Who owns SGI Dynamic Tactical ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DYTA from SEC Form 13F filings across 6 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 6 institutions disclosed 3.2M shares of SGI Dynamic Tactical ETF worth $1.4M — about 96.8% of shares outstanding; the largest disclosed holder is Summit Global Investments. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$1.4M
value, 2026 filers
96.8%
of shares outstanding (3.2M sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DYTA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Summit Global Investments | 3.1M | $99,514 | 5.4% | 94.5% | +4.3% |
| 2 | Betterment LLC | 37,574 | $1,194 | 0.0% | 1.1% | -1.8% |
| 3 | LPL Financial LLC | 18,357 | $583,306 | 0.0% | 0.6% | +9.4% |
| 4 | Transamerica Financial Advisors, LLC | 11,760 | $373,703 | 0.0% | 0.4% | -0.2% |
| 5 | JANE STREET GROUP, LLC | 7,604 | $241,622 | 0.0% | 0.2% | -37.6% |
| 6 | MORGAN STANLEYNEW | 1,816 | $57,705 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.