Who Owns ROYCE GLOBAL TRUST INC (RGT)? -- Institutional Holders (2026-06-30)
38 institutions reported holding $36.8M of ROYCE GLOBAL TRUST INC (RGT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Atlas Wealth LLC ($6.2M), MORGAN STANLEY ($6.1M), Matisse Capital ($4.1M), OSAIC HOLDINGS, INC. ($2.7M), 1607 Capital Partners, LLC ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Atlas Wealth LLC | $6.2M | 433,444 | New |
| 2 | MORGAN STANLEY | $6.1M | 431,605 | Added |
| 3 | Matisse Capital | $4.1M | 291,000 | Hold |
| 4 | OSAIC HOLDINGS, INC. | $2.7M | 193,110 | Added |
| 5 | 1607 Capital Partners, LLC | $2.6M | 183,419 | Added |
| 6 | Shaker Financial Services, LLC | $2.6M | 182,508 | Trimmed |
| 7 | PRIVATE MANAGEMENT GROUP INC | $2.3M | 163,128 | Trimmed |
| 8 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.7M | 119,454 | Added |
| 9 | LPL Financial LLC | $1.4M | 101,658 | Added |
| 10 | Integrated Wealth Concepts LLC | $1.2M | 86,921 | Added |
| 11 | Compound Planning, Inc. | $697,469 | 49,014 | Trimmed |
| 12 | Beckerman Institutional, LLC | $611,904 | 43,001 | Added |
| 13 | CAPTRUST FINANCIAL ADVISORS | $589,620 | 41,435 | Added |
| 14 | WOLVERINE ASSET MANAGEMENT LLC | $548,097 | 38,517 | Added |
| 15 | ROTHSCHILD INVESTMENT LLC | $528,080 | 37,110 | Hold |
| 16 | Tidal Investments LLC | $434,513 | 30,535 | Added |
| 17 | StoneX Group Inc. | $372,456 | 26,174 | New |
| 18 | RAYMOND JAMES FINANCIAL INC | $344,685 | 24,223 | Trimmed |
| 19 | D.A. DAVIDSON & CO. | $310,598 | 21,827 | Hold |
| 20 | 1776 Wealth LLC | $290,164 | 20,391 | Hold |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $245,012 | 17,218 | Added |
| 22 | BLAIR WILLIAM & CO/IL | $192,390 | 13,520 | Hold |
| 23 | WELLS FARGO & COMPANY/MN | $175,342 | 12,322 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $167,360 | 11,761 | Hold |
| 25 | UBS Group AG | $75,063 | 5,275 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30