SBIO · ALPS Medical Breakthroughs ETF ETF
$67.66
+0.35 (+0.52%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $1,028,710
Total Shares: 15,912
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
53.2%
−46.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,020
Highly concentrated−4,980
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+1
Institutional value:
+134.1%
Shares held:
+89.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +70 | 8,464 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small CARLSON FINANCIAL, INC. | 7,448 | $481,513 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Range Advisory, LLC SBIO | $547,197 | 53.19% | 8,464 | Shares | 2026-09-02 | |
| Small CARLSON FINANCIAL, INC. SBIO | $481,513 | 46.81% | 7,448 | Shares | 2026-08-24 |