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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 1,170 | $6.27K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,039 | $6.00K | 0.00% | +885+574.7% | Added |
| Cedar Wealth Management, LLC | 1,100 | $5.90K | 0.00% | −550−33.3% | Reduced |
| AdvisorNet Financial, Inc | 1,059 | $5.68K | 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 |
| Plante Moran Financial Advisors, LLC | 871 | $4.67K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 800 | $4.29K | 0.00% | +800 | New |
| Financial Perspectives, Inc | 772 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 720 | $3.86K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 711 | $3.81K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $3.75K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 699 | $3.75K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 667 | $3.58K | 0.00% | +367+122.3% | Added |
| Abound Wealth Management | 635 | $3.40K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 590 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 530 | $2.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $2.69K | 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 |
| Continuum Advisory, LLC | 370 | $2.19K | 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 |
| Parkside Financial Bank & Trust | 350 | $1.88K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 350 | $1.88K | 0.00% | +108+44.6% | Added |
| SRS Capital Advisors, Inc. | 334 | $1.79K | 0.00% | −241−41.9% | Reduced |
| Uncommon Cents Investing LLC | 320 | $1.72K | 0.00% | +320 | New |
| McIlrath & Eck, LLC | 310 | $1.66K | 0.00% | 00.0% | Unchanged |
| 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 |
| West Oak Capital, LLC | 300 | $1.60K | 0.00% | +300 | New |
| GPS Wealth Strategies Group, LLC | 250 | $1.34K | 0.00% | −400−61.5% | Reduced |
| JPMorgan Chase & Co | 209 | $1.12K | 0.00% | 00.0% | Unchanged |
| 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 |
| Clear Street Markets LLC | 243 | $1.00K | 0.00% | +243 | New |
| Ancora Advisors, LLC | 185 | $992 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $890 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 165 | $885 | 0.00% | +165 | New |
| Cape Investment Advisory, Inc. | 160 | $858 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 145 | $777 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $615 | 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 |
| Aspire Private Capital, LLC | 80 | $429 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 80 | $429 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 74 | $397 | 0.00% | +74 | New |
| Beaird Harris Wealth Management, LLC | 64 | $344 | 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 |
| Carolina Wealth Advisors, LLC | 40 | $214 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 37 | $198 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 23 | $123 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 13 | $70 | 0.00% | +13 | New |
| Main Street Group, LTD | 10 | $54 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −487,355−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −344,309−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −74,191−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −29,004−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −17,976−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −13,950−100.0% | Sold out |
| Mad River Investors | 0 | $0 | 0.00% | −16,750−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,472−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Solano Wealth Management, Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |