ROYCE SMALL-CAP TRUST INC (RVT) Institutional Shareholders
ROYCE SMALL-CAP TRUST INC (RVT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $719.98M in RVT holdings during the latest filing period.
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 $104.92M, representing an estimated loss of -6.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
205
Total Reported Value
$719.98M
Largest Holder
Bank Of America Corp
Largest Position
$111.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | $104,924,693 | -$6,902,136 | -6.17% | |
| Morgan Stanley | 0.01% | 5,903,526 | $109,038,158 | $102,308,106 | -$6,730,052 | -6.17% | |
| Raymond James Financial Inc | 0.02% | 3,088,819 | $57,050,506 | $53,529,233 | -$3,521,273 | -6.17% | |
| Lpl Financial Llc | 0.01% | 2,396,929 | $44,271,285 | $41,538,780 | -$2,732,505 | -6.17% | |
| Wells Fargo & Company/Mn | 0.01% | 1,646,540 | $30,411,603 | $28,534,538 | -$1,877,065 | -6.17% | |
| Royal Bank Of Canada | 0.01% | 1,639,146 | $30,276,000 | $28,406,400 | -$1,869,600 | -6.18% | |
| Penserra Capital Management Llc | 0.20% | 1,384,409 | $25,570,000 | $23,991,808 | -$1,578,192 | -6.17% | |
| Saba Capital Management, L.P. | 0.70% | 1,247,806 | $23,046,977 | $21,624,478 | -$1,422,499 | -6.17% | |
| Stifel Financial Corp | 0.01% | 848,245 | $15,667,119 | $14,700,086 | -$967,033 | -6.17% | |
| Advisors Asset Management, Inc. | 0.22% | 781,292 | $15,305,510 | $13,539,790 | -$1,765,720 | -11.54% | |
| Janney Montgomery Scott Llc | 0.03% | 742,462 | $13,713,000 | $12,866,866 | -$846,134 | -6.17% | |
| Blue Bell Private Wealth Management, Llc | 1.55% | 674,729 | $12,462,237 | $11,693,054 | -$769,183 | -6.17% | |
| Lazard Asset Management Llc | 0.02% | 612,315 | $11,309,458 | $10,611,419 | -$698,039 | -6.17% | |
| Rivernorth Capital Management, Llc | 0.53% | 607,243 | $11,215,778 | $10,523,521 | -$692,257 | -6.17% | |
| Shaker Financial Services, Llc | 3.50% | 605,745 | $11,188,111 | $10,497,561 | -$690,550 | -6.17% | |
| Waterfront Wealth Inc. | 1.39% | 495,162 | $8,967,390 | $8,581,157 | -$386,233 | -4.31% | |
| Osaic Holdings, Inc. | 0.01% | 484,010 | $8,939,880 | $8,387,893 | -$551,987 | -6.17% | |
| Modern Wealth Management, Llc | 0.11% | 480,230 | $8,869,851 | $8,322,386 | -$547,465 | -6.17% | |
| Ubs Group Ag | 0.00% | 465,248 | $8,593,130 | $8,062,748 | -$530,382 | -6.17% | |
| Guggenheim Capital Llc | 0.05% | 423,470 | $7,821,491 | $7,338,735 | -$482,756 | -6.17% | |
| Paller Financial Services Inc | 4.19% | 303,412 | $5,604,020 | $5,258,130 | -$345,890 | -6.17% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 290,748 | $5,370,108 | $5,038,663 | -$331,445 | -6.17% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 287,283 | $5,306,117 | $4,978,614 | -$327,503 | -6.17% | |
| Rothschild Investment Llc | 0.17% | 250,772 | $4,631,751 | $4,345,879 | -$285,872 | -6.17% | |
| Captrust Financial Advisors | 0.01% | 249,028 | $4,599,551 | $4,315,655 | -$283,896 | -6.17% | |
| Cypress Capital Management Llc (Wy) | 3.76% | 243,763 | $4,502,303 | $4,224,413 | -$277,890 | -6.17% | |
| Private Advisor Group, Llc | 0.02% | 231,258 | $4,271,345 | $4,007,701 | -$263,644 | -6.17% | |
| D.A. Davidson & Co. | 0.02% | 230,461 | $4,256,631 | $3,993,889 | -$262,742 | -6.17% | |
| Oppenheimer & Co Inc | 0.04% | 222,656 | $4,112,456 | $3,858,628 | -$253,828 | -6.17% | |
| Logan Stone Capital, Llc | 0.76% | 195,674 | $3,614,099 | $3,391,030 | -$223,069 | -6.17% | |
| Altium Capital Management Llc | 7.49% | 192,509 | $3,555,641 | $3,336,181 | -$219,460 | -6.17% | |
| Z3 Capital Partners, Llc | 0.72% | 186,663 | $3,447,660 | $3,234,870 | -$212,790 | -6.17% | |
| Wolverine Asset Management Llc | 0.04% | 178,790 | $3,302,251 | $3,098,431 | -$203,820 | -6.17% | |
| Hennion & Walsh Asset Management, Inc. | 0.09% | 177,676 | $3,281,676 | $3,079,125 | -$202,551 | -6.17% | |
| Rb Capital Management, Llc | 0.62% | 171,223 | $3,162,494 | $2,967,295 | -$195,199 | -6.17% | |
| &Partners | 0.01% | 164,931 | $3,032,428 | $2,858,254 | -$174,174 | -5.74% | |
| Intrepid Family Office Llc | 2.65% | 155,643 | $2,874,726 | $2,697,293 | -$177,433 | -6.17% | |
| General American Investors Co Inc | 0.17% | 150,877 | $2,786,698 | $2,614,698 | -$172,000 | -6.17% | |
| Samalin Investment Counsel, Llc | 0.87% | 147,347 | $2,721,493 | $2,553,524 | -$167,969 | -6.17% | |
| Commonwealth Equity Services, Llc | 0.00% | 121,634 | $2,246,580 | $2,107,917 | -$138,663 | -6.17% | |
| City Of London Investment Management Co Ltd | 0.13% | 119,199 | $2,201,606 | $2,065,719 | -$135,887 | -6.17% | |
| Evolve Private Wealth, Llc | 0.12% | 108,008 | $1,994,908 | $1,871,779 | -$123,129 | -6.17% | |
| Sanctuary Advisors, Llc | 0.01% | 102,167 | $1,887,028 | $1,770,554 | -$116,474 | -6.17% | |
| Atlantic Union Bankshares Corp | 0.03% | 94,361 | $1,742,848 | $1,635,276 | -$107,572 | -6.17% | |
| Advisory Advocates, Llc | 1.44% | 90,631 | $1,673,955 | $1,570,635 | -$103,320 | -6.17% | |
| Landscape Capital Management, L.L.C. | 0.11% | 88,150 | $1,628,131 | $1,527,639 | -$100,492 | -6.17% | |
| First Trust Advisors Lp | 0.00% | 86,326 | $1,594,441 | $1,496,030 | -$98,411 | -6.17% | |
| Mgo One Seven Llc | 0.03% | 84,159 | $1,554,416 | $1,458,475 | -$95,941 | -6.17% | |
| Newedge Advisors, Llc | 0.00% | 82,369 | $1,521,356 | $1,427,455 | -$93,901 | -6.17% | |
| Truemark Investments, Llc | 0.18% | 79,839 | $1,474,626 | $1,383,610 | -$91,016 | -6.17% |
Frequently asked questions about RVT
Who owns the most RVT stock?
The largest holders of RVT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ROYCE SMALL-CAP TRUST INC (RVT).
Is RVT widely held by superinvestors?
Many widely followed stocks like RVT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RVT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.