13F

Stock

Royce Micro-Cap Tr Inc

Ticker not mapped · held by 98 managers

Reported value

$201.4M

Holders

98

+0 new · −1 exited

Holders’ est. mark

$677.9K

Price effect on 6 books still in the name

Largest holder

$27.7M

MORGAN STANLEY

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.65M$27.7M$103.3KAdded$838K
Saba Capital Management, L.P.2.61M$27.3MHeld
Modern Wealth Management, LLC1.05M$11MHeld
LPL Financial LLC1.02M$10.7MHeld
Allspring Global Investments Holdings, LLC1M$10.5MHeld
Alexander Randolph Advisory, Inc.968.5K$10.1MHeld
RIVERNORTH CAPITAL MANAGEMENT, LLC893.1K$9.32MHeld
UBS Group AG888.8K$9.27MHeld
Shaker Financial Services, LLC829.7K$8.65MHeld
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.616K$6.42MHeld
BANK OF AMERICA CORP /DE/562.4K$5.87M$21.2KAdded$351.2K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC560.8K$5.85MHeld
FLAGSHIP HARBOR ADVISORS, LLC527.8K$5.5M$482.4KAdded$1.93M
WELLS FARGO & COMPANY/MN516K$5.38MHeld
Mraz, Amerine & Associates, Inc.355.4K$3.71MHeld
RAYMOND JAMES FINANCIAL INC322.3K$3.36MHeld
FCA CORP /TX307.9K$3.21MHeld
ROYAL BANK OF CANADA240.2K$2.5MHeld
Clearstead Advisors, LLC208.6K$2.18MHeld
WOLVERINE ASSET MANAGEMENT LLC198.3K$2.07MHeld
Beacon Pointe Advisors, LLC195.2K$2.04MHeld
HORIZON KINETICS ASSET MANAGEMENT LLC134.2K$1.4MHeld
COMMONWEALTH EQUITY SERVICES, LLC128.5K$1.34MHeld
Moors & Cabot, Inc.118.5K$1.24MHeld
EVOLVE PRIVATE WEALTH, LLC116.8K$1.22MHeld
OSAIC HOLDINGS, INC.116.1K$1.21MHeld
Private Advisor Group, LLC112.8K$1.18MHeld
CAPTRUST FINANCIAL ADVISORS105.4K$1.1MHeld
TrueMark Investments, LLC101K$1.05MHeld
BARD ASSOCIATES INC89.5K$933.1KHeld
Altium Capital Management LLC87.1K$908.2KHeld
UHLMANN PRICE SECURITIES, LLC85.3K$890KHeld
&PARTNERS76K$792.5KHeld
BROWN ADVISORY INC74.7K$779.3KHeld
Diversify Advisory Services, LLC65.3K$755.5KHeld
ROBERTS GLORE & CO INC /IL/68K$709.3KHeld
STIFEL FINANCIAL CORP64.8K$675.6KHeld
Hennion & Walsh Asset Management, Inc.63.2K$658.8KHeld
TWIN FOCUS CAPITAL PARTNERS, LLC62.2K$648.3KHeld
GUGGENHEIM CAPITAL LLC60.6K$632KHeld
NWF Advisory Services Inc.58.4K$608.6K$69.4KCut−$216.1K
Quantedge Capital Pte Ltd54K$563.2KHeld
FIRST TRUST ADVISORS LP52.3K$545.2KHeld
1607 Capital Partners, LLC49.3K$514.5KHeld
SAPIENT CAPITAL LLC47.7K$503.2KHeld
EP Wealth Advisors, LLC44.4K$463.6KHeld
SPIREPOINT PRIVATE CLIENT, LLC41.3K$430.9KHeld
NewEdge Advisors, LLC41K$428KHeld
PMG Family Office LLC39.3K$410.3K$1.57KCut−$10.1K
Hara Capital LLC38K$395.9KHeld
WealthShield Partners, LLC34.8K$363.2KHeld
Comprehensive Money Management Services LLC32K$333.9KHeld
Kingsview Wealth Management, LLC31.4K$327.9KHeld
SAX WEALTH ADVISORS, LLC31.4K$327.8KHeld
COMMERCE BANK29.7K$309.9KHeld
HighTower Advisors, LLC27.6K$287.9KHeld
Traub Capital Management LLC26.1K$271.9KHeld
D.A. DAVIDSON & CO.25.8K$268.7KHeld
Steward Partners Investment Advisory, LLC23.7K$247.5KHeld
Advisory Advocates, LLC23.2K$241.8KHeld
DKM Wealth Management, Inc.23K$239.9KHeld
Private Capital Management, LLC21.7K$226.3KHeld
DIVERSIFIED TRUST CO20.1K$209.1KHeld
Institute for Wealth Management, LLC.19.9K$208.1KHeld
OPPENHEIMER & CO INC16.3K$170.2KHeld
Spinnaker Investment Group, LLC15.9K$165.6KHeld
JFS WEALTH ADVISORS, LLC13.9K$144.9KHeld
Closed-End Fund Advisors, Inc.13.8K$144KHeld
STEPHENS INC /AR/13.8K$143.9KHeld
VERUS CAPITAL PARTNERS, LLC13.2K$138KHeld
Cetera Investment Advisers12.9K$134.8KHeld
Sage Capital Management, LLC12.7K$132.5KHeld
Heritage Wealth Management, Inc.12.3K$128.8KHeld
Soltis Investment Advisors LLC11.9K$124.3KHeld
Vanguard11.1K$115.3KHeld
Summit Financial, LLC11K$115.1KHeld
Heritage Financial Services, LLC10.1K$105.4KHeld
SITTNER & NELSON, LLC4.44K$52.3KHeld
TD Capital Management LLC4.5K$46.9KHeld
NBT BANK N A /NY4.03K$42KHeld
Kestra Advisory Services, LLC3.85K$40.1KHeld
BARRETT & COMPANY, INC.3.25K$33.9KHeld
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2.95K$30.7KHeld
Daytona Street Capital LLC2.28K$23.8KHeld
Atlantic Union Bankshares Corp2.1K$21.9KHeld
EverSource Wealth Advisors, LLC1.3K$13.6KHeld
MidFirst Bank669$6.98KHeld
Navalign, LLC557$5.81KHeld
HIGHLINE WEALTH PARTNERS LLC200$2.09KHeld
Lodestone Wealth Management LLC173$1.8KHeld
Allworth Financial LP100$1.04K$4Added$4
CREATIVE FINANCIAL DESIGNS INC /ADV61$636Held
CWM, LLC47K$490Held
Cambridge Investment Research Advisors, Inc.39.6K$413Held
Janney Montgomery Scott LLC27.7K$289Held
ASSETMARK, INC16$167Held
PEAPACK GLADSTONE FINANCIAL CORP10.3K$107Held
Gunpowder Capital Management, LLC dba Oliver Wealth Management6$63Held

Who left

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.