Titelia

Fund shareholders of Truist Financial Corp

ISIN US89832Q1094 · United States · LEI 549300DRQQI75D2JP341

Fund shareholders
808
Of which ETFs
220 588 other funds
Value held
20.1B $ 2B SEK · 32.9M €
Share of capital
34.4 % of 1.2B shares on Jun 30, 2026

808 funds hold this company. This table lists the 806 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.

FundSharesValueWeight in fundShare of capital
Large Capital Growth Fund VALIC Co I 2,159106.5K $0.01 %0.00 %as of Feb 28, 2026 ↗
Northern Trust US Equity ETF Northern Funds 2,10796.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
BAYWOOD VALUEPLUS FUND FORUM FUNDS II 2,10096.5K $1.67 %0.00 %as of Mar 31, 2026 ↗
MML Managed Volatility Fund MML SERIES INVESTMENT FUND 2,04093.8K $0.11 %0.00 %as of Mar 31, 2026 ↗
LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,02893.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 1,97490.7K $0.10 %0.00 %as of Mar 31, 2026 ↗
Large Cap Value Fund Northern Funds 1,95890K $0.13 %0.00 %as of Mar 31, 2026 ↗
Swedbank Robur Access Edge USA Swedbank Robur Fonder AB 1,876821.5K SEK0.06 %0.00 %as of Mar 31, 2026 ↗
The ESG Growth Portfolio HC Capital Trust 1,78882.2K $0.07 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 1,69583.6K $0.11 %0.00 %as of Feb 28, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 1,68077.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 1,58372.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1,56080.3K $0.10 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 1,53975.9K $0.14 %0.00 %as of Feb 28, 2026 ↗
BlackRock Managed Volatility V.I. Fund BlackRock Variable Series Funds, Inc. 1,53870.7K $0.05 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 1,53570.6K $0.37 %0.00 %as of Mar 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 1,52870.2K $0.06 %0.00 %as of Mar 31, 2026 ↗
SEB Global Exposure SEB Funds AB 1,523667K SEK0.10 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion Fund AQR Funds 1,49868.9K $0.32 %0.00 %as of Mar 31, 2026 ↗
AQR MS Fusion HV Fund AQR Funds 1,46367.3K $0.12 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Variable Trust 1,44566.4K $0.79 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 1,37570.8K $0.11 %0.00 %as of Apr 30, 2026 ↗
The Catholic SRI Growth Portfolio HC Capital Trust 1,32060.7K $0.09 %0.00 %as of Mar 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 1,29259.4K $0.22 %0.00 %as of Mar 31, 2026 ↗
GodFond Sverige & Världen Storebrand Asset Management AS 1,283561.9K SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Financial Services Fund Rydex Series Funds 1,27758.7K $0.79 %0.00 %as of Mar 31, 2026 ↗
SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust 1,27158.4K $0.10 %0.00 %as of Mar 31, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 1,27065.4K $0.82 %0.00 %as of Apr 30, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 1,09854.1K $0.02 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 1,01452.2K $0.11 %0.00 %as of Apr 30, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 99645.8K $0.15 %0.00 %as of Mar 31, 2026 ↗
Arrow DWA Tactical: Balanced Fund Arrow Investments Trust 97850.4K $0.18 %0.00 %as of Apr 30, 2026 ↗
AQR CVX Fusion Fund AQR Funds 97644.9K $0.16 %0.00 %as of Mar 31, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 97350.1K $0.08 %0.00 %as of Apr 30, 2026 ↗
PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III 97250.1K $0.04 %0.00 %as of Apr 30, 2026 ↗
Catalyst/Welton Advantage Multi-Strategy Fund MUTUAL FUND SERIES TRUST 95143.7K $0.09 %0.00 %as of Mar 31, 2026 ↗
JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust 92347.5K $0.11 %0.00 %as of Apr 30, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 86542.7K $0.12 %0.00 %as of Feb 28, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 86239.6K $0.06 %0.00 %as of Mar 31, 2026 ↗
FINANCIALS ULTRASECTOR PROFUND ProFunds 86144.3K $0.67 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP BANKS ProFunds 84538.8K $0.97 %0.00 %as of Mar 31, 2026 ↗
BULL PROFUND ProFunds 81141.8K $0.08 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP LARGE CAP VALUE ProFunds 80136.8K $0.23 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP BULL ProFunds 75934.9K $0.08 %0.00 %as of Mar 31, 2026 ↗
1290 Loomis Sayles Multi-Asset Income Fund 1290 Funds 71336.7K $0.04 %0.00 %as of Apr 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 70935K $0.02 %0.00 %as of Feb 27, 2026 ↗
NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust 68631.5K $0.12 %0.00 %as of Mar 31, 2026 ↗
iShares S&P 500 3% Capped ETF iShares Trust 64529.7K $0.12 %0.00 %as of Mar 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 59027.1K $0.04 %0.00 %as of Mar 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 57026.2K $0.14 %0.00 %as of Mar 31, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 55025.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 54425K $0.03 %0.00 %as of Mar 31, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 53127.3K $0.03 %0.00 %as of Apr 30, 2026 ↗
Gotham Enhanced S&P 500 Index Fund FundVantage Trust 47321.7K $0.09 %0.00 %as of Mar 31, 2026 ↗
Nova Fund Rydex Variable Trust 45821.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 43119.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
QRAFT AI-Enhanced U.S. Large Cap ETF Exchange Listed Funds Trust 42421.8K $0.15 %0.00 %as of Apr 30, 2026 ↗
Invesco MSCI World SRI Index Fund AIM International Mutual Funds (Invesco International Mutual Funds) 40921K $0.32 %0.00 %as of Jan 31, 2026 ↗
Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 37219.2K $0.01 %0.00 %as of Apr 30, 2026 ↗
Infrastructure Capital Equity Income ETF Series Portfolios Trust 35017.3K $0.02 %0.00 %as of Feb 28, 2026 ↗
WisdomTree 500 Digital Fund WisdomTree Digital Trust 34816K $0.10 %0.00 %as of Mar 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 33815.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRABULL ProFunds 31314.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 30013.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
Sector Rotation Fund Meeder Funds 26612.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 26612.2K $0.10 %0.00 %as of Mar 31, 2026 ↗
SPP Generation 40-tal Storebrand Asset Management AS 257112.5K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
LARGE-CAP VALUE PROFUND ProFunds 25313K $0.23 %0.00 %as of Apr 30, 2026 ↗
MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp 25311.6K $0.12 %0.00 %as of Mar 31, 2026 ↗
Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust 20510.1K $0.15 %0.00 %as of Feb 28, 2026 ↗
First Trust S&P 500 Diversified Free Cash Flow ETF First Trust Exchange-Traded Fund 2039.3K $0.74 %0.00 %as of Mar 31, 2026 ↗
WisdomTree GeoAlpha Opportunities Fund WisdomTree Trust 1848.5K $1.02 %0.00 %as of Mar 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 1667.6K $0.20 %0.00 %as of Mar 31, 2026 ↗
Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust 1628.3K $1.57 %0.00 %as of Apr 30, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 1557.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust 1477.6K $0.05 %0.00 %as of Apr 30, 2026 ↗
NPF Core Equity ETF Elevation Series Trust 1226.3K $0.00 %0.00 %as of Apr 30, 2026 ↗
Storebrand Global Developed Markets Storebrand Asset Management AS 11550.4K SEK0.05 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust 1145.2K $0.08 %0.00 %as of Mar 31, 2026 ↗
Global X S&P 500 Christian Values ETF GLOBAL X FUNDS 1095.6K $0.11 %0.00 %as of Apr 30, 2026 ↗
Vox Populi ETF Advisors Series Trust 1055.4K $0.10 %0.00 %as of Apr 30, 2026 ↗
State Farm Growth Fund Advisers Investment Trust 1004.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
Global X U.S. 500 ETF GLOBAL X FUNDS 894.4K $0.11 %0.00 %as of Feb 28, 2026 ↗
Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS 763.9K $0.11 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS 703.6K $0.11 %0.00 %as of Apr 30, 2026 ↗
Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS 673.5K $0.17 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 632.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust 361.7K $0.09 %0.00 %as of Mar 31, 2026 ↗
ProShares S&P 500 Dynamic Buffer ETF ProShares Trust 291.4K $0.08 %0.00 %as of Feb 28, 2026 ↗
Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust 8367.8 $0.08 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust 8367.8 $0.08 %0.00 %as of Mar 31, 2026 ↗
Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust 8367.8 $0.08 %0.00 %as of Mar 31, 2026 ↗
iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust 2103 $0.00 %0.00 %as of Apr 30, 2026 ↗
SABADELL ESTADOS UNIDOS BOLSA, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. 20.5M €3.22 %as of Dec 31, 2025 ↗
BBVA GLOBAL DESARROLLO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 3.9M €0.51 %as of Dec 31, 2025 ↗
BBVA USA DESARROLLO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 3.8M €0.60 %as of Dec 31, 2025 ↗
BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 1.3M €0.10 %as of Dec 31, 2025 ↗
ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. 1.1M €0.11 %as of Dec 31, 2025 ↗
BBVA USA DESARROLLO CUBIERTO, FI BBVA ASSET MANAGEMENT, S.A., SGIIC 830K €0.60 %as of Dec 31, 2025 ↗
DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. 674.9K €0.20 %as of Dec 31, 2025 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
iShares U.S. Regional Banks ETF iShares Trust 10.03 %as of Mar 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 7.54 %as of Mar 31, 2026 ↗
Hennessy Large Cap Financial Fund Hennessy Funds Trust 6.49 %as of Apr 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 5.69 %as of Feb 28, 2026 ↗
American Beacon Shapiro Equity Opportunities Fund AMERICAN BEACON FUNDS 4.70 %as of Mar 31, 2026 ↗
SMID Core Equity Portfolio GLENMEDE FUND INC 4.68 %as of Apr 30, 2026 ↗
Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II 4.67 %as of Feb 28, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 4.13 %as of Apr 30, 2026 ↗
Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II 4.07 %as of Feb 28, 2026 ↗
Dana Concentrated Dividend ETF Tidal Trust I 3.90 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2754+35415,464,530-0.0 %
2026Q1719-4415,604,434-1.2 %
2025Q4723-11420,823,923-0.5 %
2025Q3734-33422,732,490-3.7 %
2025Q2767+44438,950,390+4.8 %
2025Q1723+4418,932,595-0.7 %
2024Q4719+4422,060,242-1.7 %
2024Q3715-16429,366,627+6.5 %
2024Q2731-3402,983,233+7.9 %
2024Q1734+11373,511,316-3.9 %
2023Q4723388,680,767

Institutional managers

1,628 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.98,334,4074.5B $as of Mar 31, 2026
Capital International Investors84,512,9373.9B $as of Mar 31, 2026
STATE STREET CORP58,191,5932.7B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/37,921,4351.7B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC31,848,3041.5B $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC26,936,4491.2B $as of Mar 31, 2026
MORGAN STANLEY21,597,973992.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC17,700,985815.1M $as of Mar 31, 2026
FMR LLC15,964,141733.9M $as of Mar 31, 2026
Invesco Ltd.14,222,448653.8M $as of Mar 31, 2026
NORTHERN TRUST CORP12,684,088583.1M $as of Mar 31, 2026
Bank of New York Mellon Corp11,289,721519M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP10,627,732488.6M $as of Mar 31, 2026
FEDERATED HERMES, INC.10,358,097476.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC10,228,497470.2M $as of Mar 31, 2026
Capital Research Global Investors10,174,835467.5M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC9,106,421418.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC8,934,302410.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP8,608,268395.6M $as of Mar 31, 2026
Legal & General Group Plc7,809,672359M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC7,537,029346.5M $as of Mar 31, 2026
JPMORGAN CHASE & CO7,373,307329.1M $as of Mar 31, 2026
ROYAL BANK OF CANADA7,270,200334.2M $as of Mar 31, 2026
UBS Group AG6,415,455294.9M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC4,954,471227.7M $as of Mar 31, 2026

Declared shareholders of Truist Financial Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.60 %94,385,453as of Mar 31, 2026 · SCHEDULE 13G
Capital International Investors 7.00 %86,464,560as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Truist Financial Corp

601 funds declare 1,711 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND7308.9M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND13230.5M $as of Mar 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND9200.2M $as of Feb 28, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND10192.2M $as of Mar 31, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND5188.4M $as of Apr 30, 2026
Franklin Income Fund2138.3M $as of Mar 31, 2026
JPMorgan Ultra-Short Income ETF2133.9M $as of Feb 28, 2026
JPMorgan Core Bond Fund7116.5M $as of Feb 28, 2026
Bond Fund3102.3M $as of Feb 28, 2026
iShares Core U.S. Aggregate Bond ETF1798.2M $as of Feb 28, 2026
American Funds Multi-Sector Income Fund686.9M $as of Mar 31, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF986.8M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND778.8M $as of Mar 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND977.1M $as of Mar 31, 2026
PGIM Total Return Bond Fund473.2M $as of Apr 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF1067.9M $as of Feb 28, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF765.4M $as of Feb 28, 2026
Nuveen Preferred Securities and Income Fund261.2M $as of Feb 28, 2026
Fidelity U.S. Bond Index Fund858.2M $as of Feb 28, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF551.5M $as of Mar 31, 2026
Strategic Advisers Fidelity Core Income Fund651.3M $as of Feb 28, 2026
Bond Fund of America549.8M $as of Mar 31, 2026
American Funds Strategic Bond Fund548.6M $as of Mar 31, 2026
Cohen & Steers Low Duration Preferred and Income Fund, Inc.347.5M $as of Apr 30, 2026
Schwab 5-10 Year Corporate Bond ETF745M $as of Mar 31, 2026
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Titelia. "Fund shareholders of Truist Financial Corp". https://titelia.com/en/stocks/truist-financial-corp-US89832Q1094