Alps Medical BreakthroughsSBIOETF
13F holders, Q4 2025 (December 31)59holders +19
23new positions
6sold out
1famous investor
$34.97avg. 13F price*
At the end of Q4 2025, 59 institutions reported holding Alps Medical Breakthroughs (SBIO) in their 13F filings, up 19 from Q3 2025. 23 opened new positions and 6 sold out. The largest holders were Phoenix Financial Ltd. ($38.3M), Delta Investment Management, LLC ($6.1M) and Raymond James Financial Inc. ($4.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alps Medical Breakthroughs
- Filed as
- ALPS ETF TR (Q4 2025)
- CUSIP
- 00162Q593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $17.6M |
| Exits | 6 | $1.8M |
All 13F filers, Q3 2025 → Q4 2025: 413,017 shares bought and 627,933 shares sold, net −214,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Phoenix Financial Ltd. | 0.41% | No change | 1,465,173 | $38.3M |
| Delta Investment Management, LLC | 1.06% | New | 119,333 | $6.1M |
| Raymond James Financial Inc. | 0.00% | New | 96,019 | $4.9M |
| Bank of America Corp. | 0.00% | Add +18.9% | 60,486 | $3.1M |
| Morgan Stanley | 0.00% | Add +9.1% | 53,101 | $2.7M |
| LPL Financial LLC | 0.00% | Add +438.8% | 42,755 | $2.2M |
| UBS Group AG | 0.00% | Add +1.7% | 34,194 | $1.8M |
| Two Sigma Investments, LP | 0.00% | New | 33,100 | $1.7M |
| Strategic Financial Services, Inc. | 0.08% | Reduce -11.9% | 33,103 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -75.4% | 32,288 | $1.7M |
| Griffin Asset Management, Inc. | 0.17% | Add +1.9% | 30,699 | $1.6M |
| Moran Wealth Management, LLC | 0.03% | Add +22.7% | 21,084 | $1.1M |
| Stifel Financial Corp. | 0.00% | New | 19,869 | $1.0M |
| NTV Asset Management LLC | 0.10% | Reduce -2.6% | 19,034 | $975K |
| Virtu Financial LLC | 0.04% | Add +7.3% | 17,967 | $920K |
| Sterling Investment Advisors, Ltd. | 0.14% | Add +81.2% | 14,675 | $752K |
| Silver Oak Securities, Incorporated | 0.05% | New | 13,335 | $677K |
| Royal Bank of Canada | 0.00% | Add +2.8% | 12,269 | $628K |
| DAVENPORT & Co LLC | 0.00% | Reduce -97.7% | 11,100 | $569K |
| Phoenix Wealth Advisors | 0.19% | Reduce -2.5% | 9,656 | $495K |
| Citadel Advisors | 0.00% | New | 8,978 | $460K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 8,963 | $459K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 8,890 | $455K |
| McGuire Investment Group, LLC | 0.05% | Add +5.9% | 8,798 | $451K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +3.2% | 8,101 | $415K |
| Fulcrum Equity Management | 0.37% | New | 7,498 | $384K |
| Carlson Financial, Inc. | 0.22% | — | 7,451 | $382K |
| Osaic Holdings, Inc. | 0.00% | Add +1099.0% | 7,050 | $361K |
| Connors Investor Services Inc. | 0.03% | New | 6,596 | $338K |
| Kestra Advisory Services, LLC | 0.00% | No change | 6,414 | $329K |
| Independent Financial Group, LLC | 0.01% | Add +7.2% | 5,886 | $301K |
| Jane Street Group, LLC | 0.00% | New | 5,026 | $257K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,978 | $255K |
| Retirement Planning Co of New England, Inc. | 0.10% | New | 4,635 | $237K |
| Rossby Financial, LCC | 0.07% | Reduce -4.3% | 4,480 | $229K |
| Ally Invest Advisors Inc. | 0.02% | Reduce -29.2% | 4,469 | $229K |
| Janney Montgomery Scott LLC | 0.00% | New | 4,299 | $220K |
| Keystone Financial Group | 0.02% | New | 4,000 | $205K |
| CDKV Holdings LLC | 0.11% | — | 2,680 | $137K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.8% | 1,115 | $57K |
| MGB Wealth Management, LLC | 0.01% | New | 1,000 | $51K |
| US Bancorp \de | 0.00% | No change | 1,000 | $51K |
| Global Retirement Partners, LLC | 0.00% | New | 661 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 500 | $26K |
| AE Wealth Management LLC | 0.00% | New | 280 | $14K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 200 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | New | 180 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 167 | $9K |
| SouthState Bank Corp | 0.00% | No change | 140 | $7K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 105 | $5K |
| Bank of Montreal | 0.00% | No change | 100 | $5K |
| First Command Advisory Services, Inc. | 0.00% | No change | 100 | $5K |
| Salomon & Ludwin, LLC | 0.00% | No change | 100 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 59 | $3K |
| Motiv8 Investments LLC | 0.00% | New | 60 | $3K |
| Wealth Watch Advisors, INC | 0.00% | New | 50 | $3K |
| Spire Wealth Management | 0.00% | New | 44 | $2K |
| Cwm, LLC | 0.00% | No change | 15 | $1K |
| Citigroup Inc. | 0.00% | Reduce -97.8% | 1 | $51 |
"% of holder's portfolio" is SBIO's weight in each manager's 13F, not the share of Alps Medical Breakthroughs the manager owns.