Who owns Zacks Trust, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
TRUIST FINANCIAL CORP: 1.0% · 32,485 shares
Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of Zacks Trust they hold.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| Strive Financial Group ,LLC | $11M | 345,021 | 4.76% | — | June 30, 2026 |
| FOCUSED ALPHA, LLC | $9.47M | 298,078 | 2.43% | — | June 30, 2026 |
56 more institutional holders behind a free account
See every manager reporting Zacks Trust, how much of the company they hold, and how big the position is inside their own portfolio.
Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets.
No fund on record discloses this stock yet.
Loading...
