13F

Stock

Royce Small-Cap Trust, Inc.

RVT · held by 198 managers

Reported value

$563.2M

Holders

198

+1 new · −0 exited

Holders’ est. mark

−$270K

Price effect on 10 books still in the name

Largest holder

$100.7M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY6.25M$100.7M−$172KAdded$8.2M
BANK OF AMERICA CORP /DE/5.73M$92.2M−$171.8KCut−$1.8M
RAYMOND JAMES FINANCIAL INC2.87M$46.2MHeld
LPL Financial LLC2.26M$36.3MHeld
ROYAL BANK OF CANADA1.61M$25.9MHeld
WELLS FARGO & COMPANY/MN1.48M$23.8MHeld
Saba Capital Management, L.P.1.44M$23.1MHeld
STIFEL FINANCIAL CORP783.4K$12.6MHeld
Waterfront Wealth Inc.642.7K$11.3MHeld
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC652.3K$10.5MHeld
UBS Group AG624.8K$10.1MHeld
LAZARD ASSET MANAGEMENT LLC615.8K$9.91MHeld
RIVERNORTH CAPITAL MANAGEMENT, LLC598.9K$9.64MHeld
Modern Wealth Management, LLC503.6K$8.11MHeld
GUGGENHEIM CAPITAL LLC423.8K$6.82MHeld
Advisors Asset Management, Inc.370.1K$5.96MHeld
OSAIC HOLDINGS, INC.338.6K$5.45MHeld
Paller Financial Services Inc317.1K$5.11MHeld
CAPTRUST FINANCIAL ADVISORS266.9K$4.3MHeld
Cornerstone Advisors, LLC246.6K$3.97MHeld
D.A. DAVIDSON & CO.236.5K$3.81MHeld
ROTHSCHILD INVESTMENT LLC229.7K$3.7MHeld
OPPENHEIMER & CO INC212.9K$3.43MHeld
Altium Capital Management LLC192.5K$3.1MHeld
Cypress Capital Management LLC (WY)189.9K$3.06MHeld
Allspring Global Investments Holdings, LLC188.1K$3.03MHeld
Z3 Capital Partners, LLC186.6K$3MHeld
Private Advisor Group, LLC182.1K$2.93MHeld
Shaker Financial Services, LLC181.3K$2.92MHeld
HighTower Advisors, LLC174.5K$2.81MHeld
RB Capital Management, LLC170.5K$2.75MHeld
Steward Partners Investment Advisory, LLC166.9K$2.69MHeld
GENERAL AMERICAN INVESTORS CO INC150.9K$2.43MHeld
&PARTNERS146.1K$2.35MHeld
Cetera Investment Advisers130.1K$2.09MHeld
COMMONWEALTH EQUITY SERVICES, LLC120.3K$1.94MHeld
EVOLVE PRIVATE WEALTH, LLC111.3K$1.79MHeld
INTREPID FAMILY OFFICE LLC103.4K$1.66MHeld
Mariner, LLC102.1K$1.64MHeld
Sanctuary Advisors, LLC102.1K$1.64M−$3.06KCut−$17.2K
Atlantic Union Bankshares Corp94.9K$1.53MHeld
WOLVERINE ASSET MANAGEMENT LLC92.7K$1.49MHeld
Hennion & Walsh Asset Management, Inc.89.1K$1.43MHeld
Accel Wealth Management86.7K$1.4MHeld
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD83.9K$1.35MHeld
KENNEDY INVESTMENT GROUP81.7K$1.31MHeld
Advisory Advocates, LLC79.8K$1.29MHeld
WJ Financial Advisors LLC78.5K$1.26MHeld
Focused Wealth Management, Inc71.9K$1.16MHeld
FIRST TRUST ADVISORS LP71.6K$1.15MHeld
Samalin Investment Counsel, LLC71.6K$1.15MHeld
COMERICA BANK71.2K$1.15MHeld
TrueMark Investments, LLC70.8K$1.14MHeld
Composition Wealth, LLC65.5K$1.05MHeld
GABELLI FUNDS LLC62.6K$1.01MHeld
Prospera Financial Services Inc59.8K$962.8KHeld
NewEdge Advisors, LLC57.2K$920.1KHeld
Comprehensive Money Management Services LLC56.8K$914KHeld
Abel Hall, LLC56.3K$906.4KHeld
Concorde Asset Management, LLC54.1K$870.9KHeld
Triumph Capital Management53.4K$859.2K−$1.53KAdded$36K
Waverly Advisors, LLC52.4K$843.6KHeld
NWF Advisory Services Inc.52.1K$839.2K$80.3KCut−$113.1K
Mraz, Amerine & Associates, Inc.52.1K$839KHeld
Whitener Capital Management, Inc.51.2K$823.8KHeld
BENJAMIN EDWARDS INC49.5K$797.7KHeld
NATIONS FINANCIAL GROUP INC, /IA/ /ADV49.2K$791.5KHeld
Logan Stone Capital, LLC48.8K$786KHeld
Bay Rivers Group47K$756.3KHeld
Atlanta Consulting Group Advisors, LLC42.9K$691.2KHeld
Apollon Wealth Management, LLC41.6K$669.3KHeld
Farther Finance Advisors, LLC41.2K$663.1KHeld
MGO ONE SEVEN LLC40.9K$658.1KHeld
Delta Wealth Advisors LLC40.9K$657.9KHeld
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.40K$643.2KHeld
BANK OF MONTREAL /CAN/38.9K$625.6KHeld
Jefferies Financial Group Inc.37.6K$605KHeld
MCCARTER PRIVATE WEALTH SERVICES LLC37K$596KHeld
LEVEL FOUR ADVISORY SERVICES, LLC36.8K$592KHeld
Alexander Randolph Advisory, Inc.33.9K$545.9KHeld
PMG Family Office LLC31.9K$512.8K−$955Cut−$14.3K
Heritage Wealth Management, Inc.31.5K$507.2KHeld
Vontobel Holding Ltd.31.4K$504.8KHeld
MERCER GLOBAL ADVISORS INC /ADV30.6K$492.8KHeld
Quantedge Capital Pte Ltd29.9K$481.4KHeld
David J Yvars Group28.2K$454.2KHeld
Baird Financial Group, Inc.28K$450.1KHeld
JANE STREET GROUP, LLC27.9K$449.9KHeld
KESTRA PRIVATE WEALTH SERVICES, LLC27.3K$440KHeld
ENVESTNET ASSET MANAGEMENT INC26.9K$432.9KHeld
1776 Wealth LLC26.3K$423.6KHeld
BROWN ADVISORY INC25.8K$415KHeld
Kestra Advisory Services, LLC25.6K$411.7KHeld
Mezzasalma Advisors, LLC24.9K$401KHeld
Moors & Cabot, Inc.24.6K$395.7KHeld
J.W. COLE ADVISORS, INC.25.2K$393KHeld
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC24.1K$388.6KHeld
Uncommon Cents Investing LLC23.9K$384.4KHeld
VISTA INVESTMENT PARTNERS II, LLC23.7K$382.1KHeld
SPIREPOINT PRIVATE CLIENT, LLC23.6K$380.6KHeld
Allworth Financial LP22.9K$368.3K−$687Cut−$19.4K
DAYMARK WEALTH PARTNERS, LLC21.9K$352.5KHeld
PKS Advisory Services, LLC20.8K$335.4KHeld
K2 PRINCIPAL FUND, L.P.20.5K$330.1KHeld
VERUS CAPITAL PARTNERS, LLC19.6K$315.7KHeld
Harbour Wealth Management Group, Inc.19.4K$312.2KHeld
Decker Wealth Management LLC19.3K$311.2KHeld
SouthState Bank Corp19K$305.4KHeld
HBK Sorce Advisory LLC16.4K$292.9KHeld
Beacon Financial Advisory LLC18.1K$291.8KHeld
Redmond Asset Management, LLC17.9K$288.2KHeld
INDEPENDENT FINANCIAL GROUP, LLC17.8K$286.6K−$418Added$63.3K
Carson Advisory Inc.17.8K$286.1KHeld
Simplicity Wealth,LLC17.8K$285.9KHeld
SIERRA OCEAN, LLC17.4K$279.8KHeld
STEPHENS INC /AR/16K$257.5KHeld
Keyes, Stange & Wooten Wealth Management, LLC15.7K$252.7KHeld
FCA CORP /TX15.6K$250.9KHeld
Alpine Global Management, LLC15.5K$249.6KHeld
Focus Partners Wealth15.5K$249.5KHeld
US BANCORP \DE\15.4K$248.6KHeld
TIAA TRUST, NATIONAL ASSOCIATION15.4K$247.2KHeld
Kovack Advisors, Inc.15.1K$243.6KHeld
UHLMANN PRICE SECURITIES, LLC13.8K$222.5KHeld
Creative Planning13.7K$221.1KHeld
Centurion Wealth Management LLC13.5K$216.6KHeld
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12.9K$214.1KHeld
BARRETT & COMPANY, INC.13.2K$213.2KHeld
World Investment Advisors13.1K$211.2KHeld
PNC Financial Services Group, Inc.12.8K$205.3KHeld
NORTH STAR ASSET MANAGEMENT INC12.6K$202.5KHeld
Tradition Wealth Management, LLC12.6K$202.5KHeld
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO12.4K$199.9KHeld
TRUIST FINANCIAL CORP12K$193.2KHeld
SITTNER & NELSON, LLC10.2K$182.6KHeld
ENDEAVOR PRIVATE WEALTH, INC.11.3K$181.6KHeld
Coquina Private Wealth LLC11.2K$180.3KHeld
Closed-End Fund Advisors, Inc.10.9K$176.1KHeld
NorthStar Asset Management LLC /NJ/10.9K$175KHeld
Formidable Asset Management, LLC10.7K$173.1KHeld
Coastal Bridge Advisors, LLC10.7K$172.2KHeld
DAVENPORT & Co LLC10.7K$171.7KHeld
Almitas Capital LLC10.5K$168.3KHeld
Graves Light Lenhart Wealth, Inc.10.3K$165.1KHeld
Mascoma Wealth Management LLC10.2K$164.5KHeld
ECLECTIC ASSOCIATES INC /ADV10.1K$163.3KHeld
Operose Advisors LLC7K$112.7KHeld
North Star Investment Management Corp.6.13K$98.6KHeld
TRUST CO OF VERMONT5.41K$87.1KHeld
EverSource Wealth Advisors, LLC4.5K$72.5KHeld
Pingora Partners LLC3.73K$60.1KHeld
Private Wealth Asset Management, LLC3.26K$52.5KHeld
Coastline Trust Co3.1K$49.9KHeld
Quent Capital, LLC2.94K$47.4KHeld
BROWN, LISLE/CUMMINGS, INC.2.9K$46.7KHeld
Vermillion Wealth Management, Inc.2.43K$39.1KHeld
Salomon & Ludwin, LLC2.2K$36.1KHeld
Westfuller Advisors, LLC1.83K$29.4KHeld
Hughes Financial Services, LLC1.62K$26KHeld
ASSETMARK, INC1.34K$21.6KHeld
Global Retirement Partners, LLC1.22K$19.7KHeld
Navalign, LLC1.07K$17.2KHeld
CENTRAL TRUST Co1K$16.1KHeld
EASTERN BANK838$13.5KHeld
Janney Montgomery Scott LLC782.8K$12.6KHeld
Ransom Advisory, Ltd600$9.66K$180Added$180
NBC SECURITIES, INC.590$9.51KHeld
Geneos Wealth Management Inc.555$8.94KHeld
City State Bank464$7.47KHeld
CIBC Private Wealth Group LLC428$6.89KHeld
Pinnacle Bancorp, Inc.421$6.78KHeld
NATIONAL BANK OF CANADA /FI/407$6.55KHeld
Pinnacle Wealth Planning Services, Inc.397$6.39KHeld
Thomas J. Herzfeld Advisors, Inc.395$6.36KHeld
CREATIVE FINANCIAL DESIGNS INC /ADV363$5.84KHeld
GPS Wealth Strategies Group, LLC356$5.73KHeld
JONES FINANCIAL COMPANIES LLLP325$5.23KHeld
COUNTRY TRUST BANK321$5.17KHeld
Game Plan Financial Advisors, LLC300$4.83KHeld
JPMORGAN CHASE & CO292$4.71KHeld
WPG Advisers, LLC164$2.64KHeld
IFP Advisors, Inc155$2.5K−$4Cut−$4
HIGHLINE WEALTH PARTNERS LLC125$2.01KHeld
HARBOUR INVESTMENTS, INC.124$2KHeld
Cambridge Investment Research Advisors, Inc.119.9K$1.93KHeld
Lodestone Wealth Management LLC107$1.72KHeld
Tidemark, LLC106$1.71KHeld
FLAGSHIP HARBOR ADVISORS, LLC88$1.42KNew
Larson Financial Group LLC81$1.3KHeld
DHJJ Financial Advisors, Ltd.55$886Held
Stolper Co53.1K$855Held
Blue Trust, Inc.35$564Held
Key Financial Inc32$515Held
WEDBUSH SECURITIES INC24.9K$401Held
SOL Capital Management CO23.5K$379Held
CWM, LLC1.69K$27Held
HANTZ FINANCIAL SERVICES, INC.500$8Held
Capital Analysts, LLC34$1Held

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.