1 institutions reported holding $144,381 of ROYCE FD PENN MUT INV (PENNX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Williams Jones Wealth Management, LLC. ($144,381). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | $144,381 | 15,040 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31