Who Owns ROYCE GLOBAL TRUST INC (RGT)? -- Institutional Holders (2026-06-30)

Name: ROYCE GLOBAL TRUST INC (RGT) Institutional Holders (2026-06-30)
Creator: ko.io

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

来源：SEC 13F 申报文件 · 截至 2026-06-30