RMT

Royce Micro-Cap Trust

94 hedge funds and large institutions have $139M invested in Royce Micro-Cap Trust in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
31
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WP
51
WealthShield Partners
North Carolina
$316K +$9.63K +1,142 +3%
DADC
52
D.A. Davidson & Co
Montana
$313K +$5.24K +621 +2%
ARC
53
Advisor Resource Council
Texas
$301K +$301K +35,688 New
KWM
54
Kingsview Wealth Management
Oregon
$290K +$674 +80 +0.2%
NA
55
NewEdge Advisors
Louisiana
$257K +$22.6K +2,675 +10%
CB
56
Commerce Bank
Missouri
$250K +$250K +29,712 New
PSFG
57
Prairie Sky Financial Group
Illinois
$235K +$5.08K +602 +2%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$210K +$6.53K +775 +3%
P
59
&Partners
Tennessee
$202K +$93.8K +11,092 +87%
Calamos Advisors
60
Calamos Advisors
Illinois
$199K -$108K -12,805 -35%
DWM
61
DKM Wealth Management
California
$194K
ATI
62
ARK & TLK Investments
Oklahoma
$192K
SPIA
63
Steward Partners Investment Advisory
New York
$178K +$2.25K +267 +1%
IFWM
64
Institute for Wealth Management
Colorado
$175K
HWMO
65
Heritage Wealth Management (Ohio)
Ohio
$166K +$166K +19,682 New
DT
66
Diversified Trust
Tennessee
$141K
AWS
67
Atria Wealth Solutions
New York
$137K +$1.38K +164 +1%
FAIM
68
Financial Advocates Investment Management
Washington
$133K +$2.88K +341 +2%
CMMS
69
Comprehensive Money Management Services
Florida
$133K +$4K +475 +3%
OC
70
Oppenheimer & Co
New York
$124K +$124K +14,675 New
PGFC
71
Peapack-Gladstone Financial Corp
New Jersey
$115K -$19.3K -2,280 -14%
SI
72
Stephens Inc
Arkansas
$110K +$2.36K +280 +2%
SIA
73
Soltis Investment Advisors
Utah
$100K
JIP
74
Jaffetilchin Investment Partners
Florida
$96.8K -$33.1K -3,931 -25%
Vanguard Group
75
Vanguard Group
Pennsylvania
$91.3K