Alps Medical BreakthroughsSBIOETF
13F holders, Q1 2025 (March 31)35holders −1
5new positions
6sold out
1famous investor
$25.30avg. 13F price*
At the end of Q1 2025, 35 institutions reported holding Alps Medical Breakthroughs (SBIO) in their 13F filings, down 1 from Q4 2024. 5 opened new positions and 6 sold out. The largest holders were Phoenix Financial Ltd. ($32.6M), DAVENPORT & Co LLC ($21.3M) and Bank of America Corp. ($4.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alps Medical Breakthroughs
- Filed as
- ALPS ETF TR (Q1 2025)
- CUSIP
- 00162Q593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $34.3M |
| Exits | 6 | $1.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,537,616 shares bought and 138,714 shares sold, net +1,398,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| Phoenix Financial Ltd. | 0.50% | New | 1,465,173 | $32.6M |
| DAVENPORT & Co LLC | 0.13% | Reduce -2.8% | 748,122 | $21.3M |
| Bank of America Corp. | 0.00% | Add +5.7% | 139,699 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +1.1% | 128,160 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -33.0% | 65,222 | $1.9M |
| UBS Group AG | 0.00% | Reduce -20.3% | 55,432 | $1.6M |
| GWN Securities Inc. | 0.09% | New | 55,500 | $1.5M |
| Griffin Asset Management, Inc. | 0.11% | No change | 30,135 | $859K |
| NTV Asset Management LLC | 0.10% | Reduce -8.4% | 27,186 | $775K |
| Phoenix Wealth Advisors | 0.33% | Add +1.3% | 26,418 | $753K |
| GTS Securities LLC | 0.03% | Reduce -40.6% | 24,888 | $710K |
| LPL Financial LLC | 0.00% | Reduce -19.0% | 21,634 | $617K |
| Strategic Financial Services, Inc. | 0.03% | Add +12.7% | 19,225 | $548K |
| Citadel Advisors | 0.00% | Reduce -2.9% | 14,552 | $415K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.8% | 10,668 | $304K |
| Royal Bank of Canada | 0.00% | Reduce -9.6% | 10,568 | $302K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -3.4% | 9,603 | $274K |
| McGuire Investment Group, LLC | 0.04% | Reduce -19.4% | 8,310 | $237K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.8% | 8,075 | $230K |
| Rossby Financial, LCC | 0.06% | New | 5,180 | $147K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,978 | $134K |
| AllSquare Wealth Management LLC | 0.04% | No change | 2,092 | $60K |
| US Bancorp \de | 0.00% | No change | 1,000 | $29K |
| Comerica Bank | 0.00% | No change | 810 | $23K |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.3% | 735 | $21K |
| IFP Advisors, Inc | 0.00% | New | 332 | $9K |
| Signaturefd, LLC | 0.00% | No change | 200 | $6K |
| Asset Dedication, LLC | 0.00% | No change | 167 | $5K |
| SouthState Bank Corp | 0.00% | No change | 140 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 100 | $3K |
| Bank of Montreal | 0.00% | No change | 100 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 100 | $3K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -65.2% | 89 | $3K |
| Albion Financial Group | 0.00% | No change | 12 | $343 |
| Cwm, LLC | 0.00% | New | 15 | $0 |
"% of holder's portfolio" is SBIO's weight in each manager's 13F, not the share of Alps Medical Breakthroughs the manager owns.