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, Q2 2024
Institutional positions in RUM Group Inc. as of Jun 30, 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
- 158
- +5 vs. Q1 2024
- Shares held
- 25.9M
- +382.8K (+1.5%) vs. Q1 2024
- Total value
- $136.4M
- −$62.5M (−31.4%) vs. Q1 2024
- New holders
- 28
- 29 more added
- Sold out
- 23
- 29 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q1 2024.
| 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 | $58 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 23 | $128 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 37 | $205 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $222 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $278 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 50 | $278 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 64 | $356 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 80 | $444 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 80 | $444 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 100 | $555 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $555 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $555 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $555 | 0.00% | +100 | New |
| Caitlin John, LLC | 100 | $555 | 0.00% | +100 | New |
| CIBC Private Wealth Group, LLC | 100 | $571 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $632 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 145 | $805 | 0.00% | +145 | New |
| Cape Investment Advisory, Inc. | 160 | $888 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $921 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 154 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 185 | $1.03K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $1.11K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $1.11K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 200 | $1.15K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 209 | $1.16K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 223 | $1.24K | 0.00% | −1,103−83.2% | Reduced |
| Iron Horse Wealth Management, LLC | 242 | $1.34K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $1.67K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $1.67K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 300 | $1.67K | 0.00% | +300 | New |
| National Bank of Canada | 300 | $1.72K | 0.00% | −1,000−76.9% | Reduced |
| McIlrath & Eck, LLC | 310 | $1.72K | 0.00% | +310 | New |
| Parkside Financial Bank & Trust | 350 | $1.94K | 0.00% | +100+40.0% | Added |
| Continuum Advisory, LLC | 370 | $2.05K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $2.22K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 400 | $2.30K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 475 | $2.72K | 0.00% | +206+76.6% | Added |
| The PNC Financial Services Group, Inc. | 500 | $2.77K | 0.00% | +500 | New |
| JFS Wealth Advisors, LLC | 502 | $2.79K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 530 | $2.94K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 590 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 550 | $3.05K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 575 | $3.19K | 0.00% | +334+138.6% | Added |
| ICA Group Wealth Management, LLC | 580 | $3.22K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 635 | $3.52K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 650 | $3.61K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $3.88K | 0.00% | +700 | New |
| REAP Financial Group, LLC | 711 | $3.95K | 0.00% | +711 | New |
| Financial Perspectives, Inc | 772 | $4.29K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 699 | $4.42K | 0.00% | +699 | New |
| Sachetta, LLC | 720 | $4.46K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 871 | $4.83K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $5.55K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,000 | $5.55K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $5.55K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,000 | $5.55K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,000 | $5.55K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,000 | $5.55K | 0.00% | +1,000 | New |
| AdvisorNet Financial, Inc | 1,059 | $5.88K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,170 | $6.49K | 0.00% | +120+11.4% | Added |
| Bartlett & Co. Wealth Management LLC | 1,275 | $7.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,295 | $8.40K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,550 | $8.60K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,650 | $9.16K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,730 | $9.60K | 0.00% | +1,630+1,630.0% | Added |
| Barclays PLC | 1,775 | $9.85K | 0.00% | +1,056+146.9% | Added |
| Colonial Trust Co | 1,850 | $10.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,933 | $10.7K | 0.00% | +271+16.3% | Added |
| FMR LLC | 2,044 | $11.3K | 0.00% | −9,624−82.5% | Reduced |
| TD Waterhouse Canada Inc. | 2,000 | $11.5K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 2,220 | $12.3K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,811 | $15.6K | 0.00% | +2,811 | New |
| TCG Advisory Services, LLC | 3,000 | $16.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,365 | $24.2K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 5,000 | $27.8K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 5,472 | $30.4K | 0.02% | +5,472 | New |
| Newbridge Financial Services Group, Inc. | 5,475 | $30.4K | 0.01% | −1,375−20.1% | Reduced |
| Ronald Blue Trust, Inc. | 4,000 | $32.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,000 | $38.9K | 0.00% | +1,000+16.7% | Added |
| Capital Analysts, LLC | 7,142 | $40.0K | 0.00% | +7,142 | New |
| Principal Securities, Inc. | 7,228 | $40.1K | 0.00% | −733−9.2% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 8,180 | $45.4K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,608 | $47.8K | 0.00% | +250+3.0% | Added |
| UBS Group AG | 9,925 | $55.1K | 0.00% | +6,875+225.4% | Added |
| Wetherby Asset Management Inc | 10,000 | $55.5K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 10,000 | $55.5K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 10,359 | $57.5K | 0.00% | +347+3.5% | Added |
| Wells Fargo & Company | 11,211 | $62.2K | 0.00% | −7,167−39.0% | Reduced |
| Daiwa Securities Group Inc. | 11,423 | $63.0K | 0.00% | −5,311−31.7% | Reduced |
| Sculati Wealth Management, LLC | 11,526 | $64.0K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 11,886 | $66.0K | 0.00% | +11,886 | New |
| SG Americas Securities, LLC | 12,021 | $67.0K | 0.00% | +12,021 | New |
| Raymond James & Associates | 12,388 | $68.8K | 0.00% | +1,550+14.3% | Added |
| Harbour Investments, Inc. | 13,047 | $72.4K | 0.00% | −257−1.9% | Reduced |
| Mariner, LLC | 13,082 | $72.6K | 0.00% | −700−5.1% | Reduced |
| Tamar Securities, LLC | 13,204 | $73.3K | 0.01% | +13,204 | New |
| Price T Rowe Associates Inc | 13,700 | $77.0K | 0.00% | 00.0% | Unchanged |