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 2024
Institutional positions in RUM Group Inc. as of Sep 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
- 165
- +10 vs. Q2 2024
- Shares held
- 25.6M
- +1.26M (+5.2%) vs. Q2 2024
- Total value
- $129.3M
- +$1.86M (+1.5%) vs. Q2 2024
- New holders
- 24
- 39 more added
- Sold out
- 14
- 28 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q2 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 | $54 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 13 | $70 | 0.00% | +13 | New |
| MB, Levis & Associates, LLC | 23 | $123 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 37 | $198 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $214 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $268 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 50 | $268 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 64 | $344 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 74 | $397 | 0.00% | +74 | New |
| Aspire Private Capital, LLC | 80 | $429 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 80 | $429 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $536 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 100 | $536 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $536 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $536 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $536 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $536 | 0.00% | +100 | New |
| Caitlin John, LLC | 100 | $615 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 145 | $777 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $858 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 165 | $885 | 0.00% | +165 | New |
| Harbor Investment Advisory, LLC | 166 | $890 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 185 | $992 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 243 | $1.00K | 0.00% | +243 | New |
| Rosenberg Matthew Hamilton | 200 | $1.07K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $1.07K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $1.07K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $1.07K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 209 | $1.12K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 250 | $1.34K | 0.00% | −400−61.5% | Reduced |
| West Oak Capital, LLC | 300 | $1.60K | 0.00% | +300 | New |
| Federation des caisses Desjardins du Quebec | 300 | $1.61K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $1.61K | 0.00% | +200+200.0% | Added |
| McIlrath & Eck, LLC | 310 | $1.66K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 320 | $1.72K | 0.00% | +320 | New |
| SRS Capital Advisors, Inc. | 334 | $1.79K | 0.00% | −241−41.9% | Reduced |
| Iron Horse Wealth Management, LLC | 350 | $1.88K | 0.00% | +108+44.6% | Added |
| Parkside Financial Bank & Trust | 350 | $1.88K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 400 | $2.14K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $2.14K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 370 | $2.19K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $2.68K | 0.00% | −4,975−90.9% | Reduced |
| The PNC Financial Services Group, Inc. | 500 | $2.68K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $2.69K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 530 | $2.84K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 590 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 635 | $3.40K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 667 | $3.58K | 0.00% | +367+122.3% | Added |
| Strategic Investment Solutions, Inc. | 699 | $3.75K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $3.75K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 711 | $3.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 720 | $3.86K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 772 | $4.14K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 800 | $4.29K | 0.00% | +800 | New |
| Plante Moran Financial Advisors, LLC | 871 | $4.67K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,000 | $5.36K | 0.00% | −2,000−66.7% | Reduced |
| Fifth Third Bancorp | 1,000 | $5.36K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,000 | $5.36K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $5.36K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,000 | $5.36K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,059 | $5.68K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,100 | $5.90K | 0.00% | −550−33.3% | Reduced |
| CWM, LLC | 1,039 | $6.00K | 0.00% | +885+574.7% | Added |
| IFP Advisors, Inc | 1,170 | $6.27K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,275 | $6.83K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,300 | $6.97K | 0.00% | +1,000+333.3% | Added |
| Jones Financial Companies LLLP | 1,530 | $8.23K | 0.00% | −200−11.6% | Reduced |
| Allworth Financial LP | 1,745 | $9.35K | 0.00% | +450+34.7% | Added |
| Citadel Advisors LLC | 1,791 | $9.60K | 0.00% | +1,791 | New |
| Colonial Trust Co | 1,850 | $9.92K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,953 | $10.5K | 0.00% | +20+1.0% | Added |
| AlphaMark Advisors, LLC | 2,100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,200 | $11.8K | 0.00% | +650+41.9% | Added |
| Northwest Financial Advisors | 2,463 | $13.2K | 0.01% | +2,463 | New |
| North Star Investment Management Corp. | 2,500 | $13.4K | 0.00% | +1,500+150.0% | Added |
| Aster Capital Management (DIFC) Ltd | 3,220 | $17.3K | 0.00% | +3,220 | New |
| Deutsche Bank AG | 3,776 | $20.2K | 0.00% | +3,776 | New |
| Ronald Blue Trust, Inc. | 4,000 | $22.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 4,220 | $22.6K | 0.01% | +2,000+90.1% | Added |
| US Bancorp | 4,365 | $23.4K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 5,000 | $26.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7,142 | $38.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 7,538 | $40.4K | 0.00% | +310+4.3% | Added |
| Sanctuary Wealth Management, L.L.C. | 8,180 | $43.8K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,608 | $46.1K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,000 | $53.6K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 10,000 | $53.6K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,000 | $53.6K | 0.00% | +10,000 | New |
| Creative Planning | 10,249 | $54.9K | 0.00% | −110−1.1% | Reduced |
| Goldman Sachs Group Inc | 10,501 | $56.3K | 0.00% | −250,926−96.0% | Reduced |
| Daiwa Securities Group Inc. | 10,973 | $59.0K | 0.00% | −450−3.9% | Reduced |
| Wells Fargo & Company | 11,311 | $60.6K | 0.00% | +100+0.9% | Added |
| Sculati Wealth Management, LLC | 11,526 | $61.8K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 11,886 | $63.7K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 11,938 | $64.0K | 0.00% | −450−3.6% | Reduced |
| Tamar Securities, LLC | 12,122 | $65.0K | 0.01% | −1,082−8.2% | Reduced |
| Tower Research Capital LLC (TRC) | 12,292 | $65.9K | 0.00% | +12,069+5,412.1% | Added |
| SG Americas Securities, LLC | 12,315 | $66.0K | 0.00% | +294+2.4% | Added |