Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / MED BREAKTHGH
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
2,884,515
-
Shares change
-
+1,399,053
-
Total reported value, excl. options
-
$72,984,477
-
Value change
-
+$30,442,868
-
Put/Call ratio
-
17%
-
Number of buys
-
8
-
Number of sells
-
-19
-
Price
-
$28.52
Significant Holders of ALPS ETF TR - MED BREAKTHGH (SBIO) as of Q1 2025
41 filings reported holding SBIO - ALPS ETF TR - MED BREAKTHGH as of Q1 2025.
ALPS ETF TR - MED BREAKTHGH (SBIO) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,884,515 shares
.
Largest 10 shareholders include Phoenix Financial Ltd. (1,465,173 shares), DAVENPORT & Co LLC (748,122 shares), BANK OF AMERICA CORP /DE/ (139,699 shares), WELLS FARGO & COMPANY/MN (128,160 shares), MORGAN STANLEY (65,221 shares), GWN SECURITIES INC. (55,500 shares), UBS Group AG (55,432 shares), GRIFFIN ASSET MANAGEMENT, INC. (30,135 shares), NTV Asset Management LLC (27,186 shares), and Phoenix Wealth Advisors (26,418 shares).
This table shows the top 33 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.