WealthTrust DBS Long Term Growth
WLTG • ARCA
WealthTrust DBS Long Term Growth is an exchange-traded fund on ARCA. As of Q3 2025, 5 institutional investors hold shares in this ETF, with total holdings valued at $53.9M. WealthTrust Asset Management, LLC is the largest holder with a position valued at $42.7M.
Overview
Overview of institutional ownership in WLTG as of Q3 2025
All Institutions
- Institutions
- 5
- Value Held
- $53.9M
- Shares Held
- 1.5M
- Avg Position
- $10.8M
- Median Position
- $3.1M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in WLTG as of Q3 2025
| Institution | Position Value |
|---|---|
 WealthTrust Asset Management, LLC RIA/Wealth | $42.7M 29.78% of portfolio |
 Simplicity Wealth,LLC RIA/Wealth | $7.1M 0.42% of portfolio |
 NEW WAVE WEALTH ADVISORS LLC RIA/Wealth | $3.1M 1.13% of portfolio |
G GTS SECURITIES LLC Institution | $818.5K 0.03% of portfolio |
 Global Retirement Partners, LLC RIA/Wealth | $156.4K 0.00% of portfolio |
 UBS Group AG Institution | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for WLTG in Q3 2025
- Traded
- +$5.7M
- Buyers
- 4
- Sellers
- 2
- Total Bought
- +$6.3M
- Total Sold
- −$612.0K
- Avg Position
- $9.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
NEW WAVE WEALTH ADVISORS LLC RIA/Wealth | +$3.1M +88.4K shares |
WealthTrust Asset Management, LLC RIA/Wealth | +$2.3M +65.5K shares |
G GTS SECURITIES LLC Institution | +$818.5K +23.5K shares |
Global Retirement Partners, LLC RIA/Wealth | +$156.4K +4.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Simplicity Wealth,LLC RIA/Wealth | −$611.1K −17.5K shares |
UBS Group AG Institution | −$896.0 −28.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited WLTG in Q3 2025
- New Positions
- 2
- New Value
- $3.2M
- Exited Positions
- 1
- Exited Value
- $896.0
New Positions
| Institution | Position Value |
|---|---|
NEW WAVE WEALTH ADVISORS LLC RIA/Wealth | $3.1M 88.4K shares |
Global Retirement Partners, LLC RIA/Wealth | $156.4K 4.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
UBS Group AG Institution | $896.0 28.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in WLTG as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with WLTG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
WealthTrust Asset Management, LLC RIA/Wealth | 29.78% $42.7M |
NEW WAVE WEALTH ADVISORS LLC RIA/Wealth | 1.13% $3.1M |
Simplicity Wealth,LLC RIA/Wealth | 0.42% $7.1M |
G GTS SECURITIES LLC Institution | 0.03% $818.5K |
Global Retirement Partners, LLC RIA/Wealth | 0.00% $156.4K |
UBS Group AG Institution | 0.00% - |