Skip to main content
Equibles

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

Position in RVT — Royce Small-Cap Trust, Inc.

CIK 1109767 CEDAR RAPIDS, IA
Back to RVT Full portfolio

Position in RVT

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$947,160
+$113,525 QoQ
Shares Held
51,281
+2.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#71
of 209 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in RVT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $48,217,299 across 58 Asset Management names. RVT ranks #13 (2.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FINS
Angel Oak Financial Strategies Income Term Trust
 484,445 $6,200,896
2 CEF
Sprott Physical Gold & Silver Trust
 121,510 $4,888,347
3 BX
Blackstone Inc.
 35,897 $4,223,999
4 BLK
BlackRock, Inc.
 3,279 $3,152,955
5 AMP
Ameriprise Financial Inc
 6,138 $2,815,868
6 HTGC
Hercules Capital, Inc.
 98,614 $1,555,142
7 EMO
ClearBridge Energy Midstream Opportunity Fund Inc.
 26,728 $1,339,072
8 BXSL
Blackstone Secured Lending Fund
 54,091 $1,282,497

All Filings in RVT

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $947,160 51,281
2026-03-31 $833,635 50,219
2025-12-31 $791,524 49,163
2025-09-30 $779,917 48,352
2025-06-30 $721,346 47,930
2025-03-31 $720,259 50,580
2024-12-31 $782,052 49,497
2024-09-30 $738,999 47,070