Free Trial
→ Alert: Prepare for Trump's Dollar Overhaul (From Brownstone Research) (Ad)tc pixel Free SBIO Stock Alerts

ALPS Medical Breakthroughs ETF (SBIO) Institutional Ownership

ALPS Medical Breakthroughs ETF logo
$37.12 +1.48 (+4.15%)
Closing price 04:10 PM Eastern
Extended Trading
$37.16 +0.04 (+0.11%)
As of 05:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for ALPS Medical Breakthroughs ETF (NYSEARCA:SBIO)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$52.78M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.73M
Get SBIO Insider Trade Alerts

Want to know when executives and insiders are buying or selling ALPS Medical Breakthroughs ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SBIO Institutional Buying and Selling by Quarter

ALPS Medical Breakthroughs ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bank of America Corp DE53,747$1.62M0.0%-61.5%2.287%
8/14/2025 Raymond James Financial Inc.2,712$82K0.0%N/A0.115%
8/14/2025 Ally Invest Advisors Inc.6,665$200K0.0%N/A0.284%
8/8/2025 Phoenix Wealth Advisors26,106$785K0.3%-1.2%1.088%
8/1/2025 Strategic Financial Services Inc.38,032$1.14M0.1%+97.8%1.585%
8/1/2025 Rossby Financial LCC4,680$141K0.1%-9.7%0.195%
7/30/2025 Exencial Wealth Advisors LLC7,735$233K0.0%-19.5%0.322%
7/28/2025 Moran Wealth Management LLC9,981$300K0.0%N/A0.416%
7/22/2025 DAVENPORT & Co LLC685,637$20.81M0.1%-8.4%28.568%
7/21/2025 NTV Asset Management LLC20,336$612K0.1%-25.2%0.847%
5/23/2025Strategic Financial Services Inc.19,225$548K0.0%+12.7%0.675%
5/16/2025Jones Financial Companies Lllp27,429$782K0.0%N/A0.962%
5/15/2025Royal Bank of Canada10,568$302K0.0%-9.6%0.371%
5/7/2025Phoenix Financial Ltd.1,465,173$41.79M0.6%N/A50.874%
4/30/2025NTV Asset Management LLC27,186$775K0.1%-8.4%0.944%
4/28/2025Rossby Financial LCC5,180$147K0.1%N/A0.180%
4/28/2025DAVENPORT & Co LLC748,122$21.34M0.1%-2.8%25.976%
4/25/2025McGuire Investment Group LLC8,310$237K0.0%-19.4%0.289%
2/18/2025GTS Securities LLC41,871$1.38M0.1%N/A1.308%
2/17/2025Bank of America Corp DE132,231$4.37M0.0%+11.5%4.132%
2/14/2025Jane Street Group LLC7,444$246K0.0%-24.0%0.233%
2/13/2025Wells Fargo & Company MN126,721$4.19M0.0%+0.3%3.960%
2/11/2025Strategic Financial Services Inc.17,062$564K0.0%-6.6%0.533%
2/10/2025Retirement Planning Co of New England Inc.6,894$228K0.1%-8.1%0.215%
2/10/2025Farther Finance Advisors LLC4,978$164K0.0%+3,789.1%0.156%
1/31/2025NTV Asset Management LLC29,686$981K0.1%-5.2%0.928%
1/21/2025McGuire Investment Group LLC10,310$341K0.0%+28.1%0.322%
11/15/2024Jane Street Group LLC9,795$366K0.0%N/A0.306%
10/22/2024International Assets Investment Management LLC164,557$61.43M0.0%N/A5.142%
10/16/2024Griffin Asset Management Inc.30,135$1.13M0.1%+31.2%0.942%
10/10/2024McGuire Investment Group LLC8,050$301K0.0%-5.8%0.252%
8/9/2024Retirement Planning Co of New England Inc.7,370$247K0.1%-5.1%0.230%
7/29/2024Ridgewood Investments LLC20,100$675K0.5%N/A0.628%
7/29/2024Financial Advocates Investment Management7,670$258K0.0%+5.3%0.240%
7/23/2024Griffin Asset Management Inc.22,965$771K0.1%+188.3%0.718%
7/12/2024Central Valley Advisors LLC5,250$176K0.1%-6.4%0.164%
5/7/2024NTV Asset Management LLC31,561$1.13M0.2%-3.4%0.986%
5/4/2024DAVENPORT & Co LLC771,189$27.46M0.2%+12.1%24.100%
4/27/2024Phoenix Wealth Advisors26,070$932K0.6%+138.3%0.815%
4/26/2024McGuire Investment Group LLC8,550$306K0.0%+15.5%0.267%
4/12/2024Central Valley Advisors LLC5,606$200K0.1%N/A0.175%
2/26/2024Virtu Financial LLC15,725$518K0.0%N/A0.453%
2/8/2024Strategic Financial Services Inc19,872$655K0.0%-69.2%0.573%
2/6/2024NTV Asset Management LLC32,661$1.08M0.2%-27.7%0.941%
1/30/2024Phoenix Wealth Advisors10,938$359K0.3%+11.5%0.315%
1/19/2024Griffin Asset Management Inc.7,965$262K0.0%N/A0.230%
1/12/2024McGuire Investment Group LLC7,400$244K0.0%N/A0.213%
11/13/2023Kestra Advisory Services LLC14,186$386K0.0%+16.2%0.409%
11/9/2023UBS Group AG78,516$2.14M0.0%-5.4%2.263%
11/6/2023NTV Asset Management LLC45,187$1.23M0.2%-6.8%1.302%
10/20/2023Ridgewood Investments LLC25,800$702K0.5%-27.1%0.744%
10/17/2023DAVENPORT & Co LLC687,911$18.73M0.1%-0.5%19.825%
8/10/2023Strategic Financial Services Inc54,627$1.63M0.1%-1.6%1.574%
8/3/2023Northwest Capital Management Inc1,400$44K0.0%N/A0.040%
8/3/2023CWM LLC1,400$44K0.0%N/A0.040%
7/31/2023LPL Financial LLC20,776$655K0.0%-13.3%0.599%
7/25/2023Raymond James Financial Services Advisors Inc.66,307$2.09M0.0%-9.6%1.868%
7/25/2023Raymond James & Associates6,757$213K0.0%N/A0.190%
7/20/2023DAVENPORT & Co LLC691,153$21.81M0.2%+0.3%19.469%
7/13/2023Phoenix Wealth Advisors9,584$302K0.2%-4.6%0.270%
5/12/2023Strategic Financial Services Inc55,537$1.51M0.1%+106.3%1.564%
5/5/2023NTV Asset Management LLC48,788$1.33M0.2%-3.2%1.374%
5/5/2023Phoenix Wealth Advisors10,044$273K0.2%N/A0.283%
5/2/2023Exencial Wealth Advisors LLC12,816$348K0.0%-8.8%0.361%
4/27/2023DAVENPORT & Co LLC689,016$18.73M0.1%+12.7%19.409%
4/14/2023Raymond James Financial Services Advisors Inc.73,339$1.99M0.0%+0.7%2.049%
2/8/2023Raymond James Financial Services Advisors Inc.72,850$2.21M0.0%-5.6%2.035%
2/8/2023NTV Asset Management LLC50,418$1.53M0.3%-9.3%1.408%
2/8/2023UBS Group AG90,986$2.76M0.0%-48.7%2.542%
2/8/2023Belpointe Asset Management LLC1,681$51K0.0%N/A0.047%
2/7/2023Commonwealth Equity Services LLC17,374$527K0.0%-7.9%0.485%
2/7/2023LPL Financial LLC24,134$733K0.0%-4.1%0.674%
2/7/2023IFP Advisors Inc4,448$171K0.0%-14.2%0.124%
2/3/2023Retirement Planning Co of New England Inc.7,800$237K0.2%-5.1%0.218%
2/1/2023CWM LLC1,800$55K0.0%N/A0.050%
1/31/2023Kestra Advisory Services LLC12,207$371K0.0%-9.2%0.341%
1/30/2023International Assets Investment Management LLC5,425$202K0.0%N/A0.152%
1/20/2023DAVENPORT & Co LLC611,400$18.49M0.2%N/A17.223%
11/15/2022Flow Traders U.S. LLC8,894$268K0.0%-30.3%0.274%
11/10/2022Tower Research Capital LLC TRC22,556$680K0.0%-36.9%0.694%
11/10/2022UBS Group AG177,443$5.35M0.0%-2.7%5.460%
11/8/2022Exencial Wealth Advisors LLC13,951$420K0.0%-3.4%0.429%
11/1/2022Kestra Advisory Services LLC13,439$405K0.0%+7.9%0.410%
10/25/2022Raymond James & Associates9,401$283K0.0%-36.5%0.287%
10/25/2022Raymond James Financial Services Advisors Inc.77,191$2.33M0.0%+1.1%2.353%
10/19/2022Retirement Planning Co of New England Inc.8,218$247K0.2%+6.5%0.251%
8/13/2022Flow Traders U.S. LLC12,762$353K0.0%-18.2%0.362%
8/11/2022Beacon Pointe Advisors LLC37,036$1.03M0.0%+17.9%1.049%
8/11/2022UBS Group AG182,406$5.05M0.0%-17.7%5.167%
7/28/2022NTV Asset Management LLC55,618$1.54M0.3%-4.9%1.576%
7/28/2022Matisse Capital24,803$687K0.7%-64.0%0.703%
7/19/2022Commonwealth Equity Services LLC17,439$482K0.0%-6.1%0.494%
5/12/2022Exencial Wealth Advisors LLC14,213$478K0.0%+30.1%0.387%
5/12/2022Cambridge Trust Co.775$26K0.0%-76.4%0.021%
5/10/2022Phoenix Holdings Ltd.12,800$414K0.0%-91.3%0.344%
5/6/2022NTV Asset Management LLC58,493$1.97M0.3%-6.1%1.592%
5/6/2022Valley National Advisers Inc.2,053$69K0.0%-31.2%0.056%
5/4/2022Commonwealth Equity Services LLC18,581$625K0.0%-38.1%0.506%
5/4/2022Gladstone Institutional Advisory LLC6,619$223K0.0%+34.4%0.180%
4/26/2022Strategic Financial Services Inc37,153$1.25M0.1%+145.7%0.978%
(Data available from 1/1/2016 forward)

SBIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBIO shares?

During the previous two years, 28 institutional investors and hedge funds held shares of ALPS Medical Breakthroughs ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($61.43M), Phoenix Financial Ltd. ($41.79M), DAVENPORT & Co LLC ($20.81M), Wells Fargo & Company MN ($4.19M), UBS Group AG ($2.14M), Bank of America Corp DE ($1.62M), and GTS Securities LLC ($1.38M).Learn more on ALPS Medical Breakthroughs ETF's institutional investors.

Which institutional investors have been buying ALPS Medical Breakthroughs ETF's stock?

Of the 22 institutional investors that purchased ALPS Medical Breakthroughs ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Phoenix Financial Ltd. ($1.47M), International Assets Investment Management LLC ($164.56K), DAVENPORT & Co LLC ($83.40K), GTS Securities LLC ($41.87K), Griffin Asset Management Inc. ($30.14K), Jones Financial Companies Lllp ($27.43K), and Strategic Financial Services Inc. ($20.97K).

How much institutional buying is happening at ALPS Medical Breakthroughs ETF?

Institutional investors have bought a total of 1,782,605 shares in the last 24 months. This purchase volume represents approximately $52.78M in transactions.

Which of ALPS Medical Breakthroughs ETF's major shareholders have been selling company stock?

Of the 11 institutional investors that sold ALPS Medical Breakthroughs ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($85.95K), DAVENPORT & Co LLC ($83.83K), NTV Asset Management LLC ($10.98K), McGuire Investment Group LLC ($2.50K), Jane Street Group LLC ($2.35K), Exencial Wealth Advisors LLC ($1.87K), and Strategic Financial Services Inc. ($1.21K).

How much institutional selling is happening at ALPS Medical Breakthroughs ETF?

Institutional investors have sold a total of 191,236 shares in the last 24 months. This volume of shares sold represents approximately $5.73M in transactions.


Related Companies

This page (NYSEARCA:SBIO) was last updated on 9/18/2025 by MarketBeat.com Staff
From Our Partners
REVEALED: Something Big Happening Behind White House Doors
what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...
Paradigm Press | Sponsoredtc pixel
Crypto Gets Official Government Backing—Here's the Winner
Trump Just Signed the GENIUS Act—One Coin is About to Explode We're at the BEGINNING of smart money really ...
Crypto 101 Media | Sponsoredtc pixel
Capital Gains Tax Strategies for Seniors
Capital gains taxes can take a bite out of your retirement income—unless you have a smart strategy. From holdi...
SmartAsset | Sponsoredtc pixel
Prepare for the “Mar-a-Lago Accord” Money Shock
Why Are Wall Street Insiders Moving Their Money to This ONE Asset? Something far more consequential for you...
Stansberry Research | Sponsoredtc pixel
Nvidia CEO Makes First Ever Tesla Announcement
While headlines focus on Tesla’s car sales, tech analyst Jeff Brown says the real story is Tesla’s role in a $...
Brownstone Research | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
Forget NVDA. Put $1,000 into this stock now
A massive money shift is underway in the AI market. And it's opening up an extraordinary opportunity in a NEW ...
Chaikin Analytics | Sponsoredtc pixel
An $8 trillion-dollar discovery 17,000 ft underwater
A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. Inside it: materi...
Porter & Company | Sponsoredtc pixel