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 |
|---|---|---|---|---|---|
| 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 |
| MAI Capital Management | 4,529 | $58.9K | 0.00% | +4,529 | New |
| Sanctuary Wealth Management, L.L.C. | 4,480 | $58.3K | 0.04% | −3,700−45.2% | Reduced |
| US Bancorp | 4,365 | $56.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 4,220 | $54.9K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,776 | $49.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,933 | $38.2K | 0.00% | +980+50.2% | Added |
| Coppell Advisory Solutions LLC | 2,500 | $34.6K | 0.00% | +2,500 | New |
| North Star Investment Management Corp. | 2,500 | $32.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,151 | $28.0K | 0.00% | +1,112+107.0% | Added |
| AlphaMark Advisors, LLC | 2,100 | $27.0K | 0.01% | 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 |
| Colonial Trust Co | 1,850 | $24.1K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,800 | $23.4K | 0.01% | +1,000+125.0% | Added |
| Tower Research Capital LLC (TRC) | 1,795 | $23.4K | 0.00% | −10,497−85.4% | Reduced |
| R Squared Ltd | 1,670 | $21.7K | 0.02% | +1,670 | New |
| SBI Securities Co., Ltd. | 1,492 | $19.4K | 0.00% | +1,492 | New |
| National Bank of Canada | 1,300 | $16.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,294 | $16.8K | 0.00% | +1,294 | New |
| Twin Tree Management, LP | 1,285 | $16.7K | 0.00% | +1,285 | New |
| Bartlett & Co. Wealth Management LLC | 1,275 | $16.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,295 | $16.3K | 0.00% | −450−25.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,200 | $15.6K | 0.00% | +1,000+500.0% | Added |
| BNP Paribas Arbitrage, SA | 1,069 | $13.9K | 0.00% | +1,069 | New |
| AdvisorNet Financial, Inc | 1,044 | $13.6K | 0.00% | −15−1.4% | Reduced |
| 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 |
| CIBC Private Wealth Group, LLC | 1,100 | $12.8K | 0.00% | +1,000+1,000.0% | Added |
| Quest Partners LLC | 874 | $11.4K | 0.00% | +874 | New |
| Plante Moran Financial Advisors, LLC | 871 | $11.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 772 | $10.0K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 711 | $9.25K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $9.11K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 699 | $9.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 635 | $8.26K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 611 | $7.95K | 0.00% | +611 | New |
| Mainstream Capital Management LLC | 550 | $7.16K | 0.01% | +550 | New |
| Winch Advisory Services, LLC | 530 | $6.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $6.53K | 0.00% | 00.0% | Unchanged |
| 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 |
| Iron Horse Wealth Management, LLC | 485 | $6.31K | 0.00% | +135+38.6% | Added |
| Larson Financial Group LLC | 467 | $6.08K | 0.00% | −200−30.0% | Reduced |
| Lowe Wealth Advisors, LLC | 400 | $5.20K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 400 | $5.20K | 0.00% | +400 | New |
| Pacifica Partners Inc. | 400 | $4.95K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 366 | $4.76K | 0.00% | −4−1.1% | Reduced |
| Parkside Financial Bank & Trust | 350 | $4.55K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 334 | $4.35K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 310 | $4.03K | 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 |
| West Oak Capital, LLC | 300 | $3.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 289 | $3.57K | 0.00% | +289 | New |
| GPS Wealth Strategies Group, LLC | 250 | $3.25K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 220 | $2.86K | 0.00% | +220 | New |
| JPMorgan Chase & Co | 201 | $2.62K | 0.00% | −8−3.8% | Reduced |
| 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 |
| Ancora Advisors, LLC | 185 | $2.41K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 167 | $2.17K | 0.00% | +167 | New |
| Harbor Investment Advisory, LLC | 166 | $2.16K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $2.08K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 145 | $1.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 127 | $1.65K | 0.00% | +27+27.0% | Added |
| 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 |
| PSI Advisors, LLC | 80 | $1.04K | 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 |
| Raleigh Capital Management Inc. | 50 | $651 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $520 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 37 | $481 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $456 | 0.00% | +35 | New |
| MB, Levis & Associates, LLC | 23 | $299 | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 21 | $273 | 0.00% | +21 | New |
| Synergy Financial Management, LLC | 50 | $268 | 0.00% | +50 | New |
| Pineridge Advisors LLC | 17 | $217 | 0.00% | +17 | New |
| Golden State Wealth Management, LLC | 14 | $182 | 0.00% | +14 | New |
| Optiver Holding B.V. | 13 | $169 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $78 | 0.00% | +6 | New |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Platform Technology Partners | 0 | $0 | 0.00% | −80,880−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −74,863−100.0% | Sold out |
| Merriman Wealth Management, LLC | 0 | $0 | 0.00% | −43,520−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −22,661−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Sculati Wealth Management, LLC | 0 | $0 | 0.00% | −11,526−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,220−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |