RMT

Royce Micro-Cap Trust

105 hedge funds and large institutions have $226M invested in Royce Micro-Cap Trust in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$1.41M
EPW
27
Evolve Private Wealth
California
$1.32M
MC
28
Moors & Cabot
Massachusetts
$1.32M
Stifel Financial
29
Stifel Financial
Missouri
$1.23M
TI
30
TrueMark Investments
Illinois
$1.2M
PAG
31
Private Advisor Group
New Jersey
$1.19M
AAM
32
Advisors Asset Management
Colorado
$1.14M
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$1.11M
BA
34
Bard Associates
Illinois
$1.01M
UPS
35
UHLMANN PRICE SECURITIES
Illinois
$988K
Brown Advisory
36
Brown Advisory
Maryland
$846K
DWM
37
Diversify Wealth Management
Utah
$840K
RGC
38
Roberts, Glore & Co
Illinois
$770K
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$719K
KIM
40
Karpus Investment Management
New York
$713K
TFCP
41
Twin Focus Capital Partners
Massachusetts
$703K
First Trust Advisors
42
First Trust Advisors
Illinois
$650K
NAS
43
NWF Advisory Services
California
$573K
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$566K
SC
45
Sapient Capital
Indiana
$549K
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$544K
SPC
47
Spirepoint Private Client
Florida
$541K
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$532K
EWA
49
EP Wealth Advisors
California
$490K
CMMS
50
Comprehensive Money Management Services
Florida
$458K