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Royce Small-Cap Trust (RVT) Institutional Ownership

Royce Small-Cap Trust logo
$16.03 -0.02 (-0.10%)
Closing price 09/3/2025 03:59 PM Eastern
Extended Trading
$16.04 +0.01 (+0.04%)
As of 09/3/2025 06:35 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Royce Small-Cap Trust (NYSE:RVT)

Current
Institutional Ownership
Percentage
25.57%
Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$196.53M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$39.94M
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RVT Institutional Buying and Selling by Quarter

Royce Small-Cap Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Newbridge Financial Services Group Inc.1,874$28K0.0%N/A0.002%
8/15/2025 Captrust Financial Advisors270,822$4.08M0.0%+3.0%0.235%
8/15/2025 Modern Wealth Management LLC514,049$7.74M0.2%-4.9%0.446%
8/15/2025 Benjamin Edwards Inc.65,166$981K0.0%-11.4%0.056%
8/15/2025 Balyasny Asset Management L.P.77,968$1.17M0.0%N/A0.068%
8/15/2025 Bank of America Corp DE6,293,535$94.72M0.0%+0.9%5.456%
8/14/2025 Jane Street Group LLC51,579$776K0.0%+295.2%0.045%
8/14/2025 Raymond James Financial Inc.3,174,507$47.78M0.0%+6.7%2.752%
8/14/2025 Heritage Wealth Management Inc.33,618$506K0.2%-26.9%0.029%
8/14/2025 Quantedge Capital Pte Ltd14,600$220K0.2%N/A0.013%
8/14/2025 NewEdge Advisors LLC58,856$886K0.0%+10.4%0.051%
8/14/2025 Intrepid Family Office LLC50,000$752K0.6%N/A0.043%
8/13/2025 Gabelli Funds LLC85,900$1.29M0.0%-14.7%0.074%
8/13/2025 Brown Advisory Inc.24,801$373K0.0%+69.8%0.022%
8/13/2025 Walleye Capital LLC51,507$775K0.0%N/A0.045%
8/13/2025 Guggenheim Capital LLC460,280$6.93M0.1%-1.7%0.399%
8/13/2025 Colonial Trust Advisors3,508$53K0.0%N/A0.003%
8/13/2025 Level Four Advisory Services LLC22,337$336K0.0%-10.8%0.019%
8/13/2025 Northwestern Mutual Wealth Management Co.10,689$161K0.0%-79.7%0.009%
8/12/2025 Advisors Asset Management Inc.495,620$7.46M0.1%-18.0%0.430%
8/12/2025 Steward Partners Investment Advisory LLC155,004$2.33M0.0%-21.3%0.134%
8/12/2025 Jaffetilchin Investment Partners LLC11,515$173K0.0%N/A0.010%
8/11/2025 Rothschild Investment LLC203,172$3.06M0.2%+4.6%0.176%
8/8/2025 Cornerstone Advisors LLC118,943$1.79M0.1%N/A0.103%
8/8/2025 City of London Investment Management Co. Ltd.44,191$665K0.1%-1.8%0.038%
8/8/2025 Cetera Investment Advisers36,282$546K0.0%+7.4%0.031%
8/7/2025 Samalin Investment Counsel LLC75,679$1.14M0.4%+2.5%0.066%
8/7/2025 Allworth Financial LP21,598$325K0.0%+97.9%0.019%
8/6/2025 Prospera Financial Services Inc78,018$1.17M0.0%+63.7%0.068%
8/6/2025 Penserra Capital Management LLC324,599$4.89M0.1%+3.0%0.281%
8/6/2025 Menlo Advisors LLC195,242$2.94M1.6%-2.9%0.169%
8/6/2025 Wedbush Securities Inc.23,533$354K0.0%-5.8%0.020%
8/6/2025 Atlantic Union Bankshares Corp91,915$1.38M0.0%-2.8%0.080%
8/5/2025 Bank of Montreal Can34,560$520K0.0%-3.6%0.030%
8/5/2025 Shaker Financial Services LLC585,074$8.81M3.1%+105.7%0.507%
8/4/2025 Mccarter Private Wealth Services LLC12,320$185K0.1%N/A0.011%
8/4/2025 Kovack Advisors Inc.10,467$158K0.0%-9.7%0.009%
8/4/2025 Wolverine Asset Management LLC163,139$2.46M0.0%+1,982.4%0.141%
8/4/2025 Atria Investments Inc32,340$487K0.0%-72.6%0.028%
8/4/2025 Waterfront Wealth Inc.481,428$7.25M1.6%+9.1%0.417%
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8/1/2025 Envestnet Asset Management Inc.29,640$446K0.0%+25.7%0.026%
7/30/2025 D.A. Davidson & CO.220,323$3.32M0.0%-1.5%0.191%
7/29/2025 Uhlmann Price Securities LLC11,847$178K0.1%-8.0%0.010%
7/29/2025 International Assets Investment Management LLC22,573$340K0.0%-9.5%0.020%
7/25/2025 MGO One Seven LLC42,605$641K0.0%-4.4%0.037%
7/25/2025 Allspring Global Investments Holdings LLC184,744$2.78M0.0%+16.8%0.160%
7/25/2025 CWM LLC1,687$25K0.0%N/A0.001%
7/24/2025 Comprehensive Money Management Services LLC52,100$784K0.6%+11.3%0.045%
7/23/2025 Abel Hall LLC57,000$858K0.4%+159.1%0.049%
7/23/2025 Mraz Amerine & Associates Inc.54,025$813K0.1%-4.1%0.047%
7/22/2025 Accel Wealth Management105,628$1.59M0.5%+3.4%0.092%
7/21/2025 Barrett & Company Inc.14,470$218K0.1%+5.5%0.013%
7/18/2025 Consolidated Portfolio Review Corp107,300$1.62M0.2%+131.3%0.093%
7/18/2025 Truist Financial Corp10,376$156K0.0%N/A0.009%
7/17/2025 Janney Montgomery Scott LLC693,008$10.43M0.0%+38.0%0.601%
7/17/2025 Uncommon Cents Investing LLC24,674$371K0.1%-5.1%0.021%
7/16/2025 Kennedy Investment Group80,701$1.22M0.5%-4.0%0.070%
7/15/2025 Focused Wealth Management Inc64,389$969K0.1%+2.7%0.056%
7/14/2025 Whitener Capital Management Inc.47,758$719K0.2%+3.4%0.041%
7/10/2025 Stolper Co50,531$760K0.2%+3.5%0.044%
7/10/2025 Wealth Enhancement Advisory Services LLC12,175$189K0.0%-60.5%0.011%
7/9/2025 David J Yvars Group29,514$442K0.3%+4.8%0.026%
7/9/2025 Triumph Capital Management50,318$757K0.2%-19.7%0.044%
7/9/2025 Bay Rivers Group42,559$641K0.3%+5.7%0.037%
7/7/2025 RB Capital Management LLC164,625$2.48M0.6%-3.2%0.143%
6/2/2025 Modern Wealth Management LLC540,330$7.69M0.2%+0.5%0.468%
5/27/2025 Jacobi Capital Management LLC11,256$160K0.0%N/A0.010%
5/21/2025 Geneos Wealth Management Inc.2,544$36K0.0%-25.4%0.002%
5/20/2025 Belpointe Asset Management LLC13,469$192K0.0%N/A0.012%
5/20/2025 Fortis Capital Advisors LLC13,469$192K0.0%N/A0.012%
5/19/2025 Jane Street Group LLC13,052$186K0.0%N/A0.011%
5/16/2025 NewEdge Advisors LLC53,335$759K0.0%+5.8%0.046%
5/16/2025Concorde Asset Management LLC43,942$600K0.3%+12.2%0.038%
5/16/2025 Advisors Asset Management Inc.604,317$8.61M0.2%-15.3%0.524%
5/15/2025 Royal Bank of Canada1,601,377$22.80M0.0%+3.1%1.388%
5/15/2025 Baird Financial Group Inc.21,282$303K0.0%+37.3%0.018%
5/14/2025 RB Capital Management LLC170,149$2.42M0.6%+1.0%0.148%
5/14/2025 Samalin Investment Counsel LLC73,799$1.05M0.4%+7.0%0.064%
5/14/2025 Gabelli Funds LLC100,658$1.43M0.0%-16.9%0.087%
5/14/2025 PKS Advisory Services LLC20,532$290K0.1%+6.1%0.018%
5/14/2025 Comerica Bank85,877$1.22M0.0%-7.8%0.074%
5/14/2025 Northwestern Mutual Wealth Management Co.52,581$749K0.0%+23.4%0.046%
5/14/2025 Tradition Wealth Management LLC13,237$188K0.0%-14.6%0.011%
5/13/2025 Raymond James Financial Inc.2,975,602$42.37M0.0%-3.1%2.580%
5/13/2025 Nations Financial Group Inc. IA ADV50,580$720K0.1%+2.2%0.044%
5/13/2025 HighTower Advisors LLC148,264$2.11M0.0%+2.8%0.129%
5/12/2025 SouthState Corp19,972$284K0.0%+5.3%0.017%
5/12/2025 Virtu Financial LLC10,932$156K0.0%N/A0.009%
5/12/2025 Invesco Ltd.16,504$235K0.0%-26.3%0.014%
5/12/2025 Benjamin Edwards Inc.73,571$1.05M0.0%-17.5%0.064%
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5/12/2025 Wolverine Asset Management LLC7,834$112K0.0%N/A0.007%
5/9/2025 City of London Investment Management Co. Ltd.45,021$641K0.1%-19.2%0.039%
5/9/2025 Shaker Financial Services LLC284,397$4.05M1.6%+281.7%0.247%
5/9/2025 PNC Financial Services Group Inc.11,492$164K0.0%-9.4%0.010%
5/7/2025 LPL Financial LLC1,919,691$27.34M0.0%+52.3%1.664%
5/6/2025 Cetera Investment Advisers33,788$481K0.0%-29.8%0.029%
5/6/2025 NorthStar Asset Management LLC NJ10,127$144K0.0%N/A0.009%
5/6/2025 Abel Hall LLC22,000$313K0.2%+10.0%0.019%
5/6/2025 Wedbush Securities Inc.24,969$356K0.0%-3.1%0.022%
5/6/2025 Triumph Capital Management62,628$892K0.3%+7.7%0.054%
(Data available from 1/1/2016 forward)

RVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RVT shares?

During the previous two years, 179 institutional investors and hedge funds held shares of Royce Small-Cap Trust. The most heavily invested institutionals were Bank of America Corp DE ($94.72M), Raymond James Financial Inc. ($47.78M), LPL Financial LLC ($27.34M), Wells Fargo & Company MN ($26.44M), Raymond James & Associates ($23.59M), Royal Bank of Canada ($22.80M), and Raymond James Financial Services Advisors Inc. ($21.67M).Learn more on Royce Small-Cap Trust's institutional investors.

What percentage of Royce Small-Cap Trust's stock is owned by institutional investors?

25.57% of Royce Small-Cap Trust's stock is owned by institutional investors. Learn more on RVT's institutional investor holdings.

Which institutional investors have been buying Royce Small-Cap Trust's stock?

Of the 151 institutional investors that purchased Royce Small-Cap Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($6.34M), LPL Financial LLC ($1.01M), Cornerstone Advisors LLC ($1.00M), International Assets Investment Management LLC ($644.77K), Shaker Financial Services LLC ($627.08K), Modern Wealth Management LLC ($541.26K), and Penserra Capital Management LLC ($324.60K).

How much institutional buying is happening at Royce Small-Cap Trust?

Institutional investors have bought a total of 12,700,127 shares in the last 24 months. This purchase volume represents approximately $196.53M in transactions.

Which of Royce Small-Cap Trust's major shareholders have been selling company stock?

Of the 64 institutional investors that sold Royce Small-Cap Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($348.90K), Advisors Asset Management Inc. ($280.21K), Cetera Investment Advisers ($268.88K), AQR Arbitrage LLC ($230.41K), Allspring Global Investments Holdings LLC ($228.33K), Landscape Capital Management L.L.C. ($218.05K), and Shaker Financial Services LLC ($113.76K).

How much institutional selling is happening at Royce Small-Cap Trust?

Institutional investors have sold a total of 2,589,075 shares in the last 24 months. This volume of shares sold represents approximately $39.94M in transactions.


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This page (NYSE:RVT) was last updated on 9/4/2025 by MarketBeat.com Staff
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