Steward Partners Investment Advisory, LLC
Position in RVT — Royce Small-Cap Trust, Inc.
CIK 1723397
STAMFORD, CT
Position in RVT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,582,529
+$1,895,617 QoQ
Shares Held
276,056
+65.4% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $273,989,351 across 295 Asset Management names. RVT ranks #13 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
22,180 | $21,330,727 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
358,691 | $9,659,548 | |
| 3 | BX |
Blackstone Inc.
|
82,329 | $9,467,011 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
230,444 | $8,166,935 | |
| 5 | ARCC |
Ares Capital Corp
|
430,105 | $7,750,492 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
207,702 | $7,549,967 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
111,030 | $5,864,604 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
423,531 | $5,789,668 |
All Filings in RVT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,582,529 | 276,056 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,686,912 | 166,889 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,569,170 | 159,279 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,332,810 | 155,004 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,805,037 | 196,983 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,623,432 | 166,040 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,168,927 | 74,454 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $940,521 | 64,998 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $998,322 | 65,809 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $945,206 | 64,918 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $823,345 | 63,974 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $767,970 | 55,650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $751,153 | 55,354 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $713,281 | 53,792 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $648,696 | 51,689 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $697,298 | 49,914 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,174,127 | 69,107 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,218,262 | 62,188 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $760,281 | 42,191 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $593,950 | 31,310 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $767,212 | 42,364 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $356,516 | 22,089 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $277,650 | 21,966 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $354,079 | 28,236 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $287,740 | 29,756 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||