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 |
|---|---|---|---|---|---|
| State of Wyoming | 12,151 | $62.0K | 0.01% | +12,151 | New |
| Pictet Asset Management Holding SA | 11,922 | $60.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 11,905 | $60.7K | 0.00% | +1,432+13.7% | Added |
| RIA Advisory Group LLC | 11,645 | $59.4K | 0.01% | −160−1.4% | Reduced |
| GWM Advisors LLC | 11,081 | $56.5K | 0.00% | +831+8.1% | Added |
| CoreCap Advisors, LLC | 10,750 | $54.8K | 0.00% | +250+2.4% | Added |
| Advisory Services Network, LLC | 10,373 | $52.9K | 0.00% | −20−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,298 | $52.5K | 0.00% | +298+3.0% | Added |
| Principal Securities, Inc. | 10,243 | $52.2K | 0.00% | +10,243 | New |
| IMC-Chicago, LLC | 10,227 | $52.2K | 0.00% | −55,778−84.5% | Reduced |
| Chicago Capital, LLC | 10,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 8,282 | $42.2K | 0.00% | +7,085+591.9% | Added |
| Ameritas Investment Partners, Inc. | 8,044 | $41.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,655 | $39.0K | 0.00% | +497+6.9% | Added |
| Northwestern Mutual Wealth Management Co | 7,415 | $37.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,950 | $35.4K | 0.00% | +4,037+138.6% | Added |
| Mather Group, LLC. | 5,887 | $30.0K | 0.00% | +5,887 | New |
| Eukles Asset Management | 5,000 | $25.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4,000 | $20.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,340 | $17.0K | 0.00% | +1,906+132.9% | Added |
| TD Waterhouse Canada Inc. | 3,350 | $16.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,174 | $16.2K | 0.00% | +595+23.1% | Added |
| US Bancorp | 3,106 | $15.8K | 0.00% | −1,047−25.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,933 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,887 | $14.7K | 0.00% | −1,987−40.8% | Reduced |
| GAMMA Investing LLC | 2,652 | $13.5K | 0.00% | +1,952+278.9% | Added |
| N.E.W. Advisory Services LLC | 2,527 | $12.9K | 0.00% | +238+10.4% | Added |
| Versant Capital Management, Inc | 2,055 | $10.5K | 0.00% | +2,055 | New |
| Ronald Blue Trust, Inc. | 2,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,859 | $9.48K | 0.00% | −7,073−79.2% | Reduced |
| Colonial Trust Co | 1,850 | $9.44K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,275 | $9.05K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,536 | $7.83K | 0.00% | +1,131+279.3% | Added |
| The PNC Financial Services Group, Inc. | 1,423 | $7.26K | 0.00% | −6−0.4% | Reduced |
| Geneos Wealth Management Inc. | 1,294 | $6.60K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,250 | $6.26K | 0.00% | −1,623−56.5% | Reduced |
| SBI Securities Co., Ltd. | 1,158 | $5.91K | 0.00% | −190−14.1% | Reduced |
| 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 |
| Financial Consulate, Inc | 939 | $4.79K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 881 | $4.49K | 0.00% | +881 | New |
| Plante Moran Financial Advisors, LLC | 796 | $4.06K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 773 | $3.94K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 772 | $3.94K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 768 | $3.92K | 0.00% | −24,010−96.9% | Reduced |
| Essential Partners LLC | 766 | $3.91K | 0.00% | +766 | New |
| SRS Capital Advisors, Inc. | 765 | $3.90K | 0.00% | −84−9.9% | Reduced |
| Larson Financial Group LLC | 715 | $3.65K | 0.00% | −606−45.9% | Reduced |
| REAP Financial Group, LLC | 711 | $3.63K | 0.00% | 00.0% | Unchanged |
| 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 |
| Marquette Asset Management, LLC | 699 | $3.56K | 0.00% | +286+69.2% | Added |
| Abound Wealth Management | 635 | $3.24K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $3.06K | 0.00% | +200+50.0% | Added |
| EverSource Wealth Advisors, LLC | 541 | $2.76K | 0.00% | +130+31.6% | Added |
| Winch Advisory Services, LLC | 530 | $2.70K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 502 | $2.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 338 | $2.47K | 0.00% | +49+17.0% | Added |
| Zions Bancorporation, National Association | 446 | $2.27K | 0.00% | +446 | New |
| Optiver Holding B.V. | 438 | $2.23K | 0.00% | +134+44.1% | Added |
| McGuire Capital Advisors Inc | 422 | $2.15K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 417 | $2.13K | 0.00% | +93+28.7% | Added |
| Pacifica Partners Inc. | 400 | $2.04K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 352 | $1.79K | 0.00% | +117+49.8% | Added |
| Lodestone Wealth Management LLC | 330 | $1.68K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 310 | $1.58K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $1.53K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 187 | $1.52K | 0.00% | +187 | New |
| Trask Adam Roland | 287 | $1.46K | 0.00% | +287 | New |
| Bare Financial Services, Inc | 273 | $1.39K | 0.00% | +273 | New |
| Bangor Savings Bank | 272 | $1.39K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 250 | $1.27K | 0.00% | −2,007−88.9% | Reduced |
| JPL Wealth Management, LLC | 212 | $1.08K | 0.00% | +212 | New |
| Farther Finance Advisors, LLC | 204 | $1.02K | 0.00% | +185+973.7% | Added |
| 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 |
| Ancora Advisors, LLC | 185 | $943 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 167 | $852 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 166 | $847 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 145 | $740 | 0.00% | +145 | New |
| SWAN Capital LLC | 142 | $724 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 138 | $704 | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 91 | $464 | 0.00% | +91 | New |
| TD Private Client Wealth LLC | 49 | $250 | 0.00% | +49 | New |
| Twin Peaks Wealth Advisors, LLC | 43 | $219 | 0.00% | +43 | New |
| Carolina Wealth Advisors, LLC | 40 | $204 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $204 | 0.00% | +40 | New |
| MB, Levis & Associates, LLC | 23 | $117 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 16 | $82 | 0.00% | −172−91.5% | Reduced |
| Golden State Wealth Management, LLC | 14 | $71 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 10 | $51 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 10 | $51 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $9 | 0.00% | −1−50.0% | Reduced |