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Disclosery

SBIO ALPS ETF TR

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MED BREAKTHGH (fund)

64 managers (65 13F filers) reported a position in SBIO shares at 2026-06-30, 1,219,315 shares in all. 21 filers opened a position and 14 filers sold out during the quarter.

Managers
64
13F filers
65
New
21
Added
14
Reduced
15
Sold out
14
Shares held by filers
1,219,315

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/419,459$27.1M<0.01%+320,78013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding179,149$11.6M+132,610Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,540$4.24M<0.01%+4,77013F-HRTimelineGroup
CONNORS INVESTOR SERVICES INC48,137$3.11M0.27%+6,93313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY39,956$2.58M<0.01%-1,76213F-HRTimelineGroup
LPL Financial LLC37,700$2.44M<0.01%-8,30813F-HRTimeline
Moran Wealth Management, LLC34,030$2.2M0.06%+4,68213F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.28,699$1.86M0.2%-2,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,244$1.76M<0.01%-26,58613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,648$1.66M<0.01%+2,51913F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV25,106$1.62M0.95%new13F-HRTimeline
Sterling Investment Advisors, Ltd.23,800$1.54M0.26%+1,77513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED20,680$1.34M0.08%+4,09113F-HRTimeline
NTV Asset Management LLC17,083$1.1M0.11%-1,23513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,327$991K0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,057$844K<0.01%-1,64013F-HRTimeline
BOK Financial Private Wealth, Inc.13,000$840K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,571$748K<0.01%-2013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC11,225$726K0.01%+2,31013F-HRTimeline
DAVENPORT & Co LLC11,100$718K<0.01%013F-HRTimeline
Vestmark Advisory Solutions, Inc.8,898$575K0.01%+5613F-HRTimeline
Prospera Financial Services Inc8,872$573K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…8,774$567K<0.01%new13F-HR/ATimeline
Phoenix Wealth Advisors8,390$542K0.18%-4213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,282$535K<0.01%+9613F-HRTimelineGroup
Savant Capital, LLC8,035$527K<0.01%new13F-HRTimeline
McGuire Investment Group, LLC7,550$488K0.04%-1,24813F-HRTimeline
CARLSON FINANCIAL, INC.7,448$482K0.25%-313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,250$469K<0.01%new13F-HRTimelineGroup
MSH Capital Advisors LLC7,140$462K0.08%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,090$458K<0.01%-1,84913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC6,190$400K0.01%+19413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP6,000$388K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…5,468$354K<0.01%+80313F-HRTimeline
BlackDiamond Wealth Management, LLC5,082$341K0.14%new13F-HRTimeline
Farther Finance Advisors, LLC4,978$322K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC4,949$320K<0.01%new13F-HRTimeline
Retirement Planning Co of New England, …4,438$287K0.1%-12413F-HRTimeline
Intrepid Financial Planning Group LLC4,139$268K0.09%new13F-HRTimeline
Fulcrum Equity Management4,074$263K0.21%new13F-HRTimeline
Keystone Financial Group4,000$259K0.02%013F-HRTimeline
Ally Invest Advisors Inc.3,581$232K0.01%-64313F-HRTimeline
Cherry Creek Investment Advisors, Inc.3,447$223K0.09%new13F-HRTimeline
CDKV HOLDINGS LLC2,580$167K0.13%-10013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,086$70.2K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,034$66.9K<0.01%-2213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,000$64.7K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC450$29.1K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…265$17.1K<0.01%+6513F-HRTimelineGroup
Arax Advisory Partners210$13.6K<0.01%new13F-HRTimeline
Axiom Investment Management LLC180$11.6K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC180$11.6K<0.01%013F-HRTimeline
Asset Dedication, LLC167$10.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/100$6.46K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.100$6.46K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC100$6.33K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.66$4.27K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC60$3.88K<0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.59$3.81K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management53$3.43K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC15$970<0.01%new13F-HRTimeline
Triumph Capital Management10$646<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.10$640<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS4$268<0.01%new13F-HRTimeline