Sgi Dynamic Tactical ETFDYTAETF
13F holders, Q2 2025 (June 30)5holders −1
1new positions
1sold out
$28.04avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Sgi Dynamic Tactical ETF (DYTA) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Summit Global Investments ($60.1M), LPL Financial LLC ($956K) and Betterment LLC ($701K).
- Company
- Sgi Dynamic Tactical ETF
- Filed as
- RBB FD INC (Q2 2025)
- CUSIP
- 74933W577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $0 |
| Exits | 1 | $1.0M |
All 13F filers, Q1 2025 → Q2 2025: 47,653 shares bought and 43,293 shares sold, net +4,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Summit Global Investments | 3.55% | Add +2.3% | 2,143,924 | $60.1M |
| LPL Financial LLC | 0.00% | Reduce -4.8% | 34,078 | $956K |
| Betterment LLC | 0.00% | Reduce -17.0% | 24,993 | $701K |
| UBS Group AG | 0.00% | Reduce -13.8% | 301 | $8K |
| 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.