Sgi Dynamic Tactical ETFDYTAETF
13F holders, Q1 2026 (March 31)6holders
2new positions
2sold out
$27.94avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Sgi Dynamic Tactical ETF (DYTA) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Summit Global Investments ($83.9M), Betterment LLC ($1.1M) and LPL Financial LLC ($469K).
- Company
- Sgi Dynamic Tactical ETF
- Filed as
- RBB FD INC (Q1 2026)
- CUSIP
- 74933W577
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $629K |
| Exits | 2 | $27K |
All 13F filers, Q4 2025 → Q1 2026: 907,747 shares bought and 1,078 shares sold, net +906,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Summit Global Investments | 4.95% | Add +40.6% | 3,002,332 | $83.9M |
| Betterment LLC | 0.00% | Add +21.2% | 38,245 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 16,786 | $469K |
| Jane Street Group, LLC | 0.00% | New | 12,180 | $340K |
| Transamerica Financial Advisors, LLC | 0.03% | Add +1357.8% | 11,779 | $329K |
| GTS Securities LLC | 0.01% | New | 10,325 | $288K |
"% of holder's portfolio" is DYTA's weight in each manager's 13F, not the share of Sgi Dynamic Tactical ETF the manager owns.