WEALTHTRUST DBS LNG TRM GRW (WLTG) Institutional Ownership and Insiders Activity
WEALTHTRUST DBS LNG TRM GRW (WLTG) is widely held by institutional investors, with 12 firms reporting positions valued at approximately $63.91M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Wealthtrust Asset Management, Llc is the largest disclosed holder, reporting approximately $49.48M in WLTG holdings in its latest filing.
Institutional ownership remains highly concentrated, with Wealthtrust Asset Management, Llc representing the majority of disclosed value.
Institutional Holders
12
Total Reported Value
$63.91M
Largest Holder
Wealthtrust Asset Management, Llc
Largest Position
$49.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
4
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- Wealthtrust Asset Management, Llc$49.48M
- Simplicity Wealth,Llc$7.45M
- New Wave Wealth Advisors Llc$4.16M
- Expressive Wealth Llc$988,744
- Gts Securities Llc$362,012