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 |
|---|---|---|---|---|---|
| Eukles Asset Management | 5,000 | $35.4K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4,500 | $31.8K | 0.01% | +4,450+8,900.0% | Added |
| CWM, LLC | 4,395 | $31.0K | 0.00% | +2,244+104.3% | Added |
| US Bancorp | 4,117 | $29.1K | 0.00% | −248−5.7% | Reduced |
| Golden State Wealth Management, LLC | 4,014 | $28.4K | 0.00% | +4,000+28,571.4% | Added |
| North Star Investment Management Corp. | 4,000 | $28.3K | 0.00% | +1,500+60.0% | Added |
| National Bank of Canada | 3,200 | $22.6K | 0.00% | +1,900+146.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,933 | $20.7K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,095 | $14.8K | 0.00% | +2,095 | New |
| 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 |
| Colonial Trust Co | 1,850 | $13.1K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,800 | $12.7K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,751 | $12.4K | 0.00% | −2,025−53.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,542 | $10.9K | 0.00% | +1,242+414.0% | Added |
| Allworth Financial LP | 1,295 | $10.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,500 | $10.6K | 0.00% | +1,000+200.0% | Added |
| Creative Financial Designs Inc | 1,473 | $10.4K | 0.00% | −527−26.4% | Reduced |
| Geneos Wealth Management Inc. | 1,294 | $9.15K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,275 | $9.01K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,158 | $8.19K | 0.00% | −334−22.4% | Reduced |
| Spire Wealth Management | 1,100 | $7.78K | 0.00% | −11,102−91.0% | Reduced |
| Medallion Wealth Advisors, LLC | 1,000 | $7.70K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,055 | $7.46K | 0.01% | −21,145−95.2% | Reduced |
| AdvisorNet Financial, Inc | 1,044 | $7.38K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $7.07K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $7.07K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $7.00K | 0.00% | +1,000 | New |
| IFP Advisors, Inc | 900 | $6.36K | 0.00% | −1,100−55.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 871 | $6.16K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 768 | $5.93K | 0.00% | +768 | New |
| Financial Perspectives, Inc | 772 | $5.46K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 771 | $5.45K | 0.00% | +437+130.8% | Added |
| REAP Financial Group, LLC | 711 | $5.03K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 699 | $4.94K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 670 | $4.74K | 0.00% | +185+38.1% | Added |
| Abound Wealth Management | 635 | $4.49K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 622 | $4.40K | 0.00% | +522+522.0% | Added |
| Massmutual Trust Co FSB | 611 | $4.32K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 530 | $3.75K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $3.55K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 500 | $3.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 467 | $3.30K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 400 | $3.08K | 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 |
| Continuum Advisory, LLC | 366 | $2.59K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 350 | $2.48K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 341 | $2.41K | 0.00% | +304+821.6% | Added |
| Cornerstone Planning Group LLC | 289 | $2.29K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 310 | $2.19K | 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 |
| West Oak Capital, LLC | 300 | $2.10K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $2.00K | 0.00% | +300 | New |
| Bangor Savings Bank | 272 | $1.92K | 0.00% | +272 | 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 |
| Kiker Wealth Management, LLC | 243 | $1.72K | 0.00% | +243 | New |
| Sierra Ocean, LLC | 220 | $1.55K | 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 |
| Ancora Advisors, LLC | 185 | $1.31K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 183 | $1.29K | 0.00% | +56+44.1% | Added |
| NVWM, LLC | 167 | $1.18K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $1.17K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 162 | $1.15K | 0.00% | +162 | New |
| JPMorgan Chase & Co | 150 | $1.06K | 0.00% | −51−25.4% | Reduced |
| Sandy Spring Bank | 145 | $1.02K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 138 | $976 | 0.00% | +74+115.6% | Added |
| 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 |
| CIBC Private Wealth Group, LLC | 100 | $694 | 0.00% | −1,000−90.9% | Reduced |
| SWAN Capital LLC | 90 | $636 | 0.00% | +90 | New |
| PSI Advisors, LLC | 80 | $566 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 62 | $477 | 0.00% | +62 | New |
| Pacific Center for Financial Services | 64 | $453 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $283 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 28 | $198 | 0.00% | +28 | New |
| MB, Levis & Associates, LLC | 23 | $163 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 21 | $148 | 0.00% | +21 | New |
| Optiver Holding B.V. | 13 | $92 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $62 | 0.00% | +2+33.3% | Added |
| True Wealth Design, LLC | 3 | $22 | 0.00% | +3 | New |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −249,408−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −113,367−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −96,436−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −68,415−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −62,000−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −47,995−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −26,110−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,364−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −11,963−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −10,930−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,381−100.0% | Sold out |