ALPS Medical Breakthroughs
SBIO • ARCA
ALPS Medical Breakthroughs is an exchange-traded fund on ARCA. As of Q3 2025, 37 institutional investors hold shares in this ETF, with total holdings valued at $74.4M. Phoenix Holdings Ltd. is the largest holder with a position valued at $35.6M.
Overview
Overview of institutional ownership in SBIO as of Q3 2025
All Institutions
- Institutions
- 37
- Value Held
- $74.4M
- Shares Held
- 2.5M
- Avg Position
- $2.0M
- Median Position
- $305.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in SBIO as of Q3 2025
| Institution | Position Value |
|---|---|
P Phoenix Holdings Ltd. Institution | $35.6M 0.43% of portfolio |
 DAVENPORT & Co LLC RIA/Wealth | $18.9M 0.10% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $5.1M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $2.0M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $1.9M 0.00% of portfolio |
G GTS SECURITIES LLC Institution | $1.5M 0.06% of portfolio |
 Strategic Investment Advisors, Inc RIA/Wealth | $1.5M 0.07% of portfolio |
 UBS Group AG Institution | $1.3M 0.00% of portfolio |
G GRIFFIN ASSET MANAGEMENT, INC. Institution | $1.2M 0.13% of portfolio |
 NTV ASSET MANAGEMENT LLC RIA/Wealth | $759.1K 0.08% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SBIO in Q3 2025
- Traded
- −$11.3M
- Buyers
- 12
- Sellers
- 16
- Total Bought
- +$1.5M
- Total Sold
- −$12.8M
- Avg Position
- $1.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
V Virtu Financial LLC Institution | +$650.4K +16.7K shares |
S Sterling Investment Advisors, Ltd. RIA/Wealth | +$314.8K +8.1K shares |
 Moran Wealth Management, LLC RIA/Wealth | +$280.0K +7.2K shares |
WELLS FARGO & COMPANY/MN Institution | +$76.6K +2.0K shares |
R ROYAL BANK OF CANADA Institution | +$56.3K +1.5K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$42.6K +1.1K shares |
C COMERICA BANK Institution | +$27.2K +700.0 shares |
MORGAN STANLEY RIA/Wealth | +$17.9K +460.0 shares |
A Advisory Services Network, LLC RIA/Wealth | +$7.0K +180.0 shares |
 Burns Wealth Management, Inc. RIA/Wealth | +$4.6K +118.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
DAVENPORT & Co LLC RIA/Wealth | −$7.8M −200.2K shares |
G GTS SECURITIES LLC Institution | −$1.1M −28.3K shares |
UBS Group AG Institution | −$770.8K −19.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$712.8K −23.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$708.7K −18.2K shares |
 Phoenix Wealth Advisors RIA/Wealth | −$629.7K −16.2K shares |
L LPL Financial LLC Institution | −$447.8K −11.5K shares |
−$242.8K −8.1K shares | |
 Kestra Advisory Services, LLC RIA/Wealth | −$151.9K −3.9K shares |
BANK OF AMERICA CORP /DE/ Institution | −$111.0K −2.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SBIO in Q3 2025
- New Positions
- 2
- New Value
- $316.2K
- Exited Positions
- 5
- Exited Value
- $1.0M
New Positions
| Institution | Position Value |
|---|---|
S Sterling Investment Advisors, Ltd. RIA/Wealth | $314.8K 8.1K shares |
P Perkins Coie Trust Co Institution | $1.4K 37.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $712.8K 23.7K shares |
$242.8K 8.1K shares | |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $81.6K 2.7K shares |
 IFP Advisors, Inc RIA/Wealth | $10.0K 332.0 shares |
 ALBION FINANCIAL GROUP /UT RIA/Wealth | $361.0 12.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SBIO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SBIO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P Phoenix Holdings Ltd. Institution | 0.43% $35.6M |
Phoenix Wealth Advisors RIA/Wealth | 0.15% $384.8K |
G GRIFFIN ASSET MANAGEMENT, INC. Institution | 0.13% $1.2M |
DAVENPORT & Co LLC RIA/Wealth | 0.10% $18.9M |
NTV ASSET MANAGEMENT LLC RIA/Wealth | 0.08% $759.1K |
Strategic Investment Advisors, Inc RIA/Wealth | 0.07% $1.5M |
S Sterling Investment Advisors, Ltd. RIA/Wealth | 0.06% $314.8K |
R Rossby Financial, LCC RIA/Wealth | 0.06% $181.6K |
G GTS SECURITIES LLC Institution | 0.06% $1.5M |
V Virtu Financial LLC Institution | 0.04% $650.4K |