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Royce Small-Cap Trust, Inc.

RVT
Exchange
NYSE
SEC CIK
0000804116

No open-market purchases or sales by Royce Small-Cap Trust, Inc. insiders were filed in the last 90 days; 208 institutions reported holding it in 13F filings for Q2 2026, worth $717.3M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Royce Small-Cap Trust, Inc. as of Mar 31, 2021. 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
164
No complete 13F data for Q4 2020
Shares held
31.8M
No complete 13F data for Q4 2020
Total value
$576.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting RVT 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.

Institutional holdersQ1 2021: 164 institutions
Q1 2021: 164 institutionsQ2 2021: 168 institutionsQ3 2021: 157 institutionsQ4 2021: 167 institutionsQ1 2022: 150 institutionsQ2 2022: 145 institutionsQ3 2022: 152 institutionsQ4 2022: 164 institutionsQ1 2023: 167 institutionsQ2 2023: 158 institutionsQ3 2023: 160 institutionsQ4 2023: 166 institutionsQ1 2024: 171 institutionsQ2 2024: 176 institutionsQ3 2024: 183 institutionsQ4 2024: 185 institutionsQ1 2025: 183 institutionsQ2 2025: 188 institutionsQ3 2025: 198 institutionsQ4 2025: 199 institutionsQ1 2026: 202 institutionsQ2 2026: 208 institutions
Value heldQ1 2021: $576.3M
Q1 2021: $576.3MQ2 2021: $618.6MQ3 2021: $569.7MQ4 2021: $613.0MQ1 2022: $478.3MQ2 2022: $398.2MQ3 2022: $350.1MQ4 2022: $366.8MQ1 2023: $370.7MQ2 2023: $381.9MQ3 2023: $369.7MQ4 2023: $431.3MQ1 2024: $455.1MQ2 2024: $443.5MQ3 2024: $482.7MQ4 2024: $501.6MQ1 2025: $470.9MQ2 2025: $510.9MQ3 2025: $565.6MQ4 2025: $582.2MQ1 2026: $601.8MQ2 2026: $717.3M
Institutions holding RVT and their total value by quarter
QuarterHoldersValue
Q2 2026208$717.3M
Q1 2026202$601.8M
Q4 2025199$582.2M
Q3 2025198$565.6M
Q2 2025188$510.9M
Q1 2025183$470.9M
Q4 2024185$501.6M
Q3 2024183$482.7M
Q2 2024176$443.5M
Q1 2024171$455.1M
Q4 2023166$431.3M
Q3 2023160$369.7M
Q2 2023158$381.9M
Q1 2023167$370.7M
Q4 2022164$366.8M
Q3 2022152$350.1M
Q2 2022145$398.2M
Q1 2022150$478.3M
Q4 2021167$613.0M
Q3 2021157$569.7M
Q2 2021168$618.6M
Q1 2021164$576.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Royce Small-Cap Trust, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding RVT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$00.00%––
Harbor Investment Advisory, LLC12$00.00%––
Carolinas Wealth Consulting LLC3$00.00%––
Key Financial Inc30$1.00K0.00%––
Ameritas Investment Company, LLC149$2.70K0.00%––
Global Retirement Partners, LLC139$3.00K0.00%––
Clearview Wealth Advisors LLC183$3.00K0.00%––
Hudock, Inc.274$4.00K0.00%––
Carroll Financial Associates, Inc.262$4.00K0.00%––
Gemmer Asset Management LLC400$7.00K0.00%––
TFC Financial Management432$8.00K0.00%––
American Portfolios Advisors462$8.37K0.00%––
Sowell Financial Services LLC495$9.00K0.00%––
Archer Investment Corp916$16.6K0.01%––
Harbour Investments, Inc.949$17.0K0.00%––
Central Trust Co1,000$18.0K0.00%––
Eaton Vance Management981$18.0K0.00%––
CNB Bank1,038$19.0K0.01%––
Sargent Bickham Lagudis LLC1,113$20.0K0.00%––
Wagner Wealth Management, LLC1,200$22.0K0.02%––
Grandview Asset Management LLC1,663$30.0K0.02%––
Pinnacle Bancorp, Inc.1,710$31.0K0.02%––
Carmichael Hill & Associates, Inc.1,700$31.0K0.02%––
Kings Point Capital Management1,904$34.0K0.00%––
Spire Wealth Management2,228$40.0K0.00%––
Thomas J. Herzfeld Advisors, Inc.2,961$54.0K0.02%––
Gradient Investments LLC3,346$61.0K0.00%––
Geneos Wealth Management Inc.3,319$62.0K0.00%––
Federation des caisses Desjardins du Quebec3,934$71.2K0.00%––
Reilly Financial Advisors, LLC4,881$88.0K0.01%––
HHM Wealth Advisors, LLC5,561$101.0K0.03%––
Citigroup Inc5,711$103.0K0.00%––
North Star Investment Management Corp.6,125$111.0K0.01%––
Wealthcare Advisory Partners LLC7,911$143.0K0.01%––
Eudaimonia Partners, LLC8,038$145.0K0.03%––
FNY Investment Advisers, LLC8,134$147.0K0.06%––
Sittner & Nelson, LLC8,295$150.0K0.11%––
Douglass Winthrop Advisors, LLC10,000$181.0K0.00%––
United Capital Financial Advisers, LLC10,000$181.0K0.00%––
Wintrust Investments LLC10,091$183.0K0.02%––
Graves-Light Private Wealth Management, Inc.10,253$186.0K0.03%––
Bessemer Group Inc10,486$190.0K0.00%––
Mascoma Wealth Management LLC10,717$194.0K0.08%––
TrinityPoint Wealth, LLC10,695$194.0K0.05%––
First Financial Bank - Trust Division10,899$197.0K0.02%––
Truist Financial Corp11,197$203.0K0.00%––
International Assets Investment Management, LLC11,954$204.0K0.02%––
Hochman Cole Investment Advisors, Inc.11,487$208.0K0.09%––
Harborview Advisors, LLC11,655$211.0K0.13%––
HBK Sorce Advisory LLC11,888$215.0K0.01%––
Great Valley Advisor Group, Inc.11,847$215.0K0.02%––
LaFleur & Godfrey LLC12,127$220.0K0.04%––
Advisory Alpha, LLC12,646$229.0K0.02%––
People's United Financial, Inc.12,713$230.0K0.01%––
AdvisorNet Financial, Inc12,746$231.0K0.02%––
Moors & Cabot, Inc.12,731$231.0K0.02%––
US Bancorp12,823$232.0K0.00%––
Fca Corp12,817$232.0K0.07%––
Kestra Private Wealth Services, LLC12,993$235.0K0.02%––
Coastline Trust Co13,474$244.0K0.03%––
SOL Capital Management CO13,500$244.0K0.05%––
MBA Advisors LLC14,000$254.0K0.21%––
Creative Planning14,131$256.0K0.00%––
We Are One Seven, LLC14,664$265.0K0.05%––
Formidable Asset Management, LLC14,965$275.0K0.06%––
Walleye Trading LLC15,472$280.0K0.01%––
Pinnacle Wealth Planning Services, Inc.15,842$287.0K0.07%––
Whitener Capital Management, Inc.16,674$301.0K0.13%––
Bulldog Investors, LLP16,700$302.0K0.09%––
Jaffetilchin Investment Partners, LLC17,059$309.0K0.04%––
Stephens Inc17,544$318.0K0.01%––
Redmond Asset Management, LLC18,270$330.0K0.10%––
Kestra Advisory Services, LLC18,433$334.0K0.00%––
Benchmark Wealth Management, LLC19,224$348.0K0.26%––
Uncommon Cents Investing LLC19,423$352.0K0.15%––
Proequities, Inc.19,705$357.0K0.03%––
Park Avenue Securities LLC19,968$362.0K0.01%––
Orion Portfolio Solutions, LLC20,157$365.0K0.02%––
Accel Wealth Management20,393$369.0K0.30%––
Coastal Investment Advisors, Inc.22,354$405.0K0.11%––
The PNC Financial Services Group, Inc.22,649$410.0K0.00%––
Independent Financial Group, LLC24,547$444.5K0.06%––
Mercer Global Advisors Inc25,441$461.0K0.00%––
Brown Advisory Inc27,279$494.0K0.00%––
Sigma Planning Corp27,288$494.0K0.02%––
Samalin Investment Counsel, LLC30,299$548.0K0.37%––
David J Yvars Group30,735$553.0K0.35%––
CNH Partners LLC32,285$585.0K0.02%––
Cetera Advisor Networks LLC33,836$613.0K0.01%––
Shepherd Kaplan Krochuk, LLC34,150$618.0K0.24%––
Stolper Co35,449$642.0K0.33%––
ProVise Management Group, LLC35,493$643.0K0.07%––
North Star Asset Management Inc36,414$659.0K0.04%––
First Trust Advisors LP37,137$673.0K0.00%––
1776 Wealth LLC37,530$680.0K0.43%––
Walleye Capital LLC39,914$723.0K0.05%––
Invesco Ltd.42,054$762.0K0.00%––
First Republic Investment Management, Inc.42,201$764.0K0.00%––
Steward Partners Investment Advisory, LLC42,364$767.2K0.01%––
Northern Trust Corp42,710$773.0K0.00%––