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Royce Micro-Cap Trust, Inc.
$14.09 -0.05 (-0.35%) At close · Jul 10
Market Cap
$753.51M
Shares
53,478,521

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 106
Total Value: $226,861,416
Total Shares: 20,011,208
Showing 1–100 of 106 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 106 13F filers
Top Holder
14.8%
Jun 2023 → Mar 2026 · range 10.5% – 18.8%
of institutional value
Top 5
43.6%
Jun 2023 → Mar 2026 · range 39.3% – 45.3%
of institutional value
Top 10
63.4%
Jun 2023 → Mar 2026 · range 59.3% – 64.6%
of institutional value
HHI
603
Jun 2023 → Mar 2026 · range 502 – 624
Broadly held
Showing 100 of 106
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid Saba Capital Management, L.P. $33,538,674 14.78% 2,965,400
Mega MORGAN STANLEY $29,765,995 13.12% 2,631,830
Mega LPL Financial LLC $12,243,708 5.40% 1,082,556
Mid Modern Wealth Management, LLC $11,611,750 5.12% 1,026,680
Large Allspring Global Investments Holdings, LLC $11,473,576 5.06% 1,014,463
Micro Alexander Randolph Advisory, Inc. $11,090,077 4.89% 980,555
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $10,162,600 4.48% 898,550
Mega UBS Group AG $9,787,639 4.31% 865,397
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $7,144,334 3.15% 631,683
Mega WELLS FARGO & COMPANY/MN $6,726,351 2.96% 594,726
Mega BANK OF AMERICA CORP /DE/ Bank $6,482,699 2.86% 573,183
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $6,171,471 2.72% 545,665
Small FLAGSHIP HARBOR ADVISORS, LLC $5,976,034 2.63% 528,385
Small Shaker Financial Services, LLC $4,482,922 1.98% 396,368
Small Mraz, Amerine & Associates, Inc. $3,968,769 1.75% 350,908
Mega RAYMOND JAMES FINANCIAL INC $3,733,747 1.65% 330,128
Small FCA CORP /TX $3,542,133 1.56% 313,186
Large LAZARD ASSET MANAGEMENT LLC $3,393,000 1.50% 300,000
Micro Altium Capital Management LLC $2,748,895 1.21% 243,050
Mega ROYAL BANK OF CANADA Bank $2,402,402 1.06% 212,414
Small Waterfront Wealth Inc. $2,360,951 1.04% 208,749
Mid Clearstead Advisors, LLC $2,297,886 1.01% 203,173
Large OSAIC HOLDINGS, INC. $1,915,846 0.84% 169,394
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $1,502,058 0.66% 132,808
Large COMMONWEALTH EQUITY SERVICES, LLC $1,413,727 0.62% 124,998
Mid Beacon Pointe Advisors, LLC $1,410,583 0.62% 124,720
Mid EVOLVE PRIVATE WEALTH, LLC $1,319,526 0.58% 116,669
Mid Moors & Cabot, Inc. $1,317,241 0.58% 116,467
Large STIFEL FINANCIAL CORP $1,232,767 0.54% 108,998
Small TrueMark Investments, LLC $1,203,870 0.53% 106,443
Mid Private Advisor Group, LLC $1,187,470 0.52% 104,993
Mid Advisors Asset Management, Inc. $1,140,353 0.50% 100,827
Large CAPTRUST FINANCIAL ADVISORS $1,112,100 0.49% 98,329
Small BARD ASSOCIATES INC $1,010,605 0.45% 89,355
Small UHLMANN PRICE SECURITIES, LLC Broker-Dealer $988,494 0.44% 87,400
Mid Hennion & Walsh Asset Management, Inc. $928,337 0.41% 63,411
Large BROWN ADVISORY INC $846,395 0.37% 74,836
Small ROBERTS GLORE & CO INC /IL/ $770,448 0.34% 68,121
Mid DIVERSIFY WEALTH MANAGEMENT, LLC $731,214 0.32% 64,652
Mid SAPIENT CAPITAL LLC $721,371 0.32% 49,274
Mid Karpus Management, Inc. $712,563 0.31% 63,003
Small TWIN FOCUS CAPITAL PARTNERS, LLC $703,040 0.31% 62,161
Mega FIRST TRUST ADVISORS LP $649,804 0.29% 57,454
Small NWF Advisory Services Inc. $572,602 0.25% 50,628
Large Cetera Investment Advisers $565,907 0.25% 50,036
Mega ENVESTNET ASSET MANAGEMENT INC $543,683 0.24% 48,071
Small SPIREPOINT PRIVATE CLIENT, LLC $541,319 0.24% 47,862
Large CWM, LLC $531,570 0.23% 47,000
Mid EP Wealth Advisors, LLC $490,050 0.22% 43,329
Small SAX WEALTH ADVISORS, LLC $460,135 0.20% 31,430
Micro Comprehensive Money Management Services LLC $457,659 0.20% 40,465
Micro PMG Family Office LLC Family Office $445,037 0.20% 39,349
Large Cambridge Investment Research Advisors, Inc. $443,261 0.20% 39,192
Large GUGGENHEIM CAPITAL LLC $408,460 0.18% 36,115
Small WealthShield Partners, LLC $389,686 0.17% 34,455
Mid Kingsview Wealth Management, LLC $355,563 0.16% 31,438
Large &PARTNERS $345,588 0.15% 30,556
Large COMMERCE BANK Bank $336,042 0.15% 29,712
Small Quantedge Capital Pte Ltd $332,480 0.15% 29,397
Large NewEdge Advisors, LLC $319,665 0.14% 28,264
Mid D.A. DAVIDSON & CO. $292,499 0.13% 25,862
Mid Concurrent Investment Advisors, LLC $284,141 0.13% 25,123
Large HighTower Advisors, LLC $273,882 0.12% 24,216
Micro Advisory Advocates, LLC $271,213 0.12% 23,980
Large Steward Partners Investment Advisory, LLC $265,954 0.12% 23,515
Micro DKM Wealth Management, Inc. $260,152 0.11% 23,002
Small Private Capital Management, LLC $247,903 0.11% 21,919
Micro ECLECTIC ASSOCIATES INC /ADV $240,930 0.11% 16,457
Mid Diversified Trust Co Bank $230,678 0.10% 20,396
Small Institute for Wealth Management, LLC. $225,611 0.10% 19,948
Large Kestra Advisory Services, LLC $197,755 0.09% 17,485
Mid OPPENHEIMER & CO INC $187,723 0.08% 16,598
Large Janney Montgomery Scott LLC $183,063 0.08% 16,186
Micro Spinnaker Investment Group, LLC $179,568 0.08% 15,877
Mid STEPHENS INC /AR/ $158,690 0.07% 14,031
Small JFS WEALTH ADVISORS, LLC $157,163 0.07% 13,896
Mid Wedmont Private Capital $157,050 0.07% 13,886
Micro Closed-End Fund Advisors, Inc. $156,157 0.07% 13,807
Small VERUS CAPITAL PARTNERS, LLC $150,264 0.07% 13,286
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $145,356 0.06% 12,852
Mid Soltis Investment Advisors LLC $134,803 0.06% 11,919
Micro Traub Capital Management LLC $129,397 0.06% 11,441
Small Vanguard National Trust Co Bank $124,986 0.06% 11,051
Mid Summit Financial, LLC $124,862 0.06% 11,040
Mid PEAPACK GLADSTONE FINANCIAL CORP $116,255 0.05% 10,279
Small Hara Capital LLC $113,778 0.05% 10,060
Micro TD Capital Management LLC $50,849 0.02% 4,496
Small SITTNER & NELSON, LLC $50,261 0.02% 4,444
Mid NBT BANK N A /NY Bank $45,590 0.02% 4,031
Mid Advisory Services Network, LLC $39,268 0.02% 3,472
Micro BARRETT & COMPANY, INC. $36,757 0.02% 3,250
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $33,907 0.01% 2,998
Mid WOLVERINE ASSET MANAGEMENT LLC $30,537 0.01% 2,700
Small Daytona Street Capital LLC $25,798 0.01% 2,281
Mid Atlantic Union Bankshares Corp $23,705 0.01% 2,096
Small Ascentis Independent Advisors $17,349 0.01% 1,534
Mid EverSource Wealth Advisors, LLC $14,725 0.01% 1,302
Mid Colonial Trust Advisors $11,310 0.00% 1,000
Mid Farther Finance Advisors, LLC $5,327 0.00% 471
Small Lodestone Wealth Management LLC $1,956 0.00% 173
Key facts CIK 912147 CUSIP 780915104 13F (30d) 4 filings 4 filers Visit website

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