Who owns ALPS Medical Breakthroughs ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SBIO from SEC Form 13F filings across 67 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 67 institutions disclosed 1.2M shares of ALPS Medical Breakthroughs ETF worth $79.9M — about 38.9% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
67
13F holders
$79.9M
value, 2026 filers
38.9%
of shares outstanding (1.2M sh)
24
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SBIO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 419,459 | $27.1M | 0.0% | 13.2% | +325.1% |
| 2 | UBS Group AG | 178,799 | $11.6M | 0.0% | 5.6% | +287.1% |
| 3 | WELLS FARGO & COMPANY/MN | 65,540 | $4.2M | 0.0% | 2.1% | +7.8% |
| 4 | CONNORS INVESTOR SERVICES INC | 48,137 | $3.1M | 0.3% | 1.5% | +16.8% |
| 5 | MORGAN STANLEY | 39,956 | $2.6M | 0.0% | 1.3% | -4.2% |
| 6 | LPL Financial LLC | 37,700 | $2.4M | 0.0% | 1.2% | -18.1% |
| 7 | Moran Wealth Management, LLC | 34,030 | $2.2M | 0.1% | 1.1% | +16.0% |
| 8 | GRIFFIN ASSET MANAGEMENT, INC. | 28,699 | $1.9M | 0.2% | 0.9% | -6.5% |
| 9 | RAYMOND JAMES FINANCIAL INC | 27,244 | $1.8M | 0.0% | 0.9% | -49.4% |
| 10 | STIFEL FINANCIAL CORP | 25,648 | $1.7M | 0.0% | 0.8% | +10.9% |
| 11 | FIG FINANCIAL ADVISORY SERVICES INC /ADVNEW | 25,106 | $1.6M | 1.0% | 0.8% | new |
| 12 | Sterling Investment Advisors, Ltd. | 23,800 | $1.5M | 0.3% | 0.7% | +8.1% |
| 13 | SILVER OAK SECURITIES, INCORPORATED | 20,680 | $1.3M | 0.1% | 0.7% | +24.7% |
| 14 | NTV Asset Management LLC | 17,083 | $1.1M | 0.1% | 0.5% | -6.7% |
| 15 | Equitable Holdings, Inc.NEW | 15,327 | $990,891 | 0.0% | 0.5% | new |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 13,057 | $844,140 | 0.0% | 0.4% | -11.2% |
| 17 | BOK Financial Private Wealth, Inc. | 13,000 | $840,450 | 0.0% | 0.4% | 0.0% |
| 18 | ROYAL BANK OF CANADA | 11,571 | $748,000 | 0.0% | 0.4% | -0.2% |
| 19 | ELEVATION POINT WEALTH PARTNERS, LLC | 11,225 | $725,696 | 0.0% | 0.4% | +25.9% |
| 20 | DAVENPORT & Co LLC | 11,100 | $717,615 | 0.0% | 0.3% | 0.0% |
| 21 | Vestmark Advisory Solutions, Inc. | 8,898 | $575,256 | 0.0% | 0.3% | +0.6% |
| 22 | Prospera Financial Services IncNEW | 8,872 | $573,485 | 0.0% | 0.3% | new |
| 23 | Cambridge Investment Research Advisors, Inc.NEW | 8,774 | $567,000 | 0.0% | 0.3% | new |
| 24 | Range Advisory, LLCNEW | 8,464 | $547,227 | 0.1% | 0.3% | new |
| 25 | Phoenix Wealth Advisors | 8,390 | $542,414 | 0.2% | 0.3% | -0.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.