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ALPS Medical Breakthroughs ETF (SBIO) Institutional Ownership

ALPS Medical Breakthroughs ETF logo
$66.90 -0.02 (-0.03%)
As of 02:44 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)
$17.49M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$42.37M
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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
7/10/2026 Fulcrum Equity Management4,074$263K0.2%N/A0.138%
7/7/2026 Harbor Investment Advisory LLC450$29K0.0%N/A0.015%
5/19/2026Bank of America Corp DE98,679$5.17M0.0%+63.1%3.403%
5/18/2026Royal Bank of Canada11,591$607K0.0%-5.5%0.400%
5/6/2026 Independent Financial Group LLC5,416$283K0.0%N/A0.187%
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%
2/13/2026 Stifel Financial Corp19,869$1.02M0.0%N/A0.736%
2/13/2026Wells Fargo & Company MN32,288$1.65M0.0%-75.4%1.196%
2/12/2026 Rossby 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%
2/11/2026 LPL 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%
2/6/2026 Global 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%
1/30/2026Exencial Wealth Advisors LLC8,101$415K0.0%+3.2%0.314%
1/28/2026 Retirement 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%
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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%
8/1/2025 Rossby Financial LCC4,680$141K0.1%-9.7%0.195%
7/30/2025Exencial 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%
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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%


SBIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 40 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), Bank of America Corp DE ($5.17M), LPL Financial LLC ($2.19M), Strategic Financial Services Inc. ($1.69M), and Wells Fargo & Company MN ($1.65M).Learn more on ALPS Medical Breakthroughs ETF's institutional investors.

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), Bank of America Corp DE ($51.85K), GTS Securities LLC ($41.87K), LPL Financial LLC ($34.82K), and Moran Wealth Management LLC ($29.35K).

Institutional investors have bought a total of 346,844 shares in the last 24 months. This purchase volume represents approximately $17.49M in transactions.

Of the 11 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 ($674.54K), 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 ($16.45K), and Strategic Financial Services Inc. ($4.49K).

Institutional investors have sold a total of 924,909 shares in the last 24 months. This volume of shares sold represents approximately $42.37M in transactions.


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Institutional ownership data for NYSEARCA:SBIO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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