Who owns FORUM MARKETS Inc?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FRMM from SEC Form 13F filings across 41 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 41 institutions disclosed 4.9M shares of FORUM MARKETS Inc worth $26.6M — about 28.8% of shares outstanding; the largest disclosed holder is Stokes Family Office, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
41
13F holders
$26.6M
value, 2026 filers
28.8%
of shares outstanding (4.9M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FRMM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Stokes Family Office, LLC | 958,275 | $5.2M | 0.6% | 5.6% | +24.8% |
| 2 | Vise Technologies, Inc.NEW | 857,141 | $4.7M | 0.1% | 5% | new |
| 3 | CITADEL ADVISORS LLC | 413,552 | $2.2M | 0.0% | 2.4% | +19.8% |
| 4 | Saba Capital Management, L.P. | 371,561 | $2.0M | 0.1% | 2.2% | -22.7% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 302,063 | $1.6M | 0.0% | 1.8% | +63.8% |
| 6 | BlackRock, Inc. | 301,339 | $1.6M | 0.0% | 1.8% | +19.4% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 179,977 | $977,694 | 0.0% | 1.1% | -11.6% |
| 8 | UBS Group AG | 169,656 | $921,232 | 0.0% | 1% | -48.2% |
| 9 | GOLDMAN SACHS GROUP INC | 167,047 | $907,065 | 0.0% | 1% | +3.3% |
| 10 | MORGAN STANLEY | 144,535 | $784,826 | 0.0% | 0.8% | -4.7% |
| 11 | BANK OF AMERICA CORP /DE/ | 124,358 | $675,264 | 0.0% | 0.7% | +31.8% |
| 12 | BARCLAYS PLC | 97,265 | $528,149 | 0.0% | 0.6% | +1.2% |
| 13 | Almitas Capital LLC | 80,408 | $436,615 | 0.1% | 0.5% | 0.0% |
| 14 | MILLENNIUM MANAGEMENT LLC | 77,772 | $422,302 | 0.0% | 0.5% | +7.5% |
| 15 | STATE STREET CORP | 76,221 | $413,880 | 0.0% | 0.4% | +24.8% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 71,410 | $387,756 | 0.0% | 0.4% | -10.8% |
| 17 | GROUP ONE TRADING LLC | 68,200 | $370,326 | 0.0% | 0.4% | +102.8% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 64,766 | $351,679 | 0.0% | 0.4% | -6.1% |
| 19 | Sixth Street Partners Management Company, L.P.NEW | 64,766 | $351,679 | 0.1% | 0.4% | new |
| 20 | Wealthspire Advisors, LLCNEW | 56,653 | $307,626 | 0.0% | 0.3% | new |
| 21 | JANE STREET GROUP, LLC | 56,286 | $305,633 | 0.0% | 0.3% | -49.7% |
| 22 | ExodusPoint Capital Management, LP | 56,016 | $304,167 | 0.0% | 0.3% | -41.3% |
| 23 | Invesco Ltd. | 31,069 | $168,705 | 0.0% | 0.2% | -41.2% |
| 24 | NORTHERN TRUST CORP | 29,106 | $158,046 | 0.0% | 0.2% | -12.5% |
| 25 | J. Derek Lewis & Associates Inc. | 22,100 | $120,003 | 0.0% | 0.1% | -40.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.