Who Owns RVT?

Royce Small-Cap Trust, Inc. — Institutional Ownership & 13F Holdings

$18.26

-0.21 (-1.14%)

Market Cap

$2.2B

Shares Outstanding

119,628,000

Institutional Holders

181

Total Inst. Value

$1.2B

% of Float Held

QoQ Holder Change

+75

Institutional data as of Q1 2025

New Positions

49

Closed Positions

24

Increased

60

Decreased

38

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$748.8M52,581
2MORGAN STANLEY$91.0M6,388,316
3BANK OF AMERICA CORP /DE/$88.8M6,239,050
4RAYMOND JAMES FINANCIAL INC$42.4M2,975,602
5WELLS FARGO & COMPANY/MN$25.4M1,785,251
6ROYAL BANK OF CANADA$22.8M1,601,377
7STIFEL FINANCIAL CORP$12.6M885,566
8UBS Group AG$10.7M749,434
9Advisors Asset Management, Inc.$8.6M604,317
10Modern Wealth Management, LLC$7.7M540,851

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold RVT?

As of Q1 2025, 181 institutional investors report holding RVT (Royce Small-Cap Trust, Inc.) in their 13F filings.

Which hedge fund owns the most RVT?

The largest institutional holder of RVT is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $748.8M in shares.

Are institutions buying or selling RVT?

This quarter, 49 institutions opened new positions in RVT and 24 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.