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ALPS Medical Breakthroughs ETF (SBIO) Institutional Ownership

ALPS Medical Breakthroughs ETF logo
$55.29 +0.10 (+0.18%)
As of 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)
27
Total
Institutional Inflows
(last 12 months)
$58.70M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$44.53M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026 Sterling Investment Advisors Ltd.22,025$1.15M0.2%+50.1%0.759%
4/30/2026 Kestra Advisory Services LLC8,186$428K0.0%+27.6%0.289%
4/27/2026 Moran Wealth Management LLC29,348$1.54M0.0%+39.2%1.174%
4/21/2026 Silver Oak Securities Incorporated16,589$868K0.1%+24.4%0.656%
2/23/2026Virtu Financial LLC17,967$920K0.0%+7.3%0.665%
2/17/2026Osaic Holdings Inc.7,050$361K0.0%+1,099.0%0.261%
2/17/2026Royal Bank of Canada12,269$628K0.0%+2.8%0.454%
2/13/2026Ally Invest Advisors Inc.4,469$229K0.0%-29.2%0.166%
2/13/2026Stifel Financial Corp19,869$1.02M0.0%N/A0.736%
2/13/2026Wells Fargo & Company MN32,288$1.65M0.0%-75.4%1.196%
2/12/2026Rossby Financial LCC4,480$229K0.1%-4.3%0.166%
2/12/2026Jane Street Group LLC5,026$257K0.0%N/A0.186%
2/12/2026 Elevation Point Wealth Partners LLC8,963$459K0.0%N/A0.332%
2/12/2026Steward Partners Investment Advisory LLC500$26K0.0%N/A0.019%
2/11/2026 Janney Montgomery Scott LLC4,299$220K0.0%N/A0.159%
2/11/2026LPL Financial LLC42,755$2.19M0.0%+438.7%1.584%
2/9/2026Strategic Financial Services Inc.33,103$1.69M0.1%-11.9%1.226%
2/9/2026 Sterling Investment Advisors Ltd.14,675$752K0.1%+81.2%0.544%
2/9/2026Connors Investor Services Inc.6,596$338K0.0%N/A0.244%
2/6/2026Global Retirement Partners LLC661$34K0.0%N/A0.024%
2/6/2026 Griffin Asset Management Inc.30,699$1.57M0.2%+1.9%1.137%
1/30/2026Delta Investment Management LLC119,333$6.11M1.1%N/A4.625%
1/30/2026 Exencial Wealth Advisors LLC8,101$415K0.0%+3.2%0.314%
1/28/2026Retirement Planning Co of New England Inc.4,635$237K0.1%N/A0.182%
1/26/2026 Moran Wealth Management LLC21,084$1.08M0.0%+22.7%0.827%
1/26/2026 McGuire Investment Group LLC8,798$451K0.0%+5.9%0.345%
1/22/2026 Phoenix Wealth Advisors9,656$495K0.2%-2.5%0.382%
1/15/2026 Silver Oak Securities Incorporated13,335$677K0.0%N/A0.540%
1/12/2026 DAVENPORT & Co LLC11,100$569K0.0%-97.7%0.449%
1/6/2026 Fulcrum Equity Management7,498$384K0.4%N/A0.306%
11/17/2025Susquehanna International Group LLP7,886$306K0.0%-69.8%0.426%
11/17/2025Bank of America Corp DE50,890$1.98M0.0%-5.3%2.751%
11/14/2025Virtu Financial LLC16,738$650K0.0%N/A0.905%
11/14/2025Comerica Bank700$27K0.0%N/A0.038%
11/13/2025UBS Group AG33,613$1.31M0.0%-37.1%1.817%
10/28/2025 Phoenix Wealth Advisors9,902$385K0.1%-62.1%0.500%
10/28/2025 Sterling Investment Advisors Ltd.8,100$315K0.1%N/A0.409%
10/23/2025 Moran Wealth Management LLC17,187$668K0.0%+72.2%0.781%
10/21/2025 NTV Asset Management LLC19,536$759K0.1%-3.9%0.888%
10/15/2025 DAVENPORT & Co LLC485,412$18.86M0.1%-29.2%20.395%
8/15/2025Bank of America Corp DE53,747$1.62M0.0%-61.5%2.287%
8/14/2025Raymond James Financial Inc.2,712$82K0.0%N/A0.115%
8/14/2025Ally Invest Advisors Inc.6,665$200K0.0%N/A0.284%
8/8/2025 Phoenix Wealth Advisors26,106$785K0.3%-1.2%1.088%
8/1/2025Strategic Financial Services Inc.38,032$1.14M0.1%+97.8%1.585%
8/1/2025Rossby Financial LCC4,680$141K0.1%-9.7%0.195%
7/30/2025 Exencial Wealth Advisors LLC7,735$233K0.0%-19.5%0.322%
7/28/2025 Moran Wealth Management LLC9,981$300K0.0%N/A0.416%
7/22/2025 DAVENPORT & Co LLC685,637$20.81M0.1%-8.4%28.568%
7/21/2025 NTV Asset Management LLC20,336$612K0.1%-25.2%0.847%
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%
2/10/2025Farther 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%
7/29/2024Ridgewood 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%
7/12/2024Central 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%
4/12/2024Central 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%
10/20/2023Ridgewood 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%


SBIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBIO shares?

During the previous two years, 41 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), Delta Investment Management LLC ($6.11M), LPL Financial LLC ($2.19M), Bank of America Corp DE ($1.98M), Strategic Financial Services Inc. ($1.69M), and Wells Fargo & Company MN ($1.65M).Learn more on ALPS Medical Breakthroughs ETF's institutional investors.

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

Of the 35 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), Delta Investment Management LLC ($119.33K), GTS Securities LLC ($41.87K), LPL Financial LLC ($34.82K), Moran Wealth Management LLC ($29.35K), and Jones Financial Companies Lllp ($27.43K).

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

Institutional investors have bought a total of 1,831,641 shares in the last 24 months. This purchase volume represents approximately $58.70M in transactions.

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

Of the 12 institutional investors that sold ALPS Medical Breakthroughs ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: DAVENPORT & Co LLC ($737.02K), Wells Fargo & Company MN ($99.03K), Bank of America Corp DE ($88.81K), UBS Group AG ($19.84K), Susquehanna International Group LLP ($18.24K), Phoenix Wealth Advisors ($16.76K), and NTV Asset Management LLC ($7.65K).

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

Institutional investors have sold a total of 997,366 shares in the last 24 months. This volume of shares sold represents approximately $44.53M in transactions.


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This page (NYSEARCA:SBIO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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