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, Q1 2025
Institutional positions in RUM Group Inc. as of Mar 31, 2025. 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
- 188
- +3 vs. Q4 2024
- Shares held
- 36.5M
- +2.90M (+8.6%) vs. Q4 2024
- Total value
- $249.3M
- −$187.3M (−42.9%) vs. Q4 2024
- New holders
- 29
- 57 more added
- Sold out
- 26
- 35 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $22 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 8 | $62 | 0.00% | +2+33.3% | Added |
| Optiver Holding B.V. | 13 | $92 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 21 | $148 | 0.00% | +21 | New |
| MB, Levis & Associates, LLC | 23 | $163 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 28 | $198 | 0.00% | +28 | New |
| Carolina Wealth Advisors, LLC | 40 | $283 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 64 | $453 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 62 | $477 | 0.00% | +62 | New |
| PSI Advisors, LLC | 80 | $566 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 90 | $636 | 0.00% | +90 | New |
| CIBC Private Wealth Group, LLC | 100 | $694 | 0.00% | −1,000−90.9% | Reduced |
| Oakworth Capital, Inc. | 100 | $707 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $707 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $707 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 138 | $976 | 0.00% | +74+115.6% | Added |
| Sandy Spring Bank | 145 | $1.02K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 150 | $1.06K | 0.00% | −51−25.4% | Reduced |
| Lindbrook Capital, LLC | 162 | $1.15K | 0.00% | +162 | New |
| Harbor Investment Advisory, LLC | 166 | $1.17K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 167 | $1.18K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 183 | $1.29K | 0.00% | +56+44.1% | Added |
| Ancora Advisors, LLC | 185 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 200 | $1.41K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 220 | $1.55K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 243 | $1.72K | 0.00% | +243 | New |
| GPS Wealth Strategies Group, LLC | 250 | $1.77K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 250 | $1.77K | 0.00% | +250 | New |
| Bangor Savings Bank | 272 | $1.92K | 0.00% | +272 | New |
| NBC Securities, Inc. | 300 | $2.00K | 0.00% | +300 | New |
| West Oak Capital, LLC | 300 | $2.10K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $2.12K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 300 | $2.12K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 300 | $2.12K | 0.00% | +300 | New |
| McIlrath & Eck, LLC | 310 | $2.19K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 289 | $2.29K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 341 | $2.41K | 0.00% | +304+821.6% | Added |
| Parkside Financial Bank & Trust | 350 | $2.48K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 366 | $2.59K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $2.83K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 400 | $2.83K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 400 | $2.83K | 0.00% | +200+100.0% | Added |
| Pacifica Partners Inc. | 400 | $3.08K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 467 | $3.30K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 500 | $3.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $3.55K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 530 | $3.75K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 611 | $4.32K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 622 | $4.40K | 0.00% | +522+522.0% | Added |
| Abound Wealth Management | 635 | $4.49K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 670 | $4.74K | 0.00% | +185+38.1% | Added |
| Strategic Investment Solutions, Inc. | 699 | $4.94K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 711 | $5.03K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 771 | $5.45K | 0.00% | +437+130.8% | Added |
| Financial Perspectives, Inc | 772 | $5.46K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 768 | $5.93K | 0.00% | +768 | New |
| Plante Moran Financial Advisors, LLC | 871 | $6.16K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 900 | $6.36K | 0.00% | −1,100−55.0% | Reduced |
| FNY Investment Advisers, LLC | 1,000 | $7.00K | 0.00% | +1,000 | New |
| Fifth Third Bancorp | 1,000 | $7.07K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $7.07K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,044 | $7.38K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,055 | $7.46K | 0.01% | −21,145−95.2% | Reduced |
| Medallion Wealth Advisors, LLC | 1,000 | $7.70K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,100 | $7.78K | 0.00% | −11,102−91.0% | Reduced |
| SBI Securities Co., Ltd. | 1,158 | $8.19K | 0.00% | −334−22.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,275 | $9.01K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,294 | $9.15K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,473 | $10.4K | 0.00% | −527−26.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,500 | $10.6K | 0.00% | +1,000+200.0% | Added |
| Allworth Financial LP | 1,295 | $10.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,542 | $10.9K | 0.00% | +1,242+414.0% | Added |
| Deutsche Bank AG | 1,751 | $12.4K | 0.00% | −2,025−53.6% | Reduced |
| FSA Wealth Management LLC | 1,800 | $12.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,850 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,000 | $14.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,000 | $14.1K | 0.00% | +1,300+185.7% | Added |
| N.E.W. Advisory Services LLC | 2,095 | $14.8K | 0.00% | +2,095 | New |
| Steward Partners Investment Advisory, LLC | 2,933 | $20.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,200 | $22.6K | 0.00% | +1,900+146.2% | Added |
| North Star Investment Management Corp. | 4,000 | $28.3K | 0.00% | +1,500+60.0% | Added |
| Golden State Wealth Management, LLC | 4,014 | $28.4K | 0.00% | +4,000+28,571.4% | Added |
| US Bancorp | 4,117 | $29.1K | 0.00% | −248−5.7% | Reduced |
| CWM, LLC | 4,395 | $31.0K | 0.00% | +2,244+104.3% | Added |
| Raleigh Capital Management Inc. | 4,500 | $31.8K | 0.01% | +4,450+8,900.0% | Added |
| Eukles Asset Management | 5,000 | $35.4K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,092 | $38.1K | 0.01% | +4,092 | New |
| TD Waterhouse Canada Inc. | 6,350 | $48.9K | 0.00% | −3,141−33.1% | Reduced |
| Quest Partners LLC | 7,095 | $50.2K | 0.01% | +6,221+711.8% | Added |
| Daiwa Securities Group Inc. | 7,968 | $56.0K | 0.00% | −291−3.5% | Reduced |
| Signaturefd, LLC | 8,809 | $62.3K | 0.00% | +201+2.3% | Added |
| MAI Capital Management | 9,529 | $67.4K | 0.00% | +5,000+110.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,000 | $70.7K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 10,000 | $70.7K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 10,000 | $70.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 10,006 | $70.7K | 0.02% | +10,006 | New |
| Advisory Services Network, LLC | 10,073 | $71.2K | 0.00% | +10,073 | New |
| Jones Financial Companies LLLP | 10,170 | $73.6K | 0.00% | +2,167+27.1% | Added |