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ALPS Medical Breakthroughs ETF (SBIO) Institutional Ownership

ALPS Medical Breakthroughs ETF logo
$32.74 -0.04 (-0.12%)
As of 08/8/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS Medical Breakthroughs ETF (NYSEARCA:SBIO)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$52.50M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.14M
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SBIO Institutional Buying and Selling by Quarter

ALPS Medical Breakthroughs ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/23/2025 Strategic 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%
5/7/2025 Phoenix Financial Ltd.1,465,173$41.79M0.6%N/A50.874%
4/30/2025 NTV Asset Management LLC27,186$775K0.1%-8.4%0.944%
4/28/2025 Rossby Financial LCC5,180$147K0.1%N/A0.180%
4/28/2025 DAVENPORT & Co LLC748,122$21.34M0.1%-2.8%25.976%
4/25/2025 McGuire Investment Group LLC8,310$237K0.0%-19.4%0.289%
2/18/2025 GTS 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%
2/11/2025 Strategic 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%
2/10/2025 Farther Finance Advisors LLC4,978$164K0.0%+3,789.1%0.156%
1/31/2025 NTV Asset Management LLC29,686$981K0.1%-5.2%0.928%
1/21/2025 McGuire Investment Group LLC10,310$341K0.0%+28.1%0.322%
11/15/2024Jane Street Group LLC9,795$366K0.0%N/A0.306%
10/22/2024 International Assets Investment Management LLC164,557$61.43M0.0%N/A5.142%
10/16/2024 Griffin Asset Management Inc.30,135$1.13M0.1%+31.2%0.942%
10/10/2024 McGuire 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%
7/29/2024 Ridgewood Investments LLC20,100$675K0.5%N/A0.628%
7/29/2024Financial Advocates Investment Management7,670$258K0.0%+5.3%0.240%
7/23/2024 Griffin Asset Management Inc.22,965$771K0.1%+188.3%0.718%
7/12/2024 Central Valley Advisors LLC5,250$176K0.1%-6.4%0.164%
5/7/2024 NTV Asset Management LLC31,561$1.13M0.2%-3.4%0.986%
5/4/2024 DAVENPORT & Co LLC771,189$27.46M0.2%+12.1%24.100%
4/27/2024 Phoenix Wealth Advisors26,070$932K0.6%+138.3%0.815%
4/26/2024 McGuire Investment Group LLC8,550$306K0.0%+15.5%0.267%
4/12/2024 Central Valley Advisors LLC5,606$200K0.1%N/A0.175%
2/26/2024Virtu Financial LLC15,725$518K0.0%N/A0.453%
2/8/2024 Strategic Financial Services Inc19,872$655K0.0%-69.2%0.573%
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2/6/2024 NTV Asset Management LLC32,661$1.08M0.2%-27.7%0.941%
1/30/2024 Phoenix Wealth Advisors10,938$359K0.3%+11.5%0.315%
1/19/2024 Griffin Asset Management Inc.7,965$262K0.0%N/A0.230%
1/12/2024 McGuire 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%
11/6/2023 NTV Asset Management LLC45,187$1.23M0.2%-6.8%1.302%
10/20/2023 Ridgewood Investments LLC25,800$702K0.5%-27.1%0.744%
10/17/2023 DAVENPORT & Co LLC687,911$18.73M0.1%-0.5%19.825%
8/10/2023 Strategic Financial Services Inc54,627$1.63M0.1%-1.6%1.574%
8/3/2023 Northwest Capital Management Inc1,400$44K0.0%N/A0.040%
8/3/2023 CWM 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%
7/20/2023 DAVENPORT & Co LLC691,153$21.81M0.2%+0.3%19.469%
7/13/2023 Phoenix Wealth Advisors9,584$302K0.2%-4.6%0.270%
5/12/2023 Strategic Financial Services Inc55,537$1.51M0.1%+106.3%1.564%
5/5/2023 NTV Asset Management LLC48,788$1.33M0.2%-3.2%1.374%
5/5/2023 Phoenix Wealth Advisors10,044$273K0.2%N/A0.283%
5/2/2023 Exencial Wealth Advisors LLC12,816$348K0.0%-8.8%0.361%
4/27/2023 DAVENPORT & 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%
2/8/2023 NTV Asset Management LLC50,418$1.53M0.3%-9.3%1.408%
2/8/2023UBS Group AG90,986$2.76M0.0%-48.7%2.542%
2/8/2023 Belpointe Asset Management LLC1,681$51K0.0%N/A0.047%
2/7/2023 Commonwealth Equity Services LLC17,374$527K0.0%-7.9%0.485%
2/7/2023LPL Financial LLC24,134$733K0.0%-4.1%0.674%
2/7/2023 IFP 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%
2/1/2023 CWM LLC1,800$55K0.0%N/A0.050%
1/31/2023Kestra Advisory Services LLC12,207$371K0.0%-9.2%0.341%
1/30/2023 International Assets Investment Management LLC5,425$202K0.0%N/A0.152%
1/20/2023 DAVENPORT & 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%
11/8/2022 Exencial 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%
7/28/2022 NTV Asset Management LLC55,618$1.54M0.3%-4.9%1.576%
7/28/2022 Matisse Capital24,803$687K0.7%-64.0%0.703%
7/19/2022 Commonwealth Equity Services LLC17,439$482K0.0%-6.1%0.494%
5/12/2022 Exencial Wealth Advisors LLC14,213$478K0.0%+30.1%0.387%
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5/12/2022Cambridge Trust Co.775$26K0.0%-76.4%0.021%
5/10/2022 Phoenix Holdings Ltd.12,800$414K0.0%-91.3%0.344%
5/6/2022 NTV Asset Management LLC58,493$1.97M0.3%-6.1%1.592%
5/6/2022 Valley National Advisers Inc.2,053$69K0.0%-31.2%0.056%
5/4/2022 Commonwealth Equity Services LLC18,581$625K0.0%-38.1%0.506%
5/4/2022Gladstone Institutional Advisory LLC6,619$223K0.0%+34.4%0.180%
4/26/2022 Strategic Financial Services Inc37,153$1.25M0.1%+145.7%0.978%
4/12/2022 Matisse Capital68,803$2.32M2.1%-51.6%1.776%
4/8/2022Summit Financial Group Inc.8,700$293K0.1%-15.1%0.225%
2/15/2022 Strategic Financial Services Inc15,124$639K0.0%N/A0.364%
(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, 26 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), Bank of America Corp DE ($4.37M), Wells Fargo & Company MN ($4.19M), UBS Group AG ($2.14M), 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 20 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 1,773,228 shares in the last 24 months. This purchase volume represents approximately $52.50M in transactions.

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

Of the 10 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: 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), Strategic Financial Services Inc. ($1.21K), and Royal Bank of Canada ($1.12K).

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

Institutional investors have sold a total of 105,284 shares in the last 24 months. This volume of shares sold represents approximately $3.14M in transactions.


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This page (NYSEARCA:SBIO) was last updated on 8/10/2025 by MarketBeat.com Staff
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