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DYTA Institutional Ownership

SGI Dynamic Tactical ETF
1W: +0.1% 1M: +1.1% 3M: +0.9% YTD: +9.4% 1Y: +9.7% 3Y: +43.1%
$31.88
+0.14 (+0.45%)
 
Weekly Expected Move ±1.1%
$31 $32 $32 $32 $33
ETF NASDAQ · AUM $105.7M

Institutional Ownership — DYTA

7
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
101M
Total Invested
1
New Positions
2
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (9 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Summit Global Investments 3,131,767 100M +129,435 +4.3% 14Q SEC ↗
2 Betterment LLC 37,574 1M -671 -1.8% 9Q SEC ↗
3 LPL Financial LLC 18,357 585K +1,571 +9.4% 12Q SEC ↗
4 Transamerica Financial Advisors, LLC 11,760 375K -19 -0.2% 13Q SEC ↗
5 JANE STREET GROUP, LLC 7,604 242K -4,576 -37.6% 2Q SEC ↗
6 MORGAN STANLEY NEW 1,816 58K — +0.0% 1Q SEC ↗
7 GTS SECURITIES LLC 0 0K -10,325 -100.0% 1Q SEC ↗
8 ROYAL BANK OF CANADA 0 0K -888 -100.0% 1Q SEC ↗
9 Arax Advisory Partners 0 0K -23 -100.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
MORGAN STANLEY 1,816 58K
Sold Out (3)
HolderPrev SharesPrev Value
GTS SECURITIES LLC 10,325 329K
ROYAL BANK OF CANADA 888 28K
Arax Advisory Partners 23 1K
Biggest Increases (2)
HolderAddedChange %Total Shares
Summit Global Investments +129,435 +4.3% 3,131,767
LPL Financial LLC +1,571 +9.4% 18,357
Biggest Decreases (3)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -4,576 -37.6% 7,604
Betterment LLC -671 -1.8% 37,574
Transamerica Financial Advisors, LL -19 -0.2% 11,760

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms