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Equibles

Institute for Wealth Management, LLC.

Position in RMT — Royce Micro-Cap Trust, Inc.

CIK 1533954 DENVER, CO
Back to RMT Full portfolio

Position in RMT

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$292,038
+$66,427 QoQ
Shares Held
19,948
0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#73
of 108 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in RMT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. RMT ranks #17 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BXSL
Blackstone Secured Lending Fund
 115,773 $2,744,977
2 BX
Blackstone Inc.
 17,555 $2,065,696
3 KKR
KKR & Co. Inc.
 10,154 $931,934
4 CET
Central Securities Corp
 16,394 $859,865
5 ECF
Ellsworth Growth & Income Fund Ltd
 52,289 $690,737
6 GDV
Gabelli Dividend & Income Trust
 18,050 $530,670
7 APO
Apollo Global Management, Inc.
 4,340 $513,465
8 SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
 25,742 $479,830

All Filings in RMT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $292,038 19,948
2026-03-31 $225,611 19,948
2025-12-31 $208,057 19,948
2025-09-30 $207,259 19,948
2025-06-30 $184,519 19,948
2025-03-31 $174,501 20,700
2024-12-31 $201,825 20,700
2024-09-30 $198,927 20,700
2024-06-30 $190,233 20,700
2024-03-31 $195,615 20,700
2023-12-31 $193,152 20,904
2023-09-30 $180,868 21,844
2023-06-30 $208,005 23,772
2023-03-31 $208,480 23,772
2022-12-31 $206,340 23,772
2022-09-30 $188,511 23,772
2022-06-30 $198,733 23,772
2022-03-31 $250,081 23,772
2021-12-31 $274,566 23,772
2021-09-30 $272,561 23,867
2021-06-30 $295,950 23,867
2021-03-31 $270,228 23,914
2020-12-31 $243,436 24,055
2020-09-30 $184,501 24,055
2020-06-30 $173,196 24,055
2020-03-31 $133,745 24,055