Who owns Royce Micro-Cap Trust, Inc.?
Institutional ownership of RMT from SEC Form 13F filings across 66 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
66
13F holders
$171.9M
value, 2026 filers
22.1%
of shares outstanding (11.8M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of RMT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.6M | $37.5M | 0.0% | 4.8% | -2.8% |
| 2 | Allspring Global Investments Holdings, LLC | 1.2M | $17.4M | 0.0% | 2.2% | +17.2% |
| 3 | LPL Financial LLC | 1.1M | $16.1M | 0.0% | 2.1% | +1.8% |
| 4 | Modern Wealth Management, LLC | 944,413 | $13.8M | 0.2% | 1.8% | -8.0% |
| 5 | UBS Group AG | 859,790 | $12.6M | 0.0% | 1.6% | -0.6% |
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 659,921 | $9.7M | 1.2% | 1.2% | +4.5% |
| 7 | BANK OF AMERICA CORP /DE/ | 602,498 | $8.8M | 0.0% | 1.1% | +5.1% |
| 8 | FLAGSHIP HARBOR ADVISORS, LLC | 546,040 | $8.0M | 0.3% | 1% | +3.3% |
| 9 | WELLS FARGO & COMPANY/MN | 483,484 | $7.1M | 0.0% | 0.9% | -18.7% |
| 10 | OSAIC HOLDINGS, INC. | 412,077 | $6.0M | 0.0% | 0.8% | +143.3% |
| 11 | RAYMOND JAMES FINANCIAL INC | 314,958 | $4.6M | 0.0% | 0.6% | -4.6% |
| 12 | LAZARD ASSET MANAGEMENT LLC | 300,000 | $4.4M | 0.0% | 0.6% | 0.0% |
| 13 | ROYAL BANK OF CANADA | 204,158 | $3.0M | 0.0% | 0.4% | -3.9% |
| 14 | Clearstead Advisors, LLC | 195,743 | $2.9M | 0.0% | 0.4% | -3.7% |
| 15 | STIFEL FINANCIAL CORP | 129,719 | $1.9M | 0.0% | 0.2% | +19.0% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 115,961 | $1.7M | 0.0% | 0.2% | -7.2% |
| 17 | Moors & Cabot, Inc. | 114,617 | $1.7M | 0.1% | 0.2% | -1.6% |
| 18 | CAPTRUST FINANCIAL ADVISORS | 96,093 | $1.4M | 0.0% | 0.2% | -2.3% |
| 19 | BROWN ADVISORY INC | 74,938 | $1.1M | 0.0% | 0.1% | +0.1% |
| 20 | Kovack Advisors, Inc.NEW | 67,299 | $985,257 | 0.0% | 0.1% | new |
| 21 | Cambridge Investment Research Advisors, Inc. | 64,823 | $949 | 0.0% | 0.1% | +65.4% |
| 22 | Diversify Advisory Services, LLCNEW | 64,652 | $888,317 | 0.0% | 0.1% | new |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | 64,652 | $888,317 | 0.0% | 0.1% | 0.0% |
| 24 | FIRST TRUST ADVISORS LP | 57,654 | $844,054 | 0.0% | 0.1% | +0.3% |
| 25 | ROBERTS GLORE & CO INC /IL/ | 55,290 | $809,446 | 0.2% | 0.1% | -18.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.