DOSSIER · 13F Holders · Q2 2026
RGT

ROYCE GLOBAL TRUST INC

40 institutions still hold ROYCE GLOBAL TRUST INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78081T104·40 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$36M
visible holders
Holders
40
filers reporting
Concentration
17.32%
Atlas Wealth LLC #1
top holder share
AI Holders Summary · Q2 2026

40 institutions reported RGT in Q2 2026. Atlas Wealth LLC leads at 17.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Atlas Wealth LLC
CIK 0001964106
$6M433K0.88%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$6M432K0.00%Q2 2026
03
Matisse Capital
CIK 0001668256
$4M291K1.66%Q2 2026
04
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M193K0.00%Q2 2026
05
Shaker Financial Services, LLC
CIK 0001511794
$3M183K0.81%Q2 2026
06
1607 Capital Partners, LLC
CIK 0001436866
$2M178K0.17%Q1 2026
07
PRIVATE MANAGEMENT GROUP INC
CIK 0001142031
$2M163K0.06%Q2 2026
08
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M119K0.21%Q2 2026
09
LPL Financial LLC
CIK 0001403438
$1M102K0.00%Q2 2026
10
Integrated Wealth Concepts LLC
CIK 0001737109
$1M87K0.01%Q2 2026
11
Compound Planning, Inc.
CIK 0001978879
$697K49K0.02%Q2 2026
12
Beckerman Institutional, LLC
CIK 0002043468
$612K43K0.29%Q2 2026
13
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$590K41K0.00%Q2 2026
14
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$548K39K0.00%Q2 2026
15
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$528K37K0.02%Q2 2026
16
Tidal Investments LLC
CIK 0001600064
$435K31K0.00%Q2 2026
17
StoneX Group Inc.
CIK 0000913760
$372K26K0.01%Q2 2026
18
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$345K24K0.00%Q2 2026
19
D.A. DAVIDSON & CO.
CIK 0001080107
$311K22K0.00%Q2 2026
20
1776 Wealth LLC
CIK 0001803140
$290K20K0.10%Q2 2026
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Insiders at ROYCE GLOBAL TRUST INC
Royce Charles MClark Christopher DGannon Francis D.Grisanti Christopher C.Obrien G PeterDenneen John EShields Michael K.