RGT · Royce Global Trust, Inc. · Shareholders & Ownership
Market Cap
$93.65M
Shares
6.56M
Volume · Oct 20
18.43K
Avg daily vol (3M)
17.98K
Every disclosed holder of RGT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns RGT
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 2,592,176 | — |
| Insiders (Forms 3, 4, 5) | 824,357 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 224,220 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of RGT
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
767,156 | ||
| 2 |
Atlas Wealth LLC
13F
CIK 1964106 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
433,444 | ||
| 3 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
431,605 | ||
| 4 |
Matisse Capital
13F
CIK 1668256 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
291,000 | ||
| 4.1 |
Matisse Discounted Closed-End Fund Strategy
Fund
S000038548 · Registered fund · Jun 30, 2026
Starboard Investment Trust, not summed
|
188,000 | ||
| 5 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
193,110 | ||
| 6 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
189,057 | ||
| 7 |
1607 Capital Partners, LLC
13F
CIK 1436866 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
183,419 | ||
| 8 |
PRIVATE MANAGEMENT GROUP INC
13F
CIK 1142031 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
163,128 | ||
| 9 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
CIK 1352860 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
119,454 | ||
| 10 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
101,658 | ||
| 11 |
Integrated Wealth Concepts LLC
13F
CIK 1737109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
86,921 | ||
| 12 |
|
57,201 | ||
| 13 |
Compound Planning, Inc.
13F
CIK 1978879 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,014 | ||
| 14 |
Beckerman Institutional, LLC
13F
CIK 2043468 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
43,001 | ||
| 15 |
CAPTRUST FINANCIAL ADVISORS
13F
CIK 1512024 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,435 | ||
| 16 |
WOLVERINE ASSET MANAGEMENT LLC
13F
CIK 1279891 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
38,517 | ||
| 17 |
ROTHSCHILD INVESTMENT LLC
13F
CIK 85338 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
37,110 | ||
| 18 |
Tidal Investments LLC
13F
CIK 1600064 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
30,535 | ||
| 19 |
Novatide Flexible Allocation ETF
Fund
S000088895 · Registered fund · May 31, 2026
Tidal Trust III, not summed
|
29,953 | ||
| 20 |
StoneX Group Inc.
13F
CIK 913760 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,174 | ||
| 21 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
24,223 | ||
| 22 |
D.A. DAVIDSON & CO.
13F
CIK 1080107 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,827 | ||
| 23 |
1776 Wealth LLC
13F
CIK 1803140 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,391 | ||
| 24 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,218 | ||
| 25 |
BLAIR WILLIAM & CO/IL
13F
CIK 902367 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,520 | ||
| 26 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,322 | ||
| 27 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,761 | ||
| 28 |
|
5,275 | ||
| 29 |
Gabelli Equity Trust Inc
Fund
· Registered fund · Jun 30, 2026
Gabelli Equity Trust Inc, not summed
|
3,885 | ||
| 30 |
Atlantic Union Bankshares Corp
13F
CIK 883948 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,100 | ||
| 31 |
PNC FINANCIAL SERVICES GROUP, INC.
13F
CIK 713676 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,873 | ||
| 32 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
1,755 | ||
| 33 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,414 | ||
| 34 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
627 | ||
| 35 |
BFSG, LLC
13F
CIK 1706836 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
600 | ||
| 36 |
Farther Finance Advisors, LLC
13F
CIK 1992825 · Registered investment adviser · Sep 30, 2026
|
351 | ||
| 37 |
Arax Advisory Partners
13F
CIK 1586767 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
210 | ||
| 38 |
Institute for Wealth Management, LLC.
13F
CIK 1533954 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
191 | ||
| 39 |
Allworth Financial LP
13F
CIK 1555170 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
171 | ||
| 40 |
North Star Investment Management Corp.
13F
CIK 1342857 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
138 | ||
| 41 |
City State Bank
13F
CIK 1910666 · Unknown · Sep 30, 2026
|
9 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.