Free Trial
→ I warned you about Nvidia… now look what’s happening (From Timothy Sykes) (Ad) Free SBIO Stock Alerts

ALPS Medical Breakthroughs ETF (SBIO) Institutional Ownership

ALPS Medical Breakthroughs ETF logo
$32.85 -0.65 (-1.94%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for ALPS Medical Breakthroughs ETF (NYSEARCA:SBIO)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$52.83M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$992.69K
Get SBIO Insider Trade Alerts

Want to know when executives and insiders are buying or selling ALPS Medical Breakthroughs ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SBIO Institutional Buying and Selling by Quarter

ALPS Medical Breakthroughs ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/23/2025Strategic Financial Services Inc.19,225$548K0.0%+12.7%0.675%
5/16/2025Jones Financial Companies Lllp27,429$782K0.0%N/A0.962%
5/15/2025Royal Bank of Canada10,568$302K0.0%-9.6%0.371%
5/7/2025Phoenix Financial Ltd.1,465,173$41.79M0.6%N/A50.874%
4/30/2025NTV Asset Management LLC27,186$775K0.1%-8.4%0.944%
4/28/2025Rossby Financial LCC5,180$147K0.1%N/A0.180%
4/28/2025DAVENPORT & Co LLC748,122$21.34M0.1%-2.8%25.976%
4/25/2025McGuire Investment Group LLC8,310$237K0.0%-19.4%0.289%
2/18/2025GTS Securities LLC41,871$1.38M0.1%N/A1.308%
2/17/2025Bank of America Corp DE132,231$4.37M0.0%+11.5%4.132%
2/14/2025Jane Street Group LLC7,444$246K0.0%-24.0%0.233%
2/13/2025Wells Fargo & Company MN126,721$4.19M0.0%+0.3%3.960%
2/11/2025Strategic Financial Services Inc.17,062$564K0.0%-6.6%0.533%
2/10/2025Retirement Planning Co of New England Inc.6,894$228K0.1%-8.1%0.215%
2/10/2025 Farther Finance Advisors LLC4,978$164K0.0%+3,789.1%0.156%
1/31/2025NTV Asset Management LLC29,686$981K0.1%-5.2%0.928%
1/21/2025McGuire Investment Group LLC10,310$341K0.0%+28.1%0.322%
11/15/2024Jane Street Group LLC9,795$366K0.0%N/A0.306%
10/22/2024International Assets Investment Management LLC164,557$61.43M0.0%N/A5.142%
10/16/2024Griffin Asset Management Inc.30,135$1.13M0.1%+31.2%0.942%
10/10/2024McGuire Investment Group LLC8,050$301K0.0%-5.8%0.252%
8/9/2024Retirement Planning Co of New England Inc.7,370$247K0.1%-5.1%0.230%
7/29/2024 Ridgewood Investments LLC20,100$675K0.5%N/A0.628%
7/29/2024Financial Advocates Investment Management7,670$258K0.0%+5.3%0.240%
7/23/2024Griffin Asset Management Inc.22,965$771K0.1%+188.3%0.718%
7/12/2024 Central Valley Advisors LLC5,250$176K0.1%-6.4%0.164%
5/7/2024NTV Asset Management LLC31,561$1.13M0.2%-3.4%0.986%
5/4/2024DAVENPORT & Co LLC771,189$27.46M0.2%+12.1%24.100%
4/27/2024Phoenix Wealth Advisors26,070$932K0.6%+138.3%0.815%
4/26/2024McGuire Investment Group LLC8,550$306K0.0%+15.5%0.267%
4/12/2024 Central Valley Advisors LLC5,606$200K0.1%N/A0.175%
2/26/2024Virtu Financial LLC15,725$518K0.0%N/A0.453%
2/8/2024Strategic Financial Services Inc19,872$655K0.0%-69.2%0.573%
2/6/2024NTV Asset Management LLC32,661$1.08M0.2%-27.7%0.941%
1/30/2024Phoenix Wealth Advisors10,938$359K0.3%+11.5%0.315%
1/19/2024Griffin Asset Management Inc.7,965$262K0.0%N/A0.230%
1/12/2024McGuire Investment Group LLC7,400$244K0.0%N/A0.213%
11/13/2023Kestra Advisory Services LLC14,186$386K0.0%+16.2%0.409%
11/9/2023UBS Group AG78,516$2.14M0.0%-5.4%2.263%
11/6/2023NTV Asset Management LLC45,187$1.23M0.2%-6.8%1.302%
Turn $1K into $50K with This DeFi Gem (Ad)

I've never been more confident about a DeFi opportunity. This isn't about complex trading or risky bets. This is about being in the right place at the right time – and I believe that time is now.

Discover our #1 crypto for the red-hot crypto market right now!
10/20/2023 Ridgewood Investments LLC25,800$702K0.5%-27.1%0.744%
10/17/2023DAVENPORT & Co LLC687,911$18.73M0.1%-0.5%19.825%
8/10/2023Strategic Financial Services Inc54,627$1.63M0.1%-1.6%1.574%
8/3/2023Northwest Capital Management Inc1,400$44K0.0%N/A0.040%
8/3/2023CWM LLC1,400$44K0.0%N/A0.040%
7/31/2023LPL Financial LLC20,776$655K0.0%-13.3%0.599%
7/25/2023Raymond James Financial Services Advisors Inc.66,307$2.09M0.0%-9.6%1.868%
7/25/2023Raymond James & Associates6,757$213K0.0%N/A0.190%
7/20/2023DAVENPORT & Co LLC691,153$21.81M0.2%+0.3%19.469%
7/13/2023Phoenix Wealth Advisors9,584$302K0.2%-4.6%0.270%
5/12/2023Strategic Financial Services Inc55,537$1.51M0.1%+106.3%1.564%
5/5/2023NTV Asset Management LLC48,788$1.33M0.2%-3.2%1.374%
5/5/2023Phoenix Wealth Advisors10,044$273K0.2%N/A0.283%
5/2/2023Exencial Wealth Advisors LLC12,816$348K0.0%-8.8%0.361%
4/27/2023DAVENPORT & Co LLC689,016$18.73M0.1%+12.7%19.409%
4/14/2023Raymond James Financial Services Advisors Inc.73,339$1.99M0.0%+0.7%2.049%
2/8/2023Raymond James Financial Services Advisors Inc.72,850$2.21M0.0%-5.6%2.035%
2/8/2023NTV Asset Management LLC50,418$1.53M0.3%-9.3%1.408%
2/8/2023UBS Group AG90,986$2.76M0.0%-48.7%2.542%
2/8/2023Belpointe Asset Management LLC1,681$51K0.0%N/A0.047%
2/7/2023Commonwealth Equity Services LLC17,374$527K0.0%-7.9%0.485%
2/7/2023LPL Financial LLC24,134$733K0.0%-4.1%0.674%
2/7/2023IFP Advisors Inc4,448$171K0.0%-14.2%0.124%
2/3/2023Retirement Planning Co of New England Inc.7,800$237K0.2%-5.1%0.218%
2/1/2023CWM LLC1,800$55K0.0%N/A0.050%
1/31/2023Kestra Advisory Services LLC12,207$371K0.0%-9.2%0.341%
1/30/2023International Assets Investment Management LLC5,425$202K0.0%N/A0.152%
1/20/2023DAVENPORT & Co LLC611,400$18.49M0.2%N/A17.223%
11/15/2022Flow Traders U.S. LLC8,894$268K0.0%-30.3%0.274%
11/10/2022Tower Research Capital LLC TRC22,556$680K0.0%-36.9%0.694%
11/10/2022UBS Group AG177,443$5.35M0.0%-2.7%5.460%
11/8/2022Exencial Wealth Advisors LLC13,951$420K0.0%-3.4%0.429%
11/1/2022Kestra Advisory Services LLC13,439$405K0.0%+7.9%0.410%
10/25/2022Raymond James & Associates9,401$283K0.0%-36.5%0.287%
10/25/2022Raymond James Financial Services Advisors Inc.77,191$2.33M0.0%+1.1%2.353%
10/19/2022Retirement Planning Co of New England Inc.8,218$247K0.2%+6.5%0.251%
8/13/2022Flow Traders U.S. LLC12,762$353K0.0%-18.2%0.362%
8/11/2022Beacon Pointe Advisors LLC37,036$1.03M0.0%+17.9%1.049%
8/11/2022UBS Group AG182,406$5.05M0.0%-17.7%5.167%
7/28/2022NTV Asset Management LLC55,618$1.54M0.3%-4.9%1.576%
7/28/2022Matisse Capital24,803$687K0.7%-64.0%0.703%
7/19/2022Commonwealth Equity Services LLC17,439$482K0.0%-6.1%0.494%
5/12/2022Exencial Wealth Advisors LLC14,213$478K0.0%+30.1%0.387%
5/12/2022Cambridge Trust Co.775$26K0.0%-76.4%0.021%
5/10/2022Phoenix Holdings Ltd.12,800$414K0.0%-91.3%0.344%
5/6/2022NTV Asset Management LLC58,493$1.97M0.3%-6.1%1.592%
5/6/2022Valley National Advisers Inc.2,053$69K0.0%-31.2%0.056%
5/4/2022Commonwealth Equity Services LLC18,581$625K0.0%-38.1%0.506%
5/4/2022Gladstone Institutional Advisory LLC6,619$223K0.0%+34.4%0.180%
4/26/2022Strategic Financial Services Inc37,153$1.25M0.1%+145.7%0.978%
I warned you about Nvidia… now look what’s happening (Ad)

Nvidia just got Trump’s greenlight to sell high-powered AI chips to China — and their stock surged 5% before the open. That’s the kind of move Tim Sykes built his XGPT system to trade. It scans AI news in real time, filters the noise, and pinpoints when to strike. He’s now showing exactly how it works — before the next headline hits.

Watch how Tim Sykes trades AI headlines for real gains
4/12/2022Matisse Capital68,803$2.32M2.1%-51.6%1.776%
4/8/2022Summit Financial Group Inc.8,700$293K0.1%-15.1%0.225%
2/15/2022Strategic Financial Services Inc15,124$639K0.0%N/A0.364%
2/10/2022Exencial Wealth Advisors LLC10,923$461K0.0%N/A0.263%
2/8/2022Raymond James Financial Services Advisors Inc.21,006$887K0.0%-5.2%0.506%
2/8/2022Retirement Planning Co of New England Inc.3,338$140K0.1%N/A0.080%
2/8/2022Elmwood Wealth Management Inc.1,000$42K0.0%N/A0.024%
2/8/2022Bank of America Corp DE175,246$7.40M0.0%-12.1%4.223%
2/8/2022Raymond James & Associates14,177$599K0.0%-5.4%0.342%
2/7/2022SFE Investment Counsel10,055$425K0.1%+6.7%0.242%
(Data available from 1/1/2016 forward)

SBIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBIO shares?

During the previous two years, 29 institutional investors and hedge funds held shares of ALPS Medical Breakthroughs ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($61.43M), Phoenix Financial Ltd. ($41.79M), DAVENPORT & Co LLC ($21.34M), Bank of America Corp DE ($4.37M), Wells Fargo & Company MN ($4.19M), UBS Group AG ($2.14M), and Raymond James Financial Services Advisors Inc. ($2.09M).Learn more on ALPS Medical Breakthroughs ETF's institutional investors.

Which institutional investors have been buying ALPS Medical Breakthroughs ETF's stock?

Of the 22 institutional investors that purchased ALPS Medical Breakthroughs ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Phoenix Financial Ltd. ($1.47M), International Assets Investment Management LLC ($164.56K), DAVENPORT & Co LLC ($85.54K), GTS Securities LLC ($41.87K), Griffin Asset Management Inc. ($30.14K), Jones Financial Companies Lllp ($27.43K), and Ridgewood Investments LLC ($20.10K).

How much institutional buying is happening at ALPS Medical Breakthroughs ETF?

Institutional investors have bought a total of 1,779,925 shares in the last 24 months. This purchase volume represents approximately $52.83M in transactions.

Which of ALPS Medical Breakthroughs ETF's major shareholders have been selling company stock?

The following institutional investors have sold ALPS Medical Breakthroughs ETF stock in the last 24 months: DAVENPORT & Co LLC ($21.35K), NTV Asset Management LLC ($4.13K), McGuire Investment Group LLC ($2.50K), Jane Street Group LLC ($2.35K), Strategic Financial Services Inc. ($1.21K), Royal Bank of Canada ($1.12K), and Retirement Planning Co of New England Inc. ($1.01K).

How much institutional selling is happening at ALPS Medical Breakthroughs ETF?

Institutional investors have sold a total of 33,665 shares in the last 24 months. This volume of shares sold represents approximately $992.69K in transactions.


Related Companies

This page (NYSEARCA:SBIO) was last updated on 7/18/2025 by MarketBeat.com Staff
From Our Partners
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored
Treasury Secretary Bessent Is Betting Big on Gold
When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gol...
Golden Portfolio | Sponsored
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
FREE BUY ALERT: These 3 tiny AI stocks could surge
We're living in unprecedented times. Most people think it's too late to get into AI right now … That the...
Weiss Ratings | Sponsored
Will I be blacklisted?
Porter Stansberry says a financial force bigger than 9/11 or COVID is already ripping through America — and mo...
Porter & Company | Sponsored
“All the land that you see I will give to you and your offspring forever…”
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
[ATTENTION] This Crypto Rocket Is About Launch…
Every crypto bull market ends with a final surge — the window where fortunes are made fast. According to tw...
Crypto Swap Profits | Sponsored
Steve Jobs' Deathbed Secret Finally Leaked
Leaked: Jobs’ Final Apple Project Exposed Bloomberg just leaked details of a secret project Steve Jobs set ...
Banyan Hill Publishing | Sponsored