Who Owns Royce Global Stock?
NYSE: RGTFinanceTrusts Except Educational Religious and CharitableUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 39.48%
- Held by insiders
- 11.15%
- Institutional holders
- 40
- Institutions 39.5%
- Insiders 11.1%
- Public and other 49.4%
Who owns Royce Global stock?
Institutional investors own about 39.5% of Royce Global's shares, spread across 40 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 11.15% of RGT.
The largest institutional holders are Atlas Wealth LLC (6.60%), Morgan Stanley (6.58%) and Matisse Capital (4.43%). Together, the top 10 institutions control 33.3% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their RGT positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of RGT
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Atlas Wealth LLC | 433.44K | 6.60% | +100.0% |
| Morgan Stanley | 431.61K | 6.58% | +0.3% |
| Matisse Capital | 291.00K | 4.43% | 0.0% |
| Osaic Holdings Inc. | 193.11K | 2.94% | +4286.9% |
| 1607 Capital Partners, LLC | 183.42K | 2.79% | +2.8% |
| Shaker Financial Services, LLC | 182.51K | 2.78% | -6.9% |
| Private Management Group, Inc. | 163.13K | 2.49% | -2.9% |
| Blue Bell Private Wealth Management, LLC | 119.45K | 1.82% | +12.3% |
| LPL Financial LLC | 101.66K | 1.55% | +14.1% |
| Integrated Wealth Concepts LLC | 86.92K | 1.32% | +0.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of RGT
| Fund | Shares | % Held |
|---|---|---|
| Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy | 188.00K | 2.86% |
| Tidal Trust III-NovaTide Flexible Allocation ETF | 29.95K | 0.46% |
| Gabelli Equity Trust Inc | 3.88K | 0.06% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 1.75K | 0.03% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 627 | 0.01% |
Frequently asked questions
Who is the largest shareholder of Royce Global?
Atlas Wealth LLC is the largest institutional shareholder of RGT, owning 6.60% of shares outstanding (433.44K shares) as of its latest 13F filing.
What percentage of Royce Global is owned by institutions?
Institutions own about 39.5% of RGT shares and 44.4% of the public float.
How much of Royce Global do insiders own?
Insiders, such as officers and directors, own about 11.15% of RGT shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.