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, Q2 2023
Institutional positions in RUM Group Inc. as of Jun 30, 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
- 131
- +3 vs. Q1 2023
- Shares held
- 24.9M
- +3.28M (+15.2%) vs. Q1 2023
- Total value
- $215.5M
- +$10.8M (+5.3%) vs. Q1 2023
- New holders
- 23
- 30 more added
- Sold out
- 20
- 26 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 1 | $0 | 0.00% | −71,975−100.0% | Reduced |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 21 | $185 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 23 | $205 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $223 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 29 | $259 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $357 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 44 | $392 | 0.00% | +44 | New |
| Raleigh Capital Management Inc. | 50 | $446 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 50 | $446 | 0.00% | +50 | New |
| Mendota Financial Group, LLC | 50 | $446 | 0.00% | +50 | New |
| Aspire Private Capital, LLC | 80 | $714 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 80 | $714 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 97 | $865 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $892 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $892 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $892 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 100 | $892 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $892 | 0.00% | +100 | New |
| CWM, LLC | 154 | $1.00K | 0.00% | +55+55.6% | Added |
| The PNC Financial Services Group, Inc. | 145 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $1.43K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $1.48K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 175 | $1.56K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 185 | $1.65K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $1.78K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 200 | $1.78K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 200 | $1.78K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $1.78K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 215 | $1.92K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 241 | $2.15K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $2.68K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 300 | $3.00K | 0.00% | −200−40.0% | Reduced |
| Pacifica Partners Inc. | 400 | $3.46K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $3.57K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 455 | $4.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $4.48K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 525 | $4.68K | 0.00% | +25+5.0% | Added |
| Winch Advisory Services, LLC | 530 | $5.00K | 0.00% | +530 | New |
| Abound Wealth Management | 590 | $5.26K | 0.00% | +590 | New |
| GPS Wealth Strategies Group, LLC | 650 | $5.80K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 871 | $7.77K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 900 | $8.03K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $8.92K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,000 | $8.92K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $8.92K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,059 | $9.45K | 0.00% | +1,015+2,306.8% | Added |
| Creative Financial Designs Inc | 1,100 | $9.81K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,195 | $10.7K | 0.00% | −1,000−45.6% | Reduced |
| National Bank of Canada | 1,300 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,500 | $13.4K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,500 | $13.4K | 0.00% | +1,500 | New |
| Ronald Blue Trust, Inc. | 1,500 | $15.0K | 0.00% | +500+50.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 1,700 | $15.2K | 0.02% | +1,700 | New |
| Steward Partners Investment Advisory, LLC | 1,859 | $16.6K | 0.00% | +209+12.7% | Added |
| TD Waterhouse Canada Inc. | 2,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,100 | $18.7K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,200 | $19.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,425 | $21.6K | 0.00% | +1,006+70.9% | Added |
| Bogart Wealth, LLC | 2,600 | $23.2K | 0.00% | +2,600 | New |
| Safeguard Financial, LLC | 3,119 | $27.0K | 0.01% | +3,119 | New |
| US Bancorp | 4,215 | $37.6K | 0.00% | +1,150+37.5% | Added |
| Wells Fargo & Company | 4,883 | $43.6K | 0.00% | +523+12.0% | Added |
| Eukles Asset Management | 5,000 | $44.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,290 | $55.3K | 0.00% | −1,040−24.0% | Reduced |
| Wetherby Asset Management Inc | 10,000 | $89.2K | 0.00% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 10,200 | $91.0K | 0.01% | +10,200 | New |
| Norris Financial Group, LLC | 10,536 | $94.0K | 0.07% | +10,536 | New |
| Sculati Wealth Management, LLC | 11,526 | $102.8K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,290 | $118.5K | 0.00% | +1,649+14.2% | Added |
| CoreCap Advisors, LLC | 13,405 | $119.6K | 0.01% | +13,405 | New |
| Balyasny Asset Management LLC | 14,242 | $127.0K | 0.00% | +14,242 | New |
| Raymond James Financial Services Advisors, Inc. | 14,527 | $129.6K | 0.00% | −6,406−30.6% | Reduced |
| Raymond James & Associates | 14,572 | $130.0K | 0.00% | −7,900−35.2% | Reduced |
| Atria Wealth Solutions, Inc. | 15,575 | $138.9K | 0.00% | +15,575 | New |
| Centiva Capital, LP | 15,806 | $141.0K | 0.01% | +15,806 | New |
| Harbour Investments, Inc. | 15,959 | $142.4K | 0.01% | −1,283−7.4% | Reduced |
| HighTower Advisors, LLC | 16,484 | $144.0K | 0.00% | +2,327+16.4% | Added |
| Focus Financial Network, Inc. | 16,225 | $144.7K | 0.01% | +4,255+35.5% | Added |
| Cetera Advisor Networks LLC | 16,540 | $147.5K | 0.00% | −500−2.9% | Reduced |
| Cutler Group LP | 16,649 | $148.0K | 0.03% | −13,083−44.0% | Reduced |
| Susquehanna International Group, LLP | 18,206 | $162.4K | 0.00% | −283,666−94.0% | Reduced |
| Sigma Planning Corp | 19,191 | $171.2K | 0.01% | −497−2.5% | Reduced |
| Gotham Asset Management, LLC | 19,933 | $177.8K | 0.00% | +2,146+12.1% | Added |
| RIA Advisory Group LLC | 20,250 | $180.6K | 0.08% | +4,005+24.7% | Added |
| Second Half Financial Partners, LLC | 20,273 | $180.8K | 0.04% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 21,025 | $187.5K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 21,038 | $187.7K | 0.00% | −4,040−16.1% | Reduced |
| Cresset Asset Management, LLC | 21,251 | $189.6K | 0.00% | +2,250+11.8% | Added |
| Resolute Partners Group | 22,000 | $196.2K | 0.02% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 23,320 | $208.0K | 0.09% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 25,342 | $226.1K | 0.00% | +10,268+68.1% | Added |
| Truist Financial Corp | 26,266 | $234.3K | 0.00% | +1,470+5.9% | Added |
| PFG Advisors | 29,395 | $262.2K | 0.02% | +1,693+6.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,112 | $269.0K | 0.00% | +5,415+21.9% | Added |
| Private Advisor Group, LLC | 32,281 | $287.9K | 0.00% | −105−0.3% | Reduced |
| Bank of New York Mellon Corp | 32,811 | $292.7K | 0.00% | −37,121−53.1% | Reduced |
| Bayesian Capital Management, LP | 36,600 | $326.5K | 0.04% | +36,600 | New |