Forum MarketsFRMM
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 40 institutions reported holding Forum Markets Inc. (FRMM) in their 13F filings, down 5 from Q1 2026. 6 opened new positions and 9 sold out. The largest holders were Stokes Family Office, LLC ($5.2M), Vise Technologies, Inc. ($4.7M) and Citadel Advisors ($2.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Forum Markets Inc.
- CUSIP
- 68236V401
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $5.0M |
| Exits | 9 | $8.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,444,254 shares bought and 3,314,117 shares sold, net −1,869,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Stokes Family Office, LLC | 0.61% | Add +24.8% | 958,275 | $5.2M |
| Vise Technologies, Inc. | 0.05% | New | 857,141 | $4.7M |
| Citadel Advisors | 0.00% | Add +19.8% | 413,552 | $2.2M |
| Saba Capital Management, L.P. | 0.06% | Reduce -22.7% | 371,561 | $2.0M |
| Vanguard Capital Management LLC | 0.00% | Add +63.8% | 302,063 | $1.6M |
| BlackRock, Inc. | 0.00% | Add +19.4% | 301,339 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -11.6% | 179,977 | $978K |
| UBS Group AG | 0.00% | Reduce -48.2% | 169,656 | $921K |
| Goldman Sachs Group Inc. | 0.00% | Add +3.3% | 167,047 | $907K |
| Morgan Stanley | 0.00% | Reduce -4.7% | 144,535 | $785K |
| Bank of America Corp. | 0.00% | Add +31.8% | 124,358 | $675K |
| Barclays PLC | 0.00% | Add +1.2% | 97,265 | $528K |
| Almitas Capital LLC | 0.10% | No change | 80,408 | $437K |
| Millennium Management | 0.00% | Add +7.5% | 77,772 | $422K |
| State Street Corp. | 0.00% | Add +24.9% | 76,221 | $414K |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -10.8% | 71,410 | $388K |
| Group One Trading LLC | 0.01% | Add +102.8% | 68,200 | $370K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.1% | 64,766 | $352K |
| Wealthspire Advisors, LLC | 0.00% | New | 56,653 | $308K |
| Jane Street Group, LLC | 0.00% | Reduce -49.7% | 56,286 | $306K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -41.3% | 56,016 | $304K |
| Invesco Ltd. | 0.00% | Reduce -41.1% | 31,069 | $169K |
| Northern Trust Corp. | 0.00% | Reduce -12.5% | 29,106 | $158K |
| J. Derek Lewis & Associates Inc. | 0.02% | Reduce -23.8% | 22,100 | $120K |
| IMC-Chicago, LLC | 0.00% | Reduce -60.0% | 15,778 | $86K |
| SkyView Investment Advisors, LLC | 0.05% | No change | 12,500 | $68K |
| K2 Principal Fund, L.P. | 0.02% | No change | 11,644 | $63K |
| PEAK6 LLC | 0.00% | New | 11,594 | $63K |
| Tudor Investment Corporation | 0.00% | No change | 10,000 | $54K |
| Citigroup Inc. | 0.00% | Reduce -0.3% | 7,487 | $41K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 6,065 | $33K |
| JPMorgan Chase & Co. | 0.00% | Add +150.0% | 2,500 | $14K |
| Wells Fargo & Company | 0.00% | Reduce -71.8% | 484 | $3K |
| Premier Financial Group | 0.00% | New | 300 | $2K |
| TrinityBridge Ltd | 0.00% | No change | 215 | $1K |
| Allworth Financial LP | 0.00% | No change | 148 | $804 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -47.5% | 107 | $581 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 6 | $33 |
| Jones Financial Companies LLLP | 0.00% | New | 5 | $28 |
| Royal Bank of Canada | 0.00% | New | 20 | $0 |
"% of holder's portfolio" is FRMM's weight in each manager's 13F, not the share of Forum Markets Inc. the manager owns.