$RVT

$16.82 +$0.16 (0.96%) Close

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

Ownership

13F as of Q2 2026 · 124.3M shares outstanding

Who owns RVT?

By type of holder

Institutions 31.2% Insiders 0.8% Everyone else 68.0%

Concentration Top 10 holders own 20.3%

Morgan Stanley 4.8% · Bank Of America Corp /de/ 4.9%

Institutional ownership

31.2%

+2.1 pts vs last qtr

Institutional holders

207

+6 vs last qtr

Net shares bought

+2.6M

by institutions in Q2 2026

New / sold out

30 / 24

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Saba Capital Management, L.P. NEW +1.2M
Shaker Financial Services, LLC +467.2K

Biggest sellers in Q2 2026

Cetera Investment Advisers −228.9K
Morgan Stanley −205.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Royce Small-Cap 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 Small-Cap Trust Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years64% 3–5 years6% 1–3 years16% Under 1 year14%

Quarterly turnover

7.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting RVT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
MS Morgan Stanley	5.9M	4.75%	−205.0K (−3.4%)	≤2021	0.0%
Shares held by quarter Peak holding6.4M (Q1'25) Change over 8 quarters−156.0K Share of the company4.750% Morgan Stanley's full portfolio →
BO Bank Of America Corp /de/	6.1M	4.87%	+218.2K (+3.7%)	≤2021	0.0%
Shares held by quarter Peak holding6.3M (Q2'25) Change over 8 quarters+293.1K Share of the company4.870% Bank Of America Corp /de/'s full portfolio →

Morgan Stanley

5.9M

% of company

4.75%

Change vs last qtr

−205.0K (−3.4%)

Held since

≤2021

Bank Of America Corp /de/

6.1M

% of company

4.87%

Change vs last qtr

+218.2K (+3.7%)

Held since

≤2021

28 more super investors behind a free account

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

Institutional Funds

Mutual funds and ETFs reporting RVT on Form N-PORT; together they hold 1.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
AC Amplify CEF High Income ETF Amplify ETF Trust	$25.4M	1.4M	1.11%	3.53%	June 30, 2026
RO RiverNorth Opportunities Fund Inc. Rivernorth Opportunities Fund Inc.	$9.74M	527.4K	0.42%	2.95%	June 30, 2026

Amplify CEF High Income ETF

Amplify ETF Trust

Position value

$25.4M

% of company

1.11%

% of the fund

3.53%

As of

June 30, 2026

RiverNorth Opportunities Fund Inc.

Rivernorth Opportunities Fund Inc.

Position value

$9.74M

% of company

0.42%

% of the fund

2.95%

As of

June 30, 2026

9 more funds behind a free account

See every fund holding Royce Small-Cap 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	988.5K	0.80%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.800% Royce Charles M's insider activity →
CC Clark Christopher D Insider	53.8K	0.04%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.040% Clark Christopher D's insider activity →

Royce Charles M

Insider

988.5K

% of company

0.80%

Change vs last qtr

—

Held since

—

Clark Christopher D

Insider

53.8K

% of company

0.04%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Royce Small-Cap Trust Inc.

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