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Equibles

RVT

Royce Small-Cap Trust, Inc.

Company with tickers: RVT

CIK
804116
CUSIP
780910105
Shares Outstanding
122,363,809
13F Activity (30d)
101 filings 95 filers

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.

Holders: 202
Total Value: $596,922,224
Total Shares: 35,959,175
Showing 1–100 of 202 holdings by value · page 1 of 3

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 202 13F filers · Δ vs Dec 31, 2025
Top Holder
17.0%
Jun 2023 → Mar 2026 · range 16.7% – 19.9%
−0.4 pts
Top 5
52.1%
Jun 2023 → Mar 2026 · range 49.5% – 58.4%
+0.0 pts
Top 10
66.5%
Jun 2023 → Mar 2026 · range 64.2% – 71.6%
+0.1 pts
HHI
747
Jun 2023 → Mar 2026 · range 702 – 935
Broadly held −4

Quarterly Activity

vs Dec 31, 2025
New
33
Increased
88
Decreased
44
Sold Out
29
Unchanged
37
Holder count: +4
Institutional value: +3.2%
Shares held: +0.1%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega WELLS FARGO & COMPANY/MN +214,459 1,691,675
Large Cetera Investment Advisers +164,578 294,684
Large Steward Partners Investment Advisory, LLC +109,167 276,056
Mega BANK OF AMERICA CORP /DE/ +108,629 5,836,337
Large Kestra Advisory Services, LLC +92,668 118,241

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega MORGAN STANLEY −143,984 6,108,513
Small Waterfront Wealth Inc. −78,095 564,561
Large Janney Montgomery Scott LLC −54,274 728,481
Large Mariner, LLC −50,902 51,219
Mid Advisors Asset Management, Inc. −49,839 320,258

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Penserra Capital Management LLC 1,331,546 $22,103,663
Large FIFTH THIRD BANCORP 71,231 $1,182,434
Mid Belpointe Asset Management LLC 47,796 $793,413
Small Fortis Capital Advisors, LLC 47,796 $793,413
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,830 $412,178

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid Saba Capital Management, L.P. 1,437,153 $23,138,163
Mid Cornerstone Advisors, LLC 246,575 $3,969,857
Mid WOLVERINE ASSET MANAGEMENT LLC 92,701 $1,492,486
Large COMERICA BANK 71,223 $1,146,689
Mid Composition Wealth, LLC 65,470 $1,054,067
Filter: New 33 Increased 88 Reduced 44 Sold out 29 Unchanged 37
Showing 100 of 202
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $101,401,314 16.99% 6,108,513
Mega BANK OF AMERICA CORP /DE/ Bank $96,883,193 16.23% 5,836,337
Mega RAYMOND JAMES FINANCIAL INC $47,007,314 7.87% 2,831,766
Mega LPL Financial LLC $37,840,978 6.34% 2,279,577
Mega WELLS FARGO & COMPANY/MN $28,081,804 4.70% 1,691,675
Mega ROYAL BANK OF CANADA Bank $26,971,248 4.52% 1,624,774
Mid Penserra Capital Management LLC $22,103,663 3.70% 1,331,546
Large STIFEL FINANCIAL CORP $13,696,477 2.29% 825,089
Large Janney Montgomery Scott LLC $12,092,784 2.03% 728,481
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $10,852,648 1.82% 653,774
Large LAZARD ASSET MANAGEMENT LLC $10,164,429 1.70% 612,315
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $9,992,785 1.67% 601,975
Mega UBS Group AG $9,663,042 1.62% 582,111
Small Waterfront Wealth Inc. $9,371,712 1.57% 564,561
Mid Modern Wealth Management, LLC $8,166,702 1.37% 491,970
Large GUGGENHEIM CAPITAL LLC $7,522,256 1.26% 453,148
Large OSAIC HOLDINGS, INC. $5,724,128 0.96% 344,827
Mid Advisors Asset Management, Inc. $5,316,282 0.89% 320,258
Micro Paller Financial Services Inc $5,127,358 0.86% 308,877
Large Cetera Investment Advisers $4,891,754 0.82% 294,684
Large Steward Partners Investment Advisory, LLC $4,582,529 0.77% 276,056
Large CAPTRUST FINANCIAL ADVISORS $4,269,287 0.72% 257,186
Mid ROTHSCHILD INVESTMENT LLC $3,987,519 0.67% 240,212
Mid D.A. DAVIDSON & CO. $3,899,522 0.65% 234,911
Mid OPPENHEIMER & CO INC $3,602,963 0.60% 217,046
Micro Cypress Capital Management LLC (WY) $3,600,274 0.60% 216,884
Micro Altium Capital Management LLC $3,195,649 0.54% 192,509
Large Allspring Global Investments Holdings, LLC $3,139,807 0.53% 189,145
Small Z3 Capital Partners, LLC $3,082,719 0.52% 185,706
Mid Private Advisor Group, LLC $3,035,326 0.51% 182,851
Large HighTower Advisors, LLC $2,951,529 0.49% 177,803
Small RB Capital Management, LLC $2,836,873 0.48% 170,896
Large &PARTNERS $2,675,222 0.45% 161,158
Micro INTREPID FAMILY OFFICE LLC Family Office $2,536,098 0.42% 152,777
Mid GENERAL AMERICAN INVESTORS CO INC $2,504,558 0.42% 150,877
Small Shaker Financial Services, LLC $2,299,282 0.39% 138,511
Large COMMONWEALTH EQUITY SERVICES, LLC $2,176,177 0.36% 131,095
Mid Hennion & Walsh Asset Management, Inc. $2,033,251 0.34% 122,485
Large Cambridge Investment Research Advisors, Inc. $1,995,253 0.33% 120,196
Large Kestra Advisory Services, LLC $1,962,800 0.33% 118,241
Small Samalin Investment Counsel, LLC $1,871,733 0.31% 112,755
Mid EVOLVE PRIVATE WEALTH, LLC $1,844,658 0.31% 111,124
Mid Sanctuary Advisors, LLC $1,663,685 0.28% 100,222
Mid Atlantic Union Bankshares Corp $1,575,223 0.26% 94,893
Micro Advisory Advocates, LLC $1,436,082 0.24% 86,511
Mega FIRST TRUST ADVISORS LP $1,427,467 0.24% 85,992
Small KENNEDY INVESTMENT GROUP, INC. $1,362,577 0.23% 82,083
Small Accel Wealth Management $1,279,428 0.21% 77,074
Micro WJ Financial Advisors LLC $1,278,615 0.21% 77,025
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1,243,356 0.21% 74,901
Small TrueMark Investments, LLC $1,237,878 0.21% 74,571
Small Focused Wealth Management, Inc $1,186,302 0.20% 71,464
Large FIFTH THIRD BANCORP Bank $1,182,434 0.20% 71,231
Micro Comprehensive Money Management Services LLC $1,086,802 0.18% 65,470
Mega ENVESTNET ASSET MANAGEMENT INC $1,033,831 0.17% 62,279
Mid Prospera Financial Services Inc $1,015,986 0.17% 61,204
Large Jefferies Financial Group Inc. $984,645 0.16% 59,316
Small Triumph Capital Management $950,682 0.16% 57,270
Large NewEdge Advisors, LLC $931,293 0.16% 56,102
Small Abel Hall, LLC $913,000 0.15% 55,000
Small Whitener Capital Management, Inc. $884,647 0.15% 53,292
Mid Waverly Advisors, LLC $867,416 0.15% 52,254
Micro Concorde Asset Management, LLC $864,030 0.14% 52,050
Small Bay Rivers Group $853,655 0.14% 51,425
Small Mraz, Amerine & Associates, Inc. $850,451 0.14% 51,232
Large Mariner, LLC $850,235 0.14% 51,219
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $833,635 0.14% 50,219
Small NWF Advisory Services Inc. $820,521 0.14% 49,429
Small Fortis Capital Advisors, LLC $793,413 0.13% 47,796
Mid Belpointe Asset Management LLC $793,413 0.13% 47,796
Mega BANK OF MONTREAL /CAN/ Bank $723,096 0.12% 43,560
Mid BENJAMIN EDWARDS INC $715,493 0.12% 43,102
Small Atlanta Consulting Group Advisors, LLC $712,654 0.12% 42,931
Large GABELLI FUNDS LLC $700,520 0.12% 42,200
Mid MGO ONE SEVEN LLC $695,407 0.12% 41,892
Micro Delta Wealth Advisors LLC $678,375 0.11% 40,866
Mid Apollon Wealth Management, LLC $675,420 0.11% 40,688
Mid Farther Finance Advisors, LLC $662,290 0.11% 39,897
Small MCCARTER PRIVATE WEALTH SERVICES LLC $614,532 0.10% 37,020
Large MERCER GLOBAL ADVISORS INC /ADV $580,867 0.10% 34,992
Micro Alexander Randolph Advisory, Inc. $573,314 0.10% 34,537
Large Vontobel Holding Ltd. $548,530 0.09% 33,044
Micro PMG Family Office LLC Family Office $539,715 0.09% 32,513
Mid World Investment Advisors $494,281 0.08% 29,776
Small SPIREPOINT PRIVATE CLIENT, LLC $485,135 0.08% 29,225
Large Baird Financial Group, Inc. $470,078 0.08% 28,318
Micro David J Yvars Group $467,522 0.08% 28,164
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $454,474 0.08% 27,378
Small 1776 Wealth LLC $444,597 0.07% 26,783
Mid Allworth Financial LP $440,564 0.07% 26,540
Mid WEDBUSH SECURITIES INC Broker-Dealer $430,570 0.07% 25,938
Large BROWN ADVISORY INC $427,914 0.07% 25,778
Small Mezzasalma Advisors, LLC $419,946 0.07% 25,298
Mega JANE STREET GROUP, LLC $418,486 0.07% 25,210
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $412,178 0.07% 24,830
Mid Moors & Cabot, Inc. $408,791 0.07% 24,626
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $408,077 0.07% 24,583
Large Cerity Partners LLC $398,615 0.07% 24,013
Small Uncommon Cents Investing LLC $394,648 0.07% 23,774
Small VISTA INVESTMENT PARTNERS II, LLC $394,017 0.07% 23,736

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