1 institutions reported holding $172,054 of ROYCE FD PENN MUT INV (PENNX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Williams Jones Wealth Management, LLC. ($172,054). Source: SEC Form 13F.
| 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