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 2023
Institutional positions in RUM Group Inc. as of Dec 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
- 137
- +5 vs. Q3 2023
- Shares held
- 24.4M
- −209.5K (−0.9%) vs. Q3 2023
- Total value
- $103.6M
- −$15.4M (−13.0%) vs. Q3 2023
- New holders
- 28
- 23 more added
- Sold out
- 23
- 27 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 10 | $44 | 0.00% | +10 | New |
| Focused Wealth Management, Inc | 15 | $67 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 23 | $103 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $112 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $179 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $225 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 50 | $225 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 80 | $359 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 80 | $359 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 80 | $359 | 0.00% | +80 | New |
| Concord Wealth Partners | 100 | $449 | 0.00% | −2,000−95.2% | Reduced |
| Parallel Advisors, LLC | 100 | $449 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $449 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $449 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $718 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $745 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 200 | $898 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $898 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $898 | 0.00% | +200 | New |
| JPMorgan Chase & Co | 209 | $938 | 0.00% | −42,058−99.5% | Reduced |
| Pathway Financial Advisers, LLC | 220 | $988 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 154 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 223 | $1.00K | 0.00% | −16,831−98.7% | Reduced |
| SRS Capital Advisors, Inc. | 241 | $1.08K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 242 | $1.09K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $1.35K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $1.35K | 0.00% | +200+200.0% | Added |
| Pacifica Partners Inc. | 400 | $1.79K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $1.80K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 500 | $1.96K | 0.00% | −500−50.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 590 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 455 | $2.04K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $2.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $2.25K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 530 | $2.38K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 550 | $2.47K | 0.00% | +550 | New |
| Castleview Partners, LLC | 550 | $2.47K | 0.00% | +550 | New |
| GPS Wealth Strategies Group, LLC | 650 | $2.92K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 720 | $3.23K | 0.00% | +720 | New |
| IFP Advisors, Inc | 775 | $3.48K | 0.00% | −1,215−61.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 871 | $3.91K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 900 | $4.04K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $4.49K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,000 | $4.49K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $4.49K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,059 | $4.75K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,195 | $5.37K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,300 | $5.63K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,290 | $5.79K | 0.00% | +1,290 | New |
| Northwest Financial Advisors | 1,443 | $6.48K | 0.01% | +1,443 | New |
| Creative Financial Designs Inc | 1,650 | $7.41K | 0.00% | +150+10.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 1,700 | $7.63K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,859 | $8.35K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,000 | $8.66K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,200 | $9.88K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,600 | $11.7K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,000 | $13.5K | 0.00% | +3,000 | New |
| UBS Group AG | 3,150 | $14.1K | 0.00% | +2,683+574.5% | Added |
| Ronald Blue Trust, Inc. | 3,000 | $15.0K | 0.00% | +1,000+50.0% | Added |
| US Bancorp | 4,215 | $18.9K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 4,500 | $20.0K | 0.00% | −12,088−72.9% | Reduced |
| Eukles Asset Management | 5,000 | $22.4K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 5,110 | $22.9K | 0.00% | +5,110 | New |
| Bank of America Corp | 5,866 | $26.3K | 0.00% | −18,066−75.5% | Reduced |
| Coppell Advisory Solutions LLC | 6,000 | $26.9K | 0.01% | +5,500+1,100.0% | Added |
| Principal Securities, Inc. | 7,144 | $32.1K | 0.00% | +7,144 | New |
| Signaturefd, LLC | 7,158 | $32.1K | 0.00% | +7,158 | New |
| FMR LLC | 8,090 | $36.3K | 0.00% | +5,357+196.0% | Added |
| Wells Fargo & Company | 8,183 | $36.7K | 0.00% | +4,052+98.1% | Added |
| Wetherby Asset Management Inc | 10,000 | $44.9K | 0.00% | 00.0% | Unchanged |
| Solano Wealth Management, Inc. | 10,000 | $44.9K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 10,411 | $46.7K | 0.00% | −4,385−29.6% | Reduced |
| Red Door Wealth Management, LLC | 10,460 | $47.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 11,332 | $50.9K | 0.00% | +11,332 | New |
| Millennium Management LLC | 11,490 | $51.6K | 0.00% | −126,248−91.7% | Reduced |
| Sculati Wealth Management, LLC | 11,526 | $51.8K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 12,096 | $54.3K | 0.00% | −3,451−22.2% | Reduced |
| Price T Rowe Associates Inc | 13,700 | $62.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,199 | $65.0K | 0.00% | −375−2.4% | Reduced |
| AE Wealth Management LLC | 10,948 | $66.1K | 0.00% | +10,948 | New |
| Harbour Investments, Inc. | 14,999 | $67.3K | 0.00% | +1,540+11.4% | Added |
| Caption Management, LLC | 15,000 | $67.3K | 0.01% | +15,000 | New |
| Raymond James Financial Services Advisors, Inc. | 15,973 | $71.7K | 0.00% | −1,531−8.7% | Reduced |
| Private Advisor Group, LLC | 17,377 | $78.0K | 0.00% | −27,500−61.3% | Reduced |
| Daiwa Securities Group Inc. | 17,827 | $80.0K | 0.00% | +17,827 | New |
| CoreCap Advisors, LLC | 18,324 | $82.3K | 0.01% | −1,081−5.6% | Reduced |
| Sigma Planning Corp | 19,373 | $87.0K | 0.01% | −4,968−20.4% | Reduced |
| Cetera Advisor Networks LLC | 20,125 | $90.4K | 0.00% | +335+1.7% | Added |
| Second Half Financial Partners, LLC | 20,273 | $91.0K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 21,251 | $95.4K | 0.00% | 00.0% | Unchanged |
| Mad River Investors | 22,000 | $98.8K | 0.09% | −19,500−47.0% | Reduced |
| Focus Financial Network Inc | 22,412 | $100.6K | 0.00% | +22,412 | New |
| TCP Asset Management, LLC | 23,520 | $105.6K | 0.04% | +200+0.9% | Added |
| Resolute Partners Group | 26,000 | $116.7K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 31,503 | $141.4K | 0.00% | +31,503 | New |
| CI Private Wealth, LLC | 36,785 | $165.2K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 37,651 | $169.1K | 0.00% | +2,259+6.4% | Added |