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

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.