# INVESCO FUNDAMENTAL INVESTME FNDM

INVESCO FUNDAMENTAL INVESTME FNDM is a security (CUSIP 46138E693) tracked across SEC portfolio filings. 33 institutional managers reported $72.5M on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO FUNDAMENTAL INVESTME
- Class: FNDM
- CUSIP: 46138E693
- 13F holders: 33
- 13F value: $72.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 33 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Bank of New York Mellon Corp | NEW YORK, NY | $30.2M | 1,263,165 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $12.7M | 529,166 |
| [Arkadios Wealth Advisors](https://search.stillhousedata.com/firm/288863) | ATLANTA, GA | $6.7M | 279,432 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $6.3M | 265,079 |
| [Nikulski Financial, Inc.](https://search.stillhousedata.com/firm/151569) | BETTENDORF, IA | $2.8M | 116,023 |
| [ECLECTIC ASSOCIATES INC /ADV](https://search.stillhousedata.com/firm/111041) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $1.3M | 55,356 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | 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](https://search.stillhousedata.com/firm/168057) | Newtown, PA | $808K | 33,772 |
| Royal Bank of Canada | TORONTO, A6 | $432K | 17,975 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46138E693.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.