RVT — Royce Small Cap Trust Inc Institutional Holders · Q3 2026
Who owns Royce Small Cap Trust Inc (RVT)? 10 institutions reported holding $2.92M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Delta Wealth Advisors LLC ($700,035), Farther Finance Advisors, LLC ($627,458), David J Yvars Group ($482,261).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Delta Wealth Advisors LLC | $700,035 | 40,866 | Hold |
| 2 | Farther Finance Advisors, LLC | $627,458 | 36,629 | Trimmed |
| 3 | David J Yvars Group | $482,261 | 28,164 | Hold |
| 4 | ECLECTIC ASSOCIATES INC /ADV | $376,911 | 22,003 | Trimmed |
| 5 | Decker Wealth Management LLC | $342,274 | 19,981 | Added |
| 6 | Wedmont Private Capital | $182,220 | 10,840 | Trimmed |
| 7 | Graves Light Lenhart Wealth, Inc. | $175,634 | 10,253 | Hold |
| 8 | EASTERN BANK | $29,292 | 1,710 | New |
| 9 | CX Institutional | $4,000 | 207 | New |
| 10 | Trust Co | $3,477 | 203 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30