SGI Dynamic Tactical
DYTA • NASDAQ
SGI Dynamic Tactical is an exchange-traded fund on NASDAQ. As of Q3 2025, 4 institutional investors hold shares in this ETF, with total holdings valued at $63.3M. Summit Global Investments is the largest holder with a position valued at $61.7M.
Overview
Overview of institutional ownership in DYTA as of Q3 2025
All Institutions
- Institutions
- 4
- Value Held
- $63.3M
- Shares Held
- 2.2M
- Avg Position
- $15.8M
- Median Position
- $796.3K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in DYTA as of Q3 2025
| Institution | Position Value |
|---|---|
 Summit Global Investments Long Only Manager | $61.7M 4.18% of portfolio |
 Betterment LLC RIA/Wealth | $796.8K 0.00% of portfolio |
L LPL Financial LLC Institution | $795.8K 0.00% of portfolio |
 Transamerica Financial Advisors, Inc. Institution | $7.8K 0.00% of portfolio |
 Goss Wealth Management LLC RIA/Wealth | - 0.00% of portfolio |
 UBS Group AG Institution | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DYTA in Q3 2025
- Traded
- −$662.6K
- Buyers
- 1
- Sellers
- 3
- Total Bought
- +$71.5K
- Total Sold
- −$734.1K
- Avg Position
- $10.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Betterment LLC RIA/Wealth | +$71.5K +2.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Summit Global Investments Long Only Manager | −$532.5K −18.4K shares |
L LPL Financial LLC Institution | −$193.1K −6.7K shares |
UBS Group AG Institution | −$8.4K −301.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DYTA in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 2
- Exited Value
- $8.4K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
UBS Group AG Institution | $8.4K 301.0 shares |
Goss Wealth Management LLC RIA/Wealth | - - shares |
Options Activity
Institutions with the largest Call and Put options positions in DYTA as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DYTA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Summit Global Investments Long Only Manager | 4.18% $61.7M |
Betterment LLC RIA/Wealth | 0.00% $796.8K |
Transamerica Financial Advisors, Inc. Institution | 0.00% $7.8K |
L LPL Financial LLC Institution | 0.00% $795.8K |
Goss Wealth Management LLC RIA/Wealth | 0.00% - |
UBS Group AG Institution | 0.00% - |