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Disclosery

SBIO ALPS ETF TR

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MED BREAKTHGH (fund)

60 managers (61 13F filers) reported a position in SBIO shares at 2026-03-31, 851,133 shares in all. 13 filers opened a position and 8 filers sold out during the quarter.

Managers
60
13F filers
61
New
13
Added
16
Reduced
14
Sold out
8
Shares held by filers
851,133

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/98,679$5.16M<0.01%+38,19313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN60,770$3.18M<0.01%+28,48213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,686$3.18M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC53,830$2.82M<0.01%-42,18913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding46,539$2.44M+12,345Timeline
LPL Financial LLC46,008$2.41M<0.01%+3,25313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY41,718$2.18M<0.01%-11,38313F-HRTimelineGroup
CONNORS INVESTOR SERVICES INC41,204$2.16M0.2%+34,60813F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.30,699$1.61M0.18%013F-HRTimeline
Moran Wealth Management, LLC29,348$1.54M0.05%+8,26413F-HRTimeline
Strategic Financial Services, Inc.24,869$1.3M0.06%-8,23413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,129$1.21M<0.01%+3,26013F-HRTimelineGroup
Sterling Investment Advisors, Ltd.22,025$1.15M0.21%+7,35013F-HRTimeline
GTS SECURITIES LLC19,027$996K0.04%new13F-HRTimeline
NTV Asset Management LLC18,318$959K0.11%-71613F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC17,712$927K0.04%-25513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,680$925K<0.01%+8,70213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED16,589$868K0.06%+3,25413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,697$769K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.13,000$680K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,591$607K<0.01%-67813F-HRTimelineGroup
DAVENPORT & Co LLC11,100$581K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,939$468K<0.01%+1,88913F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC8,915$467K0.01%-4813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,904$466K<0.01%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.8,842$463K0.01%-4813F-HRTimeline
McGuire Investment Group, LLC8,798$460K0.05%013F-HRTimeline
Phoenix Wealth Advisors8,432$441K0.17%-1,22413F-HRTimeline
Range Advisory, LLC8,394$439K0.08%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC8,334$436K0.01%+23313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,186$428K<0.01%+1,77213F-HRTimelineGroup
CARLSON FINANCIAL, INC.7,451$390K0.23%013F-HRTimeline
Jaffetilchin Investment Partners, LLC6,492$340K0.02%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,996$314K0.01%+11013F-HR/ATimeline
Farther Finance Advisors, LLC4,978$263K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,665$244K<0.01%+4,16513F-HRTimeline
Retirement Planning Co of New England, …4,562$239K0.1%-7313F-HRTimeline
Ally Invest Advisors Inc.4,224$221K0.01%-24513F-HRTimeline
Janney Montgomery Scott LLC4,207$220K<0.01%-9213F-HRTimeline
Keystone Financial Group4,000$209K0.01%013F-HRTimeline
CDKV HOLDINGS LLC2,680$140K0.12%013F-HRTimeline
Rossby Financial, LCC1,380$72.9K0.02%-3,10013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,056$55.3K<0.01%-5913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,000$52.3K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…200$10.5K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC180$9.42K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC180$9.42K<0.01%013F-HRTimeline
Asset Dedication, LLC167$8.74K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp140$7.33K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC115$6.02K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC100$5.35K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/100$5.23K<0.01%013F-HRTimelineGroup
First Command Advisory Services, Inc.100$5.23K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.59$3.09K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management53$2.77K<0.01%+913F-HRTimelineGroup
Mosley Wealth Management37$1.44K<0.01%new13F-HRTimeline
Pacific Center for Financial Services23$1.2K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC15$785<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.10$518<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$52<0.01%013F-HRTimelineGroup