Who owns RVT?
Institutional ownership of Royce Small-Cap Trust Inc. from Form 13F, Q2 2026
207 institutional managers reported holding Royce Small-Cap Trust Inc. (RVT) in Form 13F filings for Q2 2026, with 38,844,011 shares worth $717M. The largest reported holder was Bank of America Corp. Managers that filed both quarters added a net 2,949,551 shares (+8.2%). 28 opened new positions and 20 sold out.
- Funds holding
- 207
- Value held
- $717M
- New / sold out
- 28 / 20
- Net shares, same filers
- +8.2%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of RVT
Share of 13F holdings is each fund's shares as a share of the 38,844,011 RVT shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Saba Capital Management, L.P. New+$23.0M
- Shaker Financial Services, LLC Added+$8.6M
- Raymond James Financial Inc Added+$4.7M
- Bank of America Corp Added+$4.0M
- Logan Stone Capital, LLC New+$3.6M
- Wolverine Asset Management LLC New+$3.3M
- Osaic Holdings, Inc. Added+$2.6M
- LPL Financial LLC Added+$2.2M
- Allspring Global Investments Holdings, LLC Added+$1.8M
- Landscape Capital Management, L.l.c. New+$1.6M
Biggest sellers in Q2 2026
- Cetera Investment Advisers Trimmed-$4.2M
- Morgan Stanley Trimmed-$3.8M
- UBS Group AG Trimmed-$2.2M
- Kestra Advisory Services, LLC Trimmed-$1.3M
- Waterfront Wealth Inc. Trimmed-$1.3M
- Wells Fargo & Company Trimmed-$834K
- Jefferies Financial Group Inc. Trimmed-$666K
- Mccarter Private Wealth Services LLC Sold out-$615K
- Mariner, LLC Trimmed-$612K
- Fortis Capital Advisors, LLC Trimmed-$586K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $76.2M and sold $21.4M; 82 added and 47 trimmed.
Schedule 13D and 13G filings on RVT
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2025-02-14BANK OF AMERICA CORP /DE/ SCHEDULE 13G filed by Royce Small-Cap Trust Inc.Schedule 13G
Questions about RVT ownership
- Who owns RVT stock?
- 207 institutional investment managers reported RVT positions in their Form 13F filings for Q2 2026, holding 38,844,011 shares worth $717M in total. Bank of America Corp reported the largest position.
- Are funds buying or selling RVT?
- In Q2 2026, 28 managers opened new RVT positions, 82 added, 47 trimmed and 20 sold out. Managers that filed in both quarters added a net 2,949,551 shares.
- How current is this RVT institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to RVT by CUSIP. Options are left out. RVT news and filings · RVT insider trades · Top funds