INVESCO FUNDAMENTAL INVESTME FNDM is a security (CUSIP 46138E693) tracked across SEC portfolio filings. 33 institutional managers reported $72.7M on Form 13F as of 2026-06-30.
Showing 15 of 33 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Bank of New York Mellon Corp | NEW YORK, NY | $30.4M | 1,264,118 |
| LPL Financial LLC | FORT MILL, SC | $12.7M | 529,166 |
| Arkadios Wealth Advisors | ATLANTA, GA | $6.7M | 279,432 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $6.3M | 265,079 |
| Nikulski Financial, Inc. | BETTENDORF, IA | $2.8M | 116,023 |
| ECLECTIC ASSOCIATES INC /ADV | FULLERTON, CA | $1.7M | 70,334 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $1.6M | 65,975 |
| Equitable Holdings, Inc. | NEW YORK, NY | $1.5M | 60,717 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $1.3M | 55,356 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $1.3M | 54,399 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $1.1M | 46,492 |
| Breakwater Capital Group | PARAMUS, NJ | $992K | 41,472 |
| Federation des caisses Desjardins du Quebec | LEVIS, A8 | $835K | 34,745 |
| Insight Advisors, LLC/ PA | Newtown, PA | $808K | 33,772 |
| Royal Bank of Canada | TORONTO, A6 | $432K | 17,975 |