Forum Markets Inc: which funds bought and sold
Institutions that bought and sold Forum Markets shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 16 institutions that filed 13F reports for both quarters added to or opened positions in Forum Markets, and 25 cut or closed them. Together they sold a net 2.7M shares, −36.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 759K shares (−45.0%); index fund managers were net buyers of 141K shares (+16.0%). 5 opened a new position and 10 sold out entirely.
Bought, Q2 2026 16 institutions, 5 of them new holders Sold, Q2 2026 25 institutions, 10 of them sold out
Net change, all compared −2.7M shares (−36.0%)
Net change, active managers −759K shares (−45.0%), 2 bought, 7 sold
Buyers versus sellers
16 bought 6 25 sold
Active managers and hedge funds 2 bought · 7 sold · −759K
Index fund managers 3 bought · 4 sold · +141K
Other institutions 11 bought · 14 sold · −2.1M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Vise Technologies, Inc. | +857K New position | 857K | $4.7M |
| Stokes Family Office, LLC | +190K +24.8% | 958K | $5.2M |
| Vanguard Capital Management LLC Index funds | +118K +63.8% | 302K | $1.6M |
| Citadel Advisors LLC Hedge fund | +68K +19.8% | 414K | $2.2M |
| Wealthspire Advisors, LLC | +57K New position | 57K | $307,626 |
| Blackrock, Inc. Index funds | +49K +19.4% | 301K | $1.6M |
| Group One Trading LLC | +35K +102.8% | 68K | $370,326 |
| Bank Of America Corp | +30K +31.8% | 124K | $675,264 |
| State Street Corp Index funds | +15K +24.8% | 76K | $413,880 |
| Peak6 LLC | +12K New position | 12K | $62,955 |
| Millennium Management LLC Hedge fund | +5,427 +7.5% | 78K | $422,302 |
| Goldman Sachs Group Inc | +5,292 +3.3% | 167K | $907,065 |
| Jpmorgan Chase & Co | +1,500 +150.0% | 2,500 | $14,450 |
| Barclays PLC | +1,183 +1.2% | 97K | $528,149 |
| Integrated Wealth Concepts LLC | +220 New position | 220 | $1,195 |
| Jones Financial Companies LLLP | +5 New position | 5 | $28 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Citadel Advisors LLC Hedge fund | +68K +19.8% | 414K | $2.2M |
| Millennium Management LLC Hedge fund | +5,427 +7.5% | 78K | $422,302 |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Electric Capital Partners, LLC | −1.4M Sold out | 0 | — |
| Hunting Hill Global Capital, LLC | −852K Sold out | 0 | — |
| Woodline Partners LP Hedge fund | −538K Sold out | 0 | — |
| Wolverine Asset Management LLC | −519K Sold out | 0 | — |
| Drw Securities, LLC | −271K Sold out | 0 | — |
| UBS Group AG | −158K −48.2% | 170K | $921,232 |
| Saba Capital Management, L.P. Hedge fund | −109K −22.7% | 372K | $2M |
| Man Group PLC Hedge fund | −57K Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −56K Sold out | 0 | — |
| Jane Street Group, LLC | −56K −49.7% | 56K | $305,633 |
| Exoduspoint Capital Management, LP Hedge fund | −39K −41.3% | 56K | $304,167 |
| Imc-Chicago, LLC | −24K −60.0% | 16K | $85,675 |
| Geode Capital Management, LLC Index funds | −24K −11.6% | 180K | $977,694 |
| Invesco Ltd. | −22K −41.2% | 31K | $168,705 |
| Franklin Resources Inc Active manager | −17K Sold out | 0 | — |
| Two Sigma Investments, LP Hedge fund | −16K Sold out | 0 | — |
| Vanguard Fiduciary Trust Co Index funds | −8,639 −10.8% | 71K | $387,756 |
| Morgan Stanley | −7,108 −4.7% | 145K | $784,826 |
| J. Derek Lewis & Associates Inc. | −6,900 −23.8% | 22K | $120,003 |
| Charles Schwab Investment Management Inc Index funds | −4,234 −6.1% | 65K | $351,679 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Woodline Partners LP Hedge fund | −538K Sold out | 0 | — |
| Saba Capital Management, L.P. Hedge fund | −109K −22.7% | 372K | $2M |
| Man Group PLC Hedge fund | −57K Sold out | 0 | — |
| Schonfeld Strategic Advisors LLC Hedge fund | −56K Sold out | 0 | — |
| Exoduspoint Capital Management, LP Hedge fund | −39K −41.3% | 56K | $304,167 |
| Franklin Resources Inc Active manager | −17K Sold out | 0 | — |
| Two Sigma Investments, LP Hedge fund | −16K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Vise Technologies, Inc. | 857K | $4.7M |
| Wealthspire Advisors, LLC | 57K | $307,626 |
| Peak6 LLC | 12K | $62,955 |
| Integrated Wealth Concepts LLC | 220 | $1,195 |
| Jones Financial Companies LLLP | 5 | $28 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Electric Capital Partners, LLC | 1.4M | $4M |
| Hunting Hill Global Capital, LLC | 852K | $2.5M |
| Woodline Partners LPHedge fund | 538K | $1.6M |
| Wolverine Asset Management LLC | 519K | $1.5M |
| Drw Securities, LLC | 271K | $782,418 |
| Man Group PLCHedge fund | 57K | $163,444 |
| Schonfeld Strategic Advisors LLCHedge fund | 56K | $162,663 |
| Franklin Resources IncActive manager | 17K | $49,407 |
| Two Sigma Investments, LPHedge fund | 16K | $47,153 |
| Osaic Holdings, Inc. | 50 | $145 |
Who holds the shares
- Institutions reporting
- 38
- Ten largest holders
- 79.8% of 13F-reported shares
- Index fund managers
- 21.2% of 13F-reported shares
- Active managers and hedge funds
- 19.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 2 | 7 | 0 | 5 | −759K | −45.0% |
| Index fund managers | 3 | 4 | 0 | 0 | +141K | +16.0% |
| Other institutions | 11 | 14 | 5 | 5 | −2.1M | −42.1% |