Institutional Ownership
Royce Global Trust Inc
CUSIP 78081T104COMRGTQ1 2026
Institutional Holders
34
13F filers
Shares Held
1.87M
Aggregate institutional
Institutional Value
$25.02M
Q1 2026
Net New Holders
+2
5 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased9
Decreased8
Sold out3
Institutional Holders
34 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 430.2K | $5.75M | +5.1K | Added |
| 2 | Matisse Capital | 291.0K | $3.89M | 0 | Held |
| 3 | Shaker Financial Services, LLC | 196.0K | $2.62M | +3.0K | Added |
| 4 | 1607 Capital Partners, LLC | 178.4K | $2.38M | +80.9K | Added |
| 5 | Private Management Group Inc | 168.0K | $2.24M | −2.2K | Reduced |
| 6 | Blue Bell Private Wealth Management, LLC | 106.4K | $1.42M | +9.8K | Added |
| 7 | Lpl Financial LLC | 89.1K | $1.19M | +23.1K | Added |
| 8 | Integrated Wealth Concepts LLC | 86.7K | $1.16M | +1.4K | Added |
| 9 | Compound Planning, Inc. | 49.8K | $665.7K | −2.7K | Reduced |
| 10 | Captrust Financial Advisors | 39.4K | $526.9K | +3.9K | Added |
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