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, Q2 2025
Institutional positions in RUM Group Inc. as of Jun 30, 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
- 213
- +28 vs. Q1 2025
- Shares held
- 44.2M
- +7.63M (+20.9%) vs. Q1 2025
- Total value
- $387.1M
- +$137.8M (+55.3%) vs. Q1 2025
- New holders
- 52
- 57 more added
- Sold out
- 24
- 37 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 62 | $0 | 0.00% | +62 | New |
| True Wealth Design, LLC | 11 | $99 | 0.00% | +8+266.7% | Added |
| Optiver Holding B.V. | 13 | $117 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 14 | $126 | 0.00% | −4,000−99.7% | Reduced |
| Financial Gravity Companies, Inc. | 21 | $189 | 0.00% | +21 | New |
| Farther Finance Advisors, LLC | 22 | $198 | 0.00% | +14+175.0% | Added |
| Bullock Wealth Management Group | 22 | $202 | 0.00% | +22 | New |
| MB, Levis & Associates, LLC | 23 | $207 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $359 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 63 | $566 | 0.00% | +63 | New |
| Pacific Center for Financial Services | 64 | $575 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $898 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $898 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $898 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 124 | $1.11K | 0.00% | +124 | New |
| Beaird Harris Wealth Management, LLC | 138 | $1.24K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 142 | $1.27K | 0.00% | +52+57.8% | Added |
| Atlantic Union Bankshares Corp | 145 | $1.30K | 0.00% | +145 | New |
| EverSource Wealth Advisors, LLC | 160 | $1.44K | 0.00% | −23−12.6% | Reduced |
| Harbor Investment Advisory, LLC | 166 | $1.49K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 133 | $1.50K | 0.00% | −767−85.2% | Reduced |
| NVWM, LLC | 167 | $1.50K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 185 | $1.66K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 200 | $1.80K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $1.80K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 220 | $1.98K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 240 | $2.15K | 0.00% | +240 | New |
| Kiker Wealth Management, LLC | 243 | $2.18K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 250 | $2.25K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 250 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 289 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 272 | $2.44K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 274 | $2.46K | 0.00% | +274 | New |
| West Oak Capital, LLC | 300 | $2.70K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 310 | $2.78K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 341 | $3.06K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 350 | $3.14K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 400 | $3.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 400 | $3.59K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 400 | $3.59K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 400 | $3.68K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 430 | $3.86K | 0.00% | +130+43.3% | Added |
| Larson Financial Group LLC | 467 | $4.19K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 500 | $4.49K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $4.51K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 530 | $4.76K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 600 | $5.39K | 0.00% | −500−45.5% | Reduced |
| Abound Wealth Management | 635 | $5.70K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 673 | $6.00K | 0.00% | +673 | New |
| Strategic Investment Solutions, Inc. | 699 | $6.28K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 711 | $6.38K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 760 | $6.83K | 0.00% | +90+13.4% | Added |
| Parallel Advisors, LLC | 760 | $6.83K | 0.00% | +460+153.3% | Added |
| Tower Trust & Investment Co | 768 | $6.90K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 772 | $6.93K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 782 | $7.02K | 0.00% | +782 | New |
| Plante Moran Financial Advisors, LLC | 796 | $7.15K | 0.00% | −75−8.6% | Reduced |
| SRS Capital Advisors, Inc. | 871 | $7.82K | 0.00% | +100+13.0% | Added |
| Federation des caisses Desjardins du Quebec | 900 | $8.08K | 0.00% | −642−41.6% | Reduced |
| Fifth Third Bancorp | 1,000 | $8.98K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $8.98K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,000 | $8.98K | 0.00% | +1,000 | New |
| Medallion Wealth Advisors, LLC | 1,000 | $9.16K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,044 | $9.38K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,122 | $10.1K | 0.00% | +500+80.4% | Added |
| SBI Securities Co., Ltd. | 1,152 | $10.3K | 0.00% | −6−0.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,271 | $11.4K | 0.01% | +216+20.5% | Added |
| Bartlett & Co. Wealth Management LLC | 1,275 | $11.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,294 | $11.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,295 | $11.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,308 | $11.7K | 0.00% | −1,892−59.1% | Reduced |
| Creative Financial Designs Inc | 1,473 | $13.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,675 | $15.0K | 0.00% | +1,675 | New |
| FSA Wealth Management LLC | 1,800 | $16.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,850 | $16.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,913 | $17.2K | 0.00% | +1,913 | New |
| Ronald Blue Trust, Inc. | 2,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,157 | $19.4K | 0.00% | +62+3.0% | Added |
| TD Waterhouse Canada Inc. | 2,389 | $21.9K | 0.00% | −3,961−62.4% | Reduced |
| Amalgamated Bank | 2,691 | $24.0K | 0.00% | +2,691 | New |
| Sound Income Strategies, LLC | 2,873 | $25.8K | 0.00% | +873+43.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,058 | $27.5K | 0.00% | +125+4.3% | Added |
| Tower Research Capital LLC (TRC) | 3,237 | $29.1K | 0.00% | +3,237 | New |
| Aster Capital Management (DIFC) Ltd | 3,791 | $34.0K | 0.01% | −301−7.4% | Reduced |
| North Star Investment Management Corp. | 4,000 | $35.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,010 | $36.0K | 0.02% | +3,010+301.0% | Added |
| US Bancorp | 4,117 | $37.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,837 | $43.4K | 0.00% | −25,656−84.1% | Reduced |
| Eukles Asset Management | 5,000 | $44.9K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 6,238 | $56.0K | 0.00% | +1,843+41.9% | Added |
| BNP Paribas Arbitrage, SA | 6,705 | $60.2K | 0.00% | −362,056−98.2% | Reduced |
| Daiwa Securities Group Inc. | 6,811 | $61.0K | 0.00% | −1,157−14.5% | Reduced |
| Van Eck Associates Corp | 7,512 | $67.0K | 0.00% | +7,512 | New |
| Ameritas Investment Partners, Inc. | 8,044 | $72.2K | 0.00% | +8,044 | New |
| Canada Pension Plan Investment Board | 8,300 | $74.5K | 0.00% | +8,300 | New |
| Principal Securities, Inc. | 8,453 | $75.9K | 0.00% | +2,768+48.7% | Added |
| Global Retirement Partners, LLC | 8,500 | $76.3K | 0.00% | +8,500 | New |