Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ROYCE MICRO-CAP TR INC (RMT)

94 + Investors. Track Smart Money conviction in RMT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — RMT

Based on 94 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
94 hedge funds hold RMT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

48 buying37 selling
Last quarter: 48 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new RMT position: 9 → 16 → 10 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 16% medium 23% new
57 out of 94 hedge funds have held RMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~16 new funds/quarter

11 → 9 → 16 → 10 → 16 new funds/Q
New funds entering each quarter: 9 → 16 → 10 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 61% of holders stayed 2+ years

61% veterans 7% 1-2yr 32% new
Of 94 current holders: 57 (61%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
7 of 94 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: RMT

How many hedge funds hold RMT — quarterly history vs. share price
Quarterly hedge fund ownership of RMT vs. share price

Market Analysis: RMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RMT

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: RMT
2026 Q1 Stats Unlock in 22 days 94 + Investors

Track Smart Money conviction in RMT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 94 90 4.44%
13F Shares 19M 18M 8.47%
Total Value $202M $185M 9.29%
New Positions 16 10 +6
Increased Positions 32 31 +1
Closed Positions 12 12 -
Reduced Positions 25 28 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RMT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

94 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RMT. Verified SEC 13F-HR filings.

Top 25 institutional holders of RMT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMG Family Office LLC 0.50% 39,349 $445K
2 Comprehensive Money Management Services LLC 0.30% 40,465 $458K
3 TrueMark Investments, LLC 0.23% 106,443 $1.2M
4 DKM Wealth Management, Inc. 0.19% 23,002 $260K
5 Traub Capital Management LLC 0.13% 11,441 $129K
6 EVOLVE PRIVATE WEALTH, LLC 0.07% 116,669 $1.3M
7 UHLMANN PRICE SECURITIES, LLC 0.07% 87,400 $988K
8 SPIREPOINT PRIVATE CLIENT, LLC 0.05% 47,862 $541K
9 Spinnaker Investment Group, LLC 0.04% 15,877 $180K
10 ECLECTIC ASSOCIATES INC /ADV 0.03% 17,205 $195K
11 Daytona Street Capital LLC 0.02% 2,281 $27K
12 SAX WEALTH ADVISORS, LLC 0.02% 31,430 $328K
13 JFS WEALTH ADVISORS, LLC 0.01% 13,896 $157K
14 Soltis Investment Advisors LLC 0.01% 11,919 $135K
15 SAPIENT CAPITAL LLC 0.01% 48,559 $549K
16 Private Advisor Group, LLC 0.01% 104,993 $1.2M
17 Wedmont Private Capital 0.01% 13,886 $167K
18 Diversified Trust Co 0.00% 20,396 $231K
19 Concurrent Investment Advisors, LLC 0.00% 25,123 $284K
20 OPPENHEIMER & CO INC 0.00% 16,598 $188K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 124,998 $1.4M
22 Janney Montgomery Scott LLC 0.00% 16,186
23 Farther Finance Advisors, LLC 0.00% 471 $5K
24 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 61
25 Blue Trust, Inc. 0.00%
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ROYCE MICRO-CAP TR INC (RMT)

What does the Smart Money Trend signal show for RMT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RMT?

Slight buying edge — 56% buying: Last quarter: 48 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RMT holders?

Strong quality — 30% AUM from major funds: 7 of 94 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RMT?

61% of holders stayed for 2+ years: 57 out of 94 hedge funds have held RMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.