Alps Medical BreakthroughsSBIOETF
13F holders, Q1 2026 (March 31)61holders +2
13new positions
8sold out
1famous investor
$52.34avg. 13F price*
At the end of Q1 2026, 61 institutions reported holding Alps Medical Breakthroughs (SBIO) in their 13F filings, up 2 from Q4 2025. 13 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($5.2M), Wells Fargo & Company ($3.2M) and Susquehanna International Group, LLP ($3.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alps Medical Breakthroughs
- Filed as
- ALPS ETF TR (Q1 2026)
- CUSIP
- 00162Q593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $6.9M |
| Exits | 8 | $46.7M |
All 13F filers, Q4 2025 → Q1 2026: 287,454 shares bought and 1,698,909 shares sold, net −1,411,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Bank of America Corp. | 0.00% | Add +63.1% | 98,679 | $5.2M |
| Wells Fargo & Company | 0.00% | Add +88.2% | 60,770 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | New | 60,686 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -43.9% | 53,830 | $2.8M |
| UBS Group AG | 0.00% | Add +35.1% | 46,189 | $2.4M |
| LPL Financial LLC | 0.00% | Add +7.6% | 46,008 | $2.4M |
| Morgan Stanley | 0.00% | Reduce -21.4% | 41,718 | $2.2M |
| Connors Investor Services Inc. | 0.20% | Add +524.7% | 41,204 | $2.2M |
| Griffin Asset Management, Inc. | 0.18% | No change | 30,699 | $1.6M |
| Moran Wealth Management, LLC | 0.05% | Add +39.2% | 29,348 | $1.5M |
| Strategic Financial Services, Inc. | 0.06% | Reduce -24.9% | 24,869 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +16.4% | 23,129 | $1.2M |
| Sterling Investment Advisors, Ltd. | 0.21% | Add +50.1% | 22,025 | $1.2M |
| GTS Securities LLC | 0.04% | New | 19,027 | $996K |
| NTV Asset Management LLC | 0.11% | Reduce -3.8% | 18,318 | $959K |
| Virtu Financial LLC | 0.04% | Reduce -1.4% | 17,712 | $927K |
| Citadel Advisors | 0.00% | Add +96.9% | 17,680 | $925K |
| Silver Oak Securities, Incorporated | 0.06% | Add +24.4% | 16,589 | $868K |
| Commonwealth Equity Services, LLC | 0.00% | New | 14,697 | $769K |
| BOK Financial Private Wealth, Inc. | 0.04% | New | 13,000 | $680K |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 11,591 | $607K |
| DAVENPORT & Co LLC | 0.00% | No change | 11,100 | $581K |
| Osaic Holdings, Inc. | 0.00% | Add +26.8% | 8,939 | $468K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -0.5% | 8,915 | $467K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,904 | $466K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -0.5% | 8,842 | $463K |
| McGuire Investment Group, LLC | 0.05% | No change | 8,798 | $460K |
| Phoenix Wealth Advisors | 0.17% | Reduce -12.7% | 8,432 | $441K |
| Range Advisory, LLC | 0.08% | New | 8,394 | $439K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +2.9% | 8,334 | $436K |
| Kestra Advisory Services, LLC | 0.00% | Add +27.6% | 8,186 | $428K |
| Carlson Financial, Inc. | 0.23% | No change | 7,451 | $390K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 6,492 | $340K |
| Independent Financial Group, LLC | 0.01% | Add +1.9% | 5,996 | $314K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,978 | $263K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +833.0% | 4,665 | $244K |
| Retirement Planning Co of New England, Inc. | 0.10% | Reduce -1.6% | 4,562 | $239K |
| Ally Invest Advisors Inc. | 0.01% | Reduce -5.5% | 4,224 | $221K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 4,207 | $220K |
| Keystone Financial Group | 0.01% | No change | 4,000 | $209K |
| CDKV Holdings LLC | 0.12% | No change | 2,680 | $140K |
| Rossby Financial, LCC | 0.02% | Reduce -69.2% | 1,380 | $73K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.3% | 1,056 | $55K |
| US Bancorp \de | 0.00% | No change | 1,000 | $52K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 350 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 200 | $10K |
| Advisory Services Network, LLC | 0.00% | New | 180 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 180 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 167 | $9K |
| SouthState Bank Corp | 0.00% | No change | 140 | $7K |
| FMR LLC | 0.00% | New | 115 | $6K |
| Salomon & Ludwin, LLC | 0.00% | No change | 100 | $5K |
| Bank of Montreal | 0.00% | No change | 100 | $5K |
| First Command Advisory Services, Inc. | 0.00% | No change | 100 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 59 | $3K |
| Spire Wealth Management | 0.00% | Add +20.4% | 53 | $3K |
| Mosley Wealth Management | 0.00% | New | 37 | $1K |
| Pacific Center for Financial Services | 0.00% | New | 23 | $1K |
| Cwm, LLC | 0.00% | No change | 15 | $785 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 10 | $518 |
| Citigroup Inc. | 0.00% | No change | 1 | $52 |
"% of holder's portfolio" is SBIO's weight in each manager's 13F, not the share of Alps Medical Breakthroughs the manager owns.