Who owns WealthTrust DBS Long Term Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WLTG from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 1.8M shares of WealthTrust DBS Long Term Growth ETF worth $65.8M — about 80% of shares outstanding; the largest disclosed holder is WealthTrust Asset Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$65.8M
value, 2026 filers
80%
of shares outstanding (1.8M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WLTG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WealthTrust Asset Management, LLC | 1.3M | $50.0M | 27.1% | 60.8% | 0.0% |
| 2 | Simplicity Wealth,LLC | 210,886 | $7.9M | 0.3% | 9.6% | +6.7% |
| 3 | NEW WAVE WEALTH ADVISORS LLC | 135,353 | $5.1M | 1.4% | 6.2% | +48.3% |
| 4 | Expressive Wealth LLC | 26,398 | $988,744 | 0.9% | 1.2% | -0.1% |
| 5 | GTS SECURITIES LLC | 9,665 | $362,012 | 0.0% | 0.4% | -46.0% |
| 6 | Atria Investments, Inc | 9,208 | $344,891 | 0.0% | 0.4% | -19.7% |
| 7 | Advisors Preferred, LLCNEW | 8,299 | $308,640 | 0.0% | 0.4% | new |
| 8 | MGO ONE SEVEN LLC | 7,181 | $268,974 | 0.0% | 0.3% | +8.6% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 6,795 | $254,511 | 0.0% | 0.3% | new |
| 10 | Summit Financial, LLC | 6,571 | $246,131 | 0.0% | 0.3% | -19.5% |
| 11 | JPMORGAN CHASE & CONEW | 253 | $9,397 | 0.0% | 0% | new |
| 12 | UBS Group AGNEW | 168 | $6,293 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.