SBIO institutional holders

ALPS Medical Breakthroughs ETF · 70 reporting institutions · $79.2M reported value

Funds that can replace SBIO · SBIO return decomposition

Institutional holdings

Institutions reporting SBIO, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$27.1M02026-06-30
UBS Group AG$11.6M02026-06-30
Wells Fargo & Company/mn$4.2M02026-06-30
Connors Investor Services Inc$3.1M102026-06-30
Morgan Stanley$2.6M23,1852026-06-30
Lpl Financial LLC$2.4M23,4582026-06-30
Moran Wealth Management, LLC$2.2M352026-06-30
Griffin Asset Management, Inc.$1.9M42026-06-30
Raymond James Financial Inc$1.8M02026-06-30
Stifel Financial Corp$1.7M02026-06-30
Fig Financial Advisory Services Inc /adv$1.6M32026-06-30
Sterling Investment Advisors, Ltd.$1.5M72026-06-30
Silver Oak Securities, Incorporated$1.3M1172026-06-30
Ntv Asset Management LLC$1.1M52026-06-30
Equitable Holdings, Inc.$990.9K02026-06-30
Commonwealth Equity Services, LLC$844.1K2,8632026-06-30
Bok Financial Private Wealth, Inc.$840.5K272026-06-30
Royal Bank of Canada$748K02026-06-30
Elevation Point Wealth Partners, LLC$725.7K562026-06-30
Davenport & Co LLC$717.6K3392026-06-30
Vestmark Advisory Solutions, Inc.$575.3K82026-06-30
Prospera Financial Services, Inc.$573.5K2702026-06-30
Phoenix Wealth Advisors$542.4K72026-06-30
Kestra Advisory Services, LLC$535.4K1,4792026-06-30
Savant Wealth Management$526.8K4052026-06-30
McGuire Wealth Management$488.1K32026-06-30
Carlson Financial, Inc.$481.7K42026-06-30
Brown Advisory Inc$468.7K02026-06-30
Msh Capital Advisors LLC$461.6K202026-06-30
Osaic Holdings, Inc.$458.2K02026-06-30
Exencial Wealth Advisors, LLC$436.2K02026-03-31
Independent Financial Group, LLC$400.2K4812026-06-30
Two Sigma Investments, LP$387.9K02026-06-30
Steward Partners Investment Advisory, LLC$353.5K4812026-06-30
Blackdiamond Wealth Management, LLC$341.1K72026-06-30
Jaffetilchin Investment Partners, LLC$339.8K02026-03-31
Farther Finance Advisors, LLC$321.8K3342026-06-30
Beacon Pointe Advisors, LLC$320K4662026-06-30
Retirement Planning Co of New England, Inc.$286.9K42026-06-30
Intrepid Financial Planning Group, LLC$267.6K112026-06-30
Fulcrum Wealth Management$263.4K52026-06-30
Keystone Financial Group$258.6K342026-06-30
Ally Invest Advisors$231.5K822026-06-30
Cherry Creek Investment Advisors, Inc.$222.8K22026-06-30
Steele Street Private Wealth Management$166.8K22026-06-30
Allsquare Wealth Management LLC$81.3K42025-09-30
Ashton Thomas Private Wealth, LLC$70.2K962026-06-30
Rockefeller Capital Management LP$66.9K3462026-06-30
US Bancorp$64.7K02026-06-30
Mgb Wealth Management, LLC$51.2K02025-12-31
Harbor Investment Advisory, LLC$29.1K312026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$22.6K02026-06-30
PNC Financial Services Group, Inc.$17.1K02026-06-30
Arax Advisory Partners$13.6K2322026-06-30
Axiom Investment Management LLC$11.6K12026-06-30
Aptus Capital Advisors, LLC$11.6K212026-06-30
Asset Dedication, LLC$10.8K112026-06-30
Bank of Montreal /can$6.5K02026-06-30
First Command Advisory Services$6.5K1,0122026-06-30
Salomon & Ludwin, LLC$6.3K62026-06-30
Institute for Wealth Management, Llc.$4.3K132026-06-30
Global Retirement Partners LLC$3.9K4912026-06-30
Pinnacle Wealth Planning Services, Inc.$3.8K202026-06-30
Spire Wealth Management$3.4K32026-06-30
Ae Wealth Management LLC$9704712026-06-30
Cwm, LLC$7856672026-03-31
Triumph Capital Management$646142026-06-30
Physician Wealth Advisors, Inc.$64092026-06-30
Fiduciary Financial Advisors$268512026-06-30
Motiv8 Investments LLC$3102025-12-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30