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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2,092
shares
|
$72,759
0.04% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,129
shares
|
$39,266
0.0% of portfolio
|
Q2 2025
Added 53.61%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,000
shares
|
$34,780
0.0% of portfolio
|
Q4 2023
Reduced 43.5%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
332
shares
|
$11,546
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
200
shares
|
$6,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
167
shares
|
$5,808
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
140
shares
|
$4,869
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
100
shares
|
$3,478
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
100
shares
|
$3,478
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
100
shares
|
$3,478
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
100
shares
|
$3,478
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
100
shares
|
$3,478
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
100
shares
|
$3,478
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
15
shares
|
$521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
12
shares
|
$417
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|