Forian Inc (FORA)

Q1 2026 vs Q2 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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IFP Advisors, Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$9 (+$1)

Filed 2026-07-20

Staley Capital Advisers Inc

CLOSED

Shares0 from 1,099,600

Change-1,099,600 (-100%)

Value$0 (-$2.3M)

Filed 2026-08-11

Vanguard Capital Management LLC

CLOSED

Shares0 from 654,371

Change-654,371 (-100%)

Value$0 (-$1.4M)

Filed 2026-08-13

Elser Financial Planning, Inc

CLOSED

Shares0 from 402,972

Change-402,972 (-100%)

Value$0 (-$834.2K)

Filed 2026-07-14

Geode Capital Management, LLC

CLOSED

Shares0 from 193,235

Change-193,235 (-100%)

Value$0 (-$400.1K)

Filed 2026-08-12

OpenArc Corporate Advisory, LLC

CLOSED

Shares0 from 81,437

Change-81,437 (-100%)

Value$0 (-$168.6K)

Filed 2026-08-05

BlackRock, Inc.

CLOSED

Shares0 from 69,728

Change-69,728 (-100%)

Value$0 (-$144.3K)

Filed 2026-08-07

State Street Corp

CLOSED

Shares0 from 53,858

Change-53,858 (-100%)

Value$0 (-$111.5K)

Filed 2026-09-22

Aufman Associates Inc

CLOSED

Shares0 from 52,657

Change-52,657 (-100%)

Value$0 (-$109.0K)

Filed 2026-08-12

Caprock Group, LLC

CLOSED

Shares0 from 48,386

Change-48,386 (-100%)

Value$0 (-$100.2K)

Filed 2026-07-27

Diversified Investment Strategies, LLC

CLOSED

Shares0 from 48,000

Change-48,000 (-100%)

Value$0 (-$99.4K)

Filed 2026-07-27

Citadel Advisors LLC

CLOSED

Shares0 from 43,153

Change-43,153 (-100%)

Value$0 (-$89.3K)

Filed 2026-09-02

Renaissance Technologies LLC

CLOSED

Shares0 from 41,300

Change-41,300 (-100%)

Value$0 (-$85.5K)

Filed 2026-08-13

Northern Trust Corp

CLOSED

Shares0 from 34,534

Change-34,534 (-100%)

Value$0 (-$71.5K)

Filed 2026-08-13

JPMorgan Chase & Co

CLOSED

Shares0 from 32,659

Change-32,659 (-100%)

Value$0 (-$67.6K)

Filed 2026-08-12

Portland Global Advisors LLC

CLOSED

Shares0 from 25,000

Change-25,000 (-100%)

Value$0 (-$51.8K)

Filed 2026-08-13

Dimensional Fund Advisors LP

CLOSED

Shares0 from 19,468

Change-19,468 (-100%)

Value$0 (-$40.3K)

Filed 2026-08-11

Goldman Sachs Group Inc

CLOSED

Shares0 from 18,602

Change-18,602 (-100%)

Value$0 (-$38.5K)

Filed 2026-08-14

American Capital Advisory, LLC

CLOSED

Shares0 from 15,000

Change-15,000 (-100%)

Value$0 (-$31.1K)

Filed 2026-07-28

Royal Bank of Canada

CLOSED

Shares0 from 2,286

Change-2,286 (-100%)

Value$0 (-$5.0K)

Filed 2026-08-14

UBS Group AG

CLOSED

Shares0 from 1,015

Change-1,015 (-100%)

Value$0 (-$2.1K)

Filed 2026-08-13

Group One Trading LLC

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 (-$1.0K)

Filed 2026-08-14

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 365

Change-365 (-100%)

Value$0 (-$756)

Filed 2026-08-11

SBI Securities Co., Ltd.

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$207)

Filed 2026-07-23

BNP Paribas Financial Markets

CLOSED

Shares0 from 22

Change-22 (-100%)

Value$0 (-$46)

Filed 2026-08-13

National Bank of Canada

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$4)

Filed 2026-08-10

Wells Fargo & Company

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$2)

Filed 2026-08-14

Citigroup Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$2)

Filed 2026-08-03

Caitong International Asset Management Co., Ltd

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$2)

Filed 2026-08-05

Vanguard Group Inc

N/A

Shares— from 0

Change0

Value—

	Status
IFP Advisors, Inc	UNCHANGED	4	4	0	0%	$8	$9	+$1	2026-07-20
Staley Capital Advisers Inc	CLOSED	0	1,099,600	-1,099,600	-100%	$2.3M	$0	-$2.3M	2026-08-11
Vanguard Capital Management LLC	CLOSED	0	654,371	-654,371	-100%	$1.4M	$0	-$1.4M	2026-08-13
Elser Financial Planning, Inc	CLOSED	0	402,972	-402,972	-100%	$834.2K	$0	-$834.2K	2026-07-14
Geode Capital Management, LLC	CLOSED	0	193,235	-193,235	-100%	$400.1K	$0	-$400.1K	2026-08-12
OpenArc Corporate Advisory, LLC	CLOSED	0	81,437	-81,437	-100%	$168.6K	$0	-$168.6K	2026-08-05
BlackRock, Inc.	CLOSED	0	69,728	-69,728	-100%	$144.3K	$0	-$144.3K	2026-08-07
State Street Corp	CLOSED	0	53,858	-53,858	-100%	$111.5K	$0	-$111.5K	2026-09-22
Aufman Associates Inc	CLOSED	0	52,657	-52,657	-100%	$109.0K	$0	-$109.0K	2026-08-12
Caprock Group, LLC	CLOSED	0	48,386	-48,386	-100%	$100.2K	$0	-$100.2K	2026-07-27
Diversified Investment Strategies, LLC	CLOSED	0	48,000	-48,000	-100%	$99.4K	$0	-$99.4K	2026-07-27
Citadel Advisors LLC	CLOSED	0	43,153	-43,153	-100%	$89.3K	$0	-$89.3K	2026-09-02
Renaissance Technologies LLC	CLOSED	0	41,300	-41,300	-100%	$85.5K	$0	-$85.5K	2026-08-13
Northern Trust Corp	CLOSED	0	34,534	-34,534	-100%	$71.5K	$0	-$71.5K	2026-08-13
JPMorgan Chase & Co	CLOSED	0	32,659	-32,659	-100%	$67.6K	$0	-$67.6K	2026-08-12
Portland Global Advisors LLC	CLOSED	0	25,000	-25,000	-100%	$51.8K	$0	-$51.8K	2026-08-13
Dimensional Fund Advisors LP	CLOSED	0	19,468	-19,468	-100%	$40.3K	$0	-$40.3K	2026-08-11
Goldman Sachs Group Inc	CLOSED	0	18,602	-18,602	-100%	$38.5K	$0	-$38.5K	2026-08-14
American Capital Advisory, LLC	CLOSED	0	15,000	-15,000	-100%	$31.1K	$0	-$31.1K	2026-07-28
Royal Bank of Canada	CLOSED	0	2,286	-2,286	-100%	$5.0K	$0	-$5.0K	2026-08-14
UBS Group AG	CLOSED	0	1,015	-1,015	-100%	$2.1K	$0	-$2.1K	2026-08-13
Group One Trading LLC	CLOSED	0	500	-500	-100%	$1.0K	$0	-$1.0K	2026-08-14
Tower Research Capital LLC (TRC)	CLOSED	0	365	-365	-100%	$756	$0	-$756	2026-08-11
SBI Securities Co., Ltd.	CLOSED	0	100	-100	-100%	$207	$0	-$207	2026-07-23
BNP Paribas Financial Markets	CLOSED	0	22	-22	-100%	$46	$0	-$46	2026-08-13
National Bank of Canada	CLOSED	0	2	-2	-100%	$4	$0	-$4	2026-08-10
Wells Fargo & Company	CLOSED	0	1	-1	-100%	$2	$0	-$2	2026-08-14
Citigroup Inc	CLOSED	0	1	-1	-100%	$2	$0	-$2	2026-08-03
Caitong International Asset Management Co., Ltd	CLOSED	0	1	-1	-100%	$2	$0	-$2	2026-08-05
Vanguard Group Inc	N/A	—	0	0	—	$0	—	—	—

Showing 30 of 30 institutions