Royce Small-Cap Trust, Inc. — Institutional Ownership
Which tracked institutions hold RVT, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
19
Funds holding
$368797909
Total value held
Buying
14 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | $111826829 | 6054512 | +218175 | +3.74% |
| 2 | Morgan Stanley | $109038158 | 5903526 | -204987 | -3.36% |
| 3 | Raymond James Financial Inc | $57050506 | 3088819 | +257053 | +9.08% |
| 4 | Wells Fargo & Company/Mn | $30411603 | 1646540 | -45135 | -2.67% |
| 5 | Royal Bank Of Canada | $30276000 | 1639146 | +14372 | +0.88% |
| 6 | Stifel Financial Corp | $15667119 | 848245 | +848245 | NEW BUY |
| 7 | Ubs Group Ag | $8593130 | 465248 | +465248 | NEW BUY |
| 8 | Atlantic Union Bankshares Corp | $1742848 | 94361 | -532 | -0.56% |
| 9 | Fifth Third Bancorp | $1357623 | 73504 | +2273 | +3.19% |
| 10 | Bank Of Montreal /Can/ | $848604 | 45945 | +2385 | +5.48% |
| 11 | Jefferies Financial Group Inc. | $429668 | 23263 | +23263 | NEW BUY |
| 12 | Southstate Bank Corp | $350413 | 18972 | +18972 | NEW BUY |
| 13 | Us Bancorp \De\ | $290459 | 15726 | +2 | +0.01% |
| 14 | Pnc Financial Services Group, Inc. | $242807 | 13146 | — | Held |
| 15 | Truist Financial Corp | $235413 | 12746 | +808 | +6.77% |
| 16 | Invesco Ltd. | $216727 | 11734 | +11734 | NEW BUY |
| 17 | Sei Investments Co | $189470 | 10258 | +10258 | NEW BUY |
| 18 | Prosperity Bancshares Inc | $25156 | 1362 | +1362 | NEW BUY |
| 19 | Jpmorgan Chase & Co | $5376 | 292 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.