ROYCE SMALL-CAP TRUST INC (RVT) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $565.06M in RVT holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of RVT tracked by InsiderSet, reporting ownership valued at approximately $101.40M in its March 31, 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 $108.49M, representing an estimated gain of +6.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed RVT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, 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
198
Total Reported Value
$565.06M
Largest Holder
Morgan Stanley
Largest Position
$101.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
168
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 6,108,513 | $101,401,335 | $108,487,191 | +$7,085,856 | +6.99% | |
| Bank Of America Corp | 0.01% | 5,836,337 | $96,883,187 | $103,653,345 | +$6,770,158 | +6.99% | |
| Raymond James Financial Inc | 0.01% | 2,831,766 | $47,007,307 | $50,292,164 | +$3,284,857 | +6.99% | |
| Lpl Financial Llc | 0.01% | 2,279,577 | $37,840,975 | $40,485,288 | +$2,644,313 | +6.99% | |
| Wells Fargo & Company/Mn | 0.01% | 1,691,675 | $28,081,807 | $30,044,148 | +$1,962,341 | +6.99% | |
| Royal Bank Of Canada | 0.01% | 1,624,774 | $26,971,000 | $28,855,986 | +$1,884,986 | +6.99% | |
| Stifel Financial Corp | 0.01% | 825,089 | $13,696,450 | $14,653,581 | +$957,131 | +6.99% | |
| Blue Bell Private Wealth Management, Llc | 1.56% | 653,774 | $10,852,648 | $11,611,026 | +$758,378 | +6.99% | |
| Lazard Asset Management Llc | 0.02% | 612,315 | $10,164,429 | $10,874,714 | +$710,285 | +6.99% | |
| Rivernorth Capital Management, Llc | 0.50% | 601,975 | $9,992,785 | $10,691,076 | +$698,291 | +6.99% | |
| Ubs Group Ag | 0.00% | 582,111 | $9,663,042 | $10,338,291 | +$675,249 | +6.99% | |
| Waterfront Wealth Inc. | 1.72% | 564,561 | $9,371,720 | $10,026,603 | +$654,883 | +6.99% | |
| Modern Wealth Management, Llc | 0.14% | 491,970 | $8,353,644 | $8,737,387 | +$383,743 | +4.59% | |
| Guggenheim Capital Llc | 0.06% | 453,148 | $7,522,257 | $8,047,908 | +$525,651 | +6.99% | |
| Z3 Capital Partners, Llc | 0.75% | 372,338 | $6,087,484 | $6,612,723 | +$525,239 | +8.63% | |
| Osaic Holdings, Inc. | 0.01% | 344,827 | $5,724,326 | $6,124,128 | +$399,802 | +6.98% | |
| Advisors Asset Management, Inc. | 0.09% | 320,258 | $5,316,283 | $5,687,782 | +$371,499 | +6.99% | |
| Paller Financial Services Inc | 4.24% | 308,877 | $5,127,358 | $5,485,656 | +$358,298 | +6.99% | |
| Cetera Investment Advisers | 0.01% | 294,684 | $4,891,747 | $5,233,588 | +$341,841 | +6.99% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 276,056 | $4,582,529 | $4,902,755 | +$320,226 | +6.99% | |
| Captrust Financial Advisors | 0.01% | 257,186 | $4,269,284 | $4,567,623 | +$298,339 | +6.99% | |
| Rothschild Investment Llc | 0.21% | 240,212 | $3,987,521 | $4,266,165 | +$278,644 | +6.99% | |
| D.A. Davidson & Co. | 0.02% | 234,911 | $3,899,537 | $4,172,019 | +$272,482 | +6.99% | |
| Oppenheimer & Co Inc | 0.04% | 217,046 | $3,602,964 | $3,854,737 | +$251,773 | +6.99% | |
| Cypress Capital Management Llc (Wy) | 3.33% | 216,884 | $3,600,274 | $3,851,860 | +$251,586 | +6.99% | |
| Altium Capital Management Llc | 7.61% | 192,509 | $3,195,649 | $3,418,960 | +$223,311 | +6.99% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 189,145 | $3,139,807 | $3,359,215 | +$219,408 | +6.99% | |
| Private Advisor Group, Llc | 0.01% | 182,851 | $3,035,331 | $3,247,434 | +$212,103 | +6.99% | |
| Hightower Advisors, Llc | 0.00% | 177,803 | $2,951,537 | $3,157,781 | +$206,244 | +6.99% | |
| Independent Financial Group, Llc | 0.04% | 184,792 | $2,930,565 | $3,281,906 | +$351,341 | +11.99% | |
| Rb Capital Management, Llc | 0.60% | 170,896 | $2,836,878 | $3,035,113 | +$198,235 | +6.99% | |
| Advisory Advocates, Llc | 1.37% | 166,352 | $2,721,523 | $2,954,412 | +$232,889 | +8.56% | |
| &Partners | 0.01% | 161,158 | $2,670,509 | $2,862,166 | +$191,657 | +7.18% | |
| Intrepid Family Office Llc | 2.21% | 152,777 | $2,536,098 | $2,713,320 | +$177,222 | +6.99% | |
| General American Investors Co Inc | 0.17% | 150,877 | $2,504,558 | $2,679,576 | +$175,018 | +6.99% | |
| Shaker Financial Services, Llc | 0.80% | 138,511 | $2,299,283 | $2,459,955 | +$160,672 | +6.99% | |
| Commonwealth Equity Services, Llc | 0.00% | 131,095 | $2,176,180 | $2,328,247 | +$152,067 | +6.99% | |
| Hennion & Walsh Asset Management, Inc. | 0.07% | 122,485 | $2,033,251 | $2,175,334 | +$142,083 | +6.99% | |
| Kestra Advisory Services, Llc | 0.01% | 118,241 | $1,962,793 | $2,099,960 | +$137,167 | +6.99% | |
| Samalin Investment Counsel, Llc | 0.66% | 112,755 | $1,871,731 | $2,002,529 | +$130,798 | +6.99% | |
| Evolve Private Wealth, Llc | 0.10% | 111,124 | $1,844,658 | $1,973,562 | +$128,904 | +6.99% | |
| Sanctuary Advisors, Llc | 0.01% | 100,222 | $1,663,677 | $1,779,943 | +$116,266 | +6.99% | |
| Atlantic Union Bankshares Corp | 0.03% | 94,893 | $1,575,224 | $1,685,300 | +$110,076 | +6.99% | |
| First Trust Advisors Lp | 0.00% | 85,992 | $1,427,467 | $1,527,218 | +$99,751 | +6.99% | |
| Kennedy Investment Group, Inc. | 0.53% | 82,083 | $1,362,577 | $1,457,794 | +$95,217 | +6.99% | |
| Accel Wealth Management | 0.33% | 77,074 | $1,279,434 | $1,368,834 | +$89,400 | +6.99% | |
| Wj Financial Advisors Llc | 1.03% | 77,025 | $1,278,615 | $1,367,964 | +$89,349 | +6.99% | |
| City Of London Investment Management Co Ltd | 0.09% | 74,901 | $1,244,480 | $1,330,242 | +$85,762 | +6.89% | |
| Truemark Investments, Llc | 0.24% | 74,571 | $1,237,879 | $1,324,381 | +$86,502 | +6.99% | |
| Focused Wealth Management, Inc | 0.12% | 71,464 | $1,186,298 | $1,269,201 | +$82,903 | +6.99% |
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.