Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Royce Micro-Cap Tr Inc (RMT)

104 + 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
↑ +7
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — RMT

Based on 105 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
105 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 — +18% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

51 buying42 selling
Last quarter: 51 funds bought or added vs 42 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 — ~18 new funds per quarter

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

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new
61 out of 105 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.
📈

Growing discovery — still being found

9 → 18 → 11 → 16 → 18 new funds/Q
New funds entering each quarter: 18 → 11 → 16 → 18. A growing number of institutions are discovering RMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 28% newcomers

■ 63% veterans ■ 10% 1-2yr ■ 28% new
Entry-cohort mix of 105 holders: 66 (63%) are 2+ year veterans, 10 entered 1–2 years ago, and 29 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
9 of 104 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 51 hedge funds were net buyers of RMT (18 opened a new position, 33 added to an existing one), while 42 reduced or exited (31 trimmed, 11 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 30% of total institutional value in RMT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 105.

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.

Is It Too Late to Buy Royce Micro-Cap Tr Inc (RMT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RMT has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
RMT
+23.7%
XLF
+8.0%

RMT outperformed XLF by +15.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
RMT
+7.2%
XLF
+4.4%

Since the filing became public, RMT outperformed XLF by +2.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
104 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 104 98 6.12%
13F Shares 20M 19M 3.01%
Total Value $225M $203M 11.29%
New Positions 18 16 +2
Increased Positions 32 33 -1
Closed Positions 12 13 -1
Reduced Positions 31 26 +5
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 Q1)

104 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alexander Randolph Advisory, Inc. 9.56% 980,555 $11.1M
2 Altium Capital Management LLC 6.54% 243,050 $2.7M
3 Shaker Financial Services, LLC 1.56% 396,368 $4.5M
4 Blue Bell Private Wealth Management, LLC 1.03% 631,683 $7.1M
5 Fca Corp /Tx 1.00% 313,186 $3.5M
6 Saba Capital Management, L.P. 0.93% 2,965,400 $33.5M
7 Mraz, Amerine & Associates, Inc. 0.59% 350,908 $4.0M
8 Rivernorth Capital Management, LLC 0.51% 898,550 $10.2M
9 PMG Family Office LLC 0.50% 39,349 $445K
10 Waterfront Wealth Inc. 0.43% 208,749 $2.4M
11 Punch & Associates Investment Management, INC. 0.36% 545,665 $6.2M
12 Comprehensive Money Management Services LLC 0.30% 40,465 $458K
13 Flagship Harbor Advisors, LLC 0.26% 528,385 $6.0M
14 Bard Associates Inc 0.25% 89,355 $1.0M
15 Advisory Advocates, LLC 0.24% 23,180 $242K
16 TrueMark Investments, LLC 0.23% 106,443 $1.2M
17 Roberts Glore & Co Inc /Il/ 0.21% 68,121 $770K
18 Modern Wealth Management, LLC 0.20% 1,026,680 $11.8M
19 DKM Wealth Management, Inc. 0.19% 23,002 $260K
20 Quantedge Capital Pte Ltd 0.18% 29,397 $332K
21 Closed-End Fund Advisors, Inc. 0.16% 13,807 $156K
22 Traub Capital Management LLC 0.13% 11,441 $129K
23 Twin Focus Capital Partners, LLC 0.08% 62,161 $703K
24 Evolve Private Wealth, LLC 0.07% 116,669 $1.3M
25 Uhlmann Price Securities, LLC 0.07% 87,400 $988K
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 — 2 quarters in a row: For 2 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 — 55% buying: Last quarter: 51 funds bought or added vs 42 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: 9 of 104 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?

58% of holders stayed for 2+ years: 61 out of 105 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.

Is it too late to buy Royce Micro-Cap Tr Inc (RMT) following the 2026 Q1 hedge fund 13F filings?

As of today, RMT has moved +7.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of +2.8%. Since the quarter end (March 31, 2026), RMT has gained +23.7% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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