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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 530 | $2.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $2.25K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $2.25K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 455 | $2.04K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 590 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 500 | $1.96K | 0.00% | −500−50.0% | Reduced |
| Lowe Wealth Advisors, LLC | 400 | $1.80K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 400 | $1.79K | 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 |
| Iron Horse Wealth Management, LLC | 242 | $1.09K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 241 | $1.08K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 223 | $1.00K | 0.00% | −16,831−98.7% | Reduced |
| Clear Street Markets LLC | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 154 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 220 | $988 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 209 | $938 | 0.00% | −42,058−99.5% | Reduced |
| 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 |
| Harbor Investment Advisory, LLC | 166 | $745 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $718 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raleigh Capital Management Inc. | 50 | $225 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 50 | $225 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $179 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $112 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 23 | $103 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $67 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 10 | $44 | 0.00% | +10 | New |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −133,907−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −73,276−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −57,746−100.0% | Sold out |
| Merriman Wealth Management, LLC | 0 | $0 | 0.00% | −51,545−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −27,060−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −21,650−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −21,025−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,117−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −16,925−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −12,835−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −12,423−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −10,624−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −10,227−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Bangor Savings Bank | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Trust Co | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Sacks David O | – | – | – | – | Not filed |
| Focus Financial Network, Inc. | – | – | – | – | Not filed |