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Royce Small-Cap Trust (RVT) Institutional Ownership

Royce Small-Cap Trust logo
$15.99 +0.31 (+1.98%)
Closing price 03:59 PM Eastern
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$16.00 +0.00 (+0.03%)
As of 05:20 PM Eastern
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Institutional Ownership Changes (13F Filings) for Royce Small-Cap Trust (NYSE:RVT)

Current
Institutional Ownership
Percentage
25.57%
Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$194.00M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$40.06M
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RVT Institutional Buying and Selling by Quarter

Royce Small-Cap Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Sound Income Strategies LLC3,150$51K0.0%N/A0.003%
10/10/2025 Stolper Co51,379$829K0.3%+1.7%0.043%
10/8/2025 Accel Wealth Management100,781$1.63M0.5%-4.6%0.084%
10/8/2025 Bay Rivers Group45,209$729K0.3%+6.2%0.038%
9/9/2025NWF Advisory Services Inc.54,903$826K0.1%-9.1%0.046%
9/4/2025Osaic Holdings Inc.273,832$4.12M0.0%+37.8%0.229%
8/19/2025Newbridge Financial Services Group Inc.1,874$28K0.0%N/A0.002%
8/15/2025Captrust Financial Advisors270,822$4.08M0.0%+3.0%0.235%
8/15/2025Modern Wealth Management LLC514,049$7.74M0.2%-4.9%0.446%
8/15/2025Benjamin Edwards Inc.65,166$981K0.0%-11.4%0.056%
8/15/2025Balyasny Asset Management L.P.77,968$1.17M0.0%N/A0.068%
8/15/2025Bank of America Corp DE6,293,535$94.72M0.0%+0.9%5.456%
8/14/2025Jane Street Group LLC51,579$776K0.0%+295.2%0.045%
8/14/2025Raymond James Financial Inc.3,174,507$47.78M0.0%+6.7%2.752%
8/14/2025Heritage Wealth Management Inc.33,618$506K0.2%-26.9%0.029%
8/14/2025Quantedge Capital Pte Ltd14,600$220K0.2%N/A0.013%
8/14/2025NewEdge Advisors LLC58,856$886K0.0%+10.4%0.051%
8/14/2025Intrepid Family Office LLC50,000$752K0.6%N/A0.043%
8/13/2025Gabelli Funds LLC85,900$1.29M0.0%-14.7%0.074%
8/13/2025Brown Advisory Inc.24,801$373K0.0%+69.8%0.022%
8/13/2025Walleye Capital LLC51,507$775K0.0%N/A0.045%
8/13/2025Guggenheim Capital LLC460,280$6.93M0.1%-1.7%0.399%
8/13/2025Colonial Trust Advisors3,508$53K0.0%N/A0.003%
8/13/2025Level Four Advisory Services LLC22,337$336K0.0%-10.8%0.019%
8/13/2025Northwestern Mutual Wealth Management Co.10,689$161K0.0%-79.7%0.009%
8/12/2025Advisors Asset Management Inc.495,620$7.46M0.1%-18.0%0.430%
8/12/2025Steward Partners Investment Advisory LLC155,004$2.33M0.0%-21.3%0.134%
8/12/2025Jaffetilchin Investment Partners LLC11,515$173K0.0%N/A0.010%
8/11/2025Rothschild Investment LLC203,172$3.06M0.2%+4.6%0.176%
8/8/2025Cornerstone Advisors LLC118,943$1.79M0.1%N/A0.103%
8/8/2025City of London Investment Management Co. Ltd.44,191$665K0.1%-1.8%0.038%
8/8/2025Cetera Investment Advisers36,282$546K0.0%+7.4%0.031%
8/7/2025Samalin Investment Counsel LLC75,679$1.14M0.4%+2.5%0.066%
8/7/2025Allworth Financial LP21,598$325K0.0%+97.9%0.019%
8/6/2025Prospera Financial Services Inc78,018$1.17M0.0%+63.7%0.068%
8/6/2025Penserra Capital Management LLC324,599$4.89M0.1%+3.0%0.281%
8/6/2025Menlo Advisors LLC195,242$2.94M1.6%-2.9%0.169%
8/6/2025Wedbush Securities Inc.23,533$354K0.0%-5.8%0.020%
8/6/2025Atlantic Union Bankshares Corp91,915$1.38M0.0%-2.8%0.080%
8/5/2025Bank of Montreal Can34,560$520K0.0%-3.6%0.030%
8/5/2025Shaker Financial Services LLC585,074$8.81M3.1%+105.7%0.507%
8/4/2025Mccarter Private Wealth Services LLC12,320$185K0.1%N/A0.011%
8/4/2025Kovack Advisors Inc.10,467$158K0.0%-9.7%0.009%
8/4/2025Wolverine Asset Management LLC163,139$2.46M0.0%+1,982.4%0.141%
8/4/2025Atria Investments Inc32,340$487K0.0%-72.6%0.028%
8/4/2025Waterfront Wealth Inc.481,428$7.25M1.6%+9.1%0.417%
8/1/2025Envestnet Asset Management Inc.29,640$446K0.0%+25.7%0.026%
7/30/2025D.A. Davidson & CO.220,323$3.32M0.0%-1.5%0.191%
7/29/2025Uhlmann Price Securities LLC11,847$178K0.1%-8.0%0.010%
7/29/2025International Assets Investment Management LLC22,573$340K0.0%-9.5%0.020%
7/25/2025MGO One Seven LLC42,605$641K0.0%-4.4%0.037%
7/25/2025Allspring Global Investments Holdings LLC184,744$2.78M0.0%+16.8%0.160%
7/25/2025CWM LLC1,687$25K0.0%N/A0.001%
7/24/2025Comprehensive Money Management Services LLC52,100$784K0.6%+11.3%0.045%
7/23/2025Abel Hall LLC57,000$858K0.4%+159.1%0.049%
7/23/2025Mraz Amerine & Associates Inc.54,025$813K0.1%-4.1%0.047%
7/22/2025 Accel Wealth Management105,628$1.59M0.5%+3.4%0.092%
7/21/2025Barrett & Company Inc.14,470$218K0.1%+5.5%0.013%
7/18/2025Consolidated Portfolio Review Corp107,300$1.62M0.2%+131.3%0.093%
7/18/2025Truist Financial Corp10,376$156K0.0%N/A0.009%
7/17/2025Janney Montgomery Scott LLC693,008$10.43M0.0%+38.0%0.601%
7/17/2025Uncommon Cents Investing LLC24,674$371K0.1%-5.1%0.021%
7/16/2025Kennedy Investment Group80,701$1.22M0.5%-4.0%0.070%
7/15/2025 Focused Wealth Management Inc64,389$969K0.1%+2.7%0.056%
7/14/2025Whitener Capital Management Inc.47,758$719K0.2%+3.4%0.041%
7/10/2025 Stolper Co50,531$760K0.2%+3.5%0.044%
7/10/2025Wealth Enhancement Advisory Services LLC12,175$189K0.0%-60.5%0.011%
7/9/2025David J Yvars Group29,514$442K0.3%+4.8%0.026%
7/9/2025Triumph Capital Management50,318$757K0.2%-19.7%0.044%
7/9/2025 Bay Rivers Group42,559$641K0.3%+5.7%0.037%
7/7/2025RB Capital Management LLC164,625$2.48M0.6%-3.2%0.143%
6/2/2025Modern Wealth Management LLC540,330$7.69M0.2%+0.5%0.468%
5/27/2025Jacobi Capital Management LLC11,256$160K0.0%N/A0.010%
5/21/2025Geneos Wealth Management Inc.2,544$36K0.0%-25.4%0.002%
5/20/2025Belpointe Asset Management LLC13,469$192K0.0%N/A0.012%
5/20/2025Fortis Capital Advisors LLC13,469$192K0.0%N/A0.012%
5/19/2025Jane Street Group LLC13,052$186K0.0%N/A0.011%
5/16/2025NewEdge Advisors LLC53,335$759K0.0%+5.8%0.046%
5/16/2025Concorde Asset Management LLC43,942$600K0.3%+12.2%0.038%
5/16/2025Advisors Asset Management Inc.604,317$8.61M0.2%-15.3%0.524%
5/15/2025Royal Bank of Canada1,601,377$22.80M0.0%+3.1%1.388%
5/15/2025Baird Financial Group Inc.21,282$303K0.0%+37.3%0.018%
5/14/2025RB Capital Management LLC170,149$2.42M0.6%+1.0%0.148%
5/14/2025Samalin Investment Counsel LLC73,799$1.05M0.4%+7.0%0.064%
5/14/2025Gabelli Funds LLC100,658$1.43M0.0%-16.9%0.087%
5/14/2025PKS Advisory Services LLC20,532$290K0.1%+6.1%0.018%
5/14/2025Comerica Bank85,877$1.22M0.0%-7.8%0.074%
5/14/2025Northwestern Mutual Wealth Management Co.52,581$749K0.0%+23.4%0.046%
5/14/2025Tradition Wealth Management LLC13,237$188K0.0%-14.6%0.011%
5/13/2025Raymond James Financial Inc.2,975,602$42.37M0.0%-3.1%2.580%
5/13/2025Nations Financial Group Inc. IA ADV50,580$720K0.1%+2.2%0.044%
5/13/2025HighTower Advisors LLC148,264$2.11M0.0%+2.8%0.129%
5/12/2025SouthState Corp19,972$284K0.0%+5.3%0.017%
5/12/2025Virtu Financial LLC10,932$156K0.0%N/A0.009%
5/12/2025Invesco Ltd.16,504$235K0.0%-26.3%0.014%
5/12/2025Benjamin Edwards Inc.73,571$1.05M0.0%-17.5%0.064%
5/12/2025Wolverine Asset Management LLC7,834$112K0.0%N/A0.007%
5/9/2025City of London Investment Management Co. Ltd.45,021$641K0.1%-19.2%0.039%
5/9/2025Shaker Financial Services LLC284,397$4.05M1.6%+281.7%0.247%
5/9/2025PNC Financial Services Group Inc.11,492$164K0.0%-9.4%0.010%
(Data available from 1/1/2016 forward)

RVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RVT shares?

During the previous two years, 178 institutional investors and hedge funds held shares of Royce Small-Cap Trust. The most heavily invested institutionals were Bank of America Corp DE ($94.72M), Raymond James Financial Inc. ($47.78M), LPL Financial LLC ($27.34M), Wells Fargo & Company MN ($26.44M), Raymond James & Associates ($23.59M), Royal Bank of Canada ($22.80M), and Raymond James Financial Services Advisors Inc. ($21.67M).Learn more on Royce Small-Cap Trust's institutional investors.

What percentage of Royce Small-Cap Trust's stock is owned by institutional investors?

25.57% of Royce Small-Cap Trust's stock is owned by institutional investors. Learn more on RVT's institutional investor holdings.

Which institutional investors have been buying Royce Small-Cap Trust's stock?

Of the 148 institutional investors that purchased Royce Small-Cap Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($6.34M), LPL Financial LLC ($1.01M), Cornerstone Advisors LLC ($1.00M), International Assets Investment Management LLC ($644.77K), Shaker Financial Services LLC ($627.08K), Modern Wealth Management LLC ($541.26K), and Penserra Capital Management LLC ($324.60K).

How much institutional buying is happening at Royce Small-Cap Trust?

Institutional investors have bought a total of 12,521,781 shares in the last 24 months. This purchase volume represents approximately $194.00M in transactions.

Which of Royce Small-Cap Trust's major shareholders have been selling company stock?

Of the 65 institutional investors that sold Royce Small-Cap Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($348.90K), Advisors Asset Management Inc. ($280.21K), Cetera Investment Advisers ($268.88K), AQR Arbitrage LLC ($230.41K), Allspring Global Investments Holdings LLC ($228.33K), Landscape Capital Management L.L.C. ($218.05K), and Shaker Financial Services LLC ($113.76K).

How much institutional selling is happening at Royce Small-Cap Trust?

Institutional investors have sold a total of 2,597,125 shares in the last 24 months. This volume of shares sold represents approximately $40.06M in transactions.


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This page (NYSE:RVT) was last updated on 10/13/2025 by MarketBeat.com Staff
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