Who Owns ROYCE GLOBAL TRUST INC (RGT)? -- Institutional Holders (2026-03-31)
37 institutions reported holding $25.0M of ROYCE GLOBAL TRUST INC (RGT) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($5.7M), Matisse Capital ($3.9M), Shaker Financial Services, LLC ($2.6M), 1607 Capital Partners, LLC ($2.4M), PRIVATE MANAGEMENT GROUP INC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $5.7M | 430,194 | Added |
| 2 | Matisse Capital | $3.9M | 291,000 | Hold |
| 3 | Shaker Financial Services, LLC | $2.6M | 196,031 | Added |
| 4 | 1607 Capital Partners, LLC | $2.4M | 178,419 | Added |
| 5 | PRIVATE MANAGEMENT GROUP INC | $2.2M | 168,005 | Trimmed |
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.4M | 106,381 | Added |
| 7 | LPL Financial LLC | $1.2M | 89,133 | Added |
| 8 | Integrated Wealth Concepts LLC | $1.2M | 86,727 | Added |
| 9 | Compound Planning, Inc. | $665,707 | 49,821 | Trimmed |
| 10 | CAPTRUST FINANCIAL ADVISORS | $526,930 | 39,435 | Added |
| 11 | ROTHSCHILD INVESTMENT LLC | $495,868 | 37,110 | Hold |
| 12 | Tidal Investments LLC | $387,445 | 28,996 | New |
| 13 | RAYMOND JAMES FINANCIAL INC | $332,319 | 24,871 | Trimmed |
| 14 | Beckerman Institutional, LLC | $305,362 | 22,853 | Added |
| 15 | D.A. DAVIDSON & CO. | $291,652 | 21,827 | Trimmed |
| 16 | 1776 Wealth LLC | $272,465 | 20,391 | Hold |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $209,543 | 15,682 | Added |
| 18 | BLAIR WILLIAM & CO/IL | $180,654 | 13,520 | Hold |
| 19 | WELLS FARGO & COMPANY/MN | $167,674 | 12,549 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $157,160 | 11,761 | Trimmed |
| 21 | WOLVERINE ASSET MANAGEMENT LLC | $98,491 | 7,371 | Trimmed |
| 22 | UBS Group AG | $85,276 | 6,382 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $58,871 | 4,402 | Hold |
| 24 | FIFTH THIRD BANCORP | $47,983 | 3,591 | New |
| 25 | Atlantic Union Bankshares Corp | $28,060 | 2,100 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31