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Disclosery

RVT ROYCE SMALL CAP TRUST INC

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COM (fund), issuer CIK 804116

184 managers (185 13F filers) reported a position in RVT shares at 2025-03-31, 33,083,091 shares in all. 24 filers opened a position and 21 filers sold out during the quarter.

Managers
184
13F filers
185
New
24
Added
73
Reduced
46
Sold out
21
Shares held by filers
33,083,091

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY6,388,316$91M0.01%+83,35613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,239,050$88.8M0.01%+390,12713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,975,602$42.4M0.02%-96,48413F-HRTimelineGroup
LPL Financial LLC1,919,691$27.3M0.01%+659,57813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,785,251$25.4M0.01%+111,58013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,601,377$22.8M0.01%+47,75913F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP885,566$12.6M0.01%+62,48813F-HRTimelineGroup
UBS Group AGin group UBS Group AG749,434$10.7M<0.01%+21,36113F-HRTimelineGroup
Advisors Asset Management, Inc.604,317$8.61M0.16%-109,75513F-HR/ATimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC556,039$7.92M0.01%013F-HRTimelineGroup
Modern Wealth Management, LLC540,330$7.69M0.25%+2,47113F-HR/ATimeline
Janney Montgomery Scott LLC502,022$7.15M0.02%+62,19213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC472,636$6.73M1.27%-11,59713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC468,080$6.67M0.06%+20,82113F-HRTimelineGroup
Waterfront Wealth Inc.441,474$6.29M1.53%+14,57213F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…315,029$4.49M0.08%new13F-HRTimelineGroup
Shaker Financial Services, LLC284,397$4.05M1.58%+209,89713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS262,825$3.74M0.01%-10,94013F-HRTimeline
D.A. DAVIDSON & CO.223,739$3.19M0.03%+64613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …208,136$2.96M0.04%+42,48113F-HRTimelineGroup
MENLO ADVISORS LLC201,044$2.86M1.36%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.198,722$2.83M0.01%+55,33913F-HRTimelineGroup
Steward Partners Investment Advisory, L…196,983$2.81M0.02%+30,94313F-HRTimeline
ROTHSCHILD INVESTMENT LLC194,268$2.77M0.19%-79313F-HRTimeline
RB Capital Management, LLC170,149$2.42M0.59%+1,74413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …158,174$2.25M<0.01%-93,08313F-HRTimelineGroup
Private Advisor Group, LLC156,122$2.22M0.01%+18,92713F-HRTimeline
GENERAL AMERICAN INVESTORS CO INC150,877$2.15M0.16%013F-HRTimeline
HighTower Advisors, LLC148,264$2.11M<0.01%+4,01113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.138,821$1.98M<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC137,545$1.96M<0.01%-2,46713F-HRTimeline
Sanctuary Advisors, LLC124,668$1.78M0.01%-91,22113F-HRTimeline
Cambridge Investment Research Advisors,…124,521$1.77M0.01%+3,17413F-HRTimeline
Atria Investments, Inc118,205$1.68M0.02%+14,84413F-HRTimeline
Hennion & Walsh Asset Management, Inc.111,059$1.58M0.07%+18,12413F-HRTimeline
Accel Wealth Management102,204$1.46M0.53%+70413F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)100,658$1.43M0.01%-20,50013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp94,539$1.35M0.08%-23413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC94,189$1.34M<0.01%+48,78913F-HRTimelineGroup
COMERICA BANK85,877$1.22M0.01%-7,29513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.84,065$1.2M0.56%+47113F-HRTimeline
Samalin Investment Counsel, LLC73,799$1.05M0.43%+4,82813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC73,571$1.05M0.01%-15,59513F-HRTimelineGroup
Composition Wealth, LLC65,470$932K0.02%-313F-HRTimeline
Focused Wealth Management, Inc62,718$893K0.12%+1,85713F-HRTimeline
Triumph Capital Management62,628$892K0.3%+4,50213F-HRTimeline
NWF Advisory Services Inc.60,375$860K0.12%+37,32113F-HRTimeline
SeaCrest Wealth Management, LLC57,787$823K0.09%-28013F-HRTimeline
Mraz, Amerine & Associates, Inc.56,335$803K0.14%-69413F-HR/ATimeline
NewEdge Advisors, LLC53,335$759K<0.01%+2,91913F-HRTimeline
SOL Capital Management CO52,639$750K0.08%-27013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52,581$749K<0.01%+9,97813F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP52,241$744K<0.01%+6,99213F-HRTimelineGroup
Waverly Advisors, LLC51,390$732K0.01%+63713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV50,580$720K0.05%+1,08313F-HRTimeline
Stolper Co48,832$695K0.23%+1,33113F-HRTimeline
Prospera Financial Services Inc47,647$678K0.02%-90013F-HRTimeline
Comprehensive Money Management Services…46,830$667K0.54%013F-HRTimeline
Consolidated Portfolio Review Corp46,400$661K0.11%new13F-HRTimeline
Whitener Capital Management, Inc.46,172$657K0.19%-3,80613F-HRTimeline
Heritage Wealth Management, Inc.45,982$655K0.22%-68613F-HRTimeline
Financial Advocates Investment Manageme…45,899$654K0.05%-4,00313F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…45,021$641K0.07%-10,70013F-HRTimeline
MGO ONE SEVEN LLC44,545$634K0.02%+2,38613F-HRTimeline
Atlanta Consulting Group Advisors, LLC43,745$623K0.18%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC42,926$611K0.01%+2,46013F-HRTimelineGroup
Concorde Asset Management, LLC43,942$600K0.32%+4,79013F-HRTimeline
Bay Rivers Group40,274$574K0.3%+11,01013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/35,860$511K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers33,788$481K<0.01%-14,31113F-HRTimeline
1776 Wealth LLC32,053$456K0.21%-56813F-HRTimeline
Alexander Randolph Advisory, Inc.31,600$450K0.44%+63713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,849$439K<0.01%+16,96613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding29,034$413K-7,075Timeline
J.W. COLE ADVISORS, INC.28,441$405K0.01%new13F-HRTimeline
David J Yvars Group28,164$401K0.32%+34513F-HRTimeline
&PARTNERS27,692$395K<0.01%new13F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC27,244$388K<0.01%-7,27913F-HRTimelineGroup
Uncommon Cents Investing LLC25,994$370K0.11%-8513F-HRTimeline
Advisor Resource Council30,439$369K0.03%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…25,032$356K0.01%+5,00613F-HRTimelineGroup
WEDBUSH SECURITIES INC24,969$356K0.01%-78613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,956$355K0.03%+69513F-HRTimeline
Mezzasalma Advisors, LLC24,378$347K0.12%+40813F-HRTimeline
Moors & Cabot, Inc.23,807$339K0.02%+3313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC23,757$338K0.01%-6,58713F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,589$336K<0.01%-11,90213F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC23,401$333K0.18%+15413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC23,224$331K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,059$328K0.01%+2,87313F-HRTimeline
Abel Hall, LLC22,000$313K0.19%+2,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,282$303K<0.01%+5,78413F-HRTimelineGroup
PKS Advisory Services, LLC20,532$290K0.08%+1,18813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp19,972$284K0.01%+1,00013F-HRTimelineGroup
Cutter & CO Brokerage, Inc.19,970$284K0.07%+6,84113F-HRTimeline
SIERRA OCEAN, LLC19,563$283K0.22%013F-HRTimeline
K2 PRINCIPAL FUND, L.P.19,108$272K0.04%+38513F-HRTimeline
HBK Sorce Advisory LLC18,896$269K0.01%+91813F-HRTimeline
Redmond Asset Management, LLC17,900$255K0.07%013F-HRTimeline
Carson Advisory Inc.16,562$236K0.16%+33313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.16,504$235K<0.01%-5,88613F-HRTimelineGroup
Beacon Financial Advisory LLC15,625$222K0.07%-77213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,968$213K<0.01%+28413F-HRTimelineGroup
Centurion Wealth Management LLC13,451$213K0.07%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,608$208K<0.01%+513F-HRTimelineGroup
FCA CORP /TX14,564$207K0.07%+28113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA14,309$204K<0.01%+10913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,298$204K<0.01%-13,59313F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…14,047$200K0.11%+3,31213F-HRTimeline
BARRETT & COMPANY, INC.13,712$195K0.08%-49213F-HRTimeline
Belpointe Asset Management LLC13,469$192K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC13,469$192K0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,285$189K<0.01%-4,86413F-HRTimelineGroup
Tradition Wealth Management, LLC13,237$188K0.02%-2,26213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC13,197$188K0.01%-20013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,052$186K<0.01%new13F-HR/ATimelineGroup
UHLMANN PRICE SECURITIES, LLC12,877$183K0.14%+25813F-HRTimeline
Benchmark Wealth Management, LLC12,716$181K0.09%-19413F-HRTimeline
Parisi Gray Wealth Management12,111$172K0.06%+24413F-HRTimeline
Creative Planningin group Creative Planning12,001$171K<0.01%+95513F-HRTimelineGroup
Atria Wealth Solutions, Inc.11,758$167K<0.01%-47213F-HRTimeline
NorthCoast Asset Management LLC11,723$167K<0.01%013F-HR/ATimeline
Kovack Advisors, Inc.11,595$165K0.02%-61213F-HRTimeline
Formidable Asset Management, LLC11,496$164K0.03%+22713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,492$164K<0.01%-1,19613F-HRTimelineGroup
Jacobi Capital Management LLC11,256$160K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC11,006$157K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,932$156K0.01%new13F-HRTimelineGroup
Inscription Capital, LLC10,271$156K0.03%13F-HRTimeline
Coastal Bridge Advisors, LLC10,695$152K0.01%new13F-HR/ATimeline
Allworth Financial LP10,912$151K<0.01%+6813F-HRTimeline
DAVENPORT & Co LLC10,440$149K<0.01%-3213F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,253$146K0.02%013F-HRTimeline
LaFleur & Godfrey LLC10,247$146K0.02%013F-HRTimeline
Mascoma Wealth Management LLC10,217$145K0.04%013F-HRTimeline
Farther Finance Advisors, LLC10,065$144K<0.01%+9,92213F-HRTimeline
NorthStar Asset Management LLC /NJ/10,127$144K0.09%new13F-HRTimeline
SITTNER & NELSON, LLC9,523$136K0.06%-2,00813F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC9,144$130K0.03%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC7,834$112K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC7,000$99.7K0.03%013F-HRTimeline
North Star Investment Management Corp.6,125$87.2K0.01%013F-HRTimeline
TRUST CO OF VERMONT5,000$71.2K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC5,000$71.2K0.05%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,047$57.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,398$53.7K<0.01%013F-HRTimelineGroup
Pingora Partners LLC3,733$53.2K0.04%013F-HRTimeline
Salomon & Ludwin, LLC2,976$42.4K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,900$41.3K0.01%013F-HRTimeline
Quent Capital, LLC2,747$39.1K<0.01%+5513F-HRTimeline
McIlrath & Eck, LLC2,734$38.9K<0.01%+5513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,731$38.9K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.2,544$36.2K<0.01%-86513F-HRTimeline
Vermillion Wealth Management, Inc.1,834$26.1K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,750$24.9K<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC1,617$23.2K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA1,530$21.8K<0.01%new13F-HRTimelineGroup
Hexagon Capital Partners LLC1,503$21.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,438$20.5K<0.01%+1,17613F-HRTimelineGroup
Elequin Capital, LP1,138$16.2K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,038$14.8K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,031$14.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,000$14.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC822$11.7K<0.01%new13F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC751$10.7K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC663$9.44K0.01%-15013F-HRTimeline
Ransom Advisory, Ltd600$8.54K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.550$7K<0.01%new13F-HRTimeline
City State Bank464$6.61K<0.01%+913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/407$5.79K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.368$5.24K<0.01%+713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV363$5.17K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.407$5.09K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC333$4.74K<0.01%+613F-HRTimeline
Game Plan Financial Advisors, LLC300$4.27K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP257$3.66K<0.01%-34213F-HR/ATimelineGroup
IFP Advisors, Inc155$2.21K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.124$1.77K<0.01%013F-HRTimeline
Larson Financial Group LLC81$1.15K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.55$784<0.01%new13F-HRTimeline
Key Financial Inc31$441<0.01%013F-HRTimeline
Smartleaf Asset Management LLC15$213<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$15.8K-99913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.