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 2.77 Million shares, which have been reported (via 13F filing form) to have a value of $96.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
1,465,173
shares
|
$51 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
685,637
shares
|
$23.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
129,341
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
66,627
shares
|
$2.32 Million
0.09% of portfolio
|
Q2 2025
Added 167.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
53,747
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 61.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
53,449
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
48,204
shares
|
$1.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 26.09%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
38,032
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2025
Added 97.83%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
30,135
shares
|
$1.05 Million
0.11% of portfolio
|
Q3 2024
Added 31.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
26,124
shares
|
$908,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
26,106
shares
|
$907,966
0.33% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
23,706
shares
|
$824,494
0.0% of portfolio
|
Q2 2025
Added 62.91%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
20,336
shares
|
$707,286
0.08% of portfolio
|
Q2 2025
Reduced 25.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
19,459
shares
|
$676,784
0.0% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,489
shares
|
$364,807
0.0% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,324
shares
|
$359,068
0.0% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
9,981
shares
|
$347,139
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
8,310
shares
|
$289,021
0.03% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
8,075
shares
|
$280,848
0.02% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
7,735
shares
|
$269,023
0.01% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
6,665
shares
|
$231,808
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,170
shares
|
$179,812
0.01% of portfolio
|
Q2 2020
Added 13.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,978
shares
|
$173,134
0.0% of portfolio
|
Q4 2024
Added 3789.06%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
4,680
shares
|
$162,770
0.05% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,712
shares
|
$94,323
0.0% of portfolio
|
Q2 2025
New holding
|