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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 502 | $2.56K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $2.55K | 0.00% | +500 | New |
| UBS Group AG | 467 | $2.38K | 0.00% | +467 | New |
| Arcadia Investment Management Corp | 455 | $2.32K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 400 | $2.05K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $2.04K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $1.53K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 242 | $1.23K | 0.00% | +145+149.5% | Added |
| SRS Capital Advisors, Inc. | 241 | $1.23K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 220 | $1.12K | 0.00% | +220 | New |
| Oliver Lagore Vanvalin Investment Group | 215 | $1.10K | 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 |
| CWM, LLC | 154 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 188 | $959 | 0.00% | +188 | New |
| Ancora Advisors, LLC | 185 | $943 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $847 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $816 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 145 | $740 | 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 |
| Aspire Private Capital, LLC | 80 | $408 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 80 | $408 | 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 |
| Carolina Wealth Advisors, LLC | 40 | $204 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $128 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 23 | $117 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $77 | 0.00% | +15 | New |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −503,545−100.0% | Sold out |
| Valiant Capital Management, L.P. | 0 | $0 | 0.00% | −308,641−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −64,707−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −36,600−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,206−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,806−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,242−100.0% | Sold out |
| Norris Financial Group, LLC | 0 | $0 | 0.00% | −10,536−100.0% | Sold out |
| Bristlecone Advisors, LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Adirondack Retirement Specialists, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |