Position in FC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$310,696
+$145,059 QoQ
Shares Held
12,666
+20.7% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 112 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in FC Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $5,162,369 across 10 Education & Training Services names. FC ranks #8 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
8,067 | $1,005,632 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
5,110 | $731,292 | |
| 3 | STRA |
Strategic Education, Inc.
|
8,942 | $685,136 | |
| 4 | LAUR |
Laureate Education, Inc.
|
17,595 | $639,050 | |
| 5 | COUR |
Coursera, Inc.
|
106,983 | $603,384 | |
| 6 | LRN |
Stride, Inc.
|
4,929 | $425,076 | |
| 7 | PRDO |
PERDOCEO EDUCATION Corp
|
11,313 | $362,016 | |
| 8 | FC |
Franklin Covey Co
This page
|
12,666 | $310,696 |
All Filings in FC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,696 | 12,666 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $165,637 | 10,490 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||