Truist discloses 1.02% stake in Zacks Trust ETF

Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., reported its holdings in the Zacks Trust Exchange Traded Fund in an amended Schedule 13G filing.

Rhea-AI Filing Summary

Truist Financial Corporation, as parent holding company for Truist Advisory Services, Inc., reported its holdings in the Zacks Trust Exchange Traded Fund in an amended Schedule 13G filing. The filing states beneficial ownership of 32,485 shares, representing 1.02% of the class, with no sole or shared voting power over the shares. Truist reports sole dispositive power over 32,485 shares and no shared dispositive power, confirming ownership of 5 percent or less of the ETF’s outstanding shares.

Key Figures

Beneficial ownership: 32,485 shares Percent of class: 1.02 % Sole voting power: 0 shares +3 more

6 metrics

Beneficial ownership 32,485 shares Shares of Zacks Trust Exchange Traded Fund beneficially owned by Truist

Percent of class 1.02 % Portion of Zacks Trust ETF outstanding shares held by Truist

Sole voting power 0 shares Shares for which Truist can vote or direct the vote on a sole basis

Shared voting power 0 shares Shares for which Truist shares voting authority

Sole dispositive power 32,485 shares Shares for which Truist can dispose or direct disposition on a sole basis

Shared dispositive power 0 shares Shares for which Truist shares dispositive authority

Key Terms

Schedule 13G/A, beneficially owned, sole dispositive power, percent of class

4 terms

Schedule 13G/A regulatory

"reported its holdings in the Zacks Trust Exchange Traded Fund in an amended Schedule 13G filing"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

beneficially owned financial

"The filing states beneficial ownership of 32,485 shares, representing 1.02% of the class"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

sole dispositive power financial

"Truist reports sole dispositive power over 32,485 shares and no shared dispositive power"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

percent of class financial

"Percent of class: 1.02 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake in Zacks Trust does Truist Financial (TFC) report in this filing?

Truist Financial reports beneficial ownership of 32,485 shares of Zacks Trust Exchange Traded Fund, representing 1.02% of the class, according to the Schedule 13G/A ownership disclosure.

Does Truist Financial (TFC) report voting power over its Zacks Trust ETF shares?

The filing states Truist Financial has no sole or shared voting power over its Zacks Trust ETF shares, with both sole and shared voting power reported as 0 shares.

What dispositive power does Truist Financial (TFC) have over Zacks Trust ETF shares?

Truist Financial reports sole dispositive power over 32,485 shares of the Zacks Trust ETF and no shared dispositive power, meaning decisions to sell or otherwise dispose are controlled on a sole basis.

Is Truist Financial’s (TFC) ownership in Zacks Trust above 5 percent?

No. The Schedule 13G/A specifies Truist’s holdings represent 1.02% of the class and confirms it reports ownership of 5 percent or less of the Zacks Trust ETF.

Who signed the Schedule 13G/A related to Truist Financial’s (TFC) Zacks Trust holdings?

The ownership report was signed by Edward M. Kwiatkowski, identified as Vice President, with the signature dated 07/10/2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/10/2026 - 11:49 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Zacks Trust

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

98888G808

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 98888G808

1

Names of Reporting Persons

TRUIST FINANCIAL CORP

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

NORTH CAROLINA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 32,485.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

32,485.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

1.0 %

12

Type of Reporting Person (See Instructions)

IA, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Zacks Trust
(b)	Address of issuer's principal executive offices: 227 WEST MONROE STREET, 227 WEST MONROE STREET, CHICAGO, ILLINOIS, 60606.
Item 2.
(a)	Name of person filing: Truist Financial Corporation as Parent Holding Company for Truist Advisory Services, Inc. an affiliated Registered Investment Advisor
(b)	Address or principal business office or, if none, residence: 214 North Tryon Street Charlotte, NC 28202
(c)	Citizenship: Truist Financial Corporation is a North Carolina Corporation; Truist Advisory Services, Inc. is a Delaware Corporation
(d)	Title of class of securities: Exchange Traded Fund
(e)	CUSIP No.: 98888G808
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 32485
(b)	Percent of class: 1.02 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 32485
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

TRUIST FINANCIAL CORP

Signature:	Edward M. Kwiatkowski
Name/Title:	Vice President
Date:	07/10/2026