Royce Micro-Cap Trust Ownership | Who Owns Royce Micro-Cap Trust?
Royce Micro-Cap Trust Ownership Summary
Royce Micro-Cap Trust is owned by 15.87% institutional investors, 0.21% insiders, and 83.93% retail investors. Saba capital management is the largest institutional shareholder, holding 5.61% of RMT shares.
RMT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Royce Micro-Cap Trust | 15.87% | 0.21% | 83.93% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Asset Management Stocks | 49.15% | 11.31% | 39.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Saba capital management | 2.97M | 5.61% | $33.54M |
| Morgan stanley | 2.63M | 4.98% | $29.77M |
| Lpl financial | 1.08M | 2.05% | $12.24M |
| Modern wealth management | 1.03M | 1.94% | $11.82M |
| Allspring global investments | 1.01M | 1.92% | $11.47M |
| Alexander randolph advisory | 980.55K | 1.85% | $11.09M |
| Rivernorth capital management | 898.55K | 1.70% | $10.16M |
| Ubs group | 865.40K | 1.64% | $9.79M |
| Blue bell private wealth management | 631.68K | 1.19% | $7.14M |
| Wells fargo & company/mn | 594.73K | 1.13% | $6.73M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Alexander randolph advisory | 980.55K | 9.56% | $11.09M |
| Altium capital management lp | 243.05K | 6.54% | $2.75M |
| Shaker financial services | 396.37K | 1.56% | $4.48M |
| Blue bell private wealth management | 631.68K | 1.03% | $7.14M |
| Fca corp /tx | 313.19K | 1.00% | $3.54M |
| Saba capital management | 2.97M | 0.93% | $33.54M |
| Mraz, amerine & associates | 350.91K | 0.59% | $3.97M |
| Family firm | 284.63K | 0.54% | $2.24M |
| Rivernorth capital management | 898.55K | 0.51% | $10.16M |
| Waterfront wealth | 208.75K | 0.43% | $2.36M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Saba capital management | 2.97M | 0.93% | 350.49K |
| Lazard asset management | 300.00K | 0.01% | 300.00K |
| Waterfront wealth | 208.75K | 0.43% | 208.75K |
| Altium capital management lp | 243.05K | 6.54% | 155.97K |
| Advisors asset management | 100.83K | 0.02% | 100.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Shaker financial services | 396.37K | 1.56% | -433.31K |
| Wolverine asset management | 2.70K | 0.00% | -195.62K |
| Polar asset management partners | 71.29K | 0.01% | -167.07K |
| Atlas wealth | - | - | -138.59K |
| Readystate asset management lp | 35.86K | 0.02% | -95.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lazard asset management | 300.00K | 0.01% | 300.00K | $3.39M |
| Waterfront wealth | 208.75K | 0.43% | 208.75K | $2.36M |
| Advisors asset management | 100.83K | 0.02% | 100.83K | $1.14M |
| Diversify wealth management | 64.65K | 0.01% | 64.65K | $840.47K |
| Karpus management | 63.00K | 0.02% | 63.00K | $712.56K |
Sold Out
| Holder | Change |
|---|---|
| Comerica bank | -77.00 |
| Clear street | -88.00 |
| Highline wealth partners | -200.00 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 63 | -35.71% | 8,387,798 | -56.82% | 15 | 1.16% | 31 | -38.00% | 17 | -34.62% |
| Dec 31, 2025 | 77 | -18.95% | 12,558,010 | -30.40% | 23 | 2.03% | 38 | -7.32% | 20 | -37.50% |
| Sep 30, 2025 | 90 | -8.16% | 17,886,917 | 2.15% | 34 | 2.96% | 38 | -29.63% | 32 | 14.29% |
| 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% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 05, 2026 | DENNEEN JOHN E | Secretary | Buy | $54.80K |
| Jun 01, 2026 | DENNEEN JOHN E | Secretary | Buy | $45.39K |
| Mar 24, 2026 | CLARK CHRISTOPHER D | President | Buy | $74.62K |
| Mar 24, 2002 | CLARK CHRISTOPHER D | President | Buy | $74.62K |
| Nov 05, 2025 | ROYCE CHARLES M | Sr. Advisor Royce & Associates | Sell | $2.05M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | 1 | - |
| 2025 Q4 | - | 1 |
| 2025 Q3 | 1 | - |
| 2025 Q2 | - | 7 |
RMT Ownership FAQ
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