Who Owns Franklin Templeton Investments (US) Royce Small-Cap Trust Inc (RVT)? -- Institutional Holders (2026-06-30)

228 institutions reported holding $717.3M of Franklin Templeton Investments (US) Royce Small-Cap Trust Inc (RVT) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($111.8M), MORGAN STANLEY ($109.0M), RAYMOND JAMES FINANCIAL INC ($57.1M), LPL Financial LLC ($44.3M), WELLS FARGO & COMPANY/MN ($30.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$111.8M	6.1M	Added
2	MORGAN STANLEY	$109.0M	5.9M	Trimmed
3	RAYMOND JAMES FINANCIAL INC	$57.1M	3.1M	Added
4	LPL Financial LLC	$44.3M	2.4M	Added
5	WELLS FARGO & COMPANY/MN	$30.4M	1.6M	Trimmed
6	Royal Bank of Canada	$30.3M	1.6M	Added
7	Penserra Capital Management LLC	$25.6M	1.4M	Added
8	Saba Capital Management, L.P.	$23.0M	1.2M	New
9	STIFEL FINANCIAL CORP	$15.7M	848,245	Added
10	Janney Montgomery Scott LLC	$13.7M	742,462	Added
11	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	$12.5M	674,729	Added
12	LAZARD ASSET MANAGEMENT LLC	$11.3M	612,315	Hold
13	RIVERNORTH CAPITAL MANAGEMENT, LLC	$11.2M	607,243	Added
14	Shaker Financial Services, LLC	$11.2M	605,745	Added
15	Waterfront Wealth Inc.	$9.0M	495,162	Trimmed
16	OSAIC HOLDINGS, INC.	$8.9M	484,010	Added
17	Modern Wealth Management, LLC	$8.9M	480,230	Trimmed
18	UBS Group AG	$8.6M	465,248	Trimmed
19	GUGGENHEIM CAPITAL LLC	$7.8M	423,470	Trimmed
20	Advisors Asset Management, Inc.	$6.2M	336,541	Added
21	Paller Financial Services Inc	$5.6M	303,412	Trimmed
22	Steward Partners Investment Advisory, LLC	$5.4M	290,748	Added
23	Allspring Global Investments Holdings, LLC	$5.3M	287,283	Added
24	ROTHSCHILD INVESTMENT LLC	$4.6M	250,772	Added
25	CAPTRUST FINANCIAL ADVISORS	$4.6M	249,028	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30