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Royce Micro Capital Trust shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Royce Micro Capital Trust (RMT) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Royce Micro Capital Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Micro Capital Trust held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Micro Capital Trust by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 1.1M 10.39
2025-06-30 $10M 1.1M 9.25
2025-03-31 $9.1M 1.1M 8.43
2024-12-31 $9.4M 969k 9.75

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View all positions for Modern Wealth Management

Top funds holding Royce Micro Capital Trust

Morgan Stanley
Saba Capital Management
Modern Wealth Management
UBS Group
Allspring Global Investments Holdings
Alexander Randolph Advisory
Shaker Financial Services
Rivernorth Capital Management
LPL Financial
Punch & Associates Investment Management
Wells Fargo & Company
Blue Bell Private Wealth Management
Flagship Harbor Advisors
Mraz, Amerine & Associates
Wolverine Asset Management

View all funds holding Royce Micro Capital Trust