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 2024
Institutional positions in RUM Group Inc. as of Dec 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
- 191
- +30 vs. Q3 2024
- Shares held
- 33.7M
- +8.13M (+31.8%) vs. Q3 2024
- Total value
- $436.9M
- +$307.9M (+238.7%) vs. Q3 2024
- New holders
- 51
- 46 more added
- Sold out
- 21
- 32 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $78 | 0.00% | +6 | New |
| Optiver Holding B.V. | 13 | $169 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 14 | $182 | 0.00% | +14 | New |
| Pineridge Advisors LLC | 17 | $217 | 0.00% | +17 | New |
| Synergy Financial Management, LLC | 50 | $268 | 0.00% | +50 | New |
| Financial Gravity Companies, Inc. | 21 | $273 | 0.00% | +21 | New |
| MB, Levis & Associates, LLC | 23 | $299 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $456 | 0.00% | +35 | New |
| GWM Advisors LLC | 37 | $481 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $520 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $651 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 64 | $833 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 64 | $833 | 0.00% | +64 | New |
| PSI Advisors, LLC | 80 | $1.04K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 100 | $1.30K | 0.00% | −900−90.0% | Reduced |
| Oakworth Capital, Inc. | 100 | $1.30K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.30K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $1.30K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 127 | $1.65K | 0.00% | +27+27.0% | Added |
| Sandy Spring Bank | 145 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $2.08K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $2.16K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 167 | $2.17K | 0.00% | +167 | New |
| Ancora Advisors, LLC | 185 | $2.41K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 200 | $2.60K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 200 | $2.60K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $2.60K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 201 | $2.62K | 0.00% | −8−3.8% | Reduced |
| Sierra Ocean, LLC | 220 | $2.86K | 0.00% | +220 | New |
| GPS Wealth Strategies Group, LLC | 250 | $3.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 289 | $3.57K | 0.00% | +289 | New |
| West Oak Capital, LLC | 300 | $3.90K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $3.90K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $3.90K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 300 | $3.90K | 0.00% | +300 | New |
| McIlrath & Eck, LLC | 310 | $4.03K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 334 | $4.35K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 350 | $4.55K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 366 | $4.76K | 0.00% | −4−1.1% | Reduced |
| Pacifica Partners Inc. | 400 | $4.95K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $5.20K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 400 | $5.20K | 0.00% | +400 | New |
| Larson Financial Group LLC | 467 | $6.08K | 0.00% | −200−30.0% | Reduced |
| Iron Horse Wealth Management, LLC | 485 | $6.31K | 0.00% | +135+38.6% | Added |
| The PNC Financial Services Group, Inc. | 500 | $6.50K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 500 | $6.50K | 0.00% | +500 | New |
| JFS Wealth Advisors, LLC | 502 | $6.53K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 530 | $6.89K | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 550 | $7.16K | 0.01% | +550 | New |
| Massmutual Trust Co FSB | 611 | $7.95K | 0.00% | +611 | New |
| Abound Wealth Management | 635 | $8.26K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 699 | $9.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $9.11K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 711 | $9.25K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 772 | $10.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 871 | $11.3K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 874 | $11.4K | 0.00% | +874 | New |
| CIBC Private Wealth Group, LLC | 1,100 | $12.8K | 0.00% | +1,000+1,000.0% | Added |
| Fifth Third Bancorp | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,000 | $13.0K | 0.01% | +1,000 | New |
| AdvisorNet Financial, Inc | 1,044 | $13.6K | 0.00% | −15−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 1,069 | $13.9K | 0.00% | +1,069 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,200 | $15.6K | 0.00% | +1,000+500.0% | Added |
| Allworth Financial LP | 1,295 | $16.3K | 0.00% | −450−25.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,275 | $16.6K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,285 | $16.7K | 0.00% | +1,285 | New |
| Geneos Wealth Management Inc. | 1,294 | $16.8K | 0.00% | +1,294 | New |
| National Bank of Canada | 1,300 | $16.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,492 | $19.4K | 0.00% | +1,492 | New |
| R Squared Ltd | 1,670 | $21.7K | 0.02% | +1,670 | New |
| Tower Research Capital LLC (TRC) | 1,795 | $23.4K | 0.00% | −10,497−85.4% | Reduced |
| FSA Wealth Management LLC | 1,800 | $23.4K | 0.01% | +1,000+125.0% | Added |
| Colonial Trust Co | 1,850 | $24.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $26.0K | 0.00% | −2,000−50.0% | Reduced |
| Creative Financial Designs Inc | 2,000 | $26.0K | 0.00% | −200−9.1% | Reduced |
| IFP Advisors, Inc | 2,000 | $26.0K | 0.00% | +830+70.9% | Added |
| AlphaMark Advisors, LLC | 2,100 | $27.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,151 | $28.0K | 0.00% | +1,112+107.0% | Added |
| North Star Investment Management Corp. | 2,500 | $32.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,500 | $34.6K | 0.00% | +2,500 | New |
| Steward Partners Investment Advisory, LLC | 2,933 | $38.2K | 0.00% | +980+50.2% | Added |
| Deutsche Bank AG | 3,776 | $49.1K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 4,220 | $54.9K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 4,365 | $56.8K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 4,480 | $58.3K | 0.04% | −3,700−45.2% | Reduced |
| MAI Capital Management | 4,529 | $58.9K | 0.00% | +4,529 | New |
| Eukles Asset Management | 5,000 | $65.0K | 0.03% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 5,000 | $65.0K | 0.07% | +5,000 | New |
| Principal Securities, Inc. | 5,685 | $74.0K | 0.00% | −1,853−24.6% | Reduced |
| Global Retirement Partners, LLC | 6,000 | $78.1K | 0.00% | +6,000 | New |
| Capital Analysts, LLC | 7,142 | $93.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,003 | $104.1K | 0.00% | +6,473+423.1% | Added |
| Daiwa Securities Group Inc. | 8,259 | $107.0K | 0.00% | −2,714−24.7% | Reduced |
| Signaturefd, LLC | 8,608 | $112.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9,491 | $123.4K | 0.00% | +7,491+374.5% | Added |
| Wetherby Asset Management Inc | 10,000 | $130.1K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,000 | $130.1K | 0.00% | 00.0% | Unchanged |