INVESCO FUNDAMENTAL INVESTME (PFIG) Top Institutional Shareholders
INVESCO FUNDAMENTAL INVESTME (PFIG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $84.02M in PFIG holdings during the latest filing period.
Bank Of New York Mellon Corp is currently the largest disclosed institutional shareholder of PFIG tracked by InsiderSet, reporting ownership valued at approximately $30.38M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.22M, representing an estimated loss of -0.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed PFIG value among the investors covered in this analysis. Major shareholders include Bank Of New York Mellon Corp, Ameriprise Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO FUNDAMENTAL INVESTME (PFIG).
This page ranks the largest institutional PFIG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
32
Total Reported Value
$84.02M
Largest Holder
Bank Of New York Mellon Corp
Largest Position
$30.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of New York Mellon Corp | 0.01% | 1,264,118 | $30,376,771 | $30,218,741 | -$158,030 | -0.52% | |
| Ameriprise Financial Inc | 0.00% | 542,267 | $13,030,145 | $12,962,893 | -$67,252 | -0.52% | |
| Lpl Financial Llc | 0.00% | 529,166 | $12,715,863 | $12,649,713 | -$66,150 | -0.52% | |
| Arkadios Wealth Advisors | 0.11% | 279,432 | $6,714,756 | $6,679,822 | -$34,934 | -0.52% | |
| Truist Financial Corp | 0.01% | 265,079 | $6,369,848 | $6,336,713 | -$33,135 | -0.52% | |
| Nikulski Financial, Inc. | 0.66% | 110,858 | $2,663,918 | $2,650,060 | -$13,858 | -0.52% | |
| Jones Financial Companies Lllp | 0.00% | 65,975 | $1,572,848 | $1,577,132 | +$4,284 | +0.27% | |
| Eclectic Associates Inc | 0.21% | 64,373 | $1,546,883 | $1,538,837 | -$8,046 | -0.52% | |
| Equitable Holdings, Inc. | 0.01% | 60,717 | $1,474,634 | $1,451,440 | -$23,194 | -1.57% | |
| Cetera Investment Advisers | 0.00% | 55,356 | $1,330,193 | $1,323,285 | -$6,908 | -0.52% | |
| Bank Of America Corp | 0.00% | 46,492 | $1,117,203 | $1,111,391 | -$5,812 | -0.52% | |
| Breakwater Capital Group | 0.11% | 35,051 | $842,276 | $837,894 | -$4,382 | -0.52% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 34,745 | $834,922 | $830,579 | -$4,343 | -0.52% | |
| Insight Advisors, Llc/ Pa | 0.14% | 29,542 | $709,894 | $706,202 | -$3,692 | -0.52% | |
| Royal Bank Of Canada | 0.00% | 17,975 | $432,000 | $429,692 | -$2,308 | -0.53% | |
| Morgan Stanley | 0.00% | 16,110 | $387,135 | $385,110 | -$2,025 | -0.52% | |
| Copia Wealth Management | 0.24% | 14,371 | $345,335 | $343,539 | -$1,796 | -0.52% | |
| Jane Street Group, Llc | 0.00% | 13,428 | $322,675 | $320,996 | -$1,679 | -0.52% | |
| Hobbs Group Advisors, Llc | 0.08% | 11,685 | $280,791 | $279,330 | -$1,461 | -0.52% | |
| Envestnet Asset Management Inc | 0.00% | 11,440 | $274,897 | $273,473 | -$1,424 | -0.52% | |
| Capital Investment Advisory Services, Llc | 0.02% | 9,132 | $219,432 | $218,300 | -$1,132 | -0.52% | |
| Advisory Services Network, Llc | 0.00% | 8,922 | $214,394 | $213,280 | -$1,114 | -0.52% | |
| Western Wealth Management, Llc | 0.00% | 3,220 | $77,377 | $76,974 | -$403 | -0.52% | |
| Allworth Financial Lp | 0.00% | 2,379 | $57,168 | $56,870 | -$298 | -0.52% | |
| Parallel Advisors, Llc | 0.00% | 2,000 | $48,060 | $47,810 | -$250 | -0.52% | |
| Td Waterhouse Canada Inc. | 0.00% | 725 | $17,364 | $17,331 | -$33 | -0.19% | |
| Osaic Holdings, Inc. | 0.00% | 600 | $14,416 | $14,343 | -$73 | -0.51% | |
| Strengthening Families & Communities, Llc | 0.00% | 544 | $13,077 | $13,004 | -$73 | -0.56% | |
| Fmr Llc | 0.00% | 429 | $10,304 | $10,255 | -$49 | -0.47% | |
| Ae Wealth Management Llc | 0.00% | 78 | $1,874 | $1,865 | -$9 | -0.50% | |
| Larson Financial Group Llc | 0.00% | 43 | $1,029 | $1,028 | -$1 | -0.11% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $22 | $24 | +$2 | +8.66% |
Frequently asked questions about PFIG
Who owns the most PFIG stock?
The largest holders of PFIG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO FUNDAMENTAL INVESTME (PFIG).
Is PFIG widely held by superinvestors?
Many widely followed stocks like PFIG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PFIG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.