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Disclosery

RVT ROYCE SMALL CAP TRUST INC

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COM (fund), issuer CIK 804116

200 managers (202 13F filers) reported a position in RVT shares at 2026-03-31, 36,162,529 shares in all. 30 filers opened a position and 23 filers sold out during the quarter.

Managers
200
13F filers
202
New
30
Added
89
Reduced
44
Sold out
23
Shares held by filers
36,162,529

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY6,108,513$101M0.01%-143,98413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,836,337$96.9M0.01%+108,62913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,831,766$47M0.01%-38,55713F-HRTimelineGroup
LPL Financial LLC2,279,577$37.8M0.01%+22,54413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,691,675$28.1M0.01%+214,45913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,624,774$27M0.01%+13,08713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…1,331,546$22.1M0.26%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP825,089$13.7M0.01%+41,65813F-HRTimelineGroup
Janney Montgomery Scott LLC728,481$12.1M0.03%-54,27413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC653,774$10.9M1.56%+1,47413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC612,315$10.2M0.02%-3,51013F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC601,975$9.99M0.5%+3,09213F-HRTimeline
UBS Group AGgroup of 2 filers holding585,182$9.71M-39,582Timeline
Waterfront Wealth Inc.564,561$9.37M1.72%-78,09513F-HRTimeline
Modern Wealth Management, LLC491,970$8.35M0.14%-11,58713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC453,148$7.52M0.06%+29,33813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.344,827$5.72M0.01%+6,27313F-HRTimelineGroup
Advisors Asset Management, Inc.320,258$5.32M0.09%-49,83913F-HRTimeline
Paller Financial Services Inc308,877$5.13M4.24%-8,27313F-HRTimeline
Cetera Investment Advisers294,684$4.89M0.01%+164,57813F-HRTimeline
Steward Partners Investment Advisory, L…276,056$4.58M0.02%+109,16713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS257,186$4.27M0.01%-9,72413F-HRTimeline
ROTHSCHILD INVESTMENT LLC240,212$3.99M0.21%+10,50913F-HRTimeline
D.A. DAVIDSON & CO.234,911$3.9M0.02%-1,62413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …217,046$3.6M0.04%+4,12913F-HRTimelineGroup
Cypress Capital Management LLC (WY)216,884$3.6M3.33%+27,01313F-HRTimeline
Altium Capital Management LLC192,509$3.2M7.61%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …189,145$3.14M0.01%+1,00013F-HRTimelineGroup
Z3 Capital Partners, LLC185,706$3.08M0.78%-92613F-HRTimeline
Private Advisor Group, LLC182,851$3.04M0.01%+70313F-HRTimeline
HighTower Advisors, LLC177,803$2.95M<0.01%+3,30413F-HRTimeline
MENLO ADVISORS LLC180,126$2.9M1.3%013F-HRTimeline
RB Capital Management, LLC170,896$2.84M0.6%+39813F-HRTimeline
&PARTNERS161,158$2.67M0.01%+15,06513F-HRTimeline
INTREPID FAMILY OFFICE LLC152,777$2.54M2.21%+49,41713F-HRTimeline
GENERAL AMERICAN INVESTORS CO INC150,877$2.5M0.17%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding145,619$2.42M+92,717Timeline
Shaker Financial Services, LLC138,511$2.3M0.8%-42,83813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC131,095$2.18M<0.01%+10,81213F-HRTimeline
Hennion & Walsh Asset Management, Inc.122,485$2.03M0.07%+33,40813F-HRTimeline
Stolper Co13,843$2M0.57%-39,25113F-HRTimeline
Cambridge Investment Research Advisors,…120,196$2M0.01%+32413F-HRTimeline
Samalin Investment Counsel, LLC112,755$1.87M0.66%+41,15913F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC111,124$1.84M0.1%-22613F-HRTimeline
Sanctuary Advisors, LLC100,222$1.66M0.01%-1,84913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp94,893$1.58M0.03%013F-HRTimelineGroup
Advisory Advocates, LLC86,511$1.44M1.47%+6,67013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP85,992$1.43M<0.01%+14,38813F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.82,083$1.36M0.53%+42513F-HRTimeline
Accel Wealth Management77,074$1.28M0.33%-9,63713F-HRTimeline
WJ Financial Advisors LLC77,025$1.28M1.03%-1,50013F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…74,901$1.24M0.09%-9,00013F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC74,571$1.24M0.24%+3,79213F-HRTimelineGroup
Focused Wealth Management, Inc71,464$1.19M0.12%-40713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…71,231$1.18M<0.01%new13F-HRTimelineGroup
Comprehensive Money Management Services…65,470$1.09M0.71%+8,70013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,279$1.03M<0.01%+35,39013F-HRTimelineGroup
Prospera Financial Services Inc61,204$1.02M0.02%+1,41213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.59,316$985K0.01%+21,73613F-HRTimelineGroup
Triumph Capital Management57,270$951K0.19%+3,90313F-HRTimeline
NewEdge Advisors, LLC56,102$931K<0.01%-1,05013F-HR/ATimeline
Abel Hall, LLC55,000$913K0.19%-1,30013F-HRTimeline
Whitener Capital Management, Inc.53,292$885K0.2%+2,12513F-HRTimeline
Waverly Advisors, LLC52,254$867K0.01%-14513F-HRTimeline
Concorde Asset Management, LLC52,050$864K0.42%-2,04213F-HRTimeline
Bay Rivers Group51,425$854K0.36%+4,45013F-HRTimeline
Mraz, Amerine & Associates, Inc.51,232$850K0.13%-87913F-HRTimeline
Mariner, LLCin group Mariner, LLC51,219$850K<0.01%-50,90213F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV50,219$834K0.04%+1,05613F-HRTimeline
NWF Advisory Services Inc.49,429$821K0.09%-2,69613F-HRTimeline
Belpointe Asset Management LLC47,796$793K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC47,796$793K0.1%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/43,560$723K<0.01%+4,70013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC43,102$716K0.01%-6,44113F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC42,931$713K0.15%013F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)42,200$701K<0.01%-20,40013F-HRTimelineGroup
MGO ONE SEVEN LLC41,892$695K0.01%+1,01813F-HRTimeline
Delta Wealth Advisors LLC40,866$678K0.52%013F-HRTimeline
Farther Finance Advisors, LLC39,897$677K0.01%-1,28713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC40,688$675K0.01%-88313F-HRTimelineGroup
MCCARTER PRIVATE WEALTH SERVICES LLC37,020$615K0.27%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV34,992$581K<0.01%+4,38613F-HRTimeline
Alexander Randolph Advisory, Inc.34,537$573K0.49%+62813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.33,044$549K<0.01%+1,68813F-HRTimelineGroup
PMG Family Office LLC32,513$540K0.6%+66213F-HRTimeline
World Investment Advisors29,776$494K0.01%+16,65913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC29,225$485K0.05%+5,58513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,318$470K<0.01%+36413F-HRTimelineGroup
Todd Wealth Management, LLC27,800$461K0.42%+80013F-HRTimeline
David J Yvars Group28,164$458K0.26%013F-HRTimeline
1776 Wealth LLC26,783$445K0.17%+47513F-HRTimeline
Allworth Financial LP26,540$441K<0.01%+3,66313F-HRTimeline
WEDBUSH SECURITIES INC25,938$431K0.01%+1,01713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC25,778$428K<0.01%013F-HRTimelineGroup
Mezzasalma Advisors, LLC25,298$420K0.11%+41613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,210$418K<0.01%-2,73513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,583$417K0.03%+44713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,830$412K<0.01%new13F-HRTimelineGroup
Moors & Cabot, Inc.24,626$409K0.02%+4613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC24,013$399K<0.01%new13F-HRTimelineGroup
Uncommon Cents Investing LLC23,774$395K0.09%-10013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC23,736$394K0.18%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV22,954$381K0.05%+12,81213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC21,930$364K0.01%+3713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…20,841$346K0.01%-15,92813F-HRTimelineGroup
PKS Advisory Services, LLC20,749$344K0.08%-8313F-HRTimeline
Decker Wealth Management LLC19,547$324K0.07%+21613F-HRTimeline
Harbour Wealth Management Group, Inc.19,545$324K0.24%+15613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,241$319K<0.01%+6,82413F-HRTimelineGroup
Beacon Financial Advisory LLC19,022$316K0.07%+89813F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp18,972$315K0.01%013F-HRTimelineGroup
HBK Sorce Advisory LLC16,634$311K0.01%+24413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,595$309K0.01%+79113F-HR/ATimeline
Carson Advisory Inc.18,096$300K0.16%+32813F-HRTimeline
Redmond Asset Management, LLC17,900$297K0.08%013F-HRTimeline
Simplicity Wealth,LLC17,757$295K0.02%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC17,388$289K0.07%new13F-HRTimeline
SIERRA OCEAN, LLC17,377$288K0.24%013F-HRTimeline
Kovack Advisors, Inc.16,777$283K0.02%+1,64813F-HRTimeline
K2 PRINCIPAL FUND, L.P.16,503$274K0.03%-4,00013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,277$270K<0.01%+28113F-HRTimelineGroup
Karpus Management, Inc.16,088$267K0.01%new13F-HRTimeline
FCA CORP /TX15,860$263K0.07%+27713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,724$261K<0.01%+28313F-HRTimelineGroup
Keyes, Stange & Wooten Wealth Managemen…15,695$261K0.12%013F-HRTimeline
TIAAgroup of 2 filers holding15,677$260K+325Timeline
Independent Advisor Alliance15,651$260K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth15,596$259K<0.01%+10213F-HRTimelineGroup
SAGE PRIVATE WEALTH GROUP, LLC14,080$234K0.12%new13F-HRTimeline
UHLMANN PRICE SECURITIES, LLC14,074$234K0.02%+25513F-HRTimeline
Centurion Wealth Management LLC13,451$223K0.05%013F-HRTimeline
BARRETT & COMPANY, INC.13,250$220K0.08%+813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,146$218K<0.01%+39213F-HRTimelineGroup
Creative Planningin group Creative Planning13,074$217K<0.01%-66213F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC13,045$217K0.01%-43313F-HRTimeline
Tradition Wealth Management, LLC12,579$209K0.01%+313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC12,277$204K0.01%-30013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,938$198K<0.01%-6113F-HRTimelineGroup
Wedmont Private Capital11,023$193K0.01%new13F-HRTimeline
Closed-End Fund Advisors, Inc.11,552$192K0.2%+61213F-HRTimeline
CWM, LLCin group CWM, LLC11,419$190K<0.01%+9,73113F-HRTimelineGroup
Coquina Private Wealth LLC11,402$189K0.15%+20513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.11,280$187K0.05%013F-HRTimeline
NorthStar Asset Management LLC /NJ/11,068$184K0.09%+20113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,788$179K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC10,788$179K0.01%new13F-HRTimeline
DAVENPORT & Co LLC10,787$179K<0.01%+12013F-HRTimeline
Coastal Bridge Advisors, LLC10,695$178K0.01%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.10,253$170K0.02%013F-HRTimeline
SITTNER & NELSON, LLC10,218$170K0.06%013F-HRTimeline
Mascoma Wealth Management LLC10,217$170K0.04%013F-HRTimeline
Formidable Asset Management, LLC10,239$165K0.03%-49513F-HRTimeline
Operose Advisors LLC7,000$116K0.03%013F-HRTimeline
North Star Investment Management Corp.6,125$102K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC5,469$90.8K0.01%+2,21113F-HRTimeline
Prosperity Bancshares Inc5,178$86K0.07%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,500$74.7K<0.01%013F-HR/ATimelineGroup
SALEM INVESTMENT COUNSELORS INC4,047$67.2K<0.01%new13F-HR/ATimeline
Community Financial Services Group, LLC3,918$66.5K0.01%new13F-HRTimeline
Pingora Partners LLC3,733$62K0.04%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,701$61.4K<0.01%+2,36213F-HRTimelineGroup
Quent Capital, LLC2,999$49.8K<0.01%+5413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,900$48.1K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2,376$39.4K0.02%-5313F-HRTimeline
Salomon & Ludwin, LLC2,204$37.2K<0.01%013F-HRTimeline
Fairway Wealth LLC2,000$33.2K0.01%new13F-HRTimeline
Westfuller Advisors, LLC1,862$30.9K0.01%+3413F-HRTimeline
Hughes Financial Services, LLC1,617$26.8K<0.01%013F-HRTimeline
Osbon Capital Management LLC1,490$24.7K0.02%new13F-HRTimeline
Advisory Services Network, LLC1,300$21.6K<0.01%new13F-HRTimeline
CENTRAL TRUST Co1,000$16.6K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…929$15.4K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…779$12.9K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.634$10.5K<0.01%+51013F-HRTimeline
LANARK FINANCIAL, INC.601$9.99K<0.01%+1113F-HRTimeline
Geneos Wealth Management Inc.565$9.38K<0.01%+1013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.500$8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
City State Bank472$7.83K<0.01%+813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/407$6.75K<0.01%013F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.402$6.68K<0.01%+713F-HRTimeline
Pinnacle Bancorp, Inc.390$6.47K<0.01%-3113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV363$6.03K<0.01%013F-HRTimeline
COUNTRY TRUST BANK327$5.43K<0.01%+613F-HRTimeline
Game Plan Financial Advisors, LLC300$4.98K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO292$4.71K<0.01%013F-HR/ATimelineGroup
Beaird Harris Wealth Management, LLC249$4.13K<0.01%new13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…161$2.67K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC137$2.27K<0.01%+1213F-HRTimeline
Tidemark, LLC109$1.81K<0.01%+313F-HRTimeline
Lodestone Wealth Management LLC107$1.78K<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…88$1.46K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC34$1K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.55$913<0.01%013F-HRTimeline
FMR LLCin group FMR LLC38$633<0.01%new13F-HRTimelineGroup
Key Financial Inc32$531<0.01%013F-HRTimeline
Nemes Rush Group LLC26$432<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8$135<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7$116<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5$83<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.0$2<0.01%-3513F-HRTimelineAmount filed as zero, left out of ratios.