$RGT

$14.38 +$0.06 (0.42%) Close

$RGT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 6.6M shares outstanding

Who owns RGT?

By type of holder

Institutions 39.2% Insiders 12.9% Everyone else 47.9%

Concentration Top 10 holders own 44.1%

Royce Charles M 12.1% · Atlas Wealth LLC 6.6%

Institutional ownership

39.2%

+10.6 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+696.1K

by institutions in Q2 2026

New / sold out

5 / 4

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Atlas Wealth LLC NEW +433.4K
Osaic Holdings, Inc. +188.7K

Biggest sellers in Q2 2026

Susquehanna International Group, LLP SOLD OUT −15.7K
Shaker Financial Services, LLC −13.5K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Royce Global Trust Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Royce Global Trust Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years34% 3–5 years16% 1–3 years22% Under 1 year28%

Quarterly turnover

20.8%

of institutional shares changed hands

Top 10 managers, median time held

4 years

Super Investors

Investment managers reporting RGT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
AW Atlas Wealth LLC	433.4K	6.61%	NEW	Q2 '26	0.9%
Shares held by quarter Peak holding433.4K (Q2'26) Change over 8 quarters+433.4K Share of the company6.610% Atlas Wealth LLC's full portfolio →
MS Morgan Stanley	431.6K	6.58%	+1.4K (+0.3%)	≤2021	0.0%
Shares held by quarter Peak holding431.6K (Q2'26) Change over 8 quarters+125.2K Share of the company6.580% Morgan Stanley's full portfolio →

Atlas Wealth LLC

433.4K

% of company

6.61%

Change vs last qtr

NEW

Held since

Q2 '26

Morgan Stanley

431.6K

% of company

6.58%

Change vs last qtr

+1.4K (+0.3%)

Held since

≤2021

27 more super investors behind a free account

See every manager holding Royce Global Trust Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting RGT on Form N-PORT; together they hold 3.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
MD Matisse Discounted Closed-End Fund Strategy Starboard Investment Trust	$2.68M	188.0K	2.87%	3.57%	June 30, 2026
NF NovaTide Flexible Allocation ETF Tidal Trust III	$517K	33.7K	0.51%	2.10%	August 31, 2026

Matisse Discounted Closed-End Fund Strategy

Starboard Investment Trust

Position value

$2.68M

% of company

2.87%

% of the fund

3.57%

As of

June 30, 2026

NovaTide Flexible Allocation ETF

Tidal Trust III

Position value

$517K

% of company

0.51%

% of the fund

2.10%

As of

August 31, 2026

3 more funds behind a free account

See every fund holding Royce Global Trust Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RC Royce Charles M Insider	791.4K	12.06%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company12.060% Royce Charles M's insider activity →
CC Clark Christopher D Insider	57.2K	0.87%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.870% Clark Christopher D's insider activity →

Royce Charles M

Insider

791.4K

% of company

12.06%

Change vs last qtr

—

Held since

—

Clark Christopher D

Insider

57.2K

% of company

0.87%

Change vs last qtr

—

Held since

—

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