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SGI Dynamic Tactical ETF (DYTA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Summit Global Investments
INCREASED
Shares3,241,871 from 3,131,767
Change+110,104 (+4%)
Value$102.5K (+$3.0K)
Filed 2026-10-28
LPL Financial LLC
DECREASED
Shares18,137 from 18,357
Change-220 (-1%)
Value$573.6K (-$9.7K)
Filed 2026-11-06
Betterment LLC
N/A
Shares— from 37,574
Change-37,574 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 11,760
Change-11,760 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,604
Change-7,604 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
Status
Summit Global Investments
INCREASED3,241,8713,131,767+110,104+4%$99.5K$102.5K+$3.0K2026-10-28
LPL Financial LLC
DECREASED18,13718,357-220-1%$583.3K$573.6K-$9.7K2026-11-06
Betterment LLC
N/A—37,574-37,574-100%$1.2K———
Transamerica Financial Advisors, LLC
N/A—11,760-11,760-100%$373.7K———
Jane Street Group, LLC
N/A—7,604-7,604-100%$241.6K———
Morgan Stanley
N/A—1,816-1,816-100%$57.7K———
Showing 6 of 6 institutions