Sgi Dynamic Tactical ETFDYTAETF
13F holders, Q2 2024 (June 30)8holders +2
3new positions
1sold out
$30.03avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding Sgi Dynamic Tactical ETF (DYTA) in their 13F filings, up 2 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were Summit Global Investments ($53.7M), LPL Financial LLC ($2.0M) and Susquehanna International Group, LLP ($998K).
- Company
- Sgi Dynamic Tactical ETF
- Filed as
- RBB FD INC (Q2 2024)
- CUSIP
- 74933W577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $337K |
| Exits | 1 | $29 |
All 13F filers, Q1 2024 → Q2 2024: 36,010 shares bought and 136,539 shares sold, net −100,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Summit Global Investments | 3.86% | Reduce -3.5% | 1,787,527 | $53.7M |
| LPL Financial LLC | 0.00% | Reduce -52.6% | 65,068 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +292.4% | 33,243 | $998K |
| Transamerica Financial Advisors, LLC | 0.04% | No change | 11,394 | $343K |
| Betterment LLC | 0.00% | New | 11,127 | $334K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -14.7% | 301 | $9K |
| UBS Group AG | 0.00% | New | 111 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 1 | $18 |
"% of holder's portfolio" is DYTA's weight in each manager's 13F, not the share of Sgi Dynamic Tactical ETF the manager owns.