RGT institutional holders

ROYCE GLOBAL TRUST INC · 13F, 2026Q2

Managers holding36
Shares held2,585,727
Reported value$36.8m
Quarter flows5 new, 12 added, 6 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Atlas Wealth LLC433,444$6.2m0.9%
MORGAN STANLEY431,605$6.1m0.0%
Matisse Capital291,000$4.1m1.7%
OSAIC HOLDINGS, INC.193,110$2.7m0.0%
1607 Capital Partners, LLC183,419$2.6m0.2%
Shaker Financial Services, LLC182,508$2.6m0.8%
PRIVATE MANAGEMENT GROUP INC163,128$2.3m0.1%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC119,454$1.7m0.2%
LPL Financial LLC101,658$1.4m0.0%
Integrated Wealth Concepts LLC86,921$1.2m0.0%
Compound Planning, Inc.49,014$697,4690.0%
Beckerman Institutional, LLC43,001$611,9040.3%
CAPTRUST FINANCIAL ADVISORS41,435$589,6200.0%
WOLVERINE ASSET MANAGEMENT LLC38,517$548,0970.0%
ROTHSCHILD INVESTMENT LLC37,110$528,0800.0%
Tidal Investments LLC30,535$434,5130.0%
StoneX Group Inc.26,174$372,4560.0%
RAYMOND JAMES FINANCIAL INC24,223$344,6850.0%
D.A. DAVIDSON & CO.21,827$310,5980.0%
1776 Wealth LLC20,391$290,1640.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP17,218$245,0120.0%
BLAIR WILLIAM & CO/IL13,520$192,3900.0%
WELLS FARGO & COMPANY/MN12,322$175,3420.0%
COMMONWEALTH EQUITY SERVICES, LLC11,761$167,3600.0%
UBS Group AG5,275$75,0630.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("RGT"). RGT price history · All 13F data

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