13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
RVT

ROYCE SMALL CAP TRUST INC

216 institutions still hold ROYCE SMALL CAP TRUST INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 780910105·Exchange Traded Fund·216 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.6%
vs prior quarter
13F value held
$448M
59.0% inst. owned
of float
Holders
216
-135 QoQ
filers reporting
Activity
+76 / −54
+996 added · −775 reduced
this quarter
Concentration
22.65%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

216 institutions reported RVT in Q1 2026. MORGAN STANLEY leads at 22.6% of the visible book. -135 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$101M6.1M0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$97M5.8M0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$47M2.8M0.01%Q1 202604
LPL Financial LLC
CIK 0001403438
$38M2.3M0.01%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$28M1.7M0.01%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$27M1.6M0.00%Q1 202607
STIFEL FINANCIAL CORP
CIK 0000720672
$14M825K0.01%Q1 202608
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$11M654K1.56%Q1 202609
LAZARD ASSET MANAGEMENT LLC
CIK 0001207017
$10M612K0.02%Q1 202610
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$10M602K0.50%Q1 202611
UBS Group AG
CIK 0001610520
$10M582K0.00%Q1 202612
Waterfront Wealth Inc.
CIK 0001775210
$9M565K1.72%Q1 202613
Modern Wealth Management, LLC
CIK 0002001900
$8M492K0.14%Q1 202614
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$8M453K0.06%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M345K0.01%Q1 202616
Advisors Asset Management, Inc.
CIK 0001297376
$5M320K0.09%Q1 202617
Paller Financial Services Inc
CIK 0002095931
$5M309K4.24%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$5M295K0.01%Q1 202619
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M276K0.02%Q1 202620
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$4M257K0.01%Q1 2026
Page 1 of 11
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