Who owns Forum Markets (FRMM)
Which tracked institutional funds hold FRMM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FRMM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
12 tracked funds added or opened FRMM while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
FRMM’s largest tracked holder by dollar value, Stokes Family Office, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in FRMM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 38 tracked filers holding FRMM, 17 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in FRMM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Vise Technologies, Inc.$5M
Full exits 5
- Electric Capital Partners, LLC$4M
- Hunting Hill Global Capital, LLC$2M
- Woodline Partners LP$2M
- WOLVERINE ASSET MANAGEMENT LLC$2M
- DRW Securities, LLC$782K
Largest adds
- Stokes Family Office, LLC$3M
- CITADEL ADVISORS LLC$1M
- VANGUARD CAPITAL MANAGEMENT LLC$1M
- BlackRock, Inc.$907K
- Saba Capital Management, L.P.$628K
- GOLDMAN SACHS GROUP INC$440K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Stokes Family Office, LLC added | 958,275 | $5M | 12.5% | 2026-Q2 |
| Vise Technologies, Inc. new | 857,141 | $5M | 11.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 413,552 | $2M | 5.4% | 2026-Q2 |
| Saba Capital Management, L.P. trimmed | 371,561 | $2M | 4.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 302,063 | $2M | 3.9% | 2026-Q2 |
| BlackRock, Inc. added | 301,339 | $2M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 179,977 | $978K | 2.4% | 2026-Q2 |
| UBS Group AG trimmed | 169,656 | $921K | 2.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 167,047 | $907K | 2.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 144,535 | $785K | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 124,358 | $675K | 1.6% | 2026-Q2 |
| BARCLAYS PLC added | 97,265 | $528K | 1.3% | 2026-Q2 |
| Almitas Capital LLC | 80,408 | $437K | 1.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 77,772 | $422K | 1.0% | 2026-Q2 |
| STATE STREET CORP added | 76,221 | $414K | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 71,410 | $388K | 0.9% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 68,200 | $370K | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 64,766 | $352K | 0.8% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 56,653 | $308K | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 56,286 | $306K | 0.7% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 56,016 | $304K | 0.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 31,069 | $169K | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 29,106 | $158K | 0.4% | 2026-Q2 |
| J. Derek Lewis & Associates Inc. trimmed | 22,100 | $120K | 0.3% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 15,778 | $86K | 0.2% | 2026-Q2 |
| K2 PRINCIPAL FUND, L.P. | 11,644 | $63K | 0.2% | 2026-Q2 |
| PEAK6 LLC new | 11,594 | $63K | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL | 10,000 | $54K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 7,487 | $41K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 6,065 | $33K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,500 | $14K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 484 | $3K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 220 | $1K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 148 | $804 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 107 | $581 | 0.0% | 2026-Q2 |
| Prestige Wealth Management Group LLC | 6 | $33 | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 5 | $28 | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 20 | — | 0.0% | 2026-Q2 |
| Electric Capital Partners, LLC | 1,375,956 | $4M | 9.6% | 2026-Q1 stale (1 quarter behind) |
| Hunting Hill Global Capital, LLC new | 852,111 | $2M | 5.9% | 2026-Q1 stale (1 quarter behind) |
| Woodline Partners LP trimmed | 538,053 | $2M | 3.7% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC added | 519,294 | $2M | 3.6% | 2026-Q1 stale (1 quarter behind) |
| DRW Securities, LLC | 270,733 | $782K | 1.9% | 2026-Q1 stale (1 quarter behind) |
| GM Advisory Group, LLC | 56,603 | $164K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Man Group plc added | 56,555 | $163K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Schonfeld Strategic Advisors LLC trimmed | 56,285 | $163K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Liontrust Investment Partners LLP | 14,629 | $72K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FRANKLIN RESOURCES INC | 17,096 | $49K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 16,316 | $47K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SkyView Investment Advisors, LLC | 12,500 | $36K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| TrinityBridge Ltd | 215 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OSAIC HOLDINGS, INC. | 50 | $145 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| STEADFAST CAPITAL MANAGEMENT LP new | 278,498 | $1M | 3.3% | 2025-Q4 stale (2 quarters behind) |
| VANGUARD GROUP INC new | 237,826 | $1M | 2.8% | 2025-Q4 stale (2 quarters behind) |
| CAPITAL FUND MANAGEMENT S.A. new | 103,953 | $509K | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Clear Harbor Asset Management, LLC new | 40,048 | $196K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| SOROS FUND MANAGEMENT LLC new | 35,482 | $174K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Engineers Gate Manager LP new | 32,297 | $158K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| BNP PARIBAS FINANCIAL MARKETS new | 29,425 | $144K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| OMERS ADMINISTRATION Corp new | 28,700 | $141K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Aristides Capital LLC new | 26,200 | $128K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Quadrature Capital Ltd new | 25,912 | $127K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 23,945 | $117K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Intesa Sanpaolo S.p.A. new | 10,000 | $50K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Tower Research Capital LLC (TRC) new | 3,103 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Colonial Trust Advisors trimmed | 400 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Federation des caisses Desjardins du Quebec new | 250 | $1K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TRANSCEND CAPITAL ADVISORS, LLC new | 10,000 | $24K | 0.1% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.