As of October 22, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of iM Global Partner Funds. The largest reported stake is Truist Financial Corp's, at 32.2%. 4 filings are on record since October 23, 2025 (Schedule 13G, July 6, 2026).
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Key facts
- · Holder: Berkshire Asset Management LLC · Percent: 5.5% · SCHEDULE 13G/A
- · Holder: Truist Financial Corp · Percent: 32.2% · SCHEDULE 13G
- · Holder: Berkshire Asset Management LLC · Percent: 8.5% · SCHEDULE 13G/A
- · Holder: Berkshire Asset Management LLC · Percent: 7.1% · SCHEDULE 13G/A
iM Global Partner Funds has 4 Schedule 13D or 13G filings on record since 2025-10-23. 2 holders' latest filing reports 5% or more of exchange traded fund. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Truist Financial Corp | 32.2% | 233,615 | SCHEDULE 13G, 2026-07-06 | 2026-06-30 |
| Berkshire Asset Management LLC | 5.5% | 59,582 | SCHEDULE 13G/A, 2026-07-14 | 2026-06-30 |
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Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-10-23 | Berkshire Asset Management LLC | 7.1% | SCHEDULE 13G/A |
| 2026-05-11 | Berkshire Asset Management LLC | 8.5% | SCHEDULE 13G/A |
| 2026-07-06 | Truist Financial Corp | 32.2% | SCHEDULE 13G |
| 2026-07-14 | Berkshire Asset Management LLC | 5.5% | SCHEDULE 13G/A |
Questions about who owns iM Global Partner Funds
Who owns iM Global Partner Funds?
On this page, 2 holders' latest ownership filings report 5% or more of iM Global Partner Funds: Truist Financial Corp (32.2%, Schedule 13G, filed 2026-07-06) and Berkshire Asset Management LLC (5.5%, Schedule 13G/A, filed 2026-07-14).
Who are the largest shareholders of iM Global Partner Funds?
By the share each holder's latest filing reports, the largest holders of iM Global Partner Funds on this page are Truist Financial Corp (32.2%) and Berkshire Asset Management LLC (5.5%).
When did Truist Financial Corp buy into iM Global Partner Funds?
The filings give report dates, not purchase dates. The earliest filing from Truist Financial Corp on this page is the Schedule 13G, filed 2026-07-06, reporting 32.2%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 4 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.