Who owns WLTG?
WealthTrust DBS Long Term Growth ETF
12 institutions reported holding WLTG, worth $70.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WLTG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| WealthTrust Asset Management, LLC | Destin, FL | $50.0M | 1,334,759 | +541 shares |
| New Wave Wealth Advisors LLC | Springdale, AR | $10.1M | 270,706 | +179,447 shares |
| Simplicity Wealth,LLC | Summit, NJ | $7.9M | 210,886 | +13,305 shares |
| Expressive Wealth LLC | Chicago, IL | $989K | 26,398 | −35 shares |
| GTS Securities LLC | New York, NY | $362K | 9,665 | −8,219 shares |
| Atria Investments, Inc | Charlotte, NC | $345K | 9,208 | −2,260 shares |
| Advisors Preferred, LLC | Rockville, MD | $309K | 8,299 | New position |
| MGO One Seven LLC | Beachwood, OH | $269K | 7,181 | +568 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $255K | 6,795 | New position |
| Summit Financial, LLC | Parsippany, NJ | $246K | 6,571 | −1,594 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WLTG?
12 institutional managers reported holding WLTG in Form 13F filings for June 30, 2026, worth $70.8M in total. The largest reported position was held by WealthTrust Asset Management, LLC, at $50.0M.
Did institutions buy or sell WLTG last quarter?
Reported 13F value rose 22.8% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WLTG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.