NEW YORK, NY
ROYCE GLOBAL TRUST, INC.RGT— Latest position per institution from SEC 13F filings
15
Institutional holders
3.04M
Total shares held
38.09M
Estimated value
151.76K
Avg. position size
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
880.27K
Value
10.21M
Filed
Sep 30, 2024
MORGAN STANLEY
CIK 895421
Shares
430.19K
Value
5.75M
Filed
Mar 31, 2026
MATISSE CAPITAL
CIK 1668256
Shares
291K
Value
3.89M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
196.03K
Value
2.62M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
178.42K
Value
2.38M
Filed
Mar 31, 2026
PRIVATE MANAGEMENT GROUP INC
CIK 1142031
Shares
168K
Value
2.24M
Filed
Mar 31, 2026
ATLAS WEALTH LLC
CIK 1964106
Shares
154.85K
Value
1.75M
Filed
Jun 30, 2024
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
127.92K
Value
1.25M
Filed
Dec 31, 2023
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 1352860
Shares
106.38K
Value
1.42M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
89.13K
Value
1.19M
Filed
Mar 31, 2026
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
86.73K
Value
1.16M
Filed
Mar 31, 2026
COMPOUND PLANNING, INC.
CIK 1978879
Shares
49.82K
Value
665.71K
Filed
Mar 31, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
47.12K
Value
617.80K
Filed
Dec 31, 2025
NFSG CORP
CIK 1879757
Shares
45.32K
Value
586.90K
Filed
Sep 30, 2025
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
39.44K
Value
526.93K
Filed
Mar 31, 2026
ROTHSCHILD INVESTMENT LLC
CIK 85338
Shares
37.11K
Value
495.87K
Filed
Mar 31, 2026
WEALTHCARE ADVISORY PARTNERS LLC
CIK 1683059
Shares
30.70K
Value
299.37K
Filed
Dec 31, 2023
TIDAL INVESTMENTS LLC
CIK 1600064
Shares
29K
Value
387.44K
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
24.87K
Value
332.32K
Filed
Mar 31, 2026
BECKERMAN INSTITUTIONAL, LLC
CIK 2043468
Shares
22.85K
Value
305.36K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES & ASSOCIATES | 1084208 | 880.27K | 10.21M | Sep 30, 2024 |
| 2 | MORGAN STANLEY | 895421 | 430.19K | 5.75M | Mar 31, 2026 |
| 3 | MATISSE CAPITAL | 1668256 | 291K | 3.89M | Mar 31, 2026 |
| 4 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 196.03K | 2.62M | Mar 31, 2026 |
| 5 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 178.42K | 2.38M | Mar 31, 2026 |
| 6 | PRIVATE MANAGEMENT GROUP INC | 1142031 | 168K | 2.24M | Mar 31, 2026 |
| 7 | ATLAS WEALTH LLC | 1964106 | 154.85K | 1.75M | Jun 30, 2024 |
| 8 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 127.92K | 1.25M | Dec 31, 2023 |
| 9 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 106.38K | 1.42M | Mar 31, 2026 |
| 10 | LPL FINANCIAL LLC | 1403438 | 89.13K | 1.19M | Mar 31, 2026 |
| 11 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 86.73K | 1.16M | Mar 31, 2026 |
| 12 | COMPOUND PLANNING, INC. | 1978879 | 49.82K | 665.71K | Mar 31, 2026 |
| 13 | CORNERSTONE ADVISORS, LLC | 1775446 | 47.12K | 617.80K | Dec 31, 2025 |
| 14 | NFSG CORP | 1879757 | 45.32K | 586.90K | Sep 30, 2025 |
| 15 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 39.44K | 526.93K | Mar 31, 2026 |
| 16 | ROTHSCHILD INVESTMENT LLC | 85338 | 37.11K | 495.87K | Mar 31, 2026 |
| 17 | WEALTHCARE ADVISORY PARTNERS LLC | 1683059 | 30.70K | 299.37K | Dec 31, 2023 |
| 18 | TIDAL INVESTMENTS LLC | 1600064 | 29K | 387.44K | Mar 31, 2026 |
| 19 | RAYMOND JAMES FINANCIAL INC | 720005 | 24.87K | 332.32K | Mar 31, 2026 |
| 20 | BECKERMAN INSTITUTIONAL, LLC | 2043468 | 22.85K | 305.36K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.