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, Q1 2024
Institutional positions in RUM Group Inc. as of Mar 31, 2024. 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
- 157
- +23 vs. Q4 2023
- Shares held
- 25.6M
- +1.35M (+5.6%) vs. Q4 2023
- Total value
- $199.1M
- +$96.3M (+93.7%) vs. Q4 2023
- New holders
- 48
- 36 more added
- Sold out
- 25
- 24 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,227 | $18 | 0.00% | +2,227 | New |
| Main Street Group, LTD | 10 | $72 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 23 | $186 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $202 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 26 | $210 | 0.00% | +26 | New |
| GWM Advisors LLC | 37 | $299 | 0.00% | +37 | New |
| Carolina Wealth Advisors, LLC | 40 | $323 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 45 | $364 | 0.00% | +45 | New |
| Raleigh Capital Management Inc. | 50 | $404 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 50 | $404 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 64 | $518 | 0.00% | +64 | New |
| Aspire Private Capital, LLC | 80 | $646 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 80 | $646 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $706 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 100 | $724 | 0.00% | +100 | New |
| Parallel Advisors, LLC | 100 | $808 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $808 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $808 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $808 | 0.00% | +100 | New |
| CWM, LLC | 154 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $1.29K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $1.34K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 200 | $1.45K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 185 | $1.50K | 0.00% | +185 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $1.62K | 0.00% | −2,000−90.9% | Reduced |
| Wolff Wiese Magana LLC | 200 | $1.62K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $1.62K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $1.62K | 0.00% | +200 | New |
| JPMorgan Chase & Co | 209 | $1.69K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 241 | $1.95K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 242 | $1.96K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 250 | $2.02K | 0.00% | +250 | New |
| Smartleaf Asset Management LLC | 269 | $2.29K | 0.00% | +269 | New |
| Larson Financial Group LLC | 300 | $2.42K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $2.42K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 370 | $2.55K | 0.00% | +370 | New |
| Arcadia Investment Management Corp | 350 | $2.83K | 0.00% | −105−23.1% | Reduced |
| Pacifica Partners Inc. | 400 | $2.97K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $3.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 720 | $3.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $4.06K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 530 | $4.28K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 550 | $4.44K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 580 | $4.69K | 0.00% | +580 | New |
| Householder Group Estate & Retirement Specialist, LLC | 590 | $4.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 635 | $5.13K | 0.00% | +635 | New |
| GPS Wealth Strategies Group, LLC | 650 | $5.25K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 719 | $5.81K | 0.00% | +719 | New |
| Financial Perspectives, Inc | 772 | $6.24K | 0.00% | +772 | New |
| FSA Wealth Management LLC | 800 | $6.46K | 0.00% | +800 | New |
| Plante Moran Financial Advisors, LLC | 871 | $7.04K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $8.08K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,000 | $8.08K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $8.08K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 1,000 | $8.08K | 0.01% | +1,000 | New |
| Hilltop National Bank | 1,000 | $8.08K | 0.00% | +1,000 | New |
| Kelly Financial Services LLC | 1,000 | $8.08K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 1,050 | $8.48K | 0.00% | +275+35.5% | Added |
| AdvisorNet Financial, Inc | 1,059 | $8.56K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,300 | $8.80K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,275 | $10.3K | 0.00% | +1,275 | New |
| Allworth Financial LP | 1,295 | $10.5K | 0.00% | +100+8.4% | Added |
| Tower Research Capital LLC (TRC) | 1,326 | $10.7K | 0.00% | +1,103+494.6% | Added |
| Creative Financial Designs Inc | 1,550 | $12.5K | 0.00% | −100−6.1% | Reduced |
| Cedar Wealth Management, LLC | 1,650 | $13.3K | 0.00% | +1,650 | New |
| Steward Partners Investment Advisory, LLC | 1,662 | $13.4K | 0.00% | −197−10.6% | Reduced |
| TD Waterhouse Canada Inc. | 2,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,850 | $14.9K | 0.00% | +1,850 | New |
| Cutler Group LP | 2,106 | $17.0K | 0.01% | −2,394−53.2% | Reduced |
| AlphaMark Advisors, LLC | 2,100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,220 | $17.9K | 0.01% | +2,000+909.1% | Added |
| TCG Advisory Services, LLC | 3,000 | $24.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,050 | $24.6K | 0.00% | −100−3.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,000 | $32.3K | 0.00% | +1,000+33.3% | Added |
| Quest Partners LLC | 4,117 | $33.3K | 0.01% | +4,117 | New |
| US Bancorp | 4,365 | $35.3K | 0.00% | +150+3.6% | Added |
| Eukles Asset Management | 5,000 | $40.4K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,000 | $48.5K | 0.00% | +5,500+1,100.0% | Added |
| Newbridge Financial Services Group, Inc. | 6,850 | $55.3K | 0.02% | +6,350+1,270.0% | Added |
| Principal Securities, Inc. | 7,961 | $64.3K | 0.00% | +817+11.4% | Added |
| Sanctuary Wealth Management, L.L.C. | 8,180 | $66.1K | 0.05% | +6,480+381.2% | Added |
| Signaturefd, LLC | 8,358 | $67.5K | 0.00% | +1,200+16.8% | Added |
| Wetherby Asset Management Inc | 10,000 | $80.8K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 10,000 | $80.8K | 0.02% | +10,000 | New |
| Coppell Advisory Solutions Corp. | 10,000 | $80.8K | 0.02% | +10,000 | New |
| Creative Planning | 10,012 | $80.9K | 0.00% | +10,012 | New |
| Polymer Capital Management (HK) LTD | 10,134 | $81.9K | 0.02% | +10,134 | New |
| Red Door Wealth Management, LLC | 10,460 | $84.5K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 10,838 | $87.6K | 0.00% | +10,838 | New |
| Focus Financial Network, Inc. | 14,090 | $88.6K | 0.00% | +14,090 | New |
| Sculati Wealth Management, LLC | 11,526 | $93.1K | 0.04% | 00.0% | Unchanged |
| FMR LLC | 11,668 | $94.3K | 0.00% | +3,578+44.2% | Added |
| CTC Alternative Strategies, Ltd. | 12,100 | $97.8K | 0.06% | +12,100 | New |
| Harbour Investments, Inc. | 13,304 | $107.5K | 0.00% | −1,695−11.3% | Reduced |
| Price T Rowe Associates Inc | 13,700 | $111.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 13,782 | $111.4K | 0.00% | +2,450+21.6% | Added |
| Bank of America Corp | 14,036 | $113.4K | 0.00% | +8,170+139.3% | Added |
| Two Sigma Securities, LLC | 14,149 | $114.3K | 0.01% | +14,149 | New |
| Wolverine Trading, LLC | 14,265 | $115.3K | 0.00% | +14,265 | New |