FGCO · Financial Gravity Companies, Inc. · Holdings
Substantial doubt about the company's ability to continue as a going concern.
“For the nine months ended June 30, 2022, the Company reported $3,171,235 in revenue, a net loss of $425,740, a decrease of cash of $98,100, and an accumulated deficit of $14,839,611. These operating results raise substantial doubt about our ability to continue as a going concern. The financial statements do not include any adjustments to reflect the possible future effects on the recoverability and classification of assets or the amounts and classification of liabilities that may result from the outcome of these uncertainties.”View the 10-Q filed Aug 15, 2022
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Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 1 13F filers with any position, options included · Δ vs Mar 31, 2026Who Holds FGCO
Last 7 quarters through Jun 30, 2026Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026: 1 filers, like-for-like change —.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Unknown | 100.0% | 1 | — |
| Style | Share | Filers | Change |
|---|---|---|---|
| Concentrated | 100.0% | 1 | — |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 100.0% | 1 | — |
| Medium horizon | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 100.0% | 1 | — |
| Not measured | 0.0% | 0 | — |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 100.0% | 1 | — |
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 1 holder with no observed 2026-03-31 13F and 1 holder with no observed 2026-06-30 13F.
Conviction and Crowding
1 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Shareholder Targets
13F filers that own its peers but not FGCO, quarter ended Jun 30, 2026FGCO has no holder-overlap peers, so these filers hold the largest Financial Services stocks: JPM, V, BRK-B, MA, BAC, MS, GS, AXP, WFC, C, SCHW, RY, CB, BLK, PGR, COF, SPGI, TD, BNY, PNC. 6,591 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | BlackRock, Inc. Holding company, Index-like | $420,126,205,606 20 held | JPM, BRK-B, V |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC Registered adviser, Index-like | $357,705,165,418 20 held | BRK-B, JPM, V |
| 3 | STATE STREET CORP Bank, Index-like | $260,793,033,245 19 held | JPM, BRK-B, V |
| 4 | GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like | $135,289,198,168 20 held | BRK-B, JPM, V |
| 5 | FMR LLC Holding company, Diversified active | $118,595,204,944 20 held | BRK-B, V, WFC |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active | $115,648,086,418 19 held | JPM, BRK-B, V |
| 7 | MORGAN STANLEY Holding company, Index-like | $105,419,810,386 20 held | JPM, V, BRK-B |
| 8 | Berkshire Hathaway Inc Insurer, Concentrated | $91,098,036,862 4 held | AXP, BAC, CB |
| 9 | JPMORGAN CHASE & CO Bank, Diversified active | $90,379,922,684 20 held | MA, WFC, MS |
| 10 | NORGES BANK Non-US, Index-like | $78,828,529,437 20 held | BRK-B, JPM, MA |
Quarterly Activity
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Financial Gravity Companies, Inc. | $12,697 | 100.00% | 158,709 | Shares | 2026-08-05 |