Sgi Dynamic Tactical ETFDYTAETF
13F holders, Q3 2025 (September 30)4holders −1
0new positions
2sold out
$29.02avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding Sgi Dynamic Tactical ETF (DYTA) in their 13F filings, down 1 from Q2 2025. 0 opened new positions and 2 sold out. The largest holders were Summit Global Investments ($61.7M), Betterment LLC ($797K) and LPL Financial LLC ($796K).
- Company
- Sgi Dynamic Tactical ETF
- Filed as
- RBB FD INC (Q3 2025)
- CUSIP
- 74933W577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $8K |
All 13F filers, Q2 2025 → Q3 2025: 2,464 shares bought and 25,305 shares sold, net −22,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Summit Global Investments | 3.60% | Reduce -0.9% | 2,125,574 | $61.7M |
| Betterment LLC | 0.00% | Add +9.9% | 27,457 | $797K |
| LPL Financial LLC | 0.00% | Reduce -19.5% | 27,424 | $796K |
| 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.