Institutional Ownership Alps ETF Tr Medical Breakthrou (SBIO)
This table provides information about the institutional ownership of Alps ETF Tr Medical Breakthrou (SBIO). We have compiled data on the 43 institutions that hold shares in the stock, with a total of 2.47 Million shares, which have been reported (via 13F filing form) to have a value of $114 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
1,465,173
shares
|
$67.5 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
485,412
shares
|
$22.4 Million
0.11% of portfolio
|
Q3 2025
Reduced 29.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
131,313
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
50,890
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
48,664
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
38,376
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2025
Reduced 42.4%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
37,593
shares
|
$1.73 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
33,613
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.11%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
30,135
shares
|
$1.39 Million
0.14% of portfolio
|
Q3 2024
Added 31.22%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
19,536
shares
|
$900,609
0.09% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
17,187
shares
|
$792,320
0.02% of portfolio
|
Q3 2025
Added 72.2%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,738
shares
|
$771,621
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
11,939
shares
|
$550,387
0.0% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
9,902
shares
|
$456,482
0.15% of portfolio
|
Q3 2025
Reduced 62.07%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
8,310
shares
|
$383,091
0.04% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
8,100
shares
|
$373,410
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
7,936
shares
|
$365,849
0.0% of portfolio
|
Q3 2025
Reduced 59.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,886
shares
|
$363,544
0.0% of portfolio
|
Q3 2025
Reduced 69.81%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
7,853
shares
|
$362,023
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
6,414
shares
|
$295,685
0.0% of portfolio
|
Q3 2025
Reduced 37.87%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
6,315
shares
|
$291,121
0.02% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,170
shares
|
$238,337
0.01% of portfolio
|
Q2 2020
Added 13.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,978
shares
|
$229,485
0.0% of portfolio
|
Q4 2024
Added 3789.06%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
4,680
shares
|
$215,748
0.06% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2,092
shares
|
$96,441
0.04% of portfolio
|
Q4 2024
Reduced 6.69%
|
|