Royce Small-Cap Trust, Inc.

RVT

Exchange: NYSE
SEC CIK: 0000804116

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding Royce Small-Cap Trust, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of RVT: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	202	2	208	+8
Shares	36.1M	12.2K	38.8M	+2.72M (+7.5%)
Value	$601.8M	$202.5K	$717.3M	+$115.7M (+19.2%)

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Royce Small-Cap Trust, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to RVT in Q2 2026
Institution	Shares	Value	% of portfolio
Saba Capital Management, L.P.	1,247,806	$23.0M	0.70%
Logan Stone Capital, LLC	195,674	$3.61M	0.76%
Wolverine Asset Management LLC	178,790	$3.30M	0.04%
Landscape Capital Management, L.L.C.	88,150	$1.63M	0.11%
1607 Capital Partners, LLC	70,000	$1.29M	0.11%
Quantedge Capital Pte Ltd	54,300	$1.00M	0.76%
XTX Topco Ltd	41,667	$769.6K	0.01%
EP Wealth Advisors, LLC	33,637	$621.3K	0.00%
Heritage Wealth Management, Inc.	26,268	$485.2K	0.12%
J.W. Cole Advisors, Inc.	26,085	$481.8K	0.01%
Prevail Innovative Wealth Advisors, LLC	19,316	$356.8K	0.05%
Calamos Advisors LLC	18,410	$340.0K	0.00%
Two Sigma Securities, LLC	13,198	$243.8K	0.02%
RMR Wealth Builders	13,093	$241.8K	0.02%
Invesco Ltd.	11,734	$216.7K	0.00%
SEI Investments Co	10,258	$189.5K	0.00%
Wealth Enhancement Advisory Services, LLC	10,002	$181.1K	0.00%
Trust Co of Vermont	5,408	$99.9K	0.00%
Institute for Wealth Management, LLC.	4,647	$85.8K	0.01%
SRS Capital Advisors, Inc.	3,548	$65.5K	0.00%
Center for Financial Planning, Inc.	2,756	$50.9K	0.00%
Clearstead Advisors, LLC	2,486	$45.9K	0.00%
RHL Group, LLC	2,145	$38.6K	0.03%
Compass Financial Management LLC	1,236	$22.8K	0.00%
Newton One Investments LLC	568	$10.5K	0.00%
MB, Levis & Associates, LLC	325	$6.00K	0.00%
Global Retirement Partners, LLC	206	$3.80K	0.00%
Trust Co	203	$3.75K	0.00%
Russell Investments Group, Ltd.	1	$18	0.00%

Sold out (21)

Institutions that held Royce Small-Cap Trust, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of RVT in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Menlo Advisors LLC	180,126	$2.90M
B&L Asset Management LLC	37,020	$614.5K
Simplicity Wealth,LLC	17,757	$294.8K
Independent Advisor Alliance	15,651	$259.8K
Creative Planning	13,074	$217.0K
Endeavor Private Wealth, Inc.	11,280	$187.2K
Zacks Investment Management	10,788	$179.1K
Strategic Blueprint, LLC	10,788	$179.1K
Formidable Asset Management, LLC	10,239	$164.8K
Operose Advisors LLC	7,000	$116.2K
Private Wealth Asset Management, LLC	5,469	$90.8K
Fairway Wealth LLC	2,000	$33.2K
Osbon Capital Management LLC	1,490	$24.7K
Advisory Services Network, LLC	1,300	$21.6K
Golden State Equity Partners	929	$15.4K
Beaird Harris Wealth Management, LLC	249	$4.13K
Tower Research Capital LLC (TRC)	88	$1.46K
FMR LLC	38	$633
Nemes Rush Group LLC	26	$432
Citigroup Inc	7	$116
Ronald Blue Trust, Inc.	0	$2

Not filed for Q2 2026 yet (2)

Institutions that held Royce Small-Cap Trust, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding RVT in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
CWM, LLC	11,419	$189.6K
Anfield Capital Management, LLC	779	$12.9K