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 40 institutions that hold shares in the stock, with a total of 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $45.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
769,762
shares
|
$24.5 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
126,387
shares
|
$4.02 Million
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
118,573
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
88,850
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
61,594
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.7%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
31,311
shares
|
$996,942
0.16% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
30,198
shares
|
$961,504
0.03% of portfolio
|
Q3 2024
Added 61.68%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
30,135
shares
|
$959,498
0.13% of portfolio
|
Q3 2024
Added 31.22%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
26,687
shares
|
$849,714
0.0% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
26,072
shares
|
$830,132
0.38% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
18,276
shares
|
$581,907
0.04% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,321
shares
|
$360,460
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,052
shares
|
$351,895
0.0% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
10,310
shares
|
$328,270
0.05% of portfolio
|
Q4 2024
Added 28.07%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
9,804
shares
|
$312,159
0.01% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,795
shares
|
$311,872
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
7,850
shares
|
$249,944
0.02% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
7,504
shares
|
$238,927
0.14% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
6,829
shares
|
$217,435
0.0% of portfolio
|
Q3 2024
Reduced 66.59%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
6,731
shares
|
$214,315
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,422
shares
|
$172,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,170
shares
|
$164,612
0.01% of portfolio
|
Q2 2020
Added 13.89%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
2,242
shares
|
$71,385
0.05% of portfolio
|
Q3 2024
Reduced 25.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,733
shares
|
$55,178
0.0% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$31,840
0.0% of portfolio
|
Q4 2023
Reduced 43.5%
|