SBIO Institutional Ownership
ALPS Medical Breakthroughs ETF
1W: -2.5%
1M: -17.3%
3M: -13.4%
YTD: +11.9%
1Y: +44.7%
3Y: +110.2%
5Y: +25.2%
$56.15
-0.49 (-0.87%)
Weekly Expected Move ±4.0%
$52
$54
$56
$58
$61
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SBIO
82
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
79M
Total Invested
23
New Positions
15
Increased
30
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (90 total)
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FIG FINANCIAL ADVISORY SERVICES INC | 25,106 | 1M |
| Equitable Holdings, Inc. | 15,327 | 861K |
| Prospera Financial Services Inc | 8,872 | 498K |
| Cambridge Investment Research Advis | 8,774 | 493K |
| Savant Capital, LLC | 8,035 | 451K |
| BROWN ADVISORY INC | 7,250 | 407K |
| MSH Capital Advisors LLC | 7,140 | 401K |
| Jaffetilchin Investment Partners, L | 6,492 | 365K |
| TWO SIGMA INVESTMENTS, LP | 6,000 | 337K |
| BlackDiamond Wealth Management, LLC | 5,082 | 285K |
| Beacon Pointe Advisors, LLC | 4,949 | 278K |
| Intrepid Financial Planning Group L | 4,139 | 232K |
| Fulcrum Equity Management | 4,074 | 229K |
| Cherry Creek Investment Advisors, I | 3,447 | 194K |
| Ashton Thomas Private Wealth, LLC | 1,086 | 61K |
| HARBOR INVESTMENT ADVISORY, LLC | 450 | 25K |
| Arax Advisory Partners | 210 | 12K |
| Axiom Investment Management LLC | 180 | 10K |
| Institute for Wealth Management, LL | 66 | 4K |
| Global Retirement Partners, LLC | 60 | 3K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Phoenix Financial Ltd. | 1,465,173 | 82M |
| Delta Investment Management, LLC | 119,333 | 7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 60,686 | 3M |
| Strategic Financial Services, Inc. | 24,869 | 1M |
| GTS SECURITIES LLC | 19,027 | 1M |
| Virtu Financial LLC | 17,712 | 995K |
| CITADEL ADVISORS LLC | 17,680 | 993K |
| GOLDMAN SACHS GROUP INC | 8,904 | 500K |
| JANE STREET GROUP, LLC | 5,026 | 282K |
| Janney Montgomery Scott LLC | 4,207 | 236K |
| Rossby Financial, LCC | 1,380 | 77K |
| Advisory Services Network, LLC | 180 | 10K |
| SouthState Bank Corp | 140 | 8K |
| FMR LLC | 115 | 6K |
| Garton & Associates Financial Advis | 105 | 6K |
| Wealth Watch Advisors, INC | 50 | 3K |
| Mosley Wealth Management | 37 | 2K |
| Pacific Center for Financial Servic | 23 | 1K |
| Western Wealth Management, LLC | 19 | 1K |
| CITIGROUP INC | 1 | 0K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +320,780 | +325.1% | 419,459 |
| UBS Group AG | +132,610 | +287.1% | 178,799 |
| CONNORS INVESTOR SERVICES INC | +6,933 | +16.8% | 48,137 |
| WELLS FARGO & COMPANY/MN | +4,770 | +7.8% | 65,540 |
| Moran Wealth Management, LLC | +4,682 | +16.0% | 34,030 |
| SILVER OAK SECURITIES, INCORPORATED | +4,091 | +24.7% | 20,680 |
| STIFEL FINANCIAL CORP | +2,519 | +10.9% | 25,648 |
| ELEVATION POINT WEALTH PARTNERS, LL | +2,310 | +25.9% | 11,225 |
| Sterling Investment Advisors, Ltd. | +1,775 | +8.1% | 23,800 |
| Steward Partners Investment Advisor | +803 | +17.2% | 5,468 |
| EXENCIAL WEALTH ADVISORS, LLC | +233 | +2.9% | 8,334 |
| INDEPENDENT FINANCIAL GROUP, LLC | +194 | +3.2% | 6,190 |
| Kestra Advisory Services, LLC | +96 | +1.2% | 8,282 |
| Range Advisory, LLC | +70 | +0.8% | 8,464 |
| PNC Financial Services Group, Inc. | +65 | +32.5% | 265 |
| Vestmark Advisory Solutions, Inc. | +56 | +0.6% | 8,898 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -26,586 | -49.4% | 27,244 |
| LPL Financial LLC | -8,308 | -18.1% | 37,700 |
| GRIFFIN ASSET MANAGEMENT, INC. | -2,000 | -6.5% | 28,699 |
| OSAIC HOLDINGS, INC. | -1,849 | -20.7% | 7,090 |
| MORGAN STANLEY | -1,762 | -4.2% | 39,956 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,640 | -11.2% | 13,057 |
| McGuire Investment Group, LLC | -1,248 | -14.2% | 7,550 |
| NTV Asset Management LLC | -1,235 | -6.7% | 17,083 |
| Ally Invest Advisors Inc. | -643 | -15.2% | 3,581 |
| Retirement Planning Co of New Engla | -124 | -2.7% | 4,438 |
| CDKV HOLDINGS LLC | -100 | -3.7% | 2,580 |
| Phoenix Wealth Advisors | -42 | -0.5% | 8,390 |
| Rockefeller Capital Management L.P. | -22 | -2.1% | 1,034 |
| ROYAL BANK OF CANADA | -20 | -0.2% | 11,571 |
| CARLSON FINANCIAL, INC. | -3 | -0.0% | 7,448 |