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Royce Small-Cap Trust (RVT) Institutional Ownership

Royce Small-Cap Trust logo
$17.92 -0.19 (-1.05%)
Closing price 03:59 PM Eastern
Extended Trading
$17.95 +0.03 (+0.20%)
As of 04:10 PM 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)
121
Total
Institutional Inflows
(last 12 months)
$95.71M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$46.88M
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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
7/10/2026 Accel Wealth Management65,508$1.21M0.3%-15.0%0.055%
7/10/2026 Whitener Capital Management Inc.60,929$1.13M0.2%+14.3%0.051%
7/9/2026 Bay Rivers Group53,475$988K0.3%+4.0%0.045%
7/9/2026 Hennion & Walsh Asset Management Inc.177,676$3.28M0.1%+45.1%0.149%
7/8/2026 Eclectic Associates Inc. ADV22,148$409K0.0%-3.5%0.019%
7/7/2026 Paller Financial Services Inc303,412$5.60M4.2%-1.8%0.254%
6/3/2026NewEdge Advisors LLC56,102$931K0.0%-1.8%0.047%
6/1/2026Concorde Asset Management LLC52,050$864K0.4%-3.8%0.044%
5/22/2026Verus Capital Partners LLC13,045$217K0.0%-33.5%0.011%
5/19/2026Western Wealth Management LLC1,657$28K0.0%N/A0.001%
5/19/2026Bank of America Corp DE5,836,337$96.88M0.0%+1.9%4.879%
5/18/2026Rivernorth Capital Management LLC601,975$9.99M0.5%+0.5%0.503%
5/18/2026Royal Bank of Canada1,624,774$26.97M0.0%+0.8%1.358%
5/16/2026Lazard Asset Management LLC612,315$10.16M0.0%-0.6%0.512%
5/14/2026Gabelli Funds LLC42,200$701K0.0%-32.6%0.035%
5/14/2026Modern Wealth Management LLC491,970$8.35M0.1%-2.3%0.411%
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%
5/7/2026Decker Wealth Management LLC19,547$324K0.1%N/A0.016%
5/6/2026Assetmark Inc.3,701$61K0.0%+176.4%0.003%
5/6/2026Allspring Global Investments Holdings LLC189,145$3.14M0.0%+0.5%0.158%
5/6/2026Independent Financial Group LLC18,595$309K0.0%N/A0.016%
5/5/2026D.A. Davidson & CO.234,911$3.90M0.0%-0.7%0.196%
5/5/2026Sanctuary Advisors LLC100,222$1.66M0.0%-1.8%0.084%
5/4/2026WJ Financial Advisors LLC77,025$1.28M1.0%-1.9%0.064%
5/4/2026NWF Advisory Services Inc.49,429$821K0.1%-5.2%0.041%
5/1/2026Fifth Third Bancorp71,231$1.18M0.0%N/A0.060%
4/30/2026Waterfront Wealth Inc.564,561$9.37M1.7%-12.2%0.472%
4/30/2026Kestra Advisory Services LLC118,241$1.96M0.0%+362.4%0.099%
4/28/2026Abel Hall LLC55,000$913K0.2%-2.3%0.046%
4/28/2026 Paller Financial Services Inc308,877$5.13M4.2%-2.6%0.258%
4/28/2026Beacon Financial Advisory LLC19,022$316K0.1%+5.0%0.016%
4/27/2026World Investment Advisors29,776$494K0.0%+127.0%0.025%
4/27/2026Private Advisor Group LLC182,851$3.04M0.0%+0.4%0.153%
4/23/2026Comprehensive Money Management Services LLC65,470$1.09M0.7%+15.3%0.055%
4/23/2026Fairway Wealth LLC2,000$33K0.0%N/A0.002%
4/23/2026Apollon Wealth Management LLC40,688$675K0.0%-2.1%0.034%
4/22/2026Janney Montgomery Scott LLC728,481$12.09M0.0%-6.9%0.609%
4/20/2026TrueMark Investments LLC74,571$1.24M0.2%+5.4%0.062%
4/17/2026PMG Family Office LLC32,513$540K0.6%+2.1%0.027%
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4/16/2026Fortem Financial Group LLC17,388$289K0.1%N/A0.015%
4/15/2026Nations Financial Group Inc. IA ADV50,219$834K0.0%+2.1%0.042%
3/13/2026World Investment Advisors13,117$211K0.0%N/A0.011%
3/3/2026NWF Advisory Services Inc.52,125$839K0.1%-7.0%0.044%
2/26/2026Alpine Global Management LLC15,506$250K0.0%N/A0.013%
2/19/2026Harbour 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%
2/18/2026Evolve 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%
2/17/2026Abel Hall LLC56,300$906K0.2%-1.2%0.047%
2/17/2026Cetera Investment Advisers130,106$2.10M0.0%+39.2%0.109%
2/17/2026Lazard Asset Management LLC615,825$9.92M0.0%+12.0%0.515%
2/17/2026Quantedge 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%
2/17/2026Private 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%
2/17/2026Beacon 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%
2/16/2026Landscape Capital Management L.L.C.39,950$643K0.0%-61.9%0.033%
2/13/2026Kestra 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%
2/13/2026Vontobel Holding Ltd.31,356$505K0.0%N/A0.026%
2/13/2026Wells 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%
2/12/2026Jane Street Group LLC27,945$450K0.0%N/A0.023%
2/12/2026Triumph Capital Management53,367$859K0.2%+4.6%0.045%
2/12/2026Commonwealth Equity Services LLC120,283$1.94M0.0%-22.0%0.101%
2/12/2026Carson Advisory Inc.17,768$286K0.1%+3.4%0.015%
2/12/2026Steward Partners Investment Advisory LLC166,889$2.69M0.0%+4.8%0.140%
2/12/2026Wedbush 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%
2/11/2026Janney Montgomery Scott LLC782,755$12.60M0.0%+1.9%0.654%
2/11/20261776 Wealth LLC26,308$424K0.2%+3.3%0.022%
2/11/2026LPL 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%
2/11/2026Closed End Fund Advisors Inc.10,940$176K0.1%N/A0.009%
2/11/2026J.W. Cole Advisors Inc.25,214$393K0.0%-9.3%0.021%
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2/10/2026Private Wealth Asset Management LLC3,258$52K0.0%N/A0.003%
2/10/2026Mccarter Private Wealth Services LLC37,020$596K0.3%-17.7%0.031%
2/10/2026Rothschild Investment LLC229,703$3.70M0.2%+2.7%0.192%
2/10/2026Northwestern Mutual Wealth Management Co.12,417$200K0.0%+10.4%0.010%
2/9/2026Cypress Capital Management LLC WY189,871$3.06M3.0%+483.8%0.159%
2/9/2026Blue Bell Private Wealth Management LLC652,300$10.50M1.5%+15.8%0.545%
2/9/2026HBK Sorce Advisory LLC16,390$293K0.0%-10.8%0.014%
2/9/2026North Star Asset Management Inc.12,577$202K0.0%-4.7%0.011%
2/9/2026Prospera Financial Services Inc59,792$963K0.0%-19.6%0.050%
2/9/2026Jefferies Financial Group Inc.37,580$605K0.0%+3.3%0.031%


RVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 196 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 167 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 6,019,432 shares in the last 24 months. This purchase volume represents approximately $95.71M 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), 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 2,925,632 shares in the last 24 months. This volume of shares sold represents approximately $46.88M in transactions.


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This page (NYSE:RVT) was last updated on 7/13/2026 by MarketBeat.com Staff.
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