ROYCE SMALL-CAP TRUST INC (RVT) Institutional Ownership Changes & 13F Activity
ROYCE SMALL-CAP TRUST INC (RVT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Saba Capital Management, L.P., Raymond James Financial Inc, Bank Of America Corp, Logan Stone Capital, Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | Buy | +70,000 | — | 70,000 | $1.29M | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Sell | -5,182 | -14.8% | 29,810 | $550.58K | Q2 2026 | Aug 19, 2026 |
| Concorde Asset Management, Llc | Buy | +54,600 | — | 54,600 | $1.01M | Q2 2026 | Aug 18, 2026 |
| Rb Capital Management, Llc | Buy | +327 | +0.2% | 171,223 | $3.16M | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Sell | -36,053 | -60.8% | 23,263 | $429.67K | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Buy | +4,480 | +6.8% | 69,950 | $1.29M | Q2 2026 | Aug 17, 2026 |
| Saba Capital Management, L.P. | Buy | +1,247,806 | — | 1,247,806 | $23.05M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +257,053 | +9.1% | 3,088,819 | $57.05M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +218,175 | +3.7% | 6,054,512 | $111.83M | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +195,674 | — | 195,674 | $3.61M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +139,183 | +40.4% | 484,010 | $8.94M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -45,135 | -2.7% | 1,646,540 | $30.41M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +43,028 | +170.7% | 68,238 | $1.26M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +41,667 | — | 41,667 | $769.59K | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Buy | +18,480 | +114.9% | 34,568 | $638.47K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +16,283 | +5.1% | 336,541 | $6.22M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +14,372 | +0.9% | 1,639,146 | $30.28M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +13,198 | — | 13,198 | $243.77K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -11,740 | -2.4% | 480,230 | $8.87M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +11,734 | — | 11,734 | $216.73K | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +10,258 | — | 10,258 | $189.47K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -9,407 | -37.9% | 15,423 | $284.86K | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Buy | +5,268 | +0.9% | 607,243 | $11.22M | Q2 2026 | Aug 14, 2026 |
| Prosperity Bancshares Inc | Sell | -3,816 | -73.7% | 1,362 | $25.16K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +3,773 | +2.3% | 164,931 | $3.03M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +2,958 | +11.5% | 28,736 | $530.75K | Q2 2026 | Aug 14, 2026 |
| Intrepid Family Office Llc | Buy | +2,866 | +1.9% | 155,643 | $2.87M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -1,566 | -6.5% | 22,447 | $415.00K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -957 | -3.2% | 28,819 | $483.96K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +825 | +1.6% | 53,079 | $980.38K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about RVT activity
Which institutional owners are buying RVT?
Institutional owners buying RVT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RVT activity?
"Buy" means an investor increased their reported position in RVT compared to the prior reporting period. This reflects growing exposure to ROYCE SMALL-CAP TRUST INC (RVT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RVT increasing?
Institutional interest in RVT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related RVT Institutional Insights
- RVT Overview
- RVT 13F Institutional Holders
- RVT Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- RVT Insider Trading & SEC Form 4 Activity
- RVT Articles
- Top Institutional Investor Stock Rankings