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 41 institutions that hold shares in the stock, with a total of 2.89 Million shares, which have been reported (via 13F filing form) to have a value of $89.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
1,465,173
shares
|
$45.2 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
748,122
shares
|
$23.1 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
139,699
shares
|
$4.31 Million
0.0% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
128,160
shares
|
$3.95 Million
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
65,222
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.95%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
55,500
shares
|
$1.71 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
55,432
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 20.26%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
30,135
shares
|
$929,363
0.11% of portfolio
|
Q3 2024
Added 31.22%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
27,186
shares
|
$838,416
0.11% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
26,418
shares
|
$814,731
0.33% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,888
shares
|
$767,545
0.03% of portfolio
|
Q1 2025
Reduced 40.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
21,634
shares
|
$667,192
0.0% of portfolio
|
Q1 2025
Reduced 18.97%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
19,225
shares
|
$592,899
0.03% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
14,552
shares
|
$448,783
0.0% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,668
shares
|
$329,001
0.0% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
10,568
shares
|
$325,917
0.0% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
9,603
shares
|
$296,156
0.01% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
8,310
shares
|
$256,280
0.04% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
8,075
shares
|
$249,033
0.02% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
5,180
shares
|
$159,751
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,170
shares
|
$159,442
0.01% of portfolio
|
Q2 2020
Added 13.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,978
shares
|
$153,521
0.0% of portfolio
|
Q4 2024
Added 3789.06%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
2,092
shares
|
$64,517
0.04% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$30,840
0.0% of portfolio
|
Q4 2023
Reduced 43.5%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
810
shares
|
$24,980
0.0% of portfolio
|
Q2 2024
Reduced 21.36%
|