FORUM MARKETS INC (FRMM)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
Institutions report 4,907,615 shares against 13,198,948 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $21.4M | options only | 0.00% | 3q | OPTIONS |
| GROUP ONE TRADING LLC | $6.8M | 68,200 | 0.01% | 3q | +102.8%+$3.4M |
| Stokes Family Office, LLC | $5.2M | 958,275 | 0.61% | 2q | +24.8%+$1.0M |
| Vise Technologies, Inc. | $4.7M | 857,141 | 0.05% | new | NEW |
| SIMPLEX TRADING, LLC | $3.2M | options only | 0.00% | 3q | OPTIONS |
| CITADEL ADVISORS LLC | $3.1M | 413,552 | 0.00% | 3q | +19.8%+$517.6K |
| Saba Capital Management, L.P. | $2.0M | 371,561 | 0.05% | 3q | -22.7%-$592.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.6M | 302,063 | 0.00% | 2q | +63.8%+$639.0K |
| BlackRock, Inc. | $1.6M | 301,339 | 0.00% | 3q | +19.4%+$265.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $977.7K | 179,977 | 0.00% | 3q | -11.6%-$128.5K |
| UBS Group AG | $921.2K | 169,656 | 0.00% | 3q | -48.2%-$858.7K |
| GOLDMAN SACHS GROUP INC | $907.1K | 167,047 | 0.00% | 3q | +3.3%+$28.7K |
| MORGAN STANLEY | $784.8K | 144,535 | 0.00% | 3q | -4.7%-$38.6K |
| BANK OF AMERICA CORP /DE/ | $675.3K | 124,358 | 0.00% | 3q | +31.8%+$162.9K |
| JANE STREET GROUP, LLC | $573.9K | 56,286 | 0.00% | 3q | -49.7%-$566.5K |
| BARCLAYS PLC | $528.1K | 97,265 | 0.00% | 3q | +1.2%+$6.4K |
| Almitas Capital LLC | $436.6K | 80,408 | 0.10% | 3q | HELD |
| MILLENNIUM MANAGEMENT LLC | $422.3K | 77,772 | 0.00% | 3q | +7.5%+$29.5K |
| STATE STREET CORP | $413.9K | 76,221 | 0.00% | 3q | +24.8%+$82.4K |
| IMC-Chicago, LLC | $405.5K | 15,778 | 0.00% | 3q | -60.0%-$608.2K |
| VANGUARD FIDUCIARY TRUST CO | $387.8K | 71,410 | 0.00% | 2q | -10.8%-$46.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $351.7K | 64,766 | 0.00% | 3q | -6.1%-$23.0K |
| Sixth Street Partners Management Company, L.P. | $351.7K | 64,766 | 0.00% | new | NEW |
| Wealthspire Advisors, LLC | $307.6K | 56,653 | 0.00% | new | NEW |
| ExodusPoint Capital Management, LP | $304.2K | 56,016 | 0.00% | 3q | -41.3%-$214.3K |
| Invesco Ltd. | $168.7K | 31,069 | 0.00% | 3q | -41.2%-$118.0K |
| NORTHERN TRUST CORP | $158.0K | 29,106 | 0.00% | 3q | -12.5%-$22.6K |
| J. Derek Lewis & Associates Inc. | $120.0K | 22,100 | 0.02% | 3q | -23.8%-$37.5K |
| K2 PRINCIPAL FUND, L.P. | $63.2K | 11,644 | 0.00% | 3q | HELD |
| PEAK6 LLC | $63.0K | 11,594 | 0.00% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $54.3K | 10,000 | 0.00% | 3q | HELD |
| CITIGROUP INC | $40.7K | 7,487 | 0.00% | 3q | HELD |
| Vanguard Global Advisers, LLC | $32.9K | 6,065 | 0.00% | 2q | HELD |
| Belvedere Trading LLC | $20.5K | options only | 0.00% | 3q | OPTIONS |
| JPMORGAN CHASE & CO | $14.4K | 2,500 | 0.00% | 3q | +150.0%+$8.7K |
| WELLS FARGO & COMPANY/MN | $2.6K | 484 | 0.00% | 3q | -85.9%-$16.0K |
| Integrated Wealth Concepts LLC | $1.2K | 220 | 0.00% | new | NEW |
| Allworth Financial LP | $804 | 148 | 0.00% | 2q | HELD |
| SBI Securities Co., Ltd. | $581 | 107 | 0.00% | 4q | -47.5% |
| MERCER GLOBAL ADVISORS INC /ADV | $81 | 15 | 0.00% | new | NEW |
| Prestige Wealth Management Group LLC | $33 | 6 | 0.00% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $28 | 5 | 0.00% | new | NEW |
| TrinityBridge Ltd | $1 | 215 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $0 | 20 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Cyber Citadelwith 1 co-filers | 11.1% |
| 2026-08-14 | 13G/A | Zippy, Inc. /DE | 4.3% |
| 2026-08-14 | 13G/A | Electric Capital Partners Frontier Master Fund, LPwith 2 co-filers | 0.0% |
| 2026-07-07 | 13G/A | Pemble Brian James INDIVIDUAL | 11.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 43 | $59.1M | 4,907,615 | 8 | 11 | 14 | 54.9% |
| Q1 2026 | 46 | $40.7M | 7,623,210 | 4 | 14 | 5 | 45.8% |
| Q4 2025 | 59 | $98.3M | 6,237,331 | 58 | 0 | 2 | 68.9% |
| Q3 2025 | 5 | $17.1M | 12,577 | 7 | 0 | 0 | 99.8% |
| Q4 2022 | 2 | $52.0K | 0 | 3 | 0 | 0 | 100.0% |
| Q3 2022 | 3 | $407.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2022 | 4 | $721.0K | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2022 | 3 | $2.4M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2021 | 3 | $3.8M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2021 | 3 | $5.7M | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2021 | 2 | $11.0M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2021 | 2 | $3.7M | 0 | 4 | 0 | 0 | 100.0% |