Sgi Dynamic Tactical ETFDYTAETF

13F holders, Q2 2026 (June 30)
6holders
1new positions
1sold out
$31.78avg. 13F price*

At the end of Q2 2026, 6 institutions reported holding Sgi Dynamic Tactical ETF (DYTA) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Summit Global Investments ($99.5M), Betterment LLC ($1.2M) and LPL Financial LLC ($583K).

Company
Sgi Dynamic Tactical ETF
Filed as
RBB FD INC (Q2 2026)
CUSIP
74933W577
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 6Q1 2024Q2 2024: 8Q2 2024Q3 2024: 10Q3 2024Q4 2024: 8Q4 2024Q1 2025: 6Q1 2025Q2 2025: 5Q2 2025Q3 2025: 4Q3 2025Q4 2025: 6Q4 2025Q1 2026: 6Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$58K
Exits1$288K

All 13F filers, Q1 2026 → Q2 2026: 132,822 shares bought and 15,591 shares sold, net +117,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Summit Global Investments 5.43% Add +4.3% 3,131,767 $99.5M
Betterment LLC 0.00% Reduce -1.8% 37,574 $1.2M
LPL Financial LLC 0.00% Add +9.4% 18,357 $583K
Transamerica Financial Advisors, LLC 0.03% Reduce -0.2% 11,760 $374K
Jane Street Group, LLC 0.00% Reduce -37.6% 7,604 $242K
Morgan Stanley 0.00% New 1,816 $58K

"% of holder's portfolio" is DYTA's weight in each manager's 13F, not the share of Sgi Dynamic Tactical ETF the manager owns.