Fund shareholders of FORUM MARKETS INC
ISIN US68236V4014 · United States · LEI 98450063A2D8EF54EB11
- Fund shareholders
- 10
- Of which ETFs
- 3 7 other funds
- Value held
- 3.2M $
- Share of capital
- 4.8 % of 13.2M shares on Aug 14, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 151,669 | 823.6K $ | 1.15 % | as of Jun 30, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 150,394 | 816.6K $ | 0.00 % | 1.14 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 93,796 | 415.5K $ | 0.00 % | 0.71 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 90,035 | 398.9K $ | 0.00 % | 0.68 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 46,403 | 252K $ | 0.02 % | 0.35 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 33,109 | 146.7K $ | 0.00 % | 0.25 % | as of May 31, 2026 ↗ |
| Invesco Alerian Galaxy Crypto Economy ETF Invesco Exchange-Traded Fund Trust II | 28,234 | 145.7K $ | 2.11 % | 0.21 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 25,821 | 114.4K $ | 0.00 % | 0.20 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 10,827 | 48K $ | 0.00 % | 0.08 % | as of May 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,120 | 16.9K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Invesco Alerian Galaxy Crypto Economy ETF Invesco Exchange-Traded Fund Trust II | 2.11 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 10 | 0 | 633,408 | +31.1 % |
| 2026Q2 | 10 | +1 | 483,259 | +33.4 % |
| 2026Q1 | 9 | +8 | 362,313 | +3,676.5 % |
| 2025Q4 | 1 | 9,594 |
Institutional managers
41 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Electric Capital Partners, LLC | 1,375,956 | 4M $ | as of Mar 31, 2026 |
| Hunting Hill Global Capital, LLC | 852,111 | 2.5M $ | as of Mar 31, 2026 |
| Stokes Family Office, LLC | 767,800 | 2.2M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 538,053 | 1.6M $ | as of Mar 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | 519,294 | 1.5M $ | as of Mar 31, 2026 |
| Saba Capital Management, L.P. | 480,709 | 1.4M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 345,225 | 997.7K $ | as of Mar 31, 2026 |
| UBS Group AG | 327,794 | 947.3K $ | as of Mar 31, 2026 |
| DRW Securities, LLC | 270,733 | 782.4K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 252,426 | 729.5K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 203,633 | 588.7K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 161,755 | 467.5K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 151,643 | 438.2K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 111,852 | 323.3K $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 96,082 | 277.7K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 94,358 | 272.7K $ | as of Mar 31, 2026 |
| Almitas Capital LLC | 80,408 | 232.4K $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 72,345 | 209.1K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 69,000 | 199.4K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 61,052 | 176.4K $ | as of Mar 31, 2026 |
| GM Advisory Group, LLC | 56,603 | 163.6K $ | as of Mar 31, 2026 |
| Man Group plc | 56,555 | 163.4K $ | as of Mar 31, 2026 |
| Schonfeld Strategic Advisors LLC | 56,285 | 162.7K $ | as of Mar 31, 2026 |
| Invesco Ltd. | 52,797 | 152.6K $ | as of Mar 31, 2026 |
| IMC-Chicago, LLC | 39,442 | 114K $ | as of Mar 31, 2026 |
Declared shareholders of FORUM MARKETS INC
There are 4 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Cyber Citadel and 1 other | 11.11 % | 1,487,389 | as of Jun 30, 2026 · SCHEDULE 13G |
| Pemble Brian James | 10.99 % | 1,451,714 | as of Jun 29, 2026 · SCHEDULE 13G |
| Zippy, Inc. /DE | 4.30 % | 571,427 | as of Apr 20, 2026 · SCHEDULE 13G |
| Electric Capital Partners Frontier Master Fund, LP and 2 others | 0.00 % | 0 | as of Apr 17, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of FORUM MARKETS INC". https://titelia.com/en/stocks/forum-markets-inc-US68236V4014