13FBOX
ALPS MEDICAL BREAKTHROUGHS ETF · 13F Institutional Holdings
Options Calculator Rankings
A

ALPS MEDICAL BREAKTHROUGHS ETF

SBIO
Institutions
64
Combined AUM (Q2 2026)
$78.1M
Combined Shares (Q2 2026)
1.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+593,883
36 · 23 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-221,079
30 · 17 Exit · ≈
⚖️ Net
+372,804
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$78.1M
Institutions
64
New Buys
23
Adds
13
Reduces
13
Exits
17
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#29$27.1M419,459$5.2M98,679+320,780+325.07%Add
UBS Group AG
<0.01%<0.01%#33$11.6M178,799$2.4M46,189+132,610+287.10%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#39$4.2M65,540$3.2M60,770+4,770+7.85%Add
CONNORS INVESTOR SERVICES INC
0.27%0.2%#2$3.1M48,137$2.2M41,204+6,933+16.83%Add
MORGAN STANLEY
<0.01%<0.01%#48$2.6M39,956$1.9M48,664-8,708-17.89%Reduce
LPL Financial LLC
<0.01%<0.01%#41$2.4M37,700$2.4M46,008-8,308-18.06%Reduce
Moran Wealth Management, LLC
0.06%0.05%#14$2.2M34,030$1.5M29,348+4,682+15.95%Add
GRIFFIN ASSET MANAGEMENT, INC.
0.2%0.18%#4$1.9M28,699$1.6M30,699-2,000-6.51%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#44$1.8M27,244$2.8M53,830-26,586-49.39%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#35$1.7M25,648$1.2M23,129+2,519+10.89%Add
FIG FINANCIAL ADVISORY SERVICES INC /ADV
0.95%#1$1.6M25,106$00+25,106New Buy
Sterling Investment Advisors, Ltd.
0.24%0.21%#3$1.5M23,800$1.2M22,025+1,775+8.06%Add
SILVER OAK SECURITIES, INCORPORATED
0.08%0.06%#12$1.3M20,680$868,26816,589+4,091+24.66%Add
NTV ASSET MANAGEMENT LLC
0.11%0.11%#8$1.1M17,083$958,76418,318-1,235-6.74%Reduce
Equitable Holdings, Inc.
0.01%#23$990,89115,327$00+15,327New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#37$844,14013,057$769,25014,697-1,640-11.16%Reduce
BOK Financial Private Wealth, Inc.
0.04%0.04%#16$840,45013,000$680,42013,00000.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#50$748,00011,571$607,00011,591-20-0.17%Reduce
ELEVATION POINT WEALTH PARTNERS, LLC
0.01%0.01%#19$725,69611,225$466,6118,915+2,310+25.91%Add
DAVENPORT & Co LLC
<0.01%<0.01%#25$717,61511,100$580,97411,10000.00%Unchanged
Vestmark Advisory Solutions, Inc.
0.01%0.01%#24$575,2568,898$462,7908,842+56+0.63%Add
Prospera Financial Services Inc
0.01%#20$573,4858,872$00+8,872New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%#36$567,2398,774$00+8,774New Buy
Phoenix Wealth Advisors
0.18%0.17%#5$542,4148,390$441,3318,432-42-0.50%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#30$535,4148,282$428,4418,186+96+1.17%Add
Savant Capital, LLC
<0.01%#31$526,7598,035$00+8,035New Buy
BROWN ADVISORY INC
<0.01%#38$468,7127,250$00+7,250New Buy
MSH Capital Advisors LLC
0.08%#13$461,6017,140$00+7,140New Buy
McGuire Investment Group, LLC
0.04%0.05%#15$460,4878,798$460,4878,79800.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#42$458,2097,090$467,7378,939-1,849-20.68%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#22$400,1626,190$00+6,190New Buy
TWO SIGMA INVESTMENTS, LP
<0.01%#47$387,9006,000$00+6,000New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#28$353,5065,468$244,1664,665+803+17.21%Add
BlackDiamond Wealth Management, LLC
0.14%#6$341,1045,082$00+5,082New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#26$321,8284,978$263,1374,97800.00%Unchanged
Beacon Pointe Advisors, LLC
<0.01%#32$319,9534,949$00+4,949New Buy
Retirement Planning Co of New England, Inc.
0.1%0.1%#9$286,9044,438$238,7594,562-124-2.72%Reduce
Intrepid Financial Planning Group LLC
0.09%#10$267,5864,139$00+4,139New Buy
Keystone Financial Group
0.01%0.01%#17$258,6004,000$209,3604,00000.00%Unchanged
Ally Invest Advisors Inc.
0.01%0.01%#18$231,5223,581$221,0654,224-643-15.22%Reduce
Cherry Creek Investment Advisors, Inc.
0.09%#11$222,8493,447$00+3,447New Buy
CDKV HOLDINGS LLC
0.13%0.12%#7$166,7972,580$140,2722,680-100-3.73%Reduce
Ashton Thomas Private Wealth, LLC
<0.01%#34$70,2101,086$00+1,086New Buy
Rockefeller Capital Management L.P.
<0.01%<0.01%#52$66,9011,034$55,3141,056-22-2.08%Reduce
US BANCORP \DE\
<0.01%<0.01%#56$64,6501,000$52,3401,00000.00%Unchanged
HARBOR INVESTMENT ADVISORY, LLC
<0.01%#27$29,093450$00+450New Buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#62$22,628350$18,31935000.00%Unchanged
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#60$17,132265$10,468200+65+32.50%Add
Arax Advisory Partners
<0.01%#53$13,577210$00+210New Buy
Aptus Capital Advisors, LLC
<0.01%<0.01%#54$11,637180$9,42118000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow