Truist Financial (TFC) files 13G: 297,117 shares (8.64%) reported
Rhea-AI Filing Summary
Truist Financial Corporation reports beneficial ownership of 297,117 shares (8.64%) of ETF Opportunities Trust (CUSIP 26923Q416) as of 3/31/2026. The filing states Truist has sole dispositive power for 297,117 shares and reports no voting power. The Schedule 13G is signed by Caroline D. Hoang on 04/20/2026.
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Negative
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Key Figures
Beneficially owned: 297,117 shares
Percent of class: 8.64 %
Sole dispositive power: 297,117 shares
+3 more
6 metrics
Beneficially owned
297,117 shares
Amount beneficially owned as reported on Schedule 13G
Percent of class
8.64 %
Percent of class reported in Item 4(b)
Sole dispositive power
297,117 shares
Number of shares with sole power to dispose, Item 4(c)(iii)
Sole voting power
0.00
Number of shares with sole power to vote, Item 4(c)(i)
CUSIP
26923Q416
Identifier for ETF Opportunities Trust class
Ownership as of
3/31/2026
Time anchor for reported ownership
Key Terms
Schedule 13G, Beneficial ownership, Sole dispositive power, CUSIP
4 terms
Schedule 13G regulatory
"Item 2. | (a) | Name of person filing: Truist Financial Corporation as Parent Holding Company"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficial ownership financial
"Item 4. | Ownership (a) | Amount beneficially owned: 297117"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Sole dispositive power regulatory
"Item 4(c)(iii) | Sole power to dispose or to direct the disposition of: 297117"
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.
CUSIP market
"Item 2.(d) | CUSIP Number(s): 26923Q416"
A CUSIP is a nine-character alphanumeric code that uniquely identifies a U.S. or Canadian financial security—such as a stock, bond, or fund share—like a Social Security number for an investment. It matters to investors because brokers, exchanges and record-keepers use the CUSIP to match trades, track ownership, settle transactions and pull accurate records, reducing errors and ensuring money and securities go to the right place.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does Truist (TFC) report in ETF Opportunities Trust?
Truist reports beneficial ownership of 297,117 shares (8.64%). The Schedule 13G lists sole dispositive power over those shares and zero voting power, per the filing dated 3/31/2026 and signed 04/20/2026.
What is the CUSIP and reporting date on the Schedule 13G for TFC?
The filing references CUSIP 26923Q416 with an ownership as of 3/31/2026. The signature block shows the Schedule 13G was signed on 04/20/2026 by Caroline D. Hoang.
Who filed the Schedule 13G on behalf of Truist (TFC)?
The filing lists Truist Financial Corporation as the filer, acting as parent holding company for Truist Advisory Services, Inc. The document is signed by Caroline D. Hoang, Assistant Vice President.