Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Royce Micro-Cap Tr Inc (RMT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — RMT

Based on 108 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
108 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 — +11% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

51 buying46 selling
Last quarter: 51 funds bought or added vs 46 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.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 16 → 18 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 19% new
59 out of 108 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.
💰

Value +35% but shares only +4% — price-driven

Value
+34%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +35%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

18 → 11 → 16 → 18 → 15 new funds/Q
New funds entering each quarter: 11 → 16 → 18 → 15. A growing number of institutions are discovering RMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 27% newcomers

■ 61% veterans ■ 12% 1-2yr ■ 27% new
Entry-cohort mix of 108 holders: 66 (61%) are 2+ year veterans, 13 entered 1–2 years ago, and 29 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
11 of 108 holders rank in the top 100 by AUM, accounting for 29% 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.

Institutional Sentiment Summary — RMT

In 2026 Q2, 51 hedge funds were net buyers of RMT (15 opened a new position, 36 added to an existing one), while 46 reduced or exited (34 trimmed, 12 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in RMT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 108.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: RMT
108 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 108 105 2.86%
13F Shares 21M 20M 4.08%
Total Value $304M $226M 34.81%
New Positions 15 18 -3
Increased Positions 36 33 +3
Closed Positions 12 11 +1
Reduced Positions 34 31 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RMT

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Institutional Holders (2026 Q2)

108 + investors

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

QUARTER:
Top 25 RMT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alexander Randolph Advisory, Inc. 11.70% 970,065 $14.2M
2 Altium Capital Management LLC 8.58% 278,051 $4.1M
3 Shaker Financial Services, LLC 1.32% 287,837 $4.2M
4 Saba Capital Management, L.P. 1.26% 3,346,703 $49.0M
5 Blue Bell Private Wealth Management, LLC 1.20% 659,921 $9.7M
6 Fca Corp /Tx 1.15% 320,074 $4.7M
7 Mraz, Amerine & Associates, Inc. 0.73% 346,327 $5.1M
8 Bulldog Investors, LLP 0.59% 181,964 $2.7M
9 Rivernorth Capital Management, LLC 0.57% 813,982 $11.9M
10 PMG Family Office LLC 0.54% 39,694 $581K
11 Waterfront Wealth Inc. 0.46% 209,595 $3.0M
12 Bard Associates Inc 0.40% 123,838 $1.8M
13 Advisory Advocates, LLC 0.39% 31,355 $459K
14 Comprehensive Money Management Services LLC 0.38% 41,715 $611K
15 Punch & Associates Investment Management, INC. 0.38% 522,665 $7.7M
16 Flagship Harbor Advisors, LLC 0.31% 546,040 $8.0M
17 Quantedge Capital Pte Ltd 0.27% 24,397 $357K
18 Atlas Wealth LLC 0.26% 122,864 $1.8M
19 DKM Wealth Management, Inc. 0.22% 23,002 $337K
20 TrueMark Investments, LLC 0.21% 113,982 $1.7M
21 Roberts Glore & Co Inc /Il/ 0.20% 55,290 $809K
22 Closed-End Fund Advisors, Inc. 0.17% 11,610 $170K
23 Modern Wealth Management, LLC 0.16% 944,413 $13.8M
24 Evolve Private Wealth, LLC 0.10% 112,472 $1.6M
25 Twin Focus Capital Partners, LLC 0.09% 62,161 $910K
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 53% buying: Last quarter: 51 funds bought or added vs 46 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 — 29% AUM from major funds: 11 of 108 holders rank in the top 100 by AUM, accounting for 29% 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?

55% of holders stayed for 2+ years: 59 out of 108 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.

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