ROYCE MICRO-CAP TRUST, INC.
Institutional Ownership & Holdings Analysis
About
royce-microcap-trust is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | Modern Wealth Management, LLC(2025-03-31) | $8.7M |
| 2 | UBS Group AG(2025-03-31) | $8.4M |
| 3 | Alexander Randolph Advisory, Inc.(2025-03-31) | $8.3M |
| 4 | Shaker Financial Services, LLC(2025-03-31) | $7.6M |
| 5 | Allspring Global Investments Holdings, LLC(2025-03-31) | $6.3M |
| 6 | LPL Financial LLC(2025-03-31) | $5.7M |
| 7 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.(2025-03-31) | $5.1M |
| 8 | WELLS FARGO & COMPANY/MN(2025-03-31) | $5.0M |
| 9 | FLAGSHIP HARBOR ADVISORS, LLC(2025-03-31) | $4.6M |
| 10 | BANK OF AMERICA CORP /DE/(2025-03-31) | $4.5M |
| 11 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC(2025-03-31) | $3.9M |
| 12 | WOLVERINE ASSET MANAGEMENT LLC(2025-03-31) | $3.2M |
| 13 | Mraz, Amerine & Associates, Inc.(2025-03-31) | $3.1M |
| 14 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $2.8M |
| 15 | FCA CORP /TX(2025-03-31) | $2.5M |
| 16 | Advisors Asset Management, Inc.(2025-03-31) | $2.3M |
| 17 | Clearstead Advisors, LLC(2025-03-31) | $2.1M |
| 18 | Family Firm, Inc.(2025-03-31) | $2.1M |
| 19 | ROYAL BANK OF CANADA(2025-03-31) | $1.8M |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $1.3M |
As of 2025-03-31
Value:$8.7M
As of 2025-03-31
Value:$8.4M
As of 2025-03-31
Value:$8.3M
As of 2025-03-31
Value:$7.6M
As of 2025-03-31
Value:$6.3M
As of 2025-03-31
Value:$5.7M
As of 2025-03-31
Value:$5.1M
As of 2025-03-31
Value:$5.0M
As of 2025-03-31
Value:$4.6M
As of 2025-03-31
Value:$4.5M
As of 2025-03-31
Value:$3.9M
As of 2025-03-31
Value:$3.2M
As of 2025-03-31
Value:$3.1M
As of 2025-03-31
Value:$2.8M
#15FCA CORP /TX
As of 2025-03-31
Value:$2.5M
As of 2025-03-31
Value:$2.3M
As of 2025-03-31
Value:$2.1M
As of 2025-03-31
Value:$2.1M
As of 2025-03-31
Value:$1.8M
As of 2025-03-31
Value:$1.3M
Total Institutional Holders:105
Top 10 Holders Own:56.3%