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ALPS Medical Breakthroughs ETF (SBIO) Institutional Ownership

ALPS Medical Breakthroughs ETF logo
$29.91 +0.27 (+0.91%)
As of 05/2/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS Medical Breakthroughs ETF (NYSEARCA:SBIO)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$13.18M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.01M
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SBIO Institutional Buying and Selling by Quarter

ALPS Medical Breakthroughs ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 NTV Asset Management LLC27,186$775K0.1%-8.4%0.944%
4/28/2025 Rossby Financial LCC5,180$147K0.1%N/A0.180%
4/28/2025 DAVENPORT & Co LLC748,122$21.34M0.1%-2.8%25.976%
4/25/2025 McGuire 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%
1/31/2025 NTV Asset Management LLC29,686$981K0.1%-5.2%0.928%
1/21/2025 McGuire Investment Group LLC10,310$341K0.0%+28.1%0.322%
11/15/2024Jane Street Group LLC9,795$366K0.0%N/A0.306%
10/22/2024 International Assets Investment Management LLC164,557$61.43M0.0%N/A5.142%
10/16/2024 Griffin Asset Management Inc.30,135$1.13M0.1%+31.2%0.942%
10/10/2024 McGuire 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%
7/29/2024Ridgewood Investments LLC20,100$675K0.5%N/A0.628%
7/29/2024 Financial Advocates Investment Management7,670$258K0.0%+5.3%0.240%
7/23/2024 Griffin 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%
5/7/2024 NTV Asset Management LLC31,561$1.13M0.2%-3.4%0.986%
5/4/2024 DAVENPORT & Co LLC771,189$27.46M0.2%+12.1%24.100%
4/27/2024Phoenix Wealth Advisors26,070$932K0.6%+138.3%0.815%
4/26/2024 McGuire 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%
2/6/2024 NTV Asset Management LLC32,661$1.08M0.2%-27.7%0.941%
1/30/2024Phoenix Wealth Advisors10,938$359K0.3%+11.5%0.315%
1/19/2024 Griffin Asset Management Inc.7,965$262K0.0%N/A0.230%
1/12/2024 McGuire 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%
11/6/2023 NTV Asset Management LLC45,187$1.23M0.2%-6.8%1.302%
10/20/2023Ridgewood Investments LLC25,800$702K0.5%-27.1%0.744%
10/17/2023 DAVENPORT & Co LLC687,911$18.73M0.1%-0.5%19.825%
8/10/2023Strategic Financial Services Inc54,627$1.63M0.1%-1.6%1.574%
8/3/2023 Northwest Capital Management Inc1,400$44K0.0%N/A0.040%
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8/3/2023 CWM 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%
7/20/2023 DAVENPORT & 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%
5/5/2023 NTV 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%
4/27/2023 DAVENPORT & 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%
2/8/2023 NTV 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%
2/1/2023 CWM LLC1,800$55K0.0%N/A0.050%
1/31/2023Kestra Advisory Services LLC12,207$371K0.0%-9.2%0.341%
1/30/2023 International Assets Investment Management LLC5,425$202K0.0%N/A0.152%
1/20/2023 DAVENPORT & 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%
7/28/2022 NTV Asset Management LLC55,618$1.54M0.3%-4.9%1.576%
7/28/2022 Matisse 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%
5/6/2022 NTV Asset Management LLC58,493$1.97M0.3%-6.1%1.592%
5/6/2022 Valley 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%
4/12/2022 Matisse 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%
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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%
2/8/2022 Elmwood 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%
2/4/2022 NTV Asset Management LLC62,308$2.63M0.4%-6.1%1.501%
2/4/2022 Matisse Capital142,044$6M4.1%+1,782.9%3.423%
2/3/2022Advisor Group Holdings Inc.20,498$866K0.0%-10.3%0.491%
2/3/2022Northwestern Mutual Wealth Management Co.962$41K0.0%-55.2%0.023%
(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, 26 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), DAVENPORT & Co LLC ($21.34M), Bank of America Corp DE ($4.37M), Wells Fargo & Company MN ($4.19M), UBS Group AG ($2.14M), Raymond James Financial Services Advisors Inc. ($2.09M), and GTS Securities LLC ($1.38M).Learn more on SBIO's institutional investors.

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

Of the 20 institutional investors that purchased ALPS Medical Breakthroughs ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($164.56K), DAVENPORT & Co LLC ($85.54K), GTS Securities LLC ($41.87K), Griffin Asset Management Inc. ($30.14K), Strategic Financial Services Inc ($28.62K), Phoenix Wealth Advisors ($26.31K), and Ridgewood Investments LLC ($20.10K).

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

Institutional investors have bought a total of 475,005 shares in the last 24 months. This purchase volume represents approximately $16.49M in transactions.

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

Of the 13 institutional investors that sold ALPS Medical Breakthroughs ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Strategic Financial Services Inc ($45.46K), DAVENPORT & Co LLC ($24.59K), NTV Asset Management LLC ($22.68K), Ridgewood Investments LLC ($9.60K), Raymond James Financial Services Advisors Inc. ($7.03K), UBS Group AG ($4.46K), and LPL Financial LLC ($3.18K).

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

Institutional investors have sold a total of 124,894 shares in the last 24 months. This volume of shares sold represents approximately $3.86M in transactions.


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This page (NYSEARCA:SBIO) was last updated on 5/3/2025 by MarketBeat.com Staff
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