Sgi Dynamic Tactical ETFDYTAETF

13F holders, Q4 2025 (December 31)
6holders +2
2new positions
0sold out
$29.19avg. 13F price*

At the end of Q4 2025, 6 institutions reported holding Sgi Dynamic Tactical ETF (DYTA) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 0 sold out. The largest holders were Summit Global Investments ($62.3M), Betterment LLC ($921K) and LPL Financial LLC ($495K).

Company
Sgi Dynamic Tactical ETF
Filed as
RBB FD INC (Q4 2025)
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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$27K
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 14,725 shares bought and 10,471 shares sold, net +4,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Summit Global Investments 3.68% Add +0.4% 2,134,748 $62.3M
Betterment LLC 0.00% Add +14.9% 31,558 $921K
LPL Financial LLC 0.00% Reduce -38.2% 16,953 $495K
Royal Bank of Canada 0.00% New 888 $26K
Transamerica Financial Advisors, LLC 0.00% Add +200.4% 808 $24K
Arax Advisory Partners 0.00% New 23 $672

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