkluderar 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, och Parkside Financial Bank & Trust .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata.

Fil Datum	Källa	Investerare	Typ	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
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

FC / Franklin Covey Co. - Institutionellt ägande - Köpare

Institutionellt ägande och fondägande - Köpare