Royce Micro-Cap Trust, Inc.
RMT- Exchange
- NYSE
- SEC CIK
- 0000912147
No open-market purchases or sales by Royce Micro-Cap Trust, Inc. insiders were filed in the last 90 days; 108 institutions reported holding it in 13F filings for Q2 2026, worth $305.6M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Royce Micro-Cap Trust, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 107
- +10 vs. Q4 2025
- Shares held
- 20.0M
- +607.3K (+3.1%) vs. Q4 2025
- Total value
- $226.7M
- +$24.2M (+11.9%) vs. Q4 2025
- New holders
- 17
- 34 more added
- Sold out
- 7
- 30 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RMT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 108 | $305.6M |
| Q1 2026 | 107 | $226.7M |
| Q4 2025 | 99 | $202.8M |
| Q3 2025 | 94 | $187.1M |
| Q2 2025 | 98 | $161.6M |
| Q1 2025 | 94 | $138.8M |
| Q4 2024 | 96 | $159.4M |
| Q3 2024 | 99 | $147.5M |
| Q2 2024 | 90 | $138.5M |
| Q1 2024 | 89 | $134.8M |
| Q4 2023 | 88 | $131.5M |
| Q3 2023 | 83 | $106.3M |
| Q2 2023 | 85 | $111.4M |
| Q1 2023 | 87 | $110.5M |
| Q4 2022 | 86 | $111.3M |
| Q3 2022 | 89 | $118.5M |
| Q2 2022 | 90 | $117.8M |
| Q1 2022 | 89 | $142.3M |
| Q4 2021 | 98 | $174.2M |
| Q3 2021 | 95 | $179.6M |
| Q2 2021 | 99 | $205.3M |
| Q1 2021 | 104 | $179.7M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Royce Micro-Cap Trust, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 0 | $2 | 0.00% | 0 | New |
| Fifth Third Bancorp | 4 | $45 | 0.00% | +4 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6 | $68 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $181 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 61 | $690 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 173 | $1.96K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 471 | $5.42K | 0.00% | +471 | New |
| Colonial Trust Advisors | 1,000 | $11.3K | 0.00% | +1,000 | New |
| EverSource Wealth Advisors, LLC | 1,302 | $14.7K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,534 | $17.4K | 0.00% | +1,534 | New |
| Atlantic Union Bankshares Corp | 2,096 | $23.7K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 2,281 | $26.5K | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,700 | $30.5K | 0.00% | −195,621−98.6% | Reduced |
| International Assets Investment Management, LLC | 2,998 | $34.5K | 0.00% | +51+1.7% | Added |
| Barrett & Company, Inc. | 3,250 | $36.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,472 | $39.3K | 0.00% | +3,472 | New |
| NBT Bank N A | 4,031 | $45.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 4,444 | $50.3K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 4,496 | $50.9K | 0.00% | 00.0% | Unchanged |
| IKE Capital, LLC | 10,000 | $113.1K | 0.06% | 00.0% | Unchanged |
| Hara Capital LLC | 10,060 | $113.8K | 0.06% | −27,900−73.5% | Reduced |
| Peapack Gladstone Financial Corp | 10,279 | $116.0K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 11,040 | $124.9K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 11,051 | $125.0K | 0.01% | +11,051 | New |
| Traub Capital Management LLC | 11,441 | $129.4K | 0.13% | −14,628−56.1% | Reduced |
| Soltis Investment Advisors LLC | 11,919 | $134.8K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,852 | $145.4K | 0.00% | +12,852 | New |
| Verus Capital Partners, LLC | 13,286 | $150.3K | 0.01% | +59+0.4% | Added |
| Closed-End Fund Advisors, Inc. | 13,807 | $156.2K | 0.16% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13,896 | $157.2K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 14,031 | $158.7K | 0.00% | +236+1.7% | Added |
| Wedmont Private Capital | 13,886 | $167.2K | 0.01% | +13,886 | New |
| Spinnaker Investment Group, LLC | 15,877 | $179.6K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 16,186 | $183.0K | 0.00% | −11,476−41.5% | Reduced |
| Oppenheimer & Co Inc | 16,598 | $187.7K | 0.00% | +279+1.7% | Added |
| Eclectic Associates Inc | 17,205 | $194.6K | 0.03% | +17,205 | New |
| Kestra Advisory Services, LLC | 17,485 | $197.8K | 0.00% | +13,639+354.6% | Added |
| Institute for Wealth Management, LLC. | 19,948 | $225.6K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 20,396 | $230.7K | 0.00% | +345+1.7% | Added |
| Private Capital Management, LLC | 21,919 | $247.9K | 0.03% | +219+1.0% | Added |
| DKM Wealth Management, Inc. | 23,002 | $260.1K | 0.19% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23,515 | $266.0K | 0.00% | −217−0.9% | Reduced |
| Advisory Advocates, LLC | 23,980 | $271.2K | 0.28% | +800+3.5% | Added |
| HighTower Advisors, LLC | 24,216 | $273.9K | 0.00% | −3,388−12.3% | Reduced |
| Concurrent Investment Advisors, LLC | 25,123 | $284.1K | 0.00% | +25,123 | New |
| D.A. Davidson & Co. | 25,862 | $292.5K | 0.00% | +101+0.4% | Added |
| GWM Advisors LLC | 28,264 | $319.7K | 0.00% | −12,774−31.1% | Reduced |
| Sax Wealth Advisors, LLC | 31,430 | $327.8K | 0.02% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 29,397 | $332.5K | 0.18% | −24,600−45.6% | Reduced |
| Commerce Bank | 29,712 | $336.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 30,556 | $345.6K | 0.00% | −45,426−59.8% | Reduced |
| Kingsview Wealth Management, LLC | 31,438 | $355.6K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 34,455 | $389.7K | 0.04% | −364−1.0% | Reduced |
| Guggenheim Capital LLC | 36,115 | $408.5K | 0.00% | −24,484−40.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 39,192 | $443.0K | 0.00% | −450−1.1% | Reduced |
| PMG Family Office LLC | 39,349 | $445.0K | 0.50% | +120.0% | Added |
| Comprehensive Money Management Services LLC | 40,465 | $457.7K | 0.30% | +8,450+26.4% | Added |
| EP Wealth Advisors, LLC | 43,329 | $490.1K | 0.00% | −1,117−2.5% | Reduced |
| CWM, LLC | 47,000 | $531.6K | 0.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 47,862 | $541.3K | 0.05% | +6,545+15.8% | Added |
| Envestnet Asset Management Inc | 48,071 | $543.7K | 0.00% | +48,071 | New |
| Sapient Capital LLC | 48,559 | $549.2K | 0.01% | +819+1.7% | Added |
| Cetera Investment Advisers | 50,036 | $565.9K | 0.00% | +37,116+287.3% | Added |
| NWF Advisory Services Inc. | 50,628 | $572.6K | 0.06% | −7,723−13.2% | Reduced |
| First Trust Advisors LP | 57,454 | $649.8K | 0.00% | +5,183+9.9% | Added |
| Twin Focus Capital Partners, LLC | 62,161 | $703.0K | 0.08% | 00.0% | Unchanged |
| Karpus Management, Inc. | 63,003 | $712.6K | 0.02% | +63,003 | New |
| Hennion & Walsh Asset Management, Inc. | 63,596 | $719.3K | 0.02% | +432+0.7% | Added |
| Roberts Glore & Co Inc | 68,121 | $770.4K | 0.21% | +114+0.2% | Added |
| Diversify Wealth Management, LLC | 64,652 | $840.5K | 0.01% | +64,652 | New |
| Brown Advisory Inc | 74,836 | $846.4K | 0.00% | +117+0.2% | Added |
| Uhlmann Price Securities, LLC | 87,400 | $988.5K | 0.07% | +2,069+2.4% | Added |
| Bard Associates Inc | 89,355 | $1.01M | 0.25% | −108−0.1% | Reduced |
| Captrust Financial Advisors | 98,329 | $1.11M | 0.00% | −7,043−6.7% | Reduced |
| Advisors Asset Management, Inc. | 100,827 | $1.14M | 0.02% | +100,827 | New |
| Private Advisor Group, LLC | 104,993 | $1.19M | 0.01% | −7,845−7.0% | Reduced |
| TrueMark Investments, LLC | 106,443 | $1.20M | 0.23% | +5,424+5.4% | Added |
| Stifel Financial Corp | 108,998 | $1.23M | 0.00% | +44,226+68.3% | Added |
| Moors & Cabot, Inc. | 116,467 | $1.32M | 0.06% | −2,070−1.7% | Reduced |
| Evolve Private Wealth, LLC | 116,669 | $1.32M | 0.07% | −179−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 124,720 | $1.41M | 0.01% | −70,458−36.1% | Reduced |
| Commonwealth Equity Services, LLC | 124,998 | $1.41M | 0.00% | −3,547−2.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 132,808 | $1.50M | 0.02% | −1,419−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 169,394 | $1.92M | 0.00% | +53,291+45.9% | Added |
| Clearstead Advisors, LLC | 203,173 | $2.30M | 0.02% | −5,384−2.6% | Reduced |
| Waterfront Wealth Inc. | 208,749 | $2.36M | 0.43% | +208,749 | New |
| Royal Bank of Canada | 212,414 | $2.40M | 0.00% | −27,754−11.6% | Reduced |
| Altium Capital Management LP | 243,050 | $2.75M | 6.54% | +155,972+179.1% | Added |
| Lazard Asset Management LLC | 300,000 | $3.39M | 0.01% | +300,000 | New |
| Fca Corp | 313,186 | $3.54M | 1.00% | +5,335+1.7% | Added |
| Raymond James Financial Inc | 330,128 | $3.73M | 0.00% | +7,862+2.4% | Added |
| Mraz, Amerine & Associates, Inc. | 350,908 | $3.97M | 0.59% | −4,470−1.3% | Reduced |
| Shaker Financial Services, LLC | 396,368 | $4.48M | 1.56% | −433,314−52.2% | Reduced |
| Flagship Harbor Advisors, LLC | 528,385 | $5.98M | 0.26% | +609+0.1% | Added |
| Punch & Associates Investment Management, Inc. | 545,665 | $6.17M | 0.36% | −70,323−11.4% | Reduced |
| Bank of America Corp | 573,183 | $6.48M | 0.00% | +10,748+1.9% | Added |
| Wells Fargo & Company | 594,726 | $6.73M | 0.00% | +78,700+15.3% | Added |
| Blue Bell Private Wealth Management, LLC | 631,683 | $7.14M | 1.03% | +70,895+12.6% | Added |
| UBS Group AG | 865,397 | $9.79M | 0.00% | −23,403−2.6% | Reduced |