Truist Financial (NYSE: TFC) discloses 233,615 shares, 32.22% stake in iM Global ETF

Rhea-AI Filing Summary

Truist Financial Corporation reports beneficial ownership of 233,615 shares of the iM Global Partner Funds Exchange Traded Fund (CUSIP 53700T751). The filing on 07/06/2026 states Truist holds 32.22% of the class with sole dispositive power over 233,615 shares.

The filing lists Truist Financial Corp as the parent holding company for Truist Advisory Services, Inc., and provides the issuer address in El Segundo, California. Voting power is reported as zero and disposition authority as sole.

Insights

Institutional Holdings Analyst

Large passive stake disclosed: 233,615 shares representing 32.22%.

The Schedule 13G lists a beneficial ownership position of 233,615 shares in the iM Global Partner Funds ETF with sole dispositive power. The filing identifies Truist Financial Corporation as the reporting parent for its advisory affiliate.

Timing: the record date on the header is 06/30/2026 and the signature is dated 07/06/2026. Future filings may disclose changes in holdings or voting arrangements if activity occurs.

Key Figures

Shares beneficially owned: 233,615 shares Percent of class: 32.22% CUSIP: 53700T751 +2 more

5 metrics

Shares beneficially owned 233,615 shares reported beneficial ownership in Schedule 13G

Percent of class 32.22% percent of class as stated in Item 4(a)/(b)

CUSIP 53700T751 security identifier for the Exchange Traded Fund

Signature date 07/06/2026 date on signature block

Record/header date 06/30/2026 date shown on the filing header

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"

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: 233615"

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

"(iii) Sole power to dispose or to direct the disposition of: 233615"

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

"(d) | Title of class of securities: Exchange Traded Fund (e) | CUSIP Number(s): 53700T751"

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.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 07/08/2026 - 07:19 PM Accepted by SEC EDGAR 07/06/2026 - 02:20 PM Learn about SEC filing dates

FAQ

What does Truist (TFC) report owning in iM Global Partner Funds ETF?

Truist reports beneficial ownership of 233,615 shares, representing 32.22% of the class. The Schedule 13G names Truist Financial Corporation as the reporting parent and shows sole dispositive power over those shares.

What voting and dispositive powers does Truist report on the 13G?

The filing reports 0 sole voting power and 0 shared voting power, while stating sole dispositive power over 233,615 shares. This indicates control over disposition but not voting authority per the form.

When was the Schedule 13G signed and what dates are on the filing?

The signature block is dated 07/06/2026 and the header shows a date of 06/30/2026. Those dates are the filing's stated record and signature dates for the ownership disclosure.

Who is the reporting entity for this beneficial ownership disclosure?

The filer is Truist Financial Corporation as parent holding company for Truist Advisory Services, Inc. The filing lists addresses for both the issuer and the reporting entities in Charlotte, NC and El Segundo, CA.

What is the CUSIP for the ETF mentioned in the 13G?

The Schedule 13G lists the Exchange Traded Fund with CUSIP 53700T751. That identifier appears in the form's issuer and security description fields.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

iM Global Partner Funds

(Name of Issuer)

Exchange Traded Fund

(Title of Class of Securities)

53700T751

(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): 53700T751

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 233,615.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

233,615.00

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)

32.2 %

12

Type of Reporting Person (See Instructions)

IA, HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: iM Global Partner Funds
(b)	Address of issuer's principal executive offices: 2301 ROSECRANS AVENUE, SUITE 2150, EL SEGUNDO, CALIFORNIA, 90245.
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 Number(s): 53700T751
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: 233615
(b)	Percent of class: 32.22 %
(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: 233615
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
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:	Caroline D. Hoang
Name/Title:	Assistant Vice President
Date:	07/06/2026