PENNX — Royce Fd Penn Mut Inv Institutional Holders · Q2 2026
Who owns Royce Fd Penn Mut Inv (PENNX)? 1 institutions reported holding $172,054 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Williams Jones Wealth Management, LLC. ($172,054).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $172,054 | 15,040 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30