RGT

Royce Global Trust IncETF$15.53 0.26%
UnclassifiedUSCUSIP 78081T104· EOD Aug 27, 2026◍ Confluence graph
Tracked 13F Holders
35
-18 QoQ
13F Value (tracked)
$32.3M
13F Moves · latest Q
4 added
3 trimmed
Recent Filings
15

Price & smart-money activity

$15.53 0.26%5Y -2.9%
$7.21$9.68$12.16$14.64$17.11202120222023202420252026432322332222426633824333537654343
Hover for who · click for detailEnd-of-day closing prices52w $12.04 – $15.58

Who owns RGT?

35 tracked 13F filers

35 tracked 13F filers disclose a position in RGT as of the latest SEC 13F filings, a combined $32.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Atlas Wealth LLC
$6.2M
433K
New
+433K sh
Q2 2026
2MORGAN STANLEY
$5.7M
430K
+1.2%
Added · +5K sh
Q1 2026
3Matisse Capital
$4.1M
291K
Held
Q2 2026
41607 Capital Partners, LLC
$2.6M
183K
+2.8%
Added · +5K sh
Q2 2026
5Shaker Financial Services, LLC
$2.6M
183K
−6.9%
Reduced · −14K sh
Q2 2026
6PRIVATE MANAGEMENT GROUP INC
$2.3M
163K
−2.9%
Reduced · −5K sh
Q2 2026
7BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
$1.7M
119K
+12%
Added · +13K sh
Q2 2026
8LPL Financial LLC
$1.2M
89K
+35%
Added · +23K sh
Q1 2026
9Integrated Wealth Concepts LLC
$1.2M
87K
+0.2%
Added · +194 sh
Q2 2026
10Compound Planning, Inc.
$697K
49K
−1.6%
Reduced · −807 sh
Q2 2026
11Beckerman Institutional, LLC
$612K
43K
+88%
Added · +20K sh
Q2 2026
12ROTHSCHILD INVESTMENT LLC
$528K
37K
Held
Q2 2026
13Tidal Investments LLC
$435K
31K
+5.3%
Added · +2K sh
Q2 2026
14StoneX Group Inc.
$372K
26K
New
+26K sh
Q2 2026
15RAYMOND JAMES FINANCIAL INC
$332K
25K
−87%
Reduced · −160K sh
Q1 2026
16D.A. DAVIDSON & CO.
$311K
22K
Held
Q2 2026
171776 Wealth LLC
$290K
20K
Held
Q2 2026
18SUSQUEHANNA INTERNATIONAL GROUP, LLP
$210K
16K
+8.6%
Added · +1K sh
Q1 2026
19BLAIR WILLIAM & CO/IL
$192K
14K
Held
Q2 2026
20WELLS FARGO & COMPANY/MN
$168K
13K
−11%
Reduced · −2K sh
Q1 2026
21COMMONWEALTH EQUITY SERVICES, LLC
$157K
12K
−0.6%
Reduced · −67 sh
Q1 2026
22UBS Group AG
$85K
6K
−22%
Reduced · −2K sh
Q1 2026
23OSAIC HOLDINGS, INC.
$59K
4K
Held
Q1 2026
24FIFTH THIRD BANCORP
$48K
4K
New
+4K sh
Q1 2026
25Atlantic Union Bankshares Corp
$28K
2K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is RGT being bought or sold by institutions?

Last quarter, 2 funds opened a new position in RGT and 2 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
2
funds
Reduced
3
funds
Exited
0
funds

Funds that own RGT also own

CompanyCo-held byCombined value
VANGUARD S&P 500 ETFVOO13 funds$713.5M
SS SPDR S&P 500 ETF TRUST-USSPY13 funds$675.0M
VANGUARD FTSE DEVELOPED ETFVEA13 funds$622.4M
INVESCO QQQ TRUST SERIES 1QQQ13 funds$592.5M
APPLE INCAAPL12 funds$1.7B
ISHARES CORE S&P 500 ETFIVV12 funds$1.3B
NVIDIA CORPNVDA12 funds$1.3B
MICROSOFT CORPMSFT12 funds$964.7M
AMAZON.COM INCAMZN12 funds$700.4M
ALPHABET INC-CL CGOOG12 funds$644.0M
ALPHABET INC-CL AGOOGL12 funds$630.8M
VANGUARD TOTAL STOCK MKT ETFVTI12 funds$513.9M

Ranked by how many of RGT's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

9 funds-15 since Q3 2024
01427Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $12.1M

Recent filings

15 shown

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Connected entities for RGT

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Ask your agent what changed in RGT

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RGT/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RGT.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for RGT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.