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 42 institutions that hold shares in the stock, with a total of 1.49 Million shares, which have been reported (via 13F filing form) to have a value of $48.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
769,471
shares
|
$25.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
132,231
shares
|
$4.32 Million
0.0% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
126,721
shares
|
$4.14 Million
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
97,280
shares
|
$3.18 Million
0.0% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
69,512
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
41,871
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
30,135
shares
|
$984,811
0.12% of portfolio
|
Q3 2024
Added 31.22%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
29,686
shares
|
$970,138
0.13% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
26,698
shares
|
$872,490
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
26,072
shares
|
$852,032
0.38% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
17,115
shares
|
$559,318
0.0% of portfolio
|
Q4 2024
Added 150.62%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
17,062
shares
|
$557,586
0.03% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,989
shares
|
$489,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
11,688
shares
|
$381,963
0.0% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
11,324
shares
|
$370,068
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
10,310
shares
|
$336,930
0.05% of portfolio
|
Q4 2024
Added 28.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
9,938
shares
|
$324,773
0.01% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
9,487
shares
|
$310,035
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
8,137
shares
|
$265,917
0.02% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,444
shares
|
$243,269
0.0% of portfolio
|
Q4 2024
Reduced 24.0%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
6,894
shares
|
$225,295
0.11% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,170
shares
|
$168,955
0.01% of portfolio
|
Q2 2020
Added 13.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,978
shares
|
$162,681
0.01% of portfolio
|
Q4 2024
Added 3789.06%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,092
shares
|
$68,366
0.04% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,580
shares
|
$51,634
0.0% of portfolio
|
Q4 2024
Reduced 8.83%
|