Who Owns SBIO?
ALPS Medical Breakthroughs ETF — Institutional Ownership & 13F Holdings
$54.20
-0.39 (-0.71%)
Market Cap
$137.2M
Shares Outstanding
2,500,147
Institutional Holders
35
Total Inst. Value
$40.2M
% of Float Held
—
QoQ Holder Change
+4
Institutional data as of Q1 2025
New Positions
7
Closed Positions
7
Increased
3
Decreased
13
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | DAVENPORT & Co LLC | $21.3M | 748,122 |
| 2 | BANK OF AMERICA CORP /DE/ | $4.0M | 139,699 |
| 3 | WELLS FARGO & COMPANY/MN | $3.7M | 128,160 |
| 4 | MORGAN STANLEY | $1.9M | 65,222 |
| 5 | UBS Group AG | $1.6M | 55,432 |
| 6 | GWN SECURITIES INC.New | $1.5M | 55,500 |
| 7 | JONES FINANCIAL COMPANIES LLLPNew | $875K | 27,429 |
| 8 | GRIFFIN ASSET MANAGEMENT, INC. | $859K | 30,135 |
| 9 | Phoenix Wealth AdvisorsNew | $753K | 26,418 |
| 10 | GTS SECURITIES LLC | $710K | 24,888 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +7K | $4.0M |
| WELLS FARGO & COMPANY/MN | +1K | $3.7M |
| GWN SECURITIES INC.New | +56K | $1.5M |
| JONES FINANCIAL COMPANIES LLLPNew | +27K | $875K |
| Phoenix Wealth AdvisorsNew | +26K | $753K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MORGAN STANLEY | -32K | $1.9M |
| DAVENPORT & Co LLC | -21K | $21.3M |
| GTS SECURITIES LLC | -17K | $710K |
| UBS Group AG | -14K | $1.6M |
| LPL Financial LLC | -5K | $617K |
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Frequently Asked Questions
How many institutional investors hold SBIO?
As of Q1 2025, 35 institutional investors report holding SBIO (ALPS Medical Breakthroughs ETF) in their 13F filings.
Which hedge fund owns the most SBIO?
The largest institutional holder of SBIO is DAVENPORT & Co LLC with $21.3M in shares.
Are institutions buying or selling SBIO?
This quarter, 7 institutions opened new positions in SBIO and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.