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Invesco Fundamental Investme (PFIG)

CUSIP: 46138E693 | NYSE | 102 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABank of New York Mellon Corp
with BNY Mellon IHC, LLC, MBC Investments Corp, BNY Mellon Advisors, Inc.
1,287,28723.4%+24,122Sep 30, 2026No 13F filer matched
13G/ABank of New York Mellon Corp1,287,287
23.4% of class · Sep 30, 2026+24,122
with BNY Mellon IHC, LLC, MBC Investments Corp, BNY Mellon Advisors, Inc.
No 13F filer matched

Institutional Holders — Q3 2026

Bank of New York Mellon Corp1,287,287
0.0% of portfolio›$29.7M
LPL Financial LLC567,173
0.0% of portfolio›$13.1M
Truist Financial Corp265,079
0.0% of portfolio›$6.1M
Nikulski Financial, Inc.135,514
0.7% of portfolio›$3.1M
Wealth Enhancement Advisory Services, LLC127,955
0.0% of portfolio›$3.0M
Eclectic Associates Inc70,691
0.2% of portfolio›$1.6M
Breakwater Capital Group50,586
0.1% of portfolio›$1.2M
Insight Advisors, LLC/ PA36,474
0.1% of portfolio›$840.7K
Capital Investment Advisory Services, LLC8,973
0.0% of portfolio›$206.8K
Allworth Financial LP2,379
0.0% of portfolio›$56.9K
Parallel Advisors, LLC2,000
0.0% of portfolio›$46.1K
TD Waterhouse Canada Inc.725
0.0% of portfolio›$16.7K
Strengthening Families & Communities, LLC556
0.0% of portfolio›$12.8K
Larson Financial Group LLC44
0.0% of portfolio›$1.0K
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
1,287,287$29.7M0.0%CoreLowNew York, NY2026-11-05
LPL Financial LLC
567,173$13.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Truist Financial Corp
265,079$6.1M0.0%CoreLowCharlotte, NC2026-10-30
Nikulski Financial, Inc.
135,514$3.1M0.7%GrowthMediumBettendorf, IA2026-11-06
Wealth Enhancement Advisory Services, LLC
127,955$3.0M0.0%CoreLowPlymouth, MN2026-10-13
Eclectic Associates Inc
70,691$1.6M0.2%ETFVery LowFullerton, CA2026-10-09
Breakwater Capital Group
50,586$1.2M0.1%ETFLowParamus, NJ2026-10-09
Insight Advisors, LLC/ PA
36,474$840.7K0.1%ETFMediumNewtown, PA2026-10-22
Capital Investment Advisory Services, LLC
8,973$206.8K0.0%CoreMediumRaleigh, NC2026-10-30
Allworth Financial LP
2,379$56.9K0.0%IndexLowFolsom, CA2026-11-06
Parallel Advisors, LLC
2,000$46.1K0.0%IndexLowSan Francisco, CA2026-11-03
TD Waterhouse Canada Inc.
725$16.7K0.0%CoreLowToronto, Australia2026-10-16
Strengthening Families & Communities, LLC
556$12.8K0.0%CoreMediumBoston, MA2026-10-21
Larson Financial Group LLC
44$1.0K0.0%GrowthLowSt Louis, MO2026-11-05