Royce Micro-Cap Trust Ownership | Who Owns Royce Micro-Cap Trust?

Royce Micro-Cap Trust Ownership Summary

Royce Micro-Cap Trust is owned by 33.76% institutional investors, 0.18% insiders, and 66.06% retail investors. Morgan stanley is the largest institutional shareholder, holding 4.09% of RMT shares.

RMT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Royce Micro-Cap Trust	33.76%	0.18%	66.06%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Asset Management Stocks	50.65%	9.51%	39.84%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Morgan stanley	2.00M	4.09%	$18.40M
Modern wealth management	1.10M	2.12%	$10.13M
Ubs group	1.01M	1.99%	$9.84M
Shaker financial services	1.02M	1.98%	$9.45M
Alexander randolph advisory	963.91K	1.87%	$8.92M
Allspring global investments	695.44K	1.37%	$6.78M
Punch & associates investment management	616.72K	1.19%	$5.70M
Wells fargo & company/mn	604.21K	1.19%	$5.89M
Flagship harbor advisors	516.86K	1.00%	$4.78M
Advisors asset management	501.10K	0.99%	$4.89M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Alexander randolph advisory	963.91K	7.99%	$8.92M
Shaker financial services	1.02M	3.43%	$9.45M
Fca corp /tx	296.80K	0.87%	$2.73M
Quantedge capital pte	88.70K	0.75%	$820.45K
Blue bell private wealth management	473.55K	0.73%	$4.38M
Family firm	284.63K	0.54%	$2.24M
Mraz, amerine & associates	363.43K	0.54%	$3.36M
Uhlmann price securities	70.25K	0.46%	$649.80K
Bard associates	153.90K	0.46%	$1.42M
Punch & associates investment management	616.72K	0.35%	$5.70M

Top Buyers

Holder	Shares	% Assets	Change
Morgan stanley	2.00M	0.00%	311.59K
Polar asset management partners	238.37K	0.03%	238.37K
Saba capital management	271.61K	0.06%	224.37K
Rivernorth capital management	221.85K	0.11%	221.85K
Wolverine asset management	353.90K	0.03%	166.18K

Top Sellers

Holder	Shares	% Assets	Change
Allspring global investments	695.44K	0.01%	-444.90K
Advisors asset management	501.10K	0.09%	-153.99K
Atlas wealth	-	-	-138.59K
Hightower advisors	-	-	-39.66K
Logan stone capital	-	-	-39.32K

New Positions

Holder	Shares	% Assets	Change	Value
Polar asset management partners	238.37K	0.03%	238.37K	$2.20M
Rivernorth capital management	221.85K	0.11%	221.85K	$2.05M
Balyasny asset management	18.93K	0.00%	18.93K	$175.09K
Summit financial	14.44K	0.00%	14.44K	$133.57K
Private capital management	11.83K	0.01%	11.83K	$109.46K

Sold Out

Holder	Change
Citigroup	-1.00
Fmr	-2.00
Clear street	-88.00
Jpmorgan chase	-358.00
First financial corp /in/	-358.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	97	3.19%	17,425,254	5.60%	33	3.30%	54	35.00%	27	-18.18%
Mar 31, 2025	91	-4.21%	16,301,231	-0.55%	31	3.02%	38	-22.45%	33	57.14%
Dec 31, 2024	87	-10.31%	14,346,290	-6.24%	28	3.11%	43	-14.00%	20	-20.00%
Sep 30, 2024	95	7.95%	15,159,379	3.83%	29	3.60%	49	13.95%	24	-
Jun 30, 2024	87	-2.25%	14,589,803	0.97%	29	3.42%	43	4.88%	24	-17.24%

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 26, 2025	CLARK CHRISTOPHER D	President	Buy	$21.34K
May 05, 2025	ROYCE CHARLES M	Sr. Advisor Royce & Associates	Sell	$359.23K
May 05, 2025	ROYCE CHARLES M	Sr. Advisor Royce & Associates	Sell	$62.91K
May 06, 2025	ROYCE CHARLES M	Sr. Advisor Royce & Associates	Sell	$16.68K
May 02, 2025	ROYCE CHARLES M	Sr. Advisor Royce & Associates	Sell	$360.10K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	1	-
2025 Q2	-	7
2025 Q1	-	6
2024 Q3	1	-
2024 Q1	3	-

RMT Ownership FAQ

Who Owns Royce Micro-Cap Trust?

Royce Micro-Cap Trust shareholders are primarily institutional investors at 33.76%, followed by 0.18% insiders and 66.06% retail investors. The average institutional ownership in Royce Micro-Cap Trust's industry, Asset Management Stocks, is 50.65%, which Royce Micro-Cap Trust falls below.

Who owns the most shares of Royce Micro-Cap Trust?

Royce Micro-Cap Trust’s largest shareholders are Morgan stanley (2M shares, 4.09%), Modern wealth management (1.1M shares, 2.12%), and Ubs group (1.01M shares, 1.99%). Together, they hold 8.20% of Royce Micro-Cap Trust’s total shares outstanding.

Does Blackrock own Royce Micro-Cap Trust?

BlackRock is not among the top 10 institutional shareholders of Royce Micro-Cap Trust.

Who is Royce Micro-Cap Trust’s biggest shareholder by percentage of total assets invested?

Alexander randolph advisory is Royce Micro-Cap Trust’s biggest shareholder by percentage of total assets invested, with 7.99% of its assets in 963.91K Royce Micro-Cap Trust shares, valued at 8.92M$.

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