RGT Institutional Ownership & Shareholders
ROYCE GLOBAL TRUST INC (RGT) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.57M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Atlas Wealth Llc is currently the largest disclosed institutional shareholder of RGT tracked by InsiderSet, reporting ownership valued at approximately $6.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.35M, representing an estimated gain of +3.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed RGT value among the investors covered in this analysis. Major shareholders include Atlas Wealth Llc, Morgan Stanley, Matisse Capital, and several other long-term asset managers with concentrated positions in ROYCE GLOBAL TRUST INC (RGT).
This page ranks the largest institutional RGT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$36.57M
Largest Holder
Atlas Wealth Llc
Largest Position
$6.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Atlas Wealth Llc | 0.88% | 433,444 | $6,167,908 | $6,354,289 | +$186,381 | +3.02% | |
| Morgan Stanley | 0.00% | 431,605 | $6,141,749 | $6,327,329 | +$185,580 | +3.02% | |
| Matisse Capital | 1.62% | 291,000 | $4,143,840 | $4,266,060 | +$122,220 | +2.95% | |
| Osaic Holdings, Inc. | 0.00% | 193,110 | $2,747,974 | $2,830,993 | +$83,019 | +3.02% | |
| Shaker Financial Services, Llc | 0.89% | 189,057 | $2,692,172 | $2,771,576 | +$79,404 | +2.95% | |
| 1607 Capital Partners, Llc | 0.23% | 183,419 | $2,610,052 | $2,688,923 | +$78,871 | +3.02% | |
| Private Management Group Inc | 0.06% | 163,128 | $2,321,311 | $2,391,456 | +$70,145 | +3.02% | |
| Blue Bell Private Wealth Management, Llc | 0.22% | 130,924 | $1,864,356 | $1,919,346 | +$54,990 | +2.95% | |
| Lpl Financial Llc | 0.00% | 101,658 | $1,446,593 | $1,490,306 | +$43,713 | +3.02% | |
| Integrated Wealth Concepts Llc | 0.01% | 86,921 | $1,236,886 | $1,274,262 | +$37,376 | +3.02% | |
| Compound Planning, Inc. | 0.02% | 49,014 | $697,469 | $718,545 | +$21,076 | +3.02% | |
| Beckerman Institutional, Llc | 0.29% | 43,001 | $611,904 | $630,395 | +$18,491 | +3.02% | |
| Captrust Financial Advisors | 0.00% | 41,435 | $589,620 | $607,437 | +$17,817 | +3.02% | |
| Rothschild Investment Llc | 0.02% | 37,110 | $528,080 | $544,033 | +$15,953 | +3.02% | |
| Tidal Investments Llc | 0.00% | 30,535 | $434,513 | $447,643 | +$13,130 | +3.02% | |
| Stonex Group Inc. | 0.02% | 26,174 | $372,456 | $383,711 | +$11,255 | +3.02% | |
| Raymond James Financial Inc | 0.00% | 24,223 | $344,685 | $355,109 | +$10,424 | +3.02% | |
| D.A. Davidson & Co. | 0.00% | 21,827 | $310,816 | $319,984 | +$9,168 | +2.95% | |
| 1776 Wealth Llc | 0.10% | 20,391 | $290,164 | $298,932 | +$8,768 | +3.02% | |
| Susquehanna International Group, Llp | 0.00% | 17,218 | $245,012 | $252,416 | +$7,404 | +3.02% | |
| Wolverine Asset Management Llc | 0.00% | 17,178 | $244,615 | $251,829 | +$7,214 | +2.95% | |
| Blair William & Co/Il | 0.00% | 13,520 | $192,390 | $198,203 | +$5,813 | +3.02% | |
| Wells Fargo & Company/Mn | 0.00% | 12,322 | $175,342 | $180,641 | +$5,299 | +3.02% | |
| Ubs Group Ag | 0.00% | 5,275 | $75,063 | $77,332 | +$2,269 | +3.02% | |
| Atlantic Union Bankshares Corp | 0.00% | 2,100 | $29,883 | $30,786 | +$903 | +3.02% | |
| Jones Financial Companies Lllp | 0.00% | 1,414 | $20,022 | $20,729 | +$707 | +3.53% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,023 | $14,558 | $14,997 | +$439 | +3.02% | |
| Bfsg, Llc | 0.00% | 600 | $8,544 | $8,796 | +$252 | +2.95% | |
| Farther Finance Advisors, Llc | 0.00% | 351 | $5,003 | $5,146 | +$143 | +2.85% | |
| Arax Advisory Partners | 0.00% | 210 | $2,989 | $3,079 | +$90 | +3.00% | |
| Institute For Wealth Management, Llc. | 0.00% | 191 | $2,715 | $2,800 | +$85 | +3.13% | |
| Allworth Financial Lp | 0.00% | 171 | $2,434 | $2,507 | +$73 | +2.99% | |
| North Star Investment Management Corp. | 0.00% | 138 | $1,959 | $2,023 | +$64 | +3.27% | |
| Mcilrath & Eck, Llc | 0.00% | 79 | $1,056 | $1,158 | +$102 | +9.67% | |
| City State Bank | 0.00% | 9 | $128 | $132 | +$4 | +3.08% |
Frequently asked questions about RGT
Who are the largest institutional holders of RGT?
The largest institutional holders of RGT reported in the latest SEC Form 13F filings include Atlas Wealth Llc, Morgan Stanley, Matisse Capital, Osaic Holdings, Inc., and Shaker Financial Services, Llc. InsiderSet ranks institutional holders by their latest reported RGT position.
What is RGT institutional ownership?
This page tracks RGT positions reported by institutional investment managers through SEC Form 13F. ROYCE GLOBAL TRUST INC (RGT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RGT?
InsiderSet currently tracks 35 institutional managers reporting RGT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RGT shareholders.
How much RGT stock do institutions own?
Institutional investment managers disclosed approximately $36.57M in RGT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RGT institutional ownership last updated?
The latest RGT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RGT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RGT position after the reporting date.
Are institutions buying or selling RGT?
Institutional buying and selling can be analyzed by comparing RGT positions across consecutive 13F reporting periods. InsiderSet's RGT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RGT ownership changes.
How has RGT institutional ownership changed over time?
InsiderSet tracks RGT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.