RVT Institutional Ownership & Shareholders
ROYCE SMALL-CAP TRUST INC (RVT) is currently held by 207 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $714.82M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of RVT tracked by InsiderSet, reporting ownership valued at approximately $111.83M 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 $102.14M, representing an estimated loss of -8.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed RVT value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in ROYCE SMALL-CAP TRUST INC (RVT).
This page ranks the largest institutional RVT 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
207
Total Reported Value
$714.82M
Largest Holder
Bank Of America Corp
Largest Position
$111.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 6,054,512 | $111,826,829 | $102,139,617 | -$9,687,212 | -8.66% | |
| Morgan Stanley | 0.01% | 5,903,526 | $109,038,158 | $99,592,484 | -$9,445,674 | -8.66% | |
| Raymond James Financial Inc | 0.02% | 3,088,819 | $57,050,506 | $52,108,377 | -$4,942,129 | -8.66% | |
| Lpl Financial Llc | 0.01% | 2,396,929 | $44,271,285 | $40,436,192 | -$3,835,093 | -8.66% | |
| Wells Fargo & Company/Mn | 0.01% | 1,646,540 | $30,411,603 | $27,777,130 | -$2,634,473 | -8.66% | |
| Royal Bank Of Canada | 0.01% | 1,639,146 | $30,276,000 | $27,652,393 | -$2,623,607 | -8.67% | |
| Penserra Capital Management Llc | 0.20% | 1,384,409 | $25,570,000 | $23,354,980 | -$2,215,020 | -8.66% | |
| Saba Capital Management, L.P. | 0.70% | 1,247,806 | $23,046,977 | $21,050,487 | -$1,996,490 | -8.66% | |
| Stifel Financial Corp | 0.01% | 848,245 | $15,667,119 | $14,309,893 | -$1,357,226 | -8.66% | |
| Advisors Asset Management, Inc. | 0.22% | 781,292 | $15,305,510 | $13,180,396 | -$2,125,114 | -13.88% | |
| Janney Montgomery Scott Llc | 0.03% | 742,462 | $13,713,000 | $12,525,334 | -$1,187,666 | -8.66% | |
| Blue Bell Private Wealth Management, Llc | 1.52% | 743,968 | $12,744,167 | $12,550,740 | -$193,427 | -1.52% | |
| Lazard Asset Management Llc | 0.02% | 612,315 | $11,309,458 | $10,329,754 | -$979,704 | -8.66% | |
| Rivernorth Capital Management, Llc | 0.53% | 607,243 | $11,215,778 | $10,244,189 | -$971,589 | -8.66% | |
| Osaic Holdings, Inc. | 0.01% | 484,010 | $8,939,880 | $8,165,249 | -$774,631 | -8.66% | |
| Modern Wealth Management, Llc | 0.11% | 480,230 | $8,869,851 | $8,101,480 | -$768,371 | -8.66% | |
| Shaker Financial Services, Llc | 2.90% | 513,739 | $8,800,350 | $8,666,777 | -$133,573 | -1.52% | |
| Ubs Group Ag | 0.00% | 465,248 | $8,593,130 | $7,848,734 | -$744,396 | -8.66% | |
| Guggenheim Capital Llc | 0.05% | 423,470 | $7,821,491 | $7,143,939 | -$677,552 | -8.66% | |
| Waterfront Wealth Inc. | 1.23% | 461,960 | $7,703,186 | $7,793,265 | +$90,079 | +1.17% | |
| Paller Financial Services Inc | 4.23% | 321,463 | $5,506,661 | $5,423,081 | -$83,580 | -1.52% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 290,748 | $5,370,108 | $4,904,919 | -$465,189 | -8.66% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 287,283 | $5,306,117 | $4,846,464 | -$459,653 | -8.66% | |
| Rothschild Investment Llc | 0.17% | 250,772 | $4,631,751 | $4,230,524 | -$401,227 | -8.66% | |
| Captrust Financial Advisors | 0.01% | 249,028 | $4,599,551 | $4,201,102 | -$398,449 | -8.66% | |
| Cypress Capital Management Llc (Wy) | 3.76% | 243,763 | $4,502,303 | $4,112,282 | -$390,021 | -8.66% | |
| Private Advisor Group, Llc | 0.02% | 231,258 | $4,271,345 | $3,901,322 | -$370,023 | -8.66% | |
| D.A. Davidson & Co. | 0.02% | 225,373 | $3,860,656 | $3,802,043 | -$58,613 | -1.52% | |
| Oppenheimer & Co Inc | 0.04% | 224,949 | $3,853,376 | $3,794,890 | -$58,486 | -1.52% | |
| Logan Stone Capital, Llc | 0.76% | 195,674 | $3,614,099 | $3,301,020 | -$313,079 | -8.66% | |
| Wolverine Asset Management Llc | 0.03% | 210,039 | $3,597,968 | $3,543,358 | -$54,610 | -1.52% | |
| Altium Capital Management Llc | 7.49% | 192,509 | $3,555,641 | $3,247,627 | -$308,014 | -8.66% | |
| Z3 Capital Partners, Llc | 0.72% | 186,663 | $3,447,660 | $3,149,005 | -$298,655 | -8.66% | |
| Samalin Investment Counsel, Llc | 1.09% | 198,321 | $3,397,230 | $3,345,675 | -$51,555 | -1.52% | |
| Hennion & Walsh Asset Management, Inc. | 0.10% | 195,780 | $3,353,711 | $3,302,809 | -$50,902 | -1.52% | |
| Rb Capital Management, Llc | 0.62% | 171,223 | $3,162,494 | $2,888,532 | -$273,962 | -8.66% | |
| &Partners | 0.01% | 164,931 | $3,032,428 | $2,782,386 | -$250,042 | -8.25% | |
| Intrepid Family Office Llc | 2.65% | 155,643 | $2,874,726 | $2,625,697 | -$249,029 | -8.66% | |
| General American Investors Co Inc | 0.16% | 150,877 | $2,584,523 | $2,545,295 | -$39,228 | -1.52% | |
| Kestra Advisory Services, Llc | 0.01% | 123,352 | $2,113,015 | $2,080,948 | -$32,067 | -1.52% | |
| Evolve Private Wealth, Llc | 0.12% | 108,008 | $1,994,908 | $1,822,095 | -$172,813 | -8.66% | |
| Commonwealth Equity Services, Llc | 0.00% | 114,505 | $1,961,478 | $1,931,699 | -$29,779 | -1.52% | |
| Sanctuary Advisors, Llc | 0.01% | 102,167 | $1,887,028 | $1,723,557 | -$163,471 | -8.66% | |
| Atlantic Union Bankshares Corp | 0.03% | 94,361 | $1,742,848 | $1,591,870 | -$150,978 | -8.66% | |
| Advisory Advocates, Llc | 1.44% | 90,631 | $1,673,955 | $1,528,945 | -$145,010 | -8.66% | |
| Landscape Capital Management, L.L.C. | 0.11% | 88,150 | $1,628,131 | $1,487,091 | -$141,041 | -8.66% | |
| City Of London Investment Management Co Ltd | 0.11% | 93,369 | $1,599,411 | $1,575,135 | -$24,276 | -1.52% | |
| First Trust Advisors Lp | 0.00% | 86,326 | $1,594,441 | $1,456,320 | -$138,121 | -8.66% | |
| Newedge Advisors, Llc | 0.00% | 82,369 | $1,521,356 | $1,389,565 | -$131,791 | -8.66% | |
| Truemark Investments, Llc | 0.18% | 79,839 | $1,474,626 | $1,346,884 | -$127,742 | -8.66% |
Frequently asked questions about RVT
Who are the largest institutional holders of RVT?
The largest institutional holders of RVT reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Raymond James Financial Inc, Lpl Financial Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported RVT position.
What is RVT institutional ownership?
This page tracks RVT positions reported by institutional investment managers through SEC Form 13F. ROYCE SMALL-CAP TRUST INC (RVT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RVT?
InsiderSet currently tracks 207 institutional managers reporting RVT 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 RVT shareholders.
How much RVT stock do institutions own?
Institutional investment managers disclosed approximately $714.82M in RVT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RVT institutional ownership last updated?
The latest RVT 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 RVT 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 RVT position after the reporting date.
Are institutions buying or selling RVT?
Institutional buying and selling can be analyzed by comparing RVT positions across consecutive 13F reporting periods. InsiderSet's RVT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RVT ownership changes.
How has RVT institutional ownership changed over time?
InsiderSet tracks RVT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.