Significant Ownership of TRUIST FINANCIAL CORP

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Large-stake filing summary
  • Recent SEC Schedule 13D/G filings for TRUIST FINANCIAL CORP focus on large-stake beneficial ownership disclosures and amendments.
  • Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Edward M. Kwiatkowski - Vice President
Manager location
Charlotte, NC

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Significant Ownership of TRUIST FINANCIAL CORP

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BDVG iM Global Partner Funds Exchange Traded Fund 32% $3,317,333 233,615 TRUIST FINANCIAL CORP 30 Jun 2026
SCSB STERLING CAPITAL FUNDS Exchange Traded Fund 31% $9,996,522 399,701 TRUIST FINANCIAL CORP 30 Jun 2026
LCOW Pacer Funds Trust Exchange Traded Fund 27% $6,835,382 +$1,476,385 274,293 +28% TRUIST FINANCIAL CORP 30 Jun 2026
XDAT Franklin Templeton ETF Trust Exchange Traded Fund 22% $733,997 +$36,879 32,959 +5.3% TRUIST FINANCIAL CORP 30 Jun 2026
MGOV FIRST TRUST EXCHANGE-TRADED FUND IV Exchange Traded Fund 20% $21,086,119 +$6,902,114 1,048,539 +49% TRUIST FINANCIAL CORP 30 Jun 2026
FTRB Federated Hermes ETF Trust Exchange Traded Fund 12% $74,166,441 +$13,777,807 2,955,427 +23% TRUIST FINANCIAL CORP 30 Jun 2026
RSSE FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Trade Fund 10% $2,855,301 -$930,334 133,396 -25% TRUIST FINANCIAL CORP 31 Dec 2025
GLOW Victory Portfolios II Exchange Traded Fund 10% $6,443,000 +$1,941,841 188,007 +43% TRUIST FINANCIAL CORP 31 Jul 2026
RFCI ALPS ETF Trust Exchange Traded Fund 8.8% $1,316,695 -$1,367,323 59,687 -51% TRUIST FINANCIAL CORP 31 Aug 2026
CVRT Calamos ETF Trust Exchange Traded Fund 8.4% $2,759,595 +$481,607 54,280 +21% TRUIST FINANCIAL CORP 30 Jun 2026
EMEQ Macquarie ETF Trust Exchange Traded Fund 7.7% $10,879,674 +$3,465,765 274,462 +47% TRUIST FINANCIAL CORP 30 Nov 2025
TEC Harbor ETF Trust Exchange Traded Fund 7.6% $394,120 +$107,563 15,217 +38% TRUIST FINANCIAL CORP 30 Sep 2025
AFSM FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Fund 6.9% $7,956,034 +$345,652 193,577 +4.5% TRUIST FINANCIAL CORP 30 Jun 2026
LCGMF LION COPPER & GOLD CORP. Common Stock 6.9% $6,266,052 +$1,912,608 29,838,341 +44% TRUIST FINANCIAL CORP 30 Jun 2026
HGRO ETF Opportunities Trust Exchange Traded Fund 6.3% $7,915,654 258,597 TRUIST FINANCIAL CORP 30 Jun 2026
CGV Two Roads Shared Trust Exchange Traded Fund 6.2% $7,747,654 -$2,950,698 512,411 -28% TRUIST FINANCIAL CORP 31 Dec 2025
EEMA iShares, Inc. Exchange Traded Fund 5.8% $76,838,107 930,808 TRUIST FINANCIAL CORP 30 Jun 2025
IYT iSHARES TRUST Exchange Traded Fund 5.6% $125,479,190 1,446,446 TRUIST FINANCIAL CORP 30 Jun 2026
RFDA ALPS ETF Trust Exchange Traded Fund 5.6% $4,596,161 -$8,069,460 62,987 -64% TRUIST FINANCIAL CORP 31 Aug 2026
QCJL FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Fund 5.6% $4,512,986 +$9,919 193,826 +0.22% TRUIST FINANCIAL CORP 30 Sep 2025
GOVT iSHARES TRUST Exchange Traded Fund 5.5% $1,510,203,436 65,490,175 TRUIST FINANCIAL CORP 30 Sep 2024
FTXH FIRST TRUST EXCHANGE-TRADED FUND VI Exchange Traded Fund 5.5% $1,881,227 52,126 TRUIST FINANCIAL CORP 30 Jun 2026
MODL Victory Portfolios II Exchange Traded Fund 5.3% $53,157,850 -$2,799,050 1,063,157 -5% TRUIST FINANCIAL CORP 30 Jun 2026
PFIG Invesco Exchange-Traded Fund Trust II Exchange Traded Fund 5.2% $5,078,630 +$1,999,962 209,109 +65% TRUIST FINANCIAL CORP 31 Dec 2025
FSCC Federated Hermes ETF Trust Exchange Traded Fund 5.1% $15,890,138 +$2,643,746 425,661 +20% TRUIST FINANCIAL CORP 30 Jun 2026
IGLD FIRST TRUST EXCHANGE-TRADED FUND Exchange Traded Fund 5% $22,591,283 +$409,789 903,290 +1.8% TRUIST FINANCIAL CORP 31 Dec 2025
RFEM FIRST TRUST EXCHANGE-TRADED FUND III Exchange Traded Fund 4.7% $2,124,346 -$98,137 28,011 -4.4% TRUIST FINANCIAL CORP 30 Sep 2025
RISR Tidal ETF Trust Exchange Traded Fund 4.6% $6,079,183 +$424,640 165,150 +7.5% TRUIST FINANCIAL CORP 31 Mar 2025
ADYEY Adyen N.V./ADR Common Stock 4% $20,541,718 1,247,978 TRUIST FINANCIAL CORP 30 Sep 2024
HYXU iSHARES TRUST Exchange Traded Fund 3.9% $2,631,410 -$32,031 47,319 -1.2% TRUIST FINANCIAL CORP 30 Sep 2025
HTAX Nomura ETF Trust Exchange Traded Fund 3.9% $2,262,219 -$1,200,266 90,725 -35% TRUIST FINANCIAL CORP 30 Jun 2026
CCEF Calamos ETF Trust Exchange Traded Fund 3.7% $997,805 -$21,999 34,562 -2.2% TRUIST FINANCIAL CORP 31 Dec 2025
USIG iSHARES TRUST Exchange Traded Fund 3.2% $762,524,564 14,983,780 TRUIST FINANCIAL CORP 30 Sep 2024
QMMY FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Fund 3.2% $4,238,903 -$350,940 160,019 -7.6% TRUIST FINANCIAL CORP 30 Jun 2026
SHYM BlackRock ETF Trust II Exchange Traded Fund 3% $5,980,086 267,925 TRUIST FINANCIAL CORP 30 Sep 2024
FLCC Federated Hermes ETF Trust Exchange Traded Fund 3% $1,698,007 -$609,991 52,973 -26% TRUIST FINANCIAL CORP 30 Sep 2025
HIRU HIRU Corp Common Stock 3% 131,990,767 -13% TRUIST FINANCIAL CORP 31 Jul 2025
UFEB Innovator ETFs Trust Exchange Traded Fund 2.5% $4,675,793 +$741,238 144,493 +19% TRUIST FINANCIAL CORP 31 Mar 2025
HEFT ETF Opportunities Trust Exchange Traded Fund 2% $1,969,348 74,203 TRUIST FINANCIAL CORP 30 Jun 2026
COMT iShares U.S. ETF Trust Exchange Traded Fund 1.9% $13,104,046 -$56,112,905 506,926 -81% TRUIST FINANCIAL CORP 31 Dec 2024
FYT FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND Exchange Traded Fund 1.7% $2,421,711 53,131 TRUIST FINANCIAL CORP 30 Sep 2024
QDEC FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Fund 1.6% $5,592,237 211,267 TRUIST FINANCIAL CORP 30 Sep 2024
HUSV FIRST TRUST EXCHANGE-TRADED FUND III Exchange Traded Fund 1.5% $1,458,397 37,223 TRUIST FINANCIAL CORP 30 Sep 2024
GROZ Zacks Trust Exchange Traded Fund 1% $1,032,390 32,485 TRUIST FINANCIAL CORP 30 Jun 2026
XAUG FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Fund 0.9% $232,081 -$2,893,664 6,156 -93% TRUIST FINANCIAL CORP 28 Feb 2026
JAAA Janus Detroit Street Trust Exchange Traded Fund 0.7% $111,835,973 +$9,190,750 2,212,821 +9% TRUIST FINANCIAL CORP 31 Dec 2024
HIPS GraniteShares ETF Trust Exchange Traded Fund 0.5% $509,611 41,703 TRUIST FINANCIAL CORP 30 Jun 2025
CLCG Crossmark ETF Trust Exchange Traded Fund 0.5% $75,982 -$9,587 2,877 -11% TRUIST FINANCIAL CORP 30 Sep 2025
IWS iSHARES TRUST Exchange Traded Fund 0.4% $57,531,051 435,380 TRUIST FINANCIAL CORP 30 Jun 2025
QQXT FIRST TRUST EXCHANGE-TRADED FUND Exchange Traded Fund 0.4% $690,625 7,075 TRUIST FINANCIAL CORP 30 Jun 2026
DYNF BlackRock ETF Trust Exchange Traded Fund 0.3% $53,316,718 979,007 TRUIST FINANCIAL CORP 30 Jun 2025
HCXY Hercules Capital, Inc. Domestic Preferreds 0.3% $134,082 5,400 TRUIST FINANCIAL CORP 30 Jun 2025
FMAR FIRST TRUST EXCHANGE-TRADED FUND VIII Exchange Traded Fund 0.2% $2,189,562 -$55,455,209 47,199 -96% TRUIST FINANCIAL CORP 30 Sep 2025
IAI iSHARES TRUST Exchange Traded Fund 0.2% $1,983,627 -$98,256,931 14,294 -98% TRUIST FINANCIAL CORP 31 Mar 2025
EDOW FIRST TRUST EXCHANGE TRADED FUND Exchange Traded Securities 0.2% $365,132 9,526 TRUIST FINANCIAL CORP 30 Jun 2025
MCDS J.P. Morgan Exchange-Traded Fund Trust Exchange Traded Fund 0.2% $22,449 -$653,043 345 -97% TRUIST FINANCIAL CORP 30 Jun 2026
TIPX SPDR SERIES TRUST Exchange Traded Fund 0.1% $979,305 +$42,355 51,815 +4.5% TRUIST FINANCIAL CORP 31 May 2025
REVS Columbia ETF Trust I Exchange Traded Fund 0.1% $76,967 2,989 TRUIST FINANCIAL CORP 30 Jun 2025
CCL CARNIVAL CORP Common Stock 0% $2,640,619 93,905 TRUIST FINANCIAL CORP 30 Jun 2025
SDVD FIRST TRUST EXCHANGE-TRADED FUND IV Exchange Traded Fund 0% $165,443 8,066 TRUIST FINANCIAL CORP 30 Jun 2025
LCG Northern Lights Fund Trust IV Exchange Traded Funds 0% $0 -$1,645,614 0 -100% TRUIST FINANCIAL CORP 31 Dec 2025
RFFC ALPS ETF Trust Exchange Traded Fund 0% $0 -$2,690,487 0 -100% TRUIST FINANCIAL CORP 30 Jun 2025
HWAY Themes ETF Trust Exchange Traded Fund 0% $0 -$931,895 0 -100% TRUIST FINANCIAL CORP 31 Aug 2026
RFEU FIRST TRUST EXCHANGE-TRADED FUND III Exchange Traded Fund 0% $0 0 TRUIST FINANCIAL CORP 30 Jun 2025
RSPC INVESCO EXCHANGE-TRADED FUND TRUST Invesco S&P 500 Equal Weight Communication Services ETF 0% $0 0 TRUIST FINANCIAL CORP 30 Sep 2024
ESGS Columbia ETF Trust I EXCHANGE TRADED FUNDS 0% 0 TRUIST FINANCIAL CORP 30 Jun 2025
CID Victory Portfolios II EXCHANGE TRADED FUNDS 0% 0 TRUIST FINANCIAL CORP 30 Jun 2025
OAIA Listed Funds Trust EXCHANGE TRADED FUNDS 0% 0 TRUIST FINANCIAL CORP 30 Jun 2025
DTII DEFENSE TECHNOLOGIES INTERNATIONAL CORP. DOMESTIC COMMON 0% 0 TRUIST FINANCIAL CORP 30 Jun 2025
SAF SARATOGA INVESTMENT CORP. DOMESTIC PREFERREDS 0% 0 TRUIST FINANCIAL CORP 30 Jun 2025
RFUN ALPS ETF Trust EXCHANGE TRADED FUNDS 0% 0 TRUIST FINANCIAL CORP 30 Jun 2025
RFAP FIRST TRUST EXCHANGE-TRADED FUND III EXCHANGE TRADED FUNDS 0% 0 -100% TRUIST FINANCIAL CORP 30 Jun 2025
OAIB Listed Funds Trust EXCHANGE TRADED FUNDS 0% 0 TRUIST FINANCIAL CORP 30 Jun 2025

Schedules 13D/G Reported by TRUIST FINANCIAL CORP:

Sym Target Class Ownership Change Current shares Change Value Reporting name Form Report period Filing date
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.
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