Who Owns Forum Markets Stock?
NASDAQ: FRMMFinanceFinance: Consumer ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 43.24%
- Held by insiders
- 42.72%
- Institutional holders
- 48
- Institutions 43.2%
- Insiders 42.7%
- Public and other 14.0%
Who owns Forum Markets stock?
Institutional investors own about 43.2% of Forum Markets's shares, spread across 48 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 42.72% of FRMM.
The largest institutional holders are Stokes Family Office, LLC (7.26%), Vise Technologies, Inc. (6.49%) and Citadel Advisors Llc (3.13%). Together, the top 10 institutions control 29.3% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their FRMM positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of FRMM
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Stokes Family Office, LLC | 958.27K | 7.26% | +24.8% |
| Vise Technologies, Inc. | 857.14K | 6.49% | +100.0% |
| Citadel Advisors Llc | 413.55K | 3.13% | +19.8% |
| Saba Capital Management, L.P. | 371.56K | 2.82% | -22.7% |
| Vanguard Capital Management LLC | 302.06K | 2.29% | +63.8% |
| Blackrock Inc. | 301.34K | 2.28% | +19.4% |
| Geode Capital Management, LLC | 179.98K | 1.36% | -11.6% |
| UBS Group AG | 169.66K | 1.29% | -48.2% |
| Goldman Sachs Group Inc | 167.05K | 1.27% | +3.3% |
| Morgan Stanley | 144.53K | 1.10% | -4.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of FRMM
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 151.67K | 1.15% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 150.39K | 1.14% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | 90.03K | 0.68% |
| Saba Capital Income & Opportunities Fund | 73.53K | 0.56% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 67.67K | 0.51% |
| iShares Trust-iShares Micro-Cap ETF | 46.10K | 0.35% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 33.08K | 0.25% |
| Saba Capital Income & Opportunities Fund II | 31.17K | 0.24% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 28.37K | 0.21% |
| Invesco Exch-Trd Fd. TRT II-Invesco Alerian Galaxy Crypto Economy ETF | 27.40K | 0.21% |
Frequently asked questions
Who is the largest shareholder of Forum Markets?
Stokes Family Office, LLC is the largest institutional shareholder of FRMM, owning 7.26% of shares outstanding (958.27K shares) as of its latest 13F filing.
What percentage of Forum Markets is owned by institutions?
Institutions own about 43.2% of FRMM shares and 75.5% of the public float.
How much of Forum Markets do insiders own?
Insiders, such as officers and directors, own about 42.72% of FRMM shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.