Royce Small-Cap Trust (RVT) Institutional Ownership

$18.36 -0.12 (-0.65%)

As of 11:30 AM Eastern

Current Institutional Ownership Percentage: 25.57%
Number of Institutional Buyers (last 12 months): 121
Total Institutional Inflows (last 12 months): $94.59M

Number of Institutional Sellers (last 12 months): 78
Total Institutional Outflows (last 12 months): $47.10M

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RVT Institutional Buying and Selling by Quarter

Royce Small-Cap Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	NewEdge Advisors LLC	56,102	$931K	0.0%	-1.8%	0.047%
6/1/2026	Concorde Asset Management LLC	52,050	$864K	0.4%	-3.8%	0.044%
5/22/2026	Verus Capital Partners LLC	13,045	$217K	0.0%	-33.5%	0.011%
5/19/2026	Western Wealth Management LLC	1,657	$28K	0.0%	N/A	0.001%
5/19/2026	Bank of America Corp DE	5,836,337	$96.88M	0.0%	+1.9%	4.879%
5/18/2026	Rivernorth Capital Management LLC	601,975	$9.99M	0.5%	+0.5%	0.503%
5/18/2026	Royal Bank of Canada	1,624,774	$26.97M	0.0%	+0.8%	1.358%
5/16/2026	Lazard Asset Management LLC	612,315	$10.16M	0.0%	-0.6%	0.512%
5/14/2026	Gabelli Funds LLC	42,200	$701K	0.0%	-32.6%	0.035%
5/14/2026	Modern Wealth Management LLC	491,970	$8.35M	0.1%	-2.3%	0.411%
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5/13/2026	Cetera Investment Advisers	294,684	$4.89M	0.0%	+126.5%	0.246%
5/13/2026	First Trust Advisors LP	85,992	$1.43M	0.0%	+20.1%	0.072%
5/7/2026	Decker Wealth Management LLC	19,547	$324K	0.1%	N/A	0.016%
5/6/2026	Assetmark Inc.	3,701	$61K	0.0%	+176.4%	0.003%
5/6/2026	Allspring Global Investments Holdings LLC	189,145	$3.14M	0.0%	+0.5%	0.158%
5/6/2026	Independent Financial Group LLC	18,595	$309K	0.0%	N/A	0.016%
5/5/2026	D.A. Davidson & CO.	234,911	$3.90M	0.0%	-0.7%	0.196%
5/5/2026	Sanctuary Advisors LLC	100,222	$1.66M	0.0%	-1.8%	0.084%
5/4/2026	WJ Financial Advisors LLC	77,025	$1.28M	1.0%	-1.9%	0.064%
5/4/2026	NWF Advisory Services Inc.	49,429	$821K	0.1%	-5.2%	0.041%
5/1/2026	Fifth Third Bancorp	71,231	$1.18M	0.0%	N/A	0.060%
4/30/2026	Waterfront Wealth Inc.	564,561	$9.37M	1.7%	-12.2%	0.472%
4/30/2026	Kestra Advisory Services LLC	118,241	$1.96M	0.0%	+362.4%	0.099%
4/28/2026	Abel Hall LLC	55,000	$913K	0.2%	-2.3%	0.046%
4/28/2026	Paller Financial Services Inc	308,877	$5.13M	4.2%	-2.6%	0.258%
4/28/2026	Beacon Financial Advisory LLC	19,022	$316K	0.1%	+5.0%	0.016%
4/27/2026	World Investment Advisors	29,776	$494K	0.0%	+127.0%	0.025%
4/27/2026	Private Advisor Group LLC	182,851	$3.04M	0.0%	+0.4%	0.153%
4/23/2026	Comprehensive Money Management Services LLC	65,470	$1.09M	0.7%	+15.3%	0.055%
4/23/2026	Fairway Wealth LLC	2,000	$33K	0.0%	N/A	0.002%
4/23/2026	Apollon Wealth Management LLC	40,688	$675K	0.0%	-2.1%	0.034%
4/22/2026	Janney Montgomery Scott LLC	728,481	$12.09M	0.0%	-6.9%	0.609%
4/20/2026	TrueMark Investments LLC	74,571	$1.24M	0.2%	+5.4%	0.062%
4/17/2026	PMG Family Office LLC	32,513	$540K	0.6%	+2.1%	0.027%
4/16/2026	Fortem Financial Group LLC	17,388	$289K	0.1%	N/A	0.015%
4/15/2026	Nations Financial Group Inc. IA ADV	50,219	$834K	0.0%	+2.1%	0.042%
3/13/2026	World Investment Advisors	13,117	$211K	0.0%	N/A	0.011%
3/3/2026	NWF Advisory Services Inc.	52,125	$839K	0.1%	-7.0%	0.044%
2/26/2026	Alpine Global Management LLC	15,506	$250K	0.0%	N/A	0.013%
2/19/2026	Harbour Wealth Management Group Inc.	19,389	$312K	0.2%	N/A	0.016%
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2/18/2026	Mercer Global Advisors Inc. ADV	30,606	$493K	0.0%	-3.3%	0.026%
2/18/2026	NewEdge Advisors LLC	57,152	$920K	0.0%	-8.1%	0.048%
2/18/2026	Saba Capital Management L.P.	1,437,153	$23.14M	0.7%	+2.3%	1.201%
2/18/2026	Rivernorth Capital Management LLC	598,883	$9.64M	0.5%	+0.3%	0.501%
2/18/2026	Intrepid Family Office LLC	103,360	$1.66M	1.4%	+19.7%	0.086%
2/18/2026	Evolve Private Wealth LLC	111,350	$1.79M	0.1%	N/A	0.093%
2/17/2026	Guggenheim Capital LLC	423,810	$6.82M	0.0%	-2.4%	0.354%
2/17/2026	Almitas Capital LLC	10,456	$168K	0.0%	N/A	0.009%
2/17/2026	Abel Hall LLC	56,300	$906K	0.2%	-1.2%	0.047%
2/17/2026	Cetera Investment Advisers	130,106	$2.10M	0.0%	+39.2%	0.109%
2/17/2026	Lazard Asset Management LLC	615,825	$9.92M	0.0%	+12.0%	0.515%
2/17/2026	Quantedge Capital Pte Ltd	29,900	$481K	0.2%	-3.5%	0.025%
2/17/2026	Kovack Advisors Inc.	15,129	$244K	0.0%	+44.3%	0.013%
2/17/2026	Osaic Holdings Inc.	338,554	$5.45M	0.0%	+27.2%	0.283%
2/17/2026	Private Advisor Group LLC	182,148	$2.93M	0.0%	+6.5%	0.152%
2/17/2026	Captrust Financial Advisors	266,910	$4.30M	0.0%	-1.8%	0.223%
2/17/2026	&PARTNERS	146,093	$2.35M	0.0%	+71.5%	0.122%
2/17/2026	Royal Bank of Canada	1,611,687	$25.95M	0.0%	+1.7%	1.347%
2/17/2026	Beacon Financial Advisory LLC	18,124	$292K	0.1%	+4.3%	0.015%
2/16/2026	Mariner LLC	102,121	$1.64M	0.0%	+59.5%	0.085%
2/16/2026	K2 Principal Fund L.P.	20,503	$330K	0.0%	+3.4%	0.017%
2/16/2026	Landscape Capital Management L.L.C.	39,950	$643K	0.0%	-61.9%	0.033%
2/13/2026	Kestra Advisory Services LLC	25,573	$412K	0.0%	+2.5%	0.021%
2/13/2026	Morgan Stanley	6,252,497	$100.67M	0.0%	+9.1%	5.227%
2/13/2026	First Trust Advisors LP	71,604	$1.15M	0.0%	+14.0%	0.060%
2/13/2026	Vontobel Holding Ltd.	31,356	$505K	0.0%	N/A	0.026%
2/13/2026	Wells Fargo & Company MN	1,477,216	$23.78M	0.0%	-15.5%	1.235%
2/13/2026	Concorde Asset Management LLC	54,092	$871K	0.3%	+3.0%	0.045%
2/12/2026	Advisors Asset Management Inc.	370,097	$5.96M	0.1%	+9.9%	0.309%
2/12/2026	Jane Street Group LLC	27,945	$450K	0.0%	N/A	0.023%
2/12/2026	Triumph Capital Management	53,367	$859K	0.2%	+4.6%	0.045%
2/12/2026	Commonwealth Equity Services LLC	120,283	$1.94M	0.0%	-22.0%	0.101%
2/12/2026	Carson Advisory Inc.	17,768	$286K	0.1%	+3.4%	0.015%
2/12/2026	Steward Partners Investment Advisory LLC	166,889	$2.69M	0.0%	+4.8%	0.140%
2/12/2026	Wedbush Securities Inc.	24,921	$401K	0.0%	+2.4%	0.021%
2/12/2026	Bank of Montreal Can	38,860	$626K	0.0%	+12.4%	0.032%
2/12/2026	Kovack Advisors Inc.	15,129	$244K	0.0%	+44.3%	0.013%
2/11/2026	Atlanta Consulting Group Advisors LLC	42,931	$691K	0.2%	-1.9%	0.036%
2/11/2026	Janney Montgomery Scott LLC	782,755	$12.60M	0.0%	+1.9%	0.654%
2/11/2026	1776 Wealth LLC	26,308	$424K	0.2%	+3.3%	0.022%
2/11/2026	LPL Financial LLC	2,257,033	$36.34M	0.0%	+9.4%	1.887%
2/11/2026	Endeavor Private Wealth Inc.	11,280	$182K	0.1%	-7.6%	0.009%
2/11/2026	Closed End Fund Advisors Inc.	10,940	$176K	0.1%	N/A	0.009%
2/11/2026	J.W. Cole Advisors Inc.	25,214	$393K	0.0%	-9.3%	0.021%
2/10/2026	Private Wealth Asset Management LLC	3,258	$52K	0.0%	N/A	0.003%
2/10/2026	Mccarter Private Wealth Services LLC	37,020	$596K	0.3%	-17.7%	0.031%
2/10/2026	Rothschild Investment LLC	229,703	$3.70M	0.2%	+2.7%	0.192%
2/10/2026	Northwestern Mutual Wealth Management Co.	12,417	$200K	0.0%	+10.4%	0.010%
2/9/2026	Cypress Capital Management LLC WY	189,871	$3.06M	3.0%	+483.8%	0.159%
2/9/2026	Blue Bell Private Wealth Management LLC	652,300	$10.50M	1.5%	+15.8%	0.545%
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2/9/2026	HBK Sorce Advisory LLC	16,390	$293K	0.0%	-10.8%	0.014%
2/9/2026	North Star Asset Management Inc.	12,577	$202K	0.0%	-4.7%	0.011%
2/9/2026	Prospera Financial Services Inc	59,792	$963K	0.0%	-19.6%	0.050%
2/9/2026	Jefferies Financial Group Inc.	37,580	$605K	0.0%	+3.3%	0.031%
2/6/2026	EverSource Wealth Advisors LLC	4,500	$72K	0.0%	+28.6%	0.004%
2/6/2026	Mraz Amerine & Associates Inc.	52,111	$839K	0.1%	-3.5%	0.044%
2/6/2026	Altium Capital Management LLC	192,509	$3.10M	12.3%	N/A	0.161%
2/6/2026	Kennedy Investment Group	81,658	$1.32M	0.5%	+2.8%	0.068%
2/6/2026	HighTower Advisors LLC	174,499	$2.81M	0.0%	+8.5%	0.146%
2/5/2026	Gabelli Funds LLC	62,600	$1.01M	0.0%	-12.6%	0.052%

RVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 197 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 ($96.88M), Raymond James Financial Inc. ($46.05M), LPL Financial LLC ($36.34M), Royal Bank of Canada ($26.97M), 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 168 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 5,959,888 shares in the last 24 months. This purchase volume represents approximately $94.59M in transactions.

Of the 78 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), Raymond James Financial Inc. ($319.31K), Wells Fargo & Company MN ($270.00K), Advisors Asset Management Inc. ($267.50K), Readystate Asset Management LP ($187.90K), and Waterfront Wealth Inc. ($114.55K).

Institutional investors have sold a total of 2,943,253 shares in the last 24 months. This volume of shares sold represents approximately $47.09M in transactions.

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This page (NYSE:RVT) was last updated on 6/3/2026 by MarketBeat.com Staff.

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Royce Small-Cap Trust (RVT) Institutional Ownership

RVT Institutional Buying and Selling by Quarter

Royce Small-Cap Trust Major Shareholders & Ownership History

RVT Institutional Ownership - Frequently Asked Questions

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Royce Small-Cap Trust (RVT) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Royce Small-Cap Trust (NYSE:RVT)

RVT Institutional Buying and Selling by Quarter

Royce Small-Cap Trust Major Shareholders & Ownership History

RVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RVT shares?

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

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

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

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

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

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