NEW YORK, NY
ROYCE GLOBAL TRUST, INC.RGT— Latest position per institution from SEC 13F filings
15
Institutional holders
3.53M
Total shares held
47.05M
Estimated value
176.33K
Avg. position size
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
880.27K
Value
10.21M
Filed
Sep 30, 2024
ATLAS WEALTH LLC
CIK 1964106
Shares
433.44K
Value
6.17M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
431.61K
Value
6.14M
Filed
Jun 30, 2026
MATISSE CAPITAL
CIK 1668256
Shares
291K
Value
4.14M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
193.11K
Value
2.75M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
183.42K
Value
2.61M
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
182.51K
Value
2.60M
Filed
Jun 30, 2026
PRIVATE MANAGEMENT GROUP INC
CIK 1142031
Shares
163.13K
Value
2.32M
Filed
Jun 30, 2026
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
119.45K
Value
1.70M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
101.66K
Value
1.45M
Filed
Jun 30, 2026
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
86.92K
Value
1.24M
Filed
Jun 30, 2026
COMPOUND PLANNING, INC.
CIK 1978879
Shares
49.01K
Value
697.47K
Filed
Jun 30, 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
BECKERMAN INSTITUTIONAL, LLC
CIK 2043468
Shares
43K
Value
611.90K
Filed
Jun 30, 2026
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
41.44K
Value
589.62K
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
38.52K
Value
548.10K
Filed
Jun 30, 2026
ROTHSCHILD INVESTMENT LLC
CIK 85338
Shares
37.11K
Value
528.08K
Filed
Jun 30, 2026
WEALTHCARE ADVISORY PARTNERS LLC
CIK 1683059
Shares
30.70K
Value
299.37K
Filed
Dec 31, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES & ASSOCIATES | 1084208 | 880.27K | 10.21M | Sep 30, 2024 |
| 2 | ATLAS WEALTH LLC | 1964106 | 433.44K | 6.17M | Jun 30, 2026 |
| 3 | MORGAN STANLEY | 895421 | 431.61K | 6.14M | Jun 30, 2026 |
| 4 | MATISSE CAPITAL | 1668256 | 291K | 4.14M | Jun 30, 2026 |
| 5 | OSAIC HOLDINGS, INC. | 1677044 | 193.11K | 2.75M | Jun 30, 2026 |
| 6 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 183.42K | 2.61M | Jun 30, 2026 |
| 7 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 182.51K | 2.60M | Jun 30, 2026 |
| 8 | PRIVATE MANAGEMENT GROUP INC | 1142031 | 163.13K | 2.32M | Jun 30, 2026 |
| 9 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 127.92K | 1.25M | Dec 31, 2023 |
| 10 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1352860 | 119.45K | 1.70M | Jun 30, 2026 |
| 11 | LPL FINANCIAL LLC | 1403438 | 101.66K | 1.45M | Jun 30, 2026 |
| 12 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 86.92K | 1.24M | Jun 30, 2026 |
| 13 | COMPOUND PLANNING, INC. | 1978879 | 49.01K | 697.47K | Jun 30, 2026 |
| 14 | CORNERSTONE ADVISORS, LLC | 1775446 | 47.12K | 617.80K | Dec 31, 2025 |
| 15 | NFSG CORP | 1879757 | 45.32K | 586.90K | Sep 30, 2025 |
| 16 | BECKERMAN INSTITUTIONAL, LLC | 2043468 | 43K | 611.90K | Jun 30, 2026 |
| 17 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 41.44K | 589.62K | Jun 30, 2026 |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 38.52K | 548.10K | Jun 30, 2026 |
| 19 | ROTHSCHILD INVESTMENT LLC | 85338 | 37.11K | 528.08K | Jun 30, 2026 |
| 20 | WEALTHCARE ADVISORY PARTNERS LLC | 1683059 | 30.70K | 299.37K | Dec 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.