Wealthtrust DBS LNG TRM GRWWLTGETF
13F holders, Q1 2026 (March 31)9holders −2
2new positions
3sold out
$33.95avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding Wealthtrust DBS LNG TRM GRW (WLTG) in their 13F filings, down 2 from Q4 2025. 2 opened new positions and 3 sold out. The largest holders were WealthTrust Asset Management, LLC ($45.2M), Simplicity Wealth,LLC ($6.7M) and New Wave Wealth Advisors LLC ($3.1M).
- Company
- Wealthtrust DBS LNG TRM GRW
- Filed as
- ETF OPPORTUNITIES TRUST (Q1 2026)
- CUSIP
- 26923N801
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $765K |
| Exits | 3 | $343K |
All 13F filers, Q4 2025 → Q1 2026: 125,552 shares bought and 41,879 shares sold, net +83,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| WealthTrust Asset Management, LLC | 27.00% | Add +8.1% | 1,334,218 | $45.2M |
| Simplicity Wealth,LLC | 0.38% | Reduce -11.7% | 197,581 | $6.7M |
| New Wave Wealth Advisors LLC | 1.08% | Add +2.3% | 91,259 | $3.1M |
| Expressive Wealth LLC | 0.95% | Reduce -15.8% | 26,433 | $994K |
| GTS Securities LLC | 0.02% | New | 17,884 | $606K |
| Atria Investments, Inc | 0.00% | Add +12.1% | 11,468 | $389K |
| Summit Financial, LLC | 0.00% | Reduce -5.7% | 8,165 | $277K |
| Mgo One Seven LLC | 0.00% | Reduce -5.4% | 6,613 | $224K |
| JPMorgan Chase & Co. | 0.00% | New | 4,818 | $159K |
"% of holder's portfolio" is WLTG's weight in each manager's 13F, not the share of Wealthtrust DBS LNG TRM GRW the manager owns.