DRAPER, UT
FRANKLIN COVEY COFC— Latest position per institution from SEC 13F filings
15
Institutional holders
8.95M
Total shares held
225.18M
Estimated value
447.52K
Avg. position size
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
1.17M
Value
44.57M
Filed
Jun 30, 2024
ALLIANCEBERNSTEIN L.P.
CIK 1109448
Shares
1.06M
Value
16.72M
Filed
Jun 30, 2026
BLACKROCK, INC.
CIK 2012383
Shares
986.19K
Value
24.19M
Filed
Jun 30, 2026
ROYCE & ASSOCIATES LP
CIK 906304
Shares
881.36K
Value
21.62M
Filed
Jun 30, 2026
VANGUARD GROUP INC
CIK 102909
Shares
667.25K
Value
11.20M
Filed
Dec 31, 2025
RICE HALL JAMES & ASSOCIATES, LLC
CIK 1230765
Shares
495.65K
Value
12.16M
Filed
Jun 30, 2026
B. RILEY WEALTH ADVISORS, INC.
CIK 1464811
Shares
447.89K
Value
16.83M
Filed
Dec 31, 2024
FEDERATED HERMES, INC.
CIK 1056288
Shares
440.15K
Value
10.80M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
405.95K
Value
9.96M
Filed
Jun 30, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 1238990
Shares
312.87K
Value
5.25M
Filed
Dec 31, 2025
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
303.41K
Value
7.44M
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
276.03K
Value
6.77M
Filed
Jun 30, 2026
TOWNSQUARE CAPITAL LLC
CIK 1761755
Shares
234.44K
Value
5.35M
Filed
Jun 30, 2025
STATE STREET CORP
CIK 93751
Shares
224.44K
Value
5.51M
Filed
Jun 30, 2026
DIVISADERO STREET CAPITAL MANAGEMENT, LP
CIK 1901865
Shares
185.55K
Value
4.55M
Filed
Jun 30, 2026
AQR CAPITAL MANAGEMENT LLC
CIK 1167557
Shares
175.34K
Value
4.30M
Filed
Jun 30, 2026
HERALD INVESTMENT MANAGEMENT LTD
CIK 1512022
Shares
175K
Value
4.29M
Filed
Jun 30, 2026
WASATCH ADVISORS LP
CIK 814133
Shares
174.79K
Value
6.86M
Filed
Mar 31, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
CIK 1164833
Shares
172.49K
Value
2.89M
Filed
Dec 31, 2025
RUSSELL INVESTMENTS GROUP, LTD.
CIK 1692234
Shares
160.07K
Value
3.93M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BLACKROCK FINANCE, INC. | 1364742 | 1.17M | 44.57M | Jun 30, 2024 |
| 2 | ALLIANCEBERNSTEIN L.P. | 1109448 | 1.06M | 16.72M | Jun 30, 2026 |
| 3 | BLACKROCK, INC. | 2012383 | 986.19K | 24.19M | Jun 30, 2026 |
| 4 | ROYCE & ASSOCIATES LP | 906304 | 881.36K | 21.62M | Jun 30, 2026 |
| 5 | VANGUARD GROUP INC | 102909 | 667.25K | 11.20M | Dec 31, 2025 |
| 6 | RICE HALL JAMES & ASSOCIATES, LLC | 1230765 | 495.65K | 12.16M | Jun 30, 2026 |
| 7 | B. RILEY WEALTH ADVISORS, INC. | 1464811 | 447.89K | 16.83M | Dec 31, 2024 |
| 8 | FEDERATED HERMES, INC. | 1056288 | 440.15K | 10.80M | Jun 30, 2026 |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 405.95K | 9.96M | Jun 30, 2026 |
| 10 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1238990 | 312.87K | 5.25M | Dec 31, 2025 |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 303.41K | 7.44M | Jun 30, 2026 |
| 12 | DIMENSIONAL FUND ADVISORS LP | 354204 | 276.03K | 6.77M | Jun 30, 2026 |
| 13 | TOWNSQUARE CAPITAL LLC | 1761755 | 234.44K | 5.35M | Jun 30, 2025 |
| 14 | STATE STREET CORP | 93751 | 224.44K | 5.51M | Jun 30, 2026 |
| 15 | DIVISADERO STREET CAPITAL MANAGEMENT, LP | 1901865 | 185.55K | 4.55M | Jun 30, 2026 |
| 16 | AQR CAPITAL MANAGEMENT LLC | 1167557 | 175.34K | 4.30M | Jun 30, 2026 |
| 17 | HERALD INVESTMENT MANAGEMENT LTD | 1512022 | 175K | 4.29M | Jun 30, 2026 |
| 18 | WASATCH ADVISORS LP | 814133 | 174.79K | 6.86M | Mar 31, 2024 |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1164833 | 172.49K | 2.89M | Dec 31, 2025 |
| 20 | RUSSELL INVESTMENTS GROUP, LTD. | 1692234 | 160.07K | 3.93M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.