RUM Group Inc.
RUM- Exchange
- Nasdaq
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001830081
No open-market purchases or sales by RUM Group Inc. insiders were filed in the last 90 days; 227 institutions reported holding it in 13F filings for Q2 2026, worth $354.6M in total; no superinvestor holds it.
Other share classesRUMBW
13F holders, Q4 2022
Institutional positions in RUM Group Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 117
- +32 vs. Q3 2022
- Shares held
- 16.6M
- +1.60M (+10.7%) vs. Q3 2022
- Total value
- $98.8M
- −$84.4M (−46.1%) vs. Q3 2022
- New holders
- 47
- 27 more added
- Sold out
- 15
- 13 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RUM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $354.6M |
| Q1 2026 | 203 | $262.9M |
| Q4 2025 | 213 | $312.8M |
| Q3 2025 | 221 | $339.7M |
| Q2 2025 | 213 | $387.1M |
| Q1 2025 | 188 | $249.3M |
| Q4 2024 | 191 | $436.9M |
| Q3 2024 | 165 | $129.3M |
| Q2 2024 | 158 | $136.4M |
| Q1 2024 | 157 | $199.1M |
| Q4 2023 | 137 | $103.6M |
| Q3 2023 | 134 | $124.5M |
| Q2 2023 | 131 | $215.5M |
| Q1 2023 | 130 | $204.7M |
| Q4 2022 | 117 | $98.8M |
| Q3 2022 | 89 | $193.6M |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 1 | $0 | 0.00% | −819−99.9% | Reduced |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21 | $125 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 23 | $137 | 0.00% | +23 | New |
| St. Johns Investment Management Company, LLC | 25 | $149 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 26 | $155 | 0.00% | +26 | New |
| New Millennium Group LLC | 32 | $190 | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 36 | $214 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $262 | 0.00% | −160−78.4% | Reduced |
| Raleigh Capital Management Inc. | 50 | $297 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 57 | $339 | 0.00% | +57 | New |
| PSI Advisors, LLC | 80 | $476 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 80 | $476 | 0.00% | +80 | New |
| Federation des caisses Desjardins du Quebec | 100 | $595 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 100 | $595 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $595 | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 109 | $649 | 0.00% | +109 | New |
| The PNC Financial Services Group, Inc. | 145 | $863 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $988 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 185 | $1.00K | 0.00% | −262−58.6% | Reduced |
| CWM, LLC | 99 | $1.00K | 0.00% | +49+98.0% | Added |
| Trust Co | 200 | $1.00K | 0.00% | +200 | New |
| Fortis Capital Advisors, LLC | 170 | $1.01K | 0.00% | +170 | New |
| Allworth Financial LP | 195 | $1.16K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $1.19K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 200 | $1.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $1.19K | 0.00% | +100+100.0% | Added |
| Coastal Capital Group, Inc. | 100 | $1.23K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 215 | $1.28K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 241 | $1.43K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 259 | $1.54K | 0.00% | −9,741−97.4% | Reduced |
| Larson Financial Group LLC | 300 | $1.78K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $2.38K | 0.00% | +140+53.8% | Added |
| Pacifica Partners Inc. | 400 | $2.57K | 0.00% | +400 | New |
| Arcadia Investment Management Corp | 455 | $2.71K | 0.00% | +455 | New |
| U.S. Capital Wealth Advisors, LLC | 500 | $2.98K | 0.00% | +500 | New |
| Coppell Advisory Solutions LLC | 500 | $2.98K | 0.00% | +500 | New |
| Coppell Advisory Solutions Corp. | 500 | $2.98K | 0.00% | +500 | New |
| JFS Wealth Advisors, LLC | 502 | $2.99K | 0.00% | +502 | New |
| Householder Group Estate & Retirement Specialist, LLC | 590 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 800 | $4.76K | 0.00% | +800 | New |
| Advisory Services Network, LLC | 860 | $5.12K | 0.00% | +860 | New |
| Plante Moran Financial Advisors, LLC | 871 | $5.18K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 891 | $5.30K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 900 | $5.36K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $5.95K | 0.00% | +1,000 | New |
| Arrow Financial Corp | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,100 | $6.54K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,300 | $7.74K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,500 | $9.00K | 0.00% | +1,500 | New |
| Piershale Financial Group, Inc. | 1,600 | $9.52K | 0.01% | +1,600 | New |
| Steward Partners Investment Advisory, LLC | 1,650 | $9.82K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,700 | $10.1K | 0.01% | +1,700 | New |
| AlphaMark Advisors, LLC | 2,100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,000 | $12.0K | 0.00% | +1,000 | New |
| US Bancorp | 2,065 | $12.3K | 0.00% | +2,065 | New |
| Concord Wealth Partners | 2,100 | $12.5K | 0.00% | +2,100 | New |
| TD Waterhouse Canada Inc. | 2,000 | $12.6K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,458 | $14.6K | 0.00% | +186+8.2% | Added |
| Pathway Financial Advisers, LLC | 2,720 | $16.2K | 0.01% | +2,720 | New |
| Wells Fargo & Company | 3,105 | $18.5K | 0.00% | +730+30.7% | Added |
| Belpointe Asset Management LLC | 3,430 | $20.4K | 0.00% | +3,430 | New |
| Eukles Asset Management | 5,000 | $30.0K | 0.02% | +3,000+150.0% | Added |
| Walleye Capital LLC | 5,502 | $32.7K | 0.00% | −6,099−52.6% | Reduced |
| IFP Advisors, Inc | 3,167 | $54.0K | 0.00% | +3,167 | New |
| Bank of America Corp | 9,286 | $55.3K | 0.00% | −50,989−84.6% | Reduced |
| Tower Research Capital LLC (TRC) | 9,856 | $58.0K | 0.00% | +9,830+37,807.7% | Added |
| Clear Street Markets LLC | 10,423 | $62.0K | 0.01% | +10,423 | New |
| Cutler Group LP | 11,084 | $65.0K | 0.01% | −12,481−53.0% | Reduced |
| Gotham Asset Management, LLC | 11,555 | $68.8K | 0.00% | +11,555 | New |
| HighTower Advisors, LLC | 11,414 | $70.0K | 0.00% | +11,414 | New |
| Squarepoint Ops LLC | 12,606 | $75.0K | 0.00% | +12,606 | New |
| ExodusPoint Capital Management, LP | 12,896 | $77.0K | 0.00% | +12,896 | New |
| XTX Topco Ltd | 13,582 | $80.8K | 0.02% | +13,582 | New |
| D. E. Shaw & Co., Inc. | 13,971 | $83.1K | 0.00% | +13,971 | New |
| Truist Financial Corp | 14,275 | $84.9K | 0.00% | +841+6.3% | Added |
| Cubist Systematic Strategies, LLC | 14,600 | $86.9K | 0.00% | +14,600 | New |
| Stifel Financial Corp | 14,791 | $88.0K | 0.00% | −23,818−61.7% | Reduced |
| Focus Financial Network, Inc. | 14,925 | $88.8K | 0.01% | +3,625+32.1% | Added |
| First Republic Investment Management, Inc. | 15,000 | $89.3K | 0.00% | +504+3.5% | Added |
| RIA Advisory Group LLC | 16,245 | $96.7K | 0.06% | +16,245 | New |
| Cambridge Investment Research Advisors, Inc. | 16,528 | $98.0K | 0.00% | +4,482+37.2% | Added |
| Harbour Investments, Inc. | 17,242 | $102.6K | 0.01% | +17,242 | New |
| Sigma Planning Corp | 18,166 | $108.1K | 0.00% | +2,205+13.8% | Added |
| Cetera Advisor Networks LLC | 18,395 | $109.5K | 0.00% | +1,850+11.2% | Added |
| Cresset Asset Management, LLC | 19,481 | $112.9K | 0.00% | +19,481 | New |
| CoreCap Advisors, LLC | 19,405 | $115.5K | 0.01% | +19,405 | New |
| PFG Advisors | 19,724 | $117.4K | 0.01% | +708+3.7% | Added |
| Raymond James & Associates | 19,972 | $118.8K | 0.00% | +6,140+44.4% | Added |
| Goldman Sachs Group Inc | 20,062 | $119.4K | 0.00% | −29,945−59.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 20,413 | $121.5K | 0.00% | +28+0.1% | Added |
| Fort Point Capital Partners LLC | 21,025 | $125.1K | 0.02% | +21,025 | New |
| Resolute Partners Group | 22,000 | $130.9K | 0.02% | +14,000+175.0% | Added |
| TCP Asset Management, LLC | 23,320 | $138.8K | 0.11% | +23,320 | New |
| Second Half Financial Partners, LLC | 20,273 | $203.7K | 0.13% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 35,297 | $210.0K | 0.00% | +35,297 | New |
| Merriman Wealth Management, LLC | 38,340 | $228.1K | 0.01% | +1,105+3.0% | Added |
| Mad River Investors | 42,200 | $251.0K | 0.15% | −12,500−22.9% | Reduced |
| Morgan Stanley | 45,820 | $272.6K | 0.00% | +19,949+77.1% | Added |