HolderBook

FORUM MARKETS INC (FRMM)

Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.

45
Reporting holders
$62.6M
Reported value
40.9%
Of shares outstanding
48.1%
Calls
5.1%
Puts
-3
Holder change

Institutions report 5,397,903 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.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
SUSQUEHANNA INTERNATIONAL GROUP, LLP$21.4Moptions only0.00%3qOPTIONS
GROUP ONE TRADING LLC$6.8M68,2000.01%3q+102.8%+$3.4M
CITADEL ADVISORS LLC$6.3M827,1040.00%3q+139.6%+$3.7M
Stokes Family Office, LLC$5.2M958,2750.61%2q+24.8%+$1.0M
Vise Technologies, Inc.$4.7M857,1410.05%newNEW
SIMPLEX TRADING, LLC$3.2Moptions only0.00%3qOPTIONS
Saba Capital Management, L.P.$2.0M371,5610.05%3q-22.7%-$592.7K
VANGUARD CAPITAL MANAGEMENT LLC$1.6M302,0630.00%2q+63.8%+$639.0K
BlackRock, Inc.$1.6M301,3390.00%3q+19.4%+$265.6K
GEODE CAPITAL MANAGEMENT, LLC$977.7K179,9770.00%3q-11.6%-$128.5K
UBS Group AG$921.2K169,6560.00%3q-48.2%-$858.7K
GOLDMAN SACHS GROUP INC$907.1K167,0470.00%3q+3.3%+$28.7K
STATE STREET CORP$827.8K152,4420.00%3q+149.7%+$496.2K
MORGAN STANLEY$784.8K144,5350.00%3q-4.7%-$38.6K
BANK OF AMERICA CORP /DE/$675.3K124,3580.00%3q+31.8%+$162.9K
JANE STREET GROUP, LLC$573.9K56,2860.00%3q-49.7%-$566.5K
BARCLAYS PLC$528.1K97,2650.00%3q+1.2%+$6.4K
Almitas Capital LLC$436.6K80,4080.10%3qHELD
MILLENNIUM MANAGEMENT LLC$422.3K77,7720.00%3q+7.5%+$29.5K
IMC-Chicago, LLC$405.5K15,7780.00%3q-60.0%-$608.2K
VANGUARD FIDUCIARY TRUST CO$387.8K71,4100.00%2q-10.8%-$46.9K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$351.7K64,7660.00%3q-6.1%-$23.0K
Sixth Street Partners Management Company, L.P.$351.7K64,7660.00%newNEW
Wealthspire Advisors, LLC$307.6K56,6530.00%newNEW
ExodusPoint Capital Management, LP$304.2K56,0160.00%3q-41.3%-$214.3K
Invesco Ltd.$168.7K31,0690.00%3q-41.2%-$118.0K
NORTHERN TRUST CORP$158.0K29,1060.00%3q-12.5%-$22.6K
J. Derek Lewis & Associates Inc.$120.0K22,1000.02%3q-23.8%-$37.5K
K2 PRINCIPAL FUND, L.P.$63.2K11,6440.00%3qHELD
PEAK6 LLC$63.0K11,5940.00%newNEW
TUDOR INVESTMENT CORP ET AL$54.3K10,0000.00%3qHELD
CITIGROUP INC$40.7K7,4870.00%3qHELD
Vanguard Global Advisers, LLC$32.9K6,0650.00%2qHELD
Belvedere Trading LLC$20.5Koptions only0.00%3qOPTIONS
JPMORGAN CHASE & CO$14.4K2,5000.00%3q+150.0%+$8.7K
WELLS FARGO & COMPANY/MN$2.6K4840.00%3q-85.9%-$16.0K
Premier Financial Group$1.6K3000.00%newNEW
Integrated Wealth Concepts LLC$1.2K2200.00%newNEW
TrinityBridge Ltd$1.0K2150.00%3qHELD
Allworth Financial LP$8041480.00%2qHELD
SBI Securities Co., Ltd.$5811070.00%4q-47.5%
MERCER GLOBAL ADVISORS INC /ADV$81150.00%newNEW
SkyView Investment Advisors, LLC$6812,500?0.05%3q
Prestige Wealth Management Group LLC$3360.00%3qHELD
JONES FINANCIAL COMPANIES LLLP$2850.00%newNEW
ROYAL BANK OF CANADA$0200.00%newNEW

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 →

FiledFormFiler % of class
2026-08-1413G/ACyber Citadelwith 1 co-filers11.1%
2026-08-1413G/AZippy, Inc. /DE4.3%
2026-08-1413G/AElectric Capital Partners Frontier Master Fund, LPwith 2 co-filers0.0%
2026-07-0713G/APemble Brian James INDIVIDUAL11.0%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-052026-10-02Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-07-21Lomashuk Konstantin10% ownerSold250,000$1.5M

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202645$62.6M5,397,9039111453.2%
Q1 202648$40.7M7,635,925414545.8%
Q4 202561$98.3M6,250,046600268.9%
Q3 20255$19.1M12,57770099.8%
Q4 20222$532.5K0300100.0%
Q3 20223$407.0K0000100.0%
Q2 20224$721.0K0100100.0%
Q1 20223$2.4M0000100.0%
Q4 20213$3.8M0000100.0%
Q3 20213$5.7M0100100.0%
Q2 20212$11.0M0000100.0%
Q1 20212$3.7M0400100.0%