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, Q1 2023
Institutional positions in RUM Group Inc. as of Mar 31, 2023. 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
- 130
- +15 vs. Q4 2022
- Shares held
- 21.6M
- +5.03M (+30.4%) vs. Q4 2022
- Total value
- $204.7M
- +$106.1M (+107.5%) vs. Q4 2022
- New holders
- 28
- 37 more added
- Sold out
- 13
- 14 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 21 | $208 | 0.00% | +21 | New |
| MB, Levis & Associates, LLC | 23 | $230 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $250 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 29 | $251 | 0.00% | −771−96.4% | Reduced |
| New Millennium Group LLC | 32 | $320 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $400 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 44 | $440 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $500 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 50 | $500 | 0.00% | +50 | New |
| Aspire Private Capital, LLC | 80 | $800 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 80 | $800 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 100 | $926 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 97 | $970 | 0.00% | +97 | New |
| CWM, LLC | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $1.00K | 0.00% | +79+376.2% | Added |
| EverSource Wealth Advisors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| The PNC Financial Services Group, Inc. | 145 | $1.45K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $1.60K | 0.00% | +160 | New |
| Harbor Investment Advisory, LLC | 166 | $1.66K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 170 | $1.70K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 175 | $1.75K | 0.00% | +175 | New |
| Ancora Advisors, LLC | 185 | $1.85K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 200 | $2.00K | 0.00% | +200 | New |
| Oliver Lagore Vanvalin Investment Group | 215 | $2.15K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 241 | $2.41K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 400 | $3.56K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 455 | $4.55K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 500 | $5.00K | 0.00% | −9,923−95.2% | Reduced |
| Prestige Wealth Management Group LLC | 500 | $5.00K | 0.00% | +400+400.0% | Added |
| WealthPLAN Partners, LLC | 500 | $5.00K | 0.00% | +500 | New |
| Tradition Wealth Management, LLC | 500 | $5.00K | 0.00% | +500 | New |
| JFS Wealth Advisors, LLC | 502 | $5.02K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 590 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 650 | $6.50K | 0.00% | +650 | New |
| GPS Wealth Strategies Group, LLC | 650 | $6.50K | 0.00% | +650 | New |
| Plante Moran Financial Advisors, LLC | 871 | $8.71K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 900 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $10.0K | 0.00% | +1,000 | New |
| Creative Financial Designs Inc | 1,100 | $11.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,419 | $14.0K | 0.00% | −8,437−85.6% | Reduced |
| Advisory Services Network, LLC | 1,465 | $14.7K | 0.00% | +605+70.3% | Added |
| Bangor Savings Bank | 1,500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,775 | $16.3K | 0.00% | +1,775 | New |
| Steward Partners Investment Advisory, LLC | 1,650 | $16.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,100 | $21.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,195 | $21.9K | 0.00% | +2,000+1,025.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,200 | $22.0K | 0.00% | +2,000+1,000.0% | Added |
| Pathway Financial Advisers, LLC | 2,720 | $27.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,065 | $30.6K | 0.00% | +1,000+48.4% | Added |
| Belpointe Asset Management LLC | 3,761 | $37.6K | 0.00% | +331+9.7% | Added |
| Wells Fargo & Company | 4,360 | $43.6K | 0.00% | +1,255+40.4% | Added |
| Eukles Asset Management | 5,000 | $50.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,330 | $72.8K | 0.00% | +1,163+36.7% | Added |
| Wetherby Asset Management Inc | 10,000 | $100.0K | 0.01% | +10,000 | New |
| Sculati Wealth Management, LLC | 11,526 | $115.3K | 0.06% | +11,526 | New |
| Stifel Financial Corp | 11,641 | $116.4K | 0.00% | −3,150−21.3% | Reduced |
| ExodusPoint Capital Management, LP | 11,900 | $119.0K | 0.00% | −996−7.7% | Reduced |
| Focus Financial Network, Inc. | 11,970 | $119.7K | 0.01% | −2,955−19.8% | Reduced |
| World Equity Group, Inc. | 12,063 | $126.1K | 0.02% | +12,063 | New |
| HighTower Advisors, LLC | 14,157 | $144.0K | 0.00% | +2,743+24.0% | Added |
| First Republic Investment Management, Inc. | 15,000 | $150.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 15,074 | $150.7K | 0.00% | +1,103+7.9% | Added |
| Boothbay Fund Management, LLC | 15,323 | $153.2K | 0.00% | +15,323 | New |
| RIA Advisory Group LLC | 16,245 | $162.4K | 0.07% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 17,040 | $170.4K | 0.00% | −1,355−7.4% | Reduced |
| Harbour Investments, Inc. | 17,242 | $172.4K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 17,787 | $177.9K | 0.00% | +6,232+53.9% | Added |
| Cresset Asset Management, LLC | 19,001 | $190.0K | 0.00% | −480−2.5% | Reduced |
| Sigma Planning Corp | 19,688 | $196.9K | 0.01% | +1,522+8.4% | Added |
| Second Half Financial Partners, LLC | 20,273 | $202.7K | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 20,933 | $209.3K | 0.00% | +520+2.5% | Added |
| Fort Point Capital Partners LLC | 21,025 | $210.3K | 0.03% | 00.0% | Unchanged |
| Resolute Partners Group | 22,000 | $220.0K | 0.03% | 00.0% | Unchanged |
| Raymond James & Associates | 22,472 | $224.7K | 0.00% | +2,500+12.5% | Added |
| TCP Asset Management, LLC | 23,320 | $233.2K | 0.13% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 24,697 | $247.0K | 0.00% | +8,169+49.4% | Added |
| Truist Financial Corp | 24,796 | $248.0K | 0.00% | +10,521+73.7% | Added |
| Walleye Capital LLC | 25,078 | $250.8K | 0.01% | +19,576+355.8% | Added |
| Goldman Sachs Group Inc | 25,168 | $251.7K | 0.00% | +5,106+25.5% | Added |
| Bank of America Corp | 25,234 | $252.3K | 0.00% | +15,948+171.7% | Added |
| PFG Advisors | 27,702 | $277.0K | 0.02% | +7,978+40.4% | Added |
| Cutler Group LP | 29,732 | $297.0K | 0.05% | +18,648+168.2% | Added |
| Diametric Capital, LP | 32,200 | $322.0K | 0.15% | +32,200 | New |
| Private Advisor Group, LLC | 32,386 | $323.9K | 0.00% | +32,386 | New |
| Belvedere Trading LLC | 32,571 | $325.7K | 0.14% | +32,571 | New |
| Mad River Investors | 42,200 | $422.0K | 0.30% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 42,740 | $427.4K | 0.02% | +4,400+11.5% | Added |