Alps Medical BreakthroughsSBIOETF
13F holders, Q2 2025 (June 30)37holders +2
5new positions
3sold out
1famous investor
$26.87avg. 13F price*
At the end of Q2 2025, 37 institutions reported holding Alps Medical Breakthroughs (SBIO) in their 13F filings, up 2 from Q1 2025. 5 opened new positions and 3 sold out. The largest holders were Phoenix Financial Ltd. ($35.0M), DAVENPORT & Co LLC ($20.8M) and Wells Fargo & Company ($3.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alps Medical Breakthroughs
- Filed as
- ALPS ETF TR (Q2 2025)
- CUSIP
- 00162Q593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.4M |
| Exits | 3 | $1.5M |
All 13F filers, Q1 2025 → Q2 2025: 116,563 shares bought and 236,223 shares sold, net −119,660 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Phoenix Financial Ltd. | 0.46% | No change | 1,465,173 | $35.0M |
| DAVENPORT & Co LLC | 0.12% | Reduce -8.3% | 685,637 | $20.8M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 129,341 | $3.9M |
| GTS Securities LLC | 0.09% | Add +167.7% | 66,627 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -61.5% | 53,747 | $1.6M |
| UBS Group AG | 0.00% | Reduce -3.6% | 53,449 | $1.6M |
| Morgan Stanley | 0.00% | Reduce -26.1% | 48,204 | $1.4M |
| Strategic Financial Services, Inc. | 0.06% | Add +97.8% | 38,032 | $1.1M |
| Griffin Asset Management, Inc. | 0.11% | No change | 30,135 | $906K |
| Susquehanna International Group, LLP | 0.00% | New | 26,124 | $786K |
| Phoenix Wealth Advisors | 0.33% | Reduce -1.2% | 26,106 | $785K |
| Citadel Advisors | 0.00% | Add +62.9% | 23,706 | $713K |
| NTV Asset Management LLC | 0.07% | Reduce -25.2% | 20,336 | $612K |
| LPL Financial LLC | 0.00% | Reduce -10.1% | 19,459 | $585K |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 10,489 | $315K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.2% | 10,324 | $310K |
| Moran Wealth Management, LLC | 0.01% | New | 9,981 | $300K |
| McGuire Investment Group, LLC | 0.03% | No change | 8,310 | $250K |
| Financial Advocates Investment Management | 0.02% | No change | 8,075 | $243K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -19.4% | 7,735 | $233K |
| Ally Invest Advisors Inc. | 0.02% | New | 6,665 | $200K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,978 | $150K |
| Rossby Financial, LCC | 0.05% | Reduce -9.7% | 4,680 | $141K |
| Raymond James Financial Inc. | 0.00% | New | 2,712 | $82K |
| AllSquare Wealth Management LLC | 0.04% | No change | 2,092 | $63K |
| US Bancorp \de | 0.00% | No change | 1,000 | $30K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.0% | 588 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 332 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | New | 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% | No change | 89 | $3K |
| Albion Financial Group | 0.00% | No change | 12 | $361 |
| Cwm, LLC | 0.00% | No change | 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.