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Wealthtrust DBS LNG TRM GRW (WLTG)

CUSIP: 26923N801 | NYSE | 17 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

WealthTrust Asset Management, LLC1,304,850
27.3% of portfolio›$49.5M
Simplicity Wealth,LLC196,525
0.2% of portfolio›$7.5M
New Wave Wealth Advisors LLC107,891
1.1% of portfolio›$4.2M
Atria Investments, Inc9,151
0.0% of portfolio›$347.0K
MGO One Seven LLC7,812
0.0% of portfolio›$296.2K
StyleTurnoverLocationFiled
WealthTrust Asset Management, LLC
1,304,850$49.5M27.3%GARPMediumDestin, FL2026-10-22
Simplicity Wealth,LLC
196,525$7.5M0.2%ETFLowSummit, NJ2026-10-23
New Wave Wealth Advisors LLC
107,891$4.2M1.1%CoreMediumSpringdale, AR2026-10-19
Atria Investments, Inc
9,151$347.0K0.0%CoreMediumCharlotte, NC2026-10-15
MGO One Seven LLC
7,812$296.2K0.0%GrowthLowBeachwood, OH2026-10-28