INVESCO FUNDAMENTAL HIGH YIE (PHB) Top Institutional Shareholders
INVESCO FUNDAMENTAL HIGH YIE (PHB) 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 $217.09M in PHB holdings during the latest filing period.
Invesco Ltd. is currently the largest disclosed institutional shareholder of PHB tracked by InsiderSet, reporting ownership valued at approximately $66.93M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed PHB value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Wells Fargo & Company/Mn, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO FUNDAMENTAL HIGH YIE (PHB).
This page ranks the largest institutional PHB 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
109
Total Reported Value
$217.09M
Largest Holder
Invesco Ltd.
Largest Position
$66.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 0.01% | 3,730,752 | $66,929,691 | — | — | — | |
| Wells Fargo & Company/Mn | 0.01% | 1,668,258 | $29,928,541 | — | — | — | |
| Lpl Financial Llc | 0.00% | 852,078 | $15,286,281 | — | — | — | |
| Bank Of New York Mellon Corp | 0.00% | 737,535 | $13,231,384 | — | — | — | |
| Evergreen Capital Management Llc | 0.27% | 681,337 | $12,223,180 | — | — | — | |
| Morgan Stanley | 0.00% | 413,259 | $7,413,878 | — | — | — | |
| Revolve Wealth Partners, Llc | 0.73% | 314,354 | $5,639,510 | — | — | — | |
| Truist Financial Corp | 0.01% | 301,674 | $5,412,023 | — | — | — | |
| Blueline Advisors Llc | 4.14% | 297,401 | $5,335,367 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 293,475 | $5,264,941 | — | — | — | |
| Bank Of America Corp | 0.00% | 271,355 | $4,868,115 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 239,624 | $4,298,855 | — | — | — | |
| Asset Allocation Strategies Llc | 0.66% | 208,514 | $3,740,742 | — | — | — | |
| Citadel Advisors Llc | 0.00% | 170,220 | $3,053,747 | — | — | — | |
| Vontobel Holding Ltd. | 0.01% | 169,831 | $3,046,768 | — | — | — | |
| Islay Capital Management, Llc | 1.51% | 166,205 | $2,981,718 | — | — | — | |
| Susquehanna International Group, Llp | 0.00% | 110,756 | $1,986,963 | — | — | — | |
| Ubs Group Ag | 0.00% | 104,100 | $1,867,554 | — | — | — | |
| Omega Financial Group, Llc | 0.61% | 103,013 | $1,848,046 | — | — | — | |
| Lido Advisors, Llc | 0.01% | 77,071 | $1,382,664 | — | — | — | |
| Wealthshield Partners, Llc | 0.12% | 58,780 | $1,054,513 | — | — | — | |
| Mcadam, Llc | 0.05% | 57,284 | $1,027,669 | — | — | — | |
| Csenge Advisory Group | 0.05% | 56,591 | $1,015,243 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 48,868 | $876,000 | — | — | — | |
| Great Waters Wealth Management | 0.09% | 48,531 | $870,646 | — | — | — | |
| Hightower Advisors, Llc | 0.00% | 45,055 | $808,288 | — | — | — | |
| Nwam Llc | 0.05% | 44,714 | $802,170 | — | — | — | |
| Valley Wealth Managers, Inc. | 0.05% | 43,846 | $786,598 | — | — | — | |
| Prime Capital Investment Advisors, Llc | 0.01% | 42,561 | $763,544 | — | — | — | |
| Moller Wealth Partners | 0.14% | 40,396 | $724,697 | — | — | — | |
| Wagner Wealth Management, Llc | 0.13% | 36,575 | $656,152 | — | — | — | |
| Arkadios Wealth Advisors | 0.01% | 36,437 | $653,681 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 36,189 | $649,236 | — | — | — | |
| Pinnacle Financial Partners, Inc. | 0.00% | 35,972 | $645,338 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 34,075 | $611,391 | — | — | — | |
| Ramiah Investment Group | 0.04% | 31,117 | $594,609 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 31,137 | $558,600 | — | — | — | |
| Dynamic Advisor Solutions Llc | 0.02% | 29,835 | $535,239 | — | — | — | |
| Savvy Advisors, Inc. | 0.01% | 26,637 | $477,870 | — | — | — | |
| Jones Financial Companies Lllp | 0.00% | 24,990 | $444,327 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 22,486 | $403,399 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 21,879 | $392,517 | — | — | — | |
| Beacon Pointe Advisors, Llc | 0.00% | 20,000 | $358,801 | — | — | — | |
| Clearstead Trust, Llc | 0.06% | 19,639 | $352,324 | — | — | — | |
| Hyundai Investments Co., Ltd. | 0.39% | 19,542 | $347,652 | — | — | — | |
| &Partners | 0.00% | 18,777 | $336,864 | — | — | — | |
| Prudent Investors Network, Inc. | 0.07% | 18,523 | $332,303 | — | — | — | |
| Banque Cantonale Vaudoise | 0.01% | 17,125 | $307,000 | — | — | — | |
| Mariner, Llc | 0.00% | 15,399 | $276,261 | — | — | — | |
| Wealth Enhancement Trust Services, Inc. | 0.03% | 15,277 | $274,069 | — | — | — |
Frequently asked questions about PHB
Who owns the most PHB stock?
The largest holders of PHB 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 HIGH YIE (PHB).
Is PHB widely held by superinvestors?
Many widely followed stocks like PHB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PHB 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.