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Wealthtrust DBS LNG TRM GRW (WLTG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WealthTrust Asset Management, LLC
DECREASED
Shares1,304,850 from 1,334,759
Change-29,909 (-2%)
Value$49.5M (-$513.6K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares196,525 from 210,886
Change-14,361 (-7%)
Value$7.5M (-$446.5K)
Filed 2026-10-23
New Wave Wealth Advisors LLC
DECREASED
Shares107,891 from 135,353
Change-27,462 (-20%)
Value$4.2M (-$914.3K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares9,151 from 9,208
Change-57 (-1%)
Value$347.0K (+$2.1K)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares7,812 from 7,181
Change+631 (+9%)
Value$296.2K (+$27.3K)
Filed 2026-10-28
Expressive Wealth LLC
N/A
Shares— from 26,398
Change-26,398 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 9,665
Change-9,665 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 8,299
Change-8,299 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,795
Change-6,795 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 253
Change-253 (-100%)
Value—
UBS Group AG
N/A
Shares— from 168
Change-168 (-100%)
Value—
Status
WealthTrust Asset Management, LLC
DECREASED1,304,8501,334,759-29,909-2%$50.0M$49.5M-$513.6K2026-10-22
Simplicity Wealth,LLC
DECREASED196,525210,886-14,361-7%$7.9M$7.5M-$446.5K2026-10-23
New Wave Wealth Advisors LLC
DECREASED107,891135,353-27,462-20%$5.1M$4.2M-$914.3K2026-10-19
Atria Investments, Inc
DECREASED9,1519,208-57-1%$344.9K$347.0K+$2.1K2026-10-15
MGO One Seven LLC
INCREASED7,8127,181+631+9%$269.0K$296.2K+$27.3K2026-10-28
Expressive Wealth LLC
N/A—26,398-26,398-100%$988.7K———
GTS Securities LLC
N/A—9,665-9,665-100%$362.0K———
Advisors Preferred, LLC
N/A—8,299-8,299-100%$308.6K———
Susquehanna International Group, LLP
N/A—6,795-6,795-100%$254.5K———
Summit Financial, LLC
N/A—6,571-6,571-100%$246.1K———
JPMorgan Chase & Co
N/A—253-253-100%$9.4K———
UBS Group AG
N/A—168-168-100%$6.3K———
Showing 12 of 12 institutions