SGI Dynamic Tactical ETF (DYTA)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

Institutional Trends (8 Quarters)

No trend data available for this metric.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals for a debt & leverage analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.83%Max: 4.95%High conviction (>1%): 1

Summit Global Investments

Betterment

LPL Financial

JANE STREET GROUP,

Transamerica Financial Advisors,

GTS SECURITIES

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

37th percentile

5 buying3 selling

+2

New

-2

Closed

+907K

Net shares

Ownership Concentration

Top 5: 99.7%Top 10: 100.0%

Summit Global Investments97.1%

Betterment1.2%

LPL Financial0.5%

JANE STREET GROUP,0.4%

Transamerica Financial Advisors,0.4%

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Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

37th percentile

5 buying3 selling

+2

New

-2

Closed

+907K

Net shares

Ownership Concentration

Top 5: 99.7%Top 10: 100.0%

Summit Global Investments97.1%

Betterment1.2%

LPL Financial0.5%

JANE STREET GROUP,0.4%

Transamerica Financial Advisors,0.4%

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

37th percentile

5 buying3 selling

+2

New

-2

Closed

+907K

Net shares

Ownership Concentration

Top 5: 99.7%Top 10: 100.0%

Summit Global Investments97.1%

Betterment1.2%

LPL Financial0.5%

JANE STREET GROUP,0.4%

Transamerica Financial Advisors,0.4%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2023-03

$12,518

DYTA · +25%

$16,508

S&P 500 · +65%

−$3,990

behind the index

Total return (5Y)

+25%

S&P 500

+65%

vs. market

-40%

underperformed

Annualized

7.8%

mkt 18.2%

Volatility

8%

annualized

Beta

0.59

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

DYTAS&P 500

Year by year

Annual return vs the market

DYTA (solid)S&P 500 (outline)Green = positive year, red = negative. Number = DYTA's return.

Beat the market

1 / 4 yrs

25% win rate

Best year

+14%

2024

Worst year

-4%

2026

Worst drawdown

-4%

still -4% below peak

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -4%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position