Funds holding Truist Financial Corp
806 funds declare a position · 220 ETFs and 586 other funds · 20.1B $· 2B SEK· 32.9M € · US89832Q1094
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Washington Mutual Investors Fund Washington Mutual Investors Fund | 40,354,127 | 2.1B $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 39,603,594 | 1.8B $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 32,076,996 | 1.5B $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 16,279,942 | 802.8M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 5 | iShares Core S&P 500 ETF iShares Trust | 16,236,692 | 746.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 6 | American Funds Fundamental Investors American Funds Fundamental Investors | 15,652,229 | 719.5M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 7 | Growth Fund of America Growth Fund of America | 12,008,251 | 592.1M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 8 | VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 11,551,489 | 531M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 9 | American Mutual Fund American Mutual Fund | 9,238,283 | 475.8M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 10 | Capital Income Builder Capital Income Builder | 8,829,704 | 454.7M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| 11 | State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 8,553,031 | 393.2M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| 12 | Victory Pioneer Fund Victory Portfolios IV | 7,669,171 | 352.6M $ | 3.52 % | as of Mar 31, 2026 · Original filing |
| 13 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,118,391 | 327.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 14 | THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 6,995,487 | 360.3M $ | 1.97 % | as of Apr 30, 2026 · Original filing |
| 15 | iShares Select Dividend ETF iShares Trust | 6,362,522 | 327.7M $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| 16 | Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds | 6,305,811 | 324.7M $ | 3.42 % | as of Apr 30, 2026 · Original filing |
| 17 | VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 5,994,888 | 308.7M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| 18 | Victory Sycamore Established Value Fund Victory Portfolios | 5,815,000 | 267.3M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| 19 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 4,977,622 | 256.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 20 | Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 4,607,172 | 227.2M $ | 4.07 % | as of Feb 28, 2026 · Original filing |
| 21 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 3,695,620 | 190.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 22 | Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 3,473,135 | 178.9M $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| 23 | iShares Russell 1000 Value ETF iShares Trust | 2,897,510 | 133.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 24 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 2,797,777 | 144.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 25 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 2,652,415 | 121.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 26 | First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 2,619,756 | 120.4M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| 27 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,389,084 | 117.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 28 | THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 2,319,292 | 119.4M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| 29 | Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 2,294,204 | 105.5M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 30 | Fidelity High Dividend ETF Fidelity Covington Trust | 2,284,343 | 117.6M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| 31 | PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 2,185,131 | 100.5M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 32 | iShares S&P 500 Value ETF iShares Trust | 2,178,315 | 100.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 33 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 2,154,415 | 106.2M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| 34 | BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 2,132,747 | 105.2M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| 35 | AP7 Aktiefond Sjunde AP-fonden | 1,930,132 | 845.2M SEK | 0.06 % | as of Mar 31, 2026 · Original filing |
| 36 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,891,159 | 93.3M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 37 | Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS | 1,850,037 | 91.2M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| 38 | Equity Income Fund American Century Capital Portfolios, Inc. | 1,847,517 | 84.9M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 39 | Fidelity Balanced Fund Fidelity Puritan Trust | 1,823,700 | 89.9M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 40 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,758,822 | 86.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 41 | State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 1,729,956 | 79.5M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| 42 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,588,955 | 73M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 43 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 1,486,480 | 68.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 44 | Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 1,472,648 | 67.7M $ | 2.44 % | as of Mar 31, 2026 · Original filing |
| 45 | VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,466,501 | 67.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 46 | Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 1,431,270 | 73.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 47 | Mid Cap Value Fund American Century Capital Portfolios, Inc. | 1,428,673 | 65.7M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 48 | Growth Fund AMERICAN FUNDS INSURANCE SERIES | 1,350,366 | 62.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 49 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 1,315,726 | 64.9M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 50 | HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | 1,314,970 | 60.4M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| 51 | Parnassus Mid Cap Fund Parnassus Funds | 1,248,037 | 57.4M $ | 2.52 % | as of Mar 31, 2026 · Original filing |
| 52 | Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF | 1,242,734 | 61.3M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| 53 | iShares U.S. Regional Banks ETF iShares Trust | 1,240,104 | 57M $ | 10.03 % | as of Mar 31, 2026 · Original filing |
| 54 | State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 1,182,844 | 54.4M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| 55 | Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,155,565 | 57M $ | 1.66 % | as of Feb 28, 2026 · Original filing |
| 56 | S&P 500 Index Master Portfolio Master Investment Portfolio | 1,150,540 | 52.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 57 | iShares MSCI USA Value Factor ETF iShares Trust | 1,139,204 | 58.7M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 58 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,138,597 | 56.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 59 | Nomura Value Fund Delaware Group Equity Funds II | 1,128,664 | 55.7M $ | 2.83 % | as of Feb 27, 2026 · Original filing |
| 60 | Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 1,104,961 | 56.9M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| 61 | iShares Core S&P U.S. Value ETF iShares Trust | 1,063,317 | 48.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 62 | Nuveen Equity Index Fund TIAA-CREF Funds | 1,063,314 | 54.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 63 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 1,030,578 | 50.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 64 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 1,018,667 | 52.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 65 | Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 974,200 | 44.8M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| 66 | Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 954,832 | 43.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 67 | Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II | 909,648 | 44.9M $ | 4.67 % | as of Feb 28, 2026 · Original filing |
| 68 | iShares Russell 1000 ETF iShares Trust | 901,629 | 41.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 69 | THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 887,832 | 45.7M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| 70 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 886,615 | 45.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 71 | DIAMOND HILL LONG SHORT FUND Diamond Hill Funds | 813,491 | 37.4M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| 72 | Nomura Growth and Income Fund Delaware Group Equity Funds IV | 807,034 | 37.1M $ | 2.06 % | as of Mar 31, 2026 · Original filing |
| 73 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 785,765 | 36.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 74 | VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 765,025 | 37.7M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| 75 | Large Cap Index Master Portfolio Master Investment Portfolio | 756,942 | 34.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 76 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 750,666 | 37M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 77 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 743,617 | 38.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 78 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 742,776 | 36.6M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 79 | Victory Pioneer Core Equity Fund Victory Portfolios IV | 717,360 | 33M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| 80 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 702,334 | 32.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 81 | iShares U.S. Financials ETF iShares Trust | 696,793 | 35.9M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| 82 | PSF PGIM Jennison Value Portfolio Prudential Series Fund | 678,757 | 31.2M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| 83 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 674,936 | 33.3M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| 84 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 674,825 | 33.3M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 85 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 666,738 | 34.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 86 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 656,024 | 33.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 87 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 631,438 | 32.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 88 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 630,411 | 32.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 89 | MidCap Value Fund I Principal Funds, Inc | 629,000 | 32.4M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| 90 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 604,620 | 27.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 91 | AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 600,000 | 27.6M $ | 2.99 % | as of Mar 31, 2026 · Original filing |
| 92 | JNL/Newton Equity Income Fund JNL Series Trust | 589,095 | 27.1M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 93 | College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 575,729 | 26.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 94 | SEB Dynamisk Aktiefond SEB Funds AB | 570,587 | 249.9M SEK | 1.10 % | as of Mar 31, 2026 · Original filing |
| 95 | First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 530,941 | 24.4M $ | 7.54 % | as of Mar 31, 2026 · Original filing |
| 96 | Select Banking Portfolio Fidelity Select Portfolios | 522,500 | 25.8M $ | 5.69 % | as of Feb 28, 2026 · Original filing |
| 97 | Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 513,720 | 26.5M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 98 | ALPS Sector Dividend Dogs ETF ALPS ETF TRUST | 504,699 | 24.9M $ | 1.80 % | as of Feb 28, 2026 · Original filing |
| 99 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 497,857 | 25.6M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 100 | Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 487,695 | 25.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
Institutional managers
1628 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 98,334,407 | 4.5B $ | as of Mar 31, 2026 |
| Capital International Investors | 84,512,937 | 3.9B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 58,191,593 | 2.7B $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 37,921,435 | 1.7B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 31,848,304 | 1.5B $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 26,936,449 | 1.2B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 21,597,973 | 992.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 17,700,985 | 815.1M $ | as of Mar 31, 2026 |
| FMR LLC | 15,964,141 | 733.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 14,222,448 | 653.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 12,684,088 | 583.1M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 11,289,721 | 519M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 10,627,732 | 488.6M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 10,358,097 | 476.2M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 10,228,497 | 470.2M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 10,174,835 | 467.5M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 9,106,421 | 418.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 8,934,302 | 410.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 8,608,268 | 395.6M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 7,809,672 | 359M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 7,537,029 | 346.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 7,270,200 | 334.2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 7,373,307 | 329.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 6,415,455 | 294.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 4,954,471 | 227.7M $ | as of Mar 31, 2026 |