ROYCE SMALL-CAP TRUST, INC.
Institutional Ownership & Holdings Analysis
About
royce-smallcap-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 | MORGAN STANLEY(2025-03-31) | $91.0M |
| 2 | BANK OF AMERICA CORP /DE/(2025-03-31) | $88.8M |
| 3 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $42.4M |
| 4 | LPL Financial LLC(2025-03-31) | $27.3M |
| 5 | WELLS FARGO & COMPANY/MN(2025-03-31) | $25.4M |
| 6 | ROYAL BANK OF CANADA(2025-03-31) | $22.8M |
| 7 | STIFEL FINANCIAL CORP(2025-03-31) | $12.6M |
| 8 | UBS Group AG(2025-03-31) | $10.7M |
| 9 | Advisors Asset Management, Inc.(2025-03-31) | $8.6M |
| 10 | LAZARD ASSET MANAGEMENT LLC(2025-03-31) | $7.9M |
| 11 | Modern Wealth Management, LLC(2025-03-31) | $7.7M |
| 12 | Janney Montgomery Scott LLC(2025-03-31) | $7.1M |
| 13 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC(2025-03-31) | $6.7M |
| 14 | GUGGENHEIM CAPITAL LLC(2025-03-31) | $6.7M |
| 15 | Waterfront Wealth Inc.(2025-03-31) | $6.3M |
| 16 | Shaker Financial Services, LLC(2025-03-31) | $4.0M |
| 17 | CAPTRUST FINANCIAL ADVISORS(2025-03-31) | $3.7M |
| 18 | Sanctuary Advisors, LLC(2024-12-31) | $3.5M |
| 19 | D.A. DAVIDSON & CO.(2025-03-31) | $3.2M |
| 20 | Karpus Management, Inc.(2024-12-31) | $3.1M |
As of 2025-03-31
Value:$91.0M
As of 2025-03-31
Value:$88.8M
As of 2025-03-31
Value:$42.4M
As of 2025-03-31
Value:$27.3M
As of 2025-03-31
Value:$25.4M
As of 2025-03-31
Value:$22.8M
As of 2025-03-31
Value:$12.6M
As of 2025-03-31
Value:$10.7M
As of 2025-03-31
Value:$8.6M
As of 2025-03-31
Value:$7.9M
As of 2025-03-31
Value:$7.7M
As of 2025-03-31
Value:$7.1M
As of 2025-03-31
Value:$6.7M
As of 2025-03-31
Value:$6.7M
As of 2025-03-31
Value:$6.3M
As of 2025-03-31
Value:$4.0M
As of 2025-03-31
Value:$3.7M
As of 2024-12-31
Value:$3.5M
As of 2025-03-31
Value:$3.2M
As of 2024-12-31
Value:$3.1M
Total Institutional Holders:209
Top 10 Holders Own:70.5%