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 2026
Institutional positions in Royce Small-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
- 202
- +9 vs. Q4 2025
- Shares held
- 36.1M
- +111.7K (+0.3%) vs. Q4 2025
- Total value
- $601.8M
- +$20.8M (+3.6%) vs. Q4 2025
- New holders
- 32
- 88 more added
- Sold out
- 23
- 44 more reduced
6 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 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 208 | $717.3M |
| Q1 2026 | 202 | $601.8M |
| Q4 2025 | 199 | $582.2M |
| Q3 2025 | 198 | $565.6M |
| Q2 2025 | 188 | $510.9M |
| Q1 2025 | 183 | $470.9M |
| Q4 2024 | 185 | $501.6M |
| Q3 2024 | 183 | $482.7M |
| Q2 2024 | 176 | $443.5M |
| Q1 2024 | 171 | $455.1M |
| Q4 2023 | 166 | $431.3M |
| Q3 2023 | 160 | $369.7M |
| Q2 2023 | 158 | $381.9M |
| Q1 2023 | 167 | $370.7M |
| Q4 2022 | 164 | $366.8M |
| Q3 2022 | 152 | $350.1M |
| Q2 2022 | 145 | $398.2M |
| Q1 2022 | 150 | $478.3M |
| Q4 2021 | 167 | $613.0M |
| Q3 2021 | 157 | $569.7M |
| Q2 2021 | 168 | $618.6M |
| Q1 2021 | 164 | $576.3M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Royce Small-Cap Trust, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 5,836,337 | $96.9M | 0.01% | +108,629+1.9% | Added |
| Morgan Stanley | 6,108,513 | $101.4M | 0.01% | −143,984−2.3% | Reduced |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −1,437,153−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −246,575−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −92,701−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −65,470−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −48,819−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −39,950−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −31,505−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −25,214−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −23,542−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −15,506−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −15,352−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −12,893−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −10,456−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −3,101−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Ransom Advisory, Ltd | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| GPS Wealth Strategies Group, LLC | – | – | – | – | Not filed |