KA
RMT

Kovack Advisors’s Royce Micro-Cap Trust RMT Stock Holding History

Kovack Advisors’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$985K Buy
+67,299
New +$903K 0.05% 393

Other funds holding RMT

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Kovack Advisors's RMT Position: Q2 2026 in Review

Kovack Advisors opened a new position in Royce Micro-Cap Trust (RMT) in Q2 2026: 67,299 shares worth $985K. The stake represents 0.05% of the portfolio and ranks #393 among its holdings.

37 funds tracked by Wall St. Rank hold RMT as of Q2 2026.

  • Kovack Advisors held 67,299 shares of Royce Micro-Cap Trust worth $985K as of Q2 2026.
  • Royce Micro-Cap Trust was a new Kovack Advisors position in Q2 2026.
  • Royce Micro-Cap Trust made up 0.05% of Kovack Advisors's portfolio in Q2 2026, its #393 holding.
  • 37 funds tracked by Wall St. Rank held Royce Micro-Cap Trust as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.