INVESCO FUNDAMENTAL HIGH YIE (PHB) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $190.52M 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 $65.88M in its June 30, 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 $67.39M, representing an estimated gain of +2.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed PHB value among the investors covered in this analysis. Major shareholders include Invesco Ltd., Bank Of New York Mellon Corp, Evergreen Capital Management 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
104
Total Reported Value
$190.52M
Largest Holder
Invesco Ltd.
Largest Position
$65.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
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% | 3,601,755 | $65,876,099 | $67,388,836 | +$1,512,737 | +2.30% | |
| Bank Of New York Mellon Corp | 0.00% | 736,002 | $13,461,476 | $13,770,597 | +$309,121 | +2.30% | |
| Evergreen Capital Management Llc | 0.22% | 692,872 | $12,672,624 | $12,963,635 | +$291,011 | +2.30% | |
| Lpl Financial Llc | 0.00% | 649,142 | $11,872,804 | $12,145,447 | +$272,643 | +2.30% | |
| Wells Fargo & Company/Mn | 0.00% | 508,854 | $9,306,943 | $9,520,658 | +$213,715 | +2.30% | |
| Morgan Stanley | 0.00% | 434,468 | $7,946,440 | $8,128,896 | +$182,456 | +2.30% | |
| Revolve Wealth Partners, Llc | 0.61% | 320,350 | $5,859,209 | $5,993,749 | +$134,540 | +2.30% | |
| Truist Financial Corp | 0.01% | 309,537 | $5,661,426 | $5,791,437 | +$130,011 | +2.30% | |
| Blueline Advisors Llc | 3.91% | 309,012 | $5,651,835 | $5,781,615 | +$129,780 | +2.30% | |
| Envestnet Asset Management Inc | 0.00% | 306,915 | $5,613,468 | $5,742,380 | +$128,912 | +2.30% | |
| Bank Of America Corp | 0.00% | 269,858 | $4,935,707 | $5,049,043 | +$113,336 | +2.30% | |
| Colorado Capital Management, Inc. | 1.50% | 240,471 | $4,398,000 | $4,499,212 | +$101,212 | +2.30% | |
| Curry Webb Wealth Management Llc | 1.31% | 172,639 | $3,157,574 | $3,230,076 | +$72,502 | +2.30% | |
| Vontobel Holding Ltd. | 0.01% | 169,363 | $3,097,649 | $3,168,782 | +$71,133 | +2.30% | |
| Jane Street Group, Llc | 0.00% | 127,490 | $2,331,792 | $2,385,338 | +$53,546 | +2.30% | |
| Asset Allocation Strategies Llc | 0.33% | 118,382 | $2,165,209 | $2,214,927 | +$49,718 | +2.30% | |
| Omega Financial Group, Llc | 0.57% | 103,009 | $1,884,029 | $1,927,298 | +$43,269 | +2.30% | |
| Susquehanna International Group, Llp | 0.00% | 102,471 | $1,874,195 | $1,917,232 | +$43,037 | +2.30% | |
| Islay Capital Management, Llc | 0.75% | 87,277 | $1,596,296 | $1,632,953 | +$36,657 | +2.30% | |
| Lido Advisors, Llc | 0.00% | 75,657 | $1,383,778 | $1,415,542 | +$31,764 | +2.30% | |
| Csenge Advisory Group | 0.05% | 62,466 | $1,142,503 | $1,168,739 | +$26,236 | +2.30% | |
| Ubs Group Ag | 0.00% | 62,362 | $1,140,601 | $1,166,793 | +$26,192 | +2.30% | |
| Great Waters Wealth Management | 0.08% | 47,569 | $870,031 | $890,016 | +$19,985 | +2.30% | |
| Royal Bank Of Canada | 0.00% | 47,447 | $868,000 | $887,733 | +$19,733 | +2.27% | |
| Osaic Holdings, Inc. | 0.00% | 44,731 | $818,255 | $836,917 | +$18,662 | +2.28% | |
| Savvy Advisors, Inc. | 0.02% | 42,612 | $779,380 | $797,271 | +$17,891 | +2.30% | |
| Valley Wealth Managers, Inc. | 0.04% | 42,431 | $776,063 | $793,884 | +$17,821 | +2.30% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 41,245 | $754,371 | $771,694 | +$17,323 | +2.30% | |
| Raymond James Financial Inc | 0.00% | 40,875 | $747,604 | $764,771 | +$17,167 | +2.30% | |
| Nwam Llc | 0.04% | 40,810 | $746,419 | $763,555 | +$17,136 | +2.30% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 35,972 | $657,928 | $673,036 | +$15,108 | +2.30% | |
| Hyundai Investments Co., Ltd. | 0.71% | 35,885 | $656,696 | $671,408 | +$14,712 | +2.24% | |
| Wagner Wealth Management, Llc | 0.12% | 35,463 | $648,620 | $663,513 | +$14,893 | +2.30% | |
| Dynamic Advisor Solutions Llc | 0.01% | 27,402 | $501,189 | $512,691 | +$11,502 | +2.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,241 | $461,660 | $472,259 | +$10,599 | +2.30% | |
| Mariner, Llc | 0.00% | 25,205 | $461,004 | $471,586 | +$10,582 | +2.30% | |
| Jones Financial Companies Lllp | 0.00% | 25,024 | $457,531 | $468,199 | +$10,668 | +2.33% | |
| Cetera Investment Advisers | 0.00% | 22,854 | $417,998 | $427,598 | +$9,600 | +2.30% | |
| Mcadam, Llc | 0.02% | 22,491 | $411,363 | $420,807 | +$9,444 | +2.30% | |
| Silver Oak Securities, Incorporated | 0.02% | 22,465 | $410,885 | $420,320 | +$9,435 | +2.30% | |
| Beacon Pointe Advisors, Llc | 0.00% | 21,885 | $400,278 | $409,468 | +$9,190 | +2.30% | |
| Fifth Third Bancorp | 0.00% | 20,264 | $370,629 | $379,139 | +$8,510 | +2.30% | |
| Clearstead Trust, Llc | 0.05% | 19,639 | $359,198 | $367,446 | +$8,248 | +2.30% | |
| &Partners | 0.00% | 18,943 | $344,899 | $354,424 | +$9,525 | +2.76% | |
| Prudent Investors Network, Inc. | 0.07% | 18,523 | $338,786 | $346,565 | +$7,779 | +2.30% | |
| Banque Cantonale Vaudoise | 0.00% | 16,003 | $293,000 | $299,416 | +$6,416 | +2.19% | |
| Wealth Enhancement Trust Services, Inc. | 0.03% | 14,179 | $259,334 | $265,289 | +$5,955 | +2.30% | |
| Stonex Group Inc. | 0.01% | 13,902 | $254,266 | $260,106 | +$5,840 | +2.30% | |
| Tcfg Investment Advisors, Llc | 0.08% | 12,443 | $228,199 | $232,809 | +$4,610 | +2.02% | |
| Tcfg Wealth Management, Llc | 0.08% | 12,443 | $225,236 | $232,809 | +$7,573 | +3.36% |
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.