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Equibles

EverSource Wealth Advisors, LLC

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

CIK 1710537 BIRMINGHAM, AL
Back to RMT Full portfolio

Position in RMT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$19,061
+$4,336 QoQ
Shares Held
1,302
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 108 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in RMT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. RMT ranks #88 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APO
Apollo Global Management, Inc.
 254,392 $30,097,113
2 KKR
KKR & Co. Inc.
 108,313 $9,940,961
3 BX
Blackstone Inc.
 63,714 $7,497,219
4 PSLV
Sprott Physical Silver Trust
 167,767 $3,165,763
5 PHYS
Sprott Physical Gold Trust
 82,485 $2,488,572
6 CEF
Sprott Physical Gold & Silver Trust
 29,499 $1,186,744
7 BLK
BlackRock, Inc.
 1,156 $1,111,559
8 AMP
Ameriprise Financial Inc
 1,713 $785,851

All Filings in RMT

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,061 1,302
2026-03-31 $14,725 1,302
2025-12-31 $13,579 1,302
2025-09-30 $13,527 1,302
2025-06-30 $12,043 1,302
2025-03-31 $10,975 1,302
2024-12-31 $12,694 1,302
2024-09-30 $12,512 1,302
2024-06-30 $11,965 1,302
2024-03-31 $12,303 1,302
2023-06-30 $560 64
2023-03-31 $561 64
2022-12-31 $555 64
2022-09-30 $507 64