Who Owns Royce Small-Cap Trust, Inc. (RVT)?Hedge Fund & Institutional Holders

$16.43-0.31 (-1.85%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$12.50$14.04$15.57$17.11$18.65Aug 24Jun 25Mar 26

RVT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Waterfront Wealth Inc.New Position+643K+$11.3B
D.A. DAVIDSON & CO.New Position+237K+$3.8B
OPPENHEIMER & CO INCNew Position+213K+$3.4B
Shaker Financial Services, LLCNew Position+181K+$2.9B
GENERAL AMERICAN INVESTORS CO INCNew Position+151K+$2.0B
WOLVERINE ASSET MANAGEMENT LLCNew Position+93K+$1.5B
Hennion & Walsh Asset Management, Inc.New Position+89K+$1.4B
KENNEDY INVESTMENT GROUPNew Position+82K+$1.3B
Samalin Investment Counsel, LLCNew Position+72K+$1.2B
TrueMark Investments, LLCNew Position+71K+$1.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+120K+$1.0B
Comprehensive Money Management Services LLCNew Position+57K+$913.0M
Logan Stone Capital, LLCNew Position+49K+$785.0M
OSAIC HOLDINGS, INC.Increased+72K+$725.5M
Atlanta Consulting Group Advisors, LLCNew Position+43K+$691.0M

RVT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cornerstone Advisors, LLCDecreased-439K-$8.1B
NWF Advisory Services Inc.Decreased-397K-$5.6B
WELLS FARGO & COMPANY/MNDecreased-270K-$5.2B
CAPTRUST FINANCIAL ADVISORSDecreased-5K-$4.4B
Consolidated Portfolio Review CorpClosed Position-126K-$2.1B
Prospera Financial Services IncDecreased-15K-$1.2B
UBS Group AGDecreased-69K-$1.1B
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Decreased-65K-$1.0B
NewEdge Advisors, LLCDecreased-5K-$1.0B
GUGGENHEIM CAPITAL LLCDecreased-10K-$1.0B
Abel Hall, LLCDecreased-700-$919.4M
Jaffetilchin Investment Partners, LLCClosed Position-45K-$722.6M
STIFEL FINANCIAL CORPDecreased-537-$645.5M
Walleye Capital LLCClosed Position-35K-$560.2M
PMG Family Office LLCDecreased-827-$526.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/5,704,470$91.0B0.01%Share
2ROYAL BANK OF CANADA1,504,197$24.0B0.00%Share
3RAYMOND JAMES FINANCIAL INC1,518,029$24.0B0.01%Share
4Saba Capital Management, L.P.1,437,153$23.1B0.69%Share
5RAYMOND JAMES FINANCIAL INC1,299,671$20.0B0.01%Share
6WELLS FARGO & COMPANY/MN892,816$14.0B0.00%Share
7STIFEL FINANCIAL CORP783,431$12.0B0.01%Share
8Waterfront Wealth Inc.642,656$11.3B2.15%Share
9RIVERNORTH CAPITAL MANAGEMENT, LLC598,883$9.6B0.46%Share
10UBS Group AG594,164$9.6B0.00%Share
11WELLS FARGO & COMPANY/MN567,965$9.0B0.00%Share
12LAZARD ASSET MANAGEMENT LLC615,825$9.0B0.02%Share
13Modern Wealth Management, LLC503,557$8.1B0.15%Share
14GUGGENHEIM CAPITAL LLC422,772$6.0B0.04%Share
15OSAIC HOLDINGS, INC.338,554$5.0B0.01%Share
16Advisors Asset Management, Inc.370,097$5.0B0.08%Share
17D.A. DAVIDSON & CO.236,535$3.8B0.02%Share
18OPPENHEIMER & CO INC212,917$3.4B0.05%Share
19Cornerstone Advisors, LLC246,575$3.0B0.10%Share
20Shaker Financial Services, LLC181,349$2.9B0.93%Share
21Private Advisor Group, LLC182,148$2.0B0.01%Share
22GENERAL AMERICAN INVESTORS CO INC150,877$2.0B0.11%Share
23Steward Partners Investment Advisory, LLC166,889$2.0B0.01%Share
24WOLVERINE ASSET MANAGEMENT LLC92,701$1.5B0.01%Share
25Hennion & Walsh Asset Management, Inc.89,077$1.4B0.05%Share
26Accel Wealth Management86,711$1.4B0.38%Share
27CITY OF LONDON INVESTMENT MANAGEMENT CO LTD83,901$1.4B0.10%Share
28KENNEDY INVESTMENT GROUP81,658$1.3B0.50%Share
29Samalin Investment Counsel, LLC71,596$1.2B0.41%Share
30TrueMark Investments, LLC70,779$1.1B0.22%Share
31ROYAL BANK OF CANADA101,425$1.0B0.00%Share
32COMMONWEALTH EQUITY SERVICES, LLC120,283$1.0B0.00%Share
33FIRST TRUST ADVISORS LP71,604$1.0B0.00%Share
34GABELLI FUNDS LLC62,600$1.0B0.01%Share
35Comprehensive Money Management Services LLC56,770$913.0M0.63%Share
36Concorde Asset Management, LLC54,092$870.0M0.35%Share
37Triumph Capital Management53,367$859.0M0.19%Share
38NWF Advisory Services Inc.52,125$839.0M0.09%Share
39Mraz, Amerine & Associates, Inc.52,111$838.0M0.12%Share
40WHITENER CAPITAL MANAGEMENT, INC.51,167$823.0M0.19%Share
41Logan Stone Capital, LLC48,819$785.0M0.19%Share
42COMERICA BANK48,519$781.0M0.00%Share
43Bay Rivers Group46,975$756.0M0.31%Share
44Atlanta Consulting Group Advisors, LLC42,931$691.0M0.16%Share
45Farther Finance Advisors, LLC41,184$663.0M0.01%Share
46Delta Wealth Advisors LLC40,866$657.0M0.55%Share
47MCCARTER PRIVATE WEALTH SERVICES LLC37,020$596.0M0.27%Share
48Alexander Randolph Advisory, Inc.33,909$545.0M0.45%Share
49Heritage Wealth Management, Inc.31,505$507.0M0.14%Share
50UBS Group AG29,944$482.0M0.00%Share

RVT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025195$335.4B+76
Q3 2025119$289.3B-53
Q2 2025172$356.5B-10
Q1 2025182$429.4B+26
Q4 2024156$3.2T+34
Q3 2024122$22.8T+6
Q2 2024116$11.5T+10
Q1 2024106$3.6T—

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As of Q4 2025, 50 institutional investors hold RVT (Royce Small-Cap Trust, Inc.). The largest holder is BANK OF AMERICA CORP /DE/ with $91.0B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own RVT?

As of Q4 2025, 50 institutional investors report holding RVT (Royce Small-Cap Trust, Inc.) in their 13F filings.

Who is the largest institutional holder of RVT?

The largest institutional holder of RVT is BANK OF AMERICA CORP /DE/ with $91.0B in shares.

Is institutional ownership of RVT increasing or decreasing?

This quarter, 14 institutions opened new positions in RVT and 3 closed their positions.