Sgi Dynamic Tactical ETFDYTAETF
13F holders, Q1 2025 (March 31)6holders −2
1new positions
3sold out
$27.64avg. 13F price*
At the end of Q1 2025, 6 institutions reported holding Sgi Dynamic Tactical ETF (DYTA) in their 13F filings, down 2 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were Summit Global Investments ($57.9M), GTS Securities LLC ($1.0M) and LPL Financial LLC ($989K).
- Company
- Sgi Dynamic Tactical ETF
- Filed as
- RBB FD INC (Q1 2025)
- CUSIP
- 74933W577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.0M |
| Exits | 3 | $719K |
All 13F filers, Q4 2024 → Q1 2025: 233,973 shares bought and 37,004 shares sold, net +196,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Summit Global Investments | 4.22% | Add +10.1% | 2,096,271 | $57.9M |
| GTS Securities LLC | 0.04% | New | 36,420 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -22.4% | 35,785 | $989K |
| Betterment LLC | 0.00% | Add +22.7% | 30,111 | $832K |
| UBS Group AG | 0.00% | Reduce -68.3% | 349 | $10K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 269 | $8K |
"% of holder's portfolio" is DYTA's weight in each manager's 13F, not the share of Sgi Dynamic Tactical ETF the manager owns.