DYTA · SGI Dynamic Tactical ETF
$32.17
+0.02 (+0.05%)
At close · Aug 14
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $1,493,280
Total Shares: 46,994
Institutional Ownership Trend
14 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
80.0%
−17.2 pts
Top 5
100.0%
+0.3 pts
Top 10
100.0%
0.0 pts
HHI
6,670
Highly concentrated−2,763
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
2
Sold Out
4
Unchanged
0
Holder count:
-3
Institutional value:
-98.3%
Shares held:
-98.5%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega JANE STREET GROUP, LLC | −4,576 | 7,604 | |
| Large Betterment LLC | −671 | 37,574 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 1,816 | $57,705 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Summit Global Investments | 3,002,332 | $83,876,149 | |
| Mega LPL Financial LLC | 16,786 | $468,950 | |
| Small Transamerica Financial Advisors, LLC | 11,779 | $329,069 | |
| Mid GTS SECURITIES LLC | 10,325 | $288,449 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Betterment LLC | $1,193,951 | 79.95% | 37,574 | Shares | 2026-08-14 | |
| Mega JANE STREET GROUP, LLC | $241,624 | 16.18% | 7,604 | Shares | 2026-08-14 | |
| Mega MORGAN STANLEY | $57,705 | 3.86% | 1,816 | Shares | 2026-08-13 |