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 2026
Institutional positions in RUM Group Inc. as of Mar 31, 2026. 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
- 203
- −6 vs. Q4 2025
- Shares held
- 51.5M
- +10.8M (+26.6%) vs. Q4 2025
- Total value
- $262.9M
- +$5.69M (+2.2%) vs. Q4 2025
- New holders
- 34
- 50 more added
- Sold out
- 40
- 57 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding RUM Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $0 | 0.00% | +22 | New |
| Sunbelt Securities, Inc. | 1 | $5 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $9 | 0.00% | −1−50.0% | Reduced |
| CWM Advisors, LLC | 10 | $51 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10 | $51 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 14 | $71 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 16 | $82 | 0.00% | −172−91.5% | Reduced |
| MB, Levis & Associates, LLC | 23 | $117 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $204 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $204 | 0.00% | +40 | New |
| Twin Peaks Wealth Advisors, LLC | 43 | $219 | 0.00% | +43 | New |
| TD Private Client Wealth LLC | 49 | $250 | 0.00% | +49 | New |
| AdvisorNet Financial, Inc | 91 | $464 | 0.00% | +91 | New |
| Oakworth Capital, Inc. | 100 | $510 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $510 | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 100 | $510 | 0.00% | +100 | New |
| Beaird Harris Wealth Management, LLC | 138 | $704 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 142 | $724 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 145 | $740 | 0.00% | +145 | New |
| Harbor Investment Advisory, LLC | 166 | $847 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 167 | $852 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 185 | $943 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 200 | $1.02K | 0.00% | −600−75.0% | Reduced |
| Rosenberg Matthew Hamilton | 200 | $1.02K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 204 | $1.02K | 0.00% | +185+973.7% | Added |
| JPL Wealth Management, LLC | 212 | $1.08K | 0.00% | +212 | New |
| Vision Retirement, LLC | 250 | $1.27K | 0.00% | −2,007−88.9% | Reduced |
| Bangor Savings Bank | 272 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 273 | $1.39K | 0.00% | +273 | New |
| Trask Adam Roland | 287 | $1.46K | 0.00% | +287 | New |
| Investors Portfolio Services LLC | 187 | $1.52K | 0.00% | +187 | New |
| NBC Securities, Inc. | 300 | $1.53K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 310 | $1.58K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 330 | $1.68K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 352 | $1.79K | 0.00% | +117+49.8% | Added |
| Pacifica Partners Inc. | 400 | $2.04K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 417 | $2.13K | 0.00% | +93+28.7% | Added |
| McGuire Capital Advisors Inc | 422 | $2.15K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 438 | $2.23K | 0.00% | +134+44.1% | Added |
| Zions Bancorporation, National Association | 446 | $2.27K | 0.00% | +446 | New |
| Cornerstone Planning Group LLC | 338 | $2.47K | 0.00% | +49+17.0% | Added |
| JFS Wealth Advisors, LLC | 502 | $2.56K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 530 | $2.70K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 541 | $2.76K | 0.00% | +130+31.6% | Added |
| Wolff Wiese Magana LLC | 600 | $3.06K | 0.00% | +200+50.0% | Added |
| Abound Wealth Management | 635 | $3.24K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 699 | $3.56K | 0.00% | +286+69.2% | Added |
| Root Financial Partners, LLC | 700 | $3.57K | 0.00% | −800−53.3% | Reduced |
| Creative Financial Designs Inc | 700 | $3.57K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 700 | $3.57K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 700 | $3.57K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 711 | $3.63K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 715 | $3.65K | 0.00% | −606−45.9% | Reduced |
| SRS Capital Advisors, Inc. | 765 | $3.90K | 0.00% | −84−9.9% | Reduced |
| Essential Partners LLC | 766 | $3.91K | 0.00% | +766 | New |
| Los Angeles Capital Management LLC | 768 | $3.92K | 0.00% | −24,010−96.9% | Reduced |
| Financial Perspectives, Inc | 772 | $3.94K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 773 | $3.94K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 796 | $4.06K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 881 | $4.49K | 0.00% | +881 | New |
| Financial Consulate, Inc | 939 | $4.79K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,000 | $5.10K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,158 | $5.91K | 0.00% | −190−14.1% | Reduced |
| Sound Income Strategies, LLC | 1,250 | $6.26K | 0.00% | −1,623−56.5% | Reduced |
| Geneos Wealth Management Inc. | 1,294 | $6.60K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,423 | $7.26K | 0.00% | −6−0.4% | Reduced |
| Rothschild Investment LLC | 1,536 | $7.83K | 0.00% | +1,131+279.3% | Added |
| Bartlett & Co. Wealth Management LLC | 1,275 | $9.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,850 | $9.44K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,859 | $9.48K | 0.00% | −7,073−79.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,055 | $10.5K | 0.00% | +2,055 | New |
| N.E.W. Advisory Services LLC | 2,527 | $12.9K | 0.00% | +238+10.4% | Added |
| GAMMA Investing LLC | 2,652 | $13.5K | 0.00% | +1,952+278.9% | Added |
| Sterling Capital Management LLC | 2,887 | $14.7K | 0.00% | −1,987−40.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,933 | $15.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,106 | $15.8K | 0.00% | −1,047−25.2% | Reduced |
| MAI Capital Management | 3,174 | $16.2K | 0.00% | +595+23.1% | Added |
| TD Waterhouse Canada Inc. | 3,350 | $16.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,340 | $17.0K | 0.00% | +1,906+132.9% | Added |
| North Star Investment Management Corp. | 4,000 | $20.4K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 5,000 | $25.5K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,887 | $30.0K | 0.00% | +5,887 | New |
| CWM, LLC | 6,950 | $35.4K | 0.00% | +4,037+138.6% | Added |
| Northwestern Mutual Wealth Management Co | 7,415 | $37.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,655 | $39.0K | 0.00% | +497+6.9% | Added |
| Ameritas Investment Partners, Inc. | 8,044 | $41.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 8,282 | $42.2K | 0.00% | +7,085+591.9% | Added |
| Chicago Capital, LLC | 10,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 10,227 | $52.2K | 0.00% | −55,778−84.5% | Reduced |
| Principal Securities, Inc. | 10,243 | $52.2K | 0.00% | +10,243 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,298 | $52.5K | 0.00% | +298+3.0% | Added |
| Advisory Services Network, LLC | 10,373 | $52.9K | 0.00% | −20−0.2% | Reduced |
| CoreCap Advisors, LLC | 10,750 | $54.8K | 0.00% | +250+2.4% | Added |
| GWM Advisors LLC | 11,081 | $56.5K | 0.00% | +831+8.1% | Added |
| RIA Advisory Group LLC | 11,645 | $59.4K | 0.01% | −160−1.4% | Reduced |