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, Q3 2023
Institutional positions in RUM Group Inc. as of Sep 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
- 134
- +3 vs. Q2 2023
- Shares held
- 25.7M
- +792.4K (+3.2%) vs. Q2 2023
- Total value
- $124.5M
- −$91.0M (−42.2%) vs. Q2 2023
- New holders
- 21
- 30 more added
- Sold out
- 18
- 24 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $77 | 0.00% | +15 | New |
| MB, Levis & Associates, LLC | 23 | $117 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $128 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $204 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $255 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 50 | $255 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 80 | $408 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 80 | $408 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $510 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $510 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $510 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 100 | $510 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 145 | $740 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $816 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $847 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 185 | $943 | 0.00% | 00.0% | Unchanged |
| Creative Planning | 188 | $959 | 0.00% | +188 | New |
| CWM, LLC | 154 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 200 | $1.02K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $1.02K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 215 | $1.10K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 220 | $1.12K | 0.00% | +220 | New |
| SRS Capital Advisors, Inc. | 241 | $1.23K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 242 | $1.23K | 0.00% | +145+149.5% | Added |
| Larson Financial Group LLC | 300 | $1.53K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $2.04K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 400 | $2.05K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 455 | $2.32K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 467 | $2.38K | 0.00% | +467 | New |
| Newbridge Financial Services Group, Inc. | 500 | $2.55K | 0.00% | +500 | New |
| JFS Wealth Advisors, LLC | 502 | $2.56K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 550 | $2.81K | 0.00% | +550 | New |
| Coppell Advisory Solutions LLC | 500 | $2.98K | 0.00% | +500 | New |
| Winch Advisory Services, LLC | 530 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 590 | $3.01K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 590 | $3.01K | 0.00% | +590 | New |
| GPS Wealth Strategies Group, LLC | 650 | $3.31K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 871 | $4.44K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 900 | $4.59K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,000 | $5.20K | 0.00% | +971+3,348.3% | Added |
| AdvisorNet Financial, Inc | 1,059 | $5.40K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,195 | $6.09K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,300 | $6.46K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,500 | $7.65K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,500 | $7.65K | 0.00% | +400+36.4% | Added |
| Sanctuary Wealth Management, L.L.C. | 1,700 | $8.67K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,859 | $9.48K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,000 | $9.96K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,990 | $10.1K | 0.00% | −1,300−39.5% | Reduced |
| Concord Wealth Partners | 2,100 | $10.7K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,600 | $13.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,733 | $13.9K | 0.00% | +2,689+6,111.4% | Added |
| Citadel Advisors LLC | 2,980 | $15.2K | 0.00% | −42,114−93.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,000 | $18.0K | 0.00% | +500+33.3% | Added |
| Wells Fargo & Company | 4,131 | $21.1K | 0.00% | −752−15.4% | Reduced |
| US Bancorp | 4,215 | $21.5K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 5,000 | $25.5K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| Solano Wealth Management, Inc. | 10,000 | $51.0K | 0.04% | +10,000 | New |
| Belvedere Trading LLC | 10,227 | $52.2K | 0.01% | −26,913−72.5% | Reduced |
| Red Door Wealth Management, LLC | 10,460 | $53.3K | 0.01% | +10,460 | New |
| Wealth Enhancement Advisory Services, LLC | 10,624 | $54.2K | 0.00% | +10,624 | New |
| Sculati Wealth Management, LLC | 11,526 | $58.8K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,423 | $63.4K | 0.00% | −867−6.5% | Reduced |
| Raymond James & Associates | 12,835 | $65.5K | 0.00% | −1,737−11.9% | Reduced |
| Harbour Investments, Inc. | 13,459 | $68.8K | 0.00% | −2,500−15.7% | Reduced |
| Price T Rowe Associates Inc | 13,700 | $70.0K | 0.00% | +13,700 | New |
| Truist Financial Corp | 14,796 | $75.5K | 0.00% | −11,470−43.7% | Reduced |
| Gotham Asset Management, LLC | 15,547 | $79.3K | 0.00% | −4,386−22.0% | Reduced |
| HighTower Advisors, LLC | 15,574 | $80.0K | 0.00% | −910−5.5% | Reduced |
| Cutler Group LP | 16,588 | $84.0K | 0.01% | −61−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 16,925 | $86.3K | 0.00% | +1,350+8.7% | Added |
| Tower Research Capital LLC (TRC) | 17,054 | $87.0K | 0.00% | +14,629+603.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,504 | $89.3K | 0.00% | +2,977+20.5% | Added |
| D. E. Shaw & Co., Inc. | 18,239 | $93.0K | 0.00% | −7,103−28.0% | Reduced |
| HRT Financial LP | 19,117 | $97.0K | 0.00% | +19,117 | New |
| CoreCap Advisors, LLC | 19,405 | $99.0K | 0.01% | +6,000+44.8% | Added |
| Cetera Advisor Networks LLC | 19,790 | $100.9K | 0.00% | +3,250+19.6% | Added |
| Second Half Financial Partners, LLC | 20,273 | $103.4K | 0.05% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 21,025 | $107.2K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 21,251 | $108.4K | 0.00% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 21,650 | $110.4K | 0.05% | +1,400+6.9% | Added |
| Focus Financial Network, Inc. | 22,862 | $116.6K | 0.01% | +6,637+40.9% | Added |
| TCP Asset Management, LLC | 23,320 | $118.9K | 0.05% | 00.0% | Unchanged |
| Bank of America Corp | 23,932 | $122.1K | 0.00% | −59,475−71.3% | Reduced |
| Sigma Planning Corp | 24,341 | $124.1K | 0.00% | +5,150+26.8% | Added |
| Resolute Partners Group | 26,000 | $132.6K | 0.02% | +4,000+18.2% | Added |
| Counterpoint Mutual Funds LLC | 27,060 | $138.0K | 0.11% | +27,060 | New |
| PFG Advisors | 31,231 | $159.3K | 0.01% | +1,836+6.2% | Added |
| Bank of New York Mellon Corp | 35,392 | $180.5K | 0.00% | +2,581+7.9% | Added |
| CI Private Wealth, LLC | 36,785 | $187.6K | 0.00% | +36,785 | New |