Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Royce Global Trust Inc (RGT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — RGT

Based on 37 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added RGT 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
37 hedge funds hold RGT 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 — +19% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

18 buying10 selling
Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 2 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
23 out of 37 hedge funds have held RGT 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 — ~6 new funds/quarter

0 → 7 → 2 → 6 → 6 new funds/Q
New funds entering each quarter: 7 → 2 → 6 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 19% newcomers

■ 65% veterans ■ 16% 1-2yr ■ 19% new
Entry-cohort mix of 37 holders: 24 (65%) are 2+ year veterans, 6 entered 1–2 years ago, and 7 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
6 of 37 holders rank in the top 100 by AUM, accounting for 21% 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 — RGT

In 2026 Q2, 18 hedge funds were net buyers of RGT (6 opened a new position, 12 added to an existing one), while 10 reduced or exited (6 trimmed, 4 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 21% of total institutional value in RGT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: RGT

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

Market Analysis: RGT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RGT

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: RGT
37 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 37 35 5.71%
13F Shares 3M 2M 38.11%
Total Value $37M $25M 47.08%
New Positions 6 6 -
Increased Positions 12 9 +3
Closed Positions 4 3 +1
Reduced Positions 6 8 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RGT

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Institutional Holders (2026 Q2)

37 + investors

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

QUARTER:
Top 25 RGT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matisse Capital 1.66% 291,000 $4.1M
2 Atlas Wealth LLC 0.88% 433,444 $6.2M
3 Shaker Financial Services, LLC 0.81% 182,508 $2.6M
4 Beckerman Institutional, LLC 0.29% 43,001 $612K
5 1607 Capital Partners, LLC 0.23% 183,419 $2.6M
6 Blue Bell Private Wealth Management, LLC 0.21% 119,454 $1.7M
7 1776 Wealth LLC 0.10% 20,391 $290K
8 Private Management Group Inc 0.06% 163,128 $2.3M
9 Rothschild Investment LLC 0.02% 37,110 $528K
10 Compound Planning, Inc. 0.02% 49,014 $697K
11 StoneX Group Inc. 0.02% 26,174 $372K
12 Integrated Wealth Concepts LLC 0.01% 86,921 $1.2M
13 Wolverine Asset Management LLC 0.00% 38,517 $548K
14 Osaic Holdings, INC. 0.00% 193,110 $2.7M
15 D.A. Davidson & CO. 0.00% 21,827 $311K
16 Captrust Financial Advisors 0.00% 41,435 $590K
17 Bfsg, LLC 0.00% 600 $9K
18 Tidal Investments LLC 0.00% 30,535 $435K
19 Blair William & Co/Il 0.00% 13,520 $192K
20 Atlantic Union Bankshares Corp 0.00% 2,100 $30K
21 LPL Financial LLC 0.00% 101,658 $1.4M
22 Morgan Stanley 0.00% 431,605 $6.1M
23 Institute for Wealth Management, LLC. 0.00% 191 $3K
24 Commonwealth Equity Services, LLC 0.00% 11,761 $167K
25 North Star Investment Management Corp. 0.00% 138 $2K
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 Global Trust Inc (RGT)

What does the Smart Money Trend signal show for RGT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added RGT 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 RGT?

More buyers than sellers — 64% buying: Last quarter: 18 funds were net buyers (6 opened a brand new position + 12 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RGT holders?

Strong quality — 21% AUM from major funds: 6 of 37 holders rank in the top 100 by AUM, accounting for 21% 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 RGT?

62% of holders stayed for 2+ years: 23 out of 37 hedge funds have held RGT 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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