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Royce Small-Cap Trust (RVT) Institutional Ownership

Royce Small-Cap Trust logo
$18.43 +0.02 (+0.08%)
Closing price 05/13/2026 03:59 PM Eastern
Extended Trading
$18.46 +0.03 (+0.14%)
As of 08:05 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
123
Total
Institutional Inflows
(last 12 months)
$94.13M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$47.92M
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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
5/13/2026Cetera Investment Advisers294,684$4.89M0.0%+126.5%0.246%
5/13/2026First Trust Advisors LP85,992$1.43M0.0%+20.1%0.072%
5/7/2026 Decker Wealth Management LLC19,547$324K0.1%N/A0.016%
5/6/2026 Assetmark Inc.3,701$61K0.0%+176.4%0.003%
5/6/2026 Allspring Global Investments Holdings LLC189,145$3.14M0.0%+0.5%0.158%
5/6/2026 Independent Financial Group LLC18,595$309K0.0%N/A0.016%
5/5/2026 D.A. Davidson & CO.234,911$3.90M0.0%-0.7%0.196%
5/5/2026 Sanctuary Advisors LLC100,222$1.66M0.0%-1.8%0.084%
5/4/2026 WJ Financial Advisors LLC77,025$1.28M1.0%-1.9%0.064%
5/4/2026 NWF Advisory Services Inc.49,429$821K0.1%-5.2%0.041%
5/1/2026 Fifth Third Bancorp71,231$1.18M0.0%N/A0.060%
4/30/2026 Waterfront Wealth Inc.564,561$9.37M1.7%-12.2%0.472%
4/30/2026 Kestra Advisory Services LLC118,241$1.96M0.0%+362.4%0.099%
4/28/2026 Abel Hall LLC55,000$913K0.2%-2.3%0.046%
4/28/2026 Paller Financial Services Inc308,877$5.13M4.2%-2.6%0.258%
4/28/2026 Beacon Financial Advisory LLC19,022$316K0.1%+5.0%0.016%
4/27/2026 World Investment Advisors29,776$494K0.0%+127.0%0.025%
4/27/2026 Private Advisor Group LLC182,851$3.04M0.0%+0.4%0.153%
4/23/2026 Comprehensive Money Management Services LLC65,470$1.09M0.7%+15.3%0.055%
4/23/2026 Fairway Wealth LLC2,000$33K0.0%N/A0.002%
4/23/2026 Apollon Wealth Management LLC40,688$675K0.0%-2.1%0.034%
4/22/2026 Janney Montgomery Scott LLC728,481$12.09M0.0%-6.9%0.609%
4/20/2026 TrueMark Investments LLC74,571$1.24M0.2%+5.4%0.062%
4/17/2026 PMG Family Office LLC32,513$540K0.6%+2.1%0.027%
4/16/2026 Fortem Financial Group LLC17,388$289K0.1%N/A0.015%
4/15/2026 Nations Financial Group Inc. IA ADV50,219$834K0.0%+2.1%0.042%
3/13/2026 World Investment Advisors13,117$211K0.0%N/A0.011%
3/3/2026 NWF Advisory Services Inc.52,125$839K0.1%-7.0%0.044%
2/26/2026Alpine Global Management LLC15,506$250K0.0%N/A0.013%
2/19/2026 Harbour Wealth Management Group Inc.19,389$312K0.2%N/A0.016%
2/18/2026Mercer Global Advisors Inc. ADV30,606$493K0.0%-3.3%0.026%
2/18/2026NewEdge Advisors LLC57,152$920K0.0%-8.1%0.048%
2/18/2026Saba Capital Management L.P.1,437,153$23.14M0.7%+2.3%1.201%
2/18/2026Rivernorth Capital Management LLC598,883$9.64M0.5%+0.3%0.501%
2/18/2026Intrepid Family Office LLC103,360$1.66M1.4%+19.7%0.086%
2/18/2026 Evolve Private Wealth LLC111,350$1.79M0.1%N/A0.093%
2/17/2026Guggenheim Capital LLC423,810$6.82M0.0%-2.4%0.354%
2/17/2026Almitas Capital LLC10,456$168K0.0%N/A0.009%
2/17/2026 Abel Hall LLC56,300$906K0.2%-1.2%0.047%
2/17/2026Cetera Investment Advisers130,106$2.10M0.0%+39.2%0.109%
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2/17/2026Lazard Asset Management LLC615,825$9.92M0.0%+12.0%0.515%
2/17/2026 Quantedge Capital Pte Ltd29,900$481K0.2%-3.5%0.025%
2/17/2026Kovack Advisors Inc.15,129$244K0.0%+44.3%0.013%
2/17/2026Osaic Holdings Inc.338,554$5.45M0.0%+27.2%0.283%
2/17/2026 Private Advisor Group LLC182,148$2.93M0.0%+6.5%0.152%
2/17/2026Captrust Financial Advisors266,910$4.30M0.0%-1.8%0.223%
2/17/2026&PARTNERS146,093$2.35M0.0%+71.5%0.122%
2/17/2026Royal Bank of Canada1,611,687$25.95M0.0%+1.7%1.347%
2/17/2026 Beacon Financial Advisory LLC18,124$292K0.1%+4.3%0.015%
2/16/2026Mariner LLC102,121$1.64M0.0%+59.5%0.085%
2/16/2026K2 Principal Fund L.P.20,503$330K0.0%+3.4%0.017%
2/16/2026 Landscape Capital Management L.L.C.39,950$643K0.0%-61.9%0.033%
2/13/2026 Kestra Advisory Services LLC25,573$412K0.0%+2.5%0.021%
2/13/2026Morgan Stanley6,252,497$100.67M0.0%+9.1%5.227%
2/13/2026First Trust Advisors LP71,604$1.15M0.0%+14.0%0.060%
2/13/2026 Vontobel Holding Ltd.31,356$505K0.0%N/A0.026%
2/13/2026 Wells Fargo & Company MN1,477,216$23.78M0.0%-15.5%1.235%
2/13/2026Concorde Asset Management LLC54,092$871K0.3%+3.0%0.045%
2/12/2026Advisors Asset Management Inc.370,097$5.96M0.1%+9.9%0.309%
2/12/2026 Jane Street Group LLC27,945$450K0.0%N/A0.023%
2/12/2026Triumph Capital Management53,367$859K0.2%+4.6%0.045%
2/12/2026 Commonwealth Equity Services LLC120,283$1.94M0.0%-22.0%0.101%
2/12/2026 Carson Advisory Inc.17,768$286K0.1%+3.4%0.015%
2/12/2026 Steward Partners Investment Advisory LLC166,889$2.69M0.0%+4.8%0.140%
2/12/2026 Wedbush Securities Inc.24,921$401K0.0%+2.4%0.021%
2/12/2026Bank of Montreal Can38,860$626K0.0%+12.4%0.032%
2/12/2026Kovack Advisors Inc.15,129$244K0.0%+44.3%0.013%
2/11/2026Atlanta Consulting Group Advisors LLC42,931$691K0.2%-1.9%0.036%
2/11/2026 Janney Montgomery Scott LLC782,755$12.60M0.0%+1.9%0.654%
2/11/2026 1776 Wealth LLC26,308$424K0.2%+3.3%0.022%
2/11/2026 LPL Financial LLC2,257,033$36.34M0.0%+9.4%1.887%
2/11/2026Endeavor Private Wealth Inc.11,280$182K0.1%-7.6%0.009%
2/11/2026 Closed End Fund Advisors Inc.10,940$176K0.1%N/A0.009%
2/11/2026 J.W. Cole Advisors Inc.25,214$393K0.0%-9.3%0.021%
2/10/2026 Private Wealth Asset Management LLC3,258$52K0.0%N/A0.003%
2/10/2026Mccarter Private Wealth Services LLC37,020$596K0.3%-17.7%0.031%
2/10/2026 Rothschild Investment LLC229,703$3.70M0.2%+2.7%0.192%
2/10/2026 Northwestern Mutual Wealth Management Co.12,417$200K0.0%+10.4%0.010%
2/9/2026 Cypress Capital Management LLC WY 189,871$3.06M3.0%+483.8%0.159%
2/9/2026 Blue Bell Private Wealth Management LLC652,300$10.50M1.5%+15.8%0.545%
2/9/2026 HBK Sorce Advisory LLC16,390$293K0.0%-10.8%0.014%
2/9/2026 North Star Asset Management Inc.12,577$202K0.0%-4.7%0.011%
2/9/2026 Prospera Financial Services Inc59,792$963K0.0%-19.6%0.050%
2/9/2026Jefferies Financial Group Inc.37,580$605K0.0%+3.3%0.031%
2/6/2026EverSource Wealth Advisors LLC4,500$72K0.0%+28.6%0.004%
2/6/2026 Mraz Amerine & Associates Inc.52,111$839K0.1%-3.5%0.044%
2/6/2026 Altium Capital Management LLC192,509$3.10M12.3%N/A0.161%
2/6/2026 Kennedy Investment Group81,658$1.32M0.5%+2.8%0.068%
2/6/2026 HighTower Advisors LLC174,499$2.81M0.0%+8.5%0.146%
2/5/2026Gabelli Funds LLC62,600$1.01M0.0%-12.6%0.052%
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2/5/2026Allworth Financial LP22,877$368K0.0%-4.8%0.019%
2/5/2026 Alexander Randolph Advisory Inc.33,909$546K0.5%+3.4%0.028%
2/4/2026 Atlantic Union Bankshares Corp94,893$1.53M0.0%-3.1%0.079%
2/4/2026 World Investment Advisors13,117$211K0.0%N/A0.011%
2/3/2026RB Capital Management LLC170,498$2.75M0.5%+2.8%0.143%
2/3/2026 International Assets Investment Management LLC24,136$389K0.0%+6.9%0.020%
2/3/2026MGO One Seven LLC40,874$658K0.0%-3.2%0.034%
2/3/2026 Eclectic Associates Inc. ADV10,142$163K0.0%N/A0.008%
2/2/2026PKS Advisory Services LLC20,832$335K0.1%+12.0%0.017%
2/2/2026 Wolverine Asset Management LLC92,701$1.49M0.0%-35.9%0.077%


RVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 199 institutional investors and hedge funds held shares of Royce Small-Cap Trust. The most heavily invested institutionals were Morgan Stanley ($100.67M), Bank of America Corp DE ($94.02M), Raymond James Financial Inc. ($46.05M), LPL Financial LLC ($36.34M), Royal Bank of Canada ($25.95M), Wells Fargo & Company MN ($23.78M), and Raymond James & Associates ($23.59M).Learn more on Royce Small-Cap Trust's institutional investors.

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

Of the 169 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 ($1.20M), Cornerstone Advisors LLC ($966.72K), Shaker Financial Services LLC ($603.71K), Modern Wealth Management LLC ($541.26K), Morgan Stanley ($519.96K), and International Assets Investment Management LLC ($350.57K).

Institutional investors have bought a total of 5,948,392 shares in the last 24 months. This purchase volume represents approximately $94.13M in transactions.

Of the 77 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: Bank of America Corp DE ($464.98K), Shaker Financial Services LLC ($403.73K), Advisors Asset Management Inc. ($376.40K), Raymond James Financial Inc. ($319.31K), Wells Fargo & Company MN ($270.00K), Readystate Asset Management LP ($187.90K), and Waterfront Wealth Inc. ($114.55K).

Institutional investors have sold a total of 3,008,921 shares in the last 24 months. This volume of shares sold represents approximately $47.92M in transactions.


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This page (NYSE:RVT) was last updated on 5/14/2026 by MarketBeat.com Staff.
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