ALPS MEDICAL BREAKTHROUGHS (SBIO) Top Institutional Shareholders
ALPS MEDICAL BREAKTHROUGHS (SBIO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $42.25M in SBIO holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SBIO tracked by InsiderSet, reporting ownership valued at approximately $5.16M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.35M, representing an estimated gain of +3.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed SBIO value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Wells Fargo & Company/Mn, Susquehanna International Group, Llp, and several other long-term asset managers with concentrated positions in ALPS MEDICAL BREAKTHROUGHS (SBIO).
This page ranks the largest institutional SBIO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
58
Total Reported Value
$42.25M
Largest Holder
Bank Of America Corp
Largest Position
$5.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 98,679 | $5,164,835 | $5,353,336 | +$188,501 | +3.65% | |
| Wells Fargo & Company/Mn | 0.00% | 60,770 | $3,180,710 | $3,296,773 | +$116,063 | +3.65% | |
| Susquehanna International Group, Llp | 0.00% | 60,686 | $3,176,305 | $3,292,216 | +$115,911 | +3.65% | |
| Raymond James Financial Inc | 0.00% | 53,830 | $2,817,466 | $2,920,278 | +$102,812 | +3.65% | |
| Ubs Group Ag | 0.00% | 46,189 | $2,417,532 | $2,505,753 | +$88,221 | +3.65% | |
| Lpl Financial Llc | 0.00% | 46,008 | $2,408,038 | $2,495,934 | +$87,896 | +3.65% | |
| Morgan Stanley | 0.00% | 41,718 | $2,183,546 | $2,263,202 | +$79,656 | +3.65% | |
| Connors Investor Services Inc | 0.20% | 41,204 | $2,156,617 | $2,235,317 | +$78,700 | +3.65% | |
| Griffin Asset Management, Inc. | 0.18% | 30,699 | $1,606,786 | $1,665,421 | +$58,635 | +3.65% | |
| Moran Wealth Management, Llc | 0.05% | 29,348 | $1,536,074 | $1,592,129 | +$56,055 | +3.65% | |
| Strategic Financial Services, Inc. | 0.06% | 24,869 | $1,301,643 | $1,349,143 | +$47,500 | +3.65% | |
| Stifel Financial Corp | 0.00% | 23,129 | $1,210,596 | $1,254,748 | +$44,152 | +3.65% | |
| Sterling Investment Advisors, Ltd. | 0.21% | 22,025 | $1,152,789 | $1,194,856 | +$42,067 | +3.65% | |
| Gts Securities Llc | 0.04% | 19,027 | $995,873 | $1,032,215 | +$36,342 | +3.65% | |
| Ntv Asset Management Llc | 0.11% | 18,318 | $958,764 | $993,752 | +$34,988 | +3.65% | |
| Citadel Advisors Llc | 0.00% | 17,680 | $925,371 | $959,140 | +$33,769 | +3.65% | |
| Silver Oak Securities, Incorporated | 0.06% | 16,589 | $868,268 | $899,953 | +$31,685 | +3.65% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,697 | $769,250 | $797,312 | +$28,062 | +3.65% | |
| Bok Financial Private Wealth, Inc. | 0.04% | 13,000 | $680,420 | $705,250 | +$24,830 | +3.65% | |
| Royal Bank Of Canada | 0.00% | 11,591 | $607,000 | $628,812 | +$21,812 | +3.59% | |
| Davenport & Co Llc | 0.00% | 11,100 | $580,974 | $602,175 | +$21,201 | +3.65% | |
| Osaic Holdings, Inc. | 0.00% | 8,939 | $467,737 | $484,941 | +$17,204 | +3.68% | |
| Elevation Point Wealth Partners, Llc | 0.01% | 8,915 | $466,611 | $483,639 | +$17,028 | +3.65% | |
| Goldman Sachs Group Inc | 0.00% | 8,904 | $466,035 | $483,042 | +$17,007 | +3.65% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 8,842 | $462,790 | $479,679 | +$16,889 | +3.65% | |
| Mcguire Investment Group, Llc | 0.05% | 8,798 | $460,487 | $477,292 | +$16,805 | +3.65% | |
| Phoenix Wealth Advisors | 0.17% | 8,432 | $441,331 | $457,436 | +$16,105 | +3.65% | |
| Exencial Wealth Advisors, Llc | 0.01% | 8,334 | $436,209 | $452,120 | +$15,911 | +3.65% | |
| Kestra Advisory Services, Llc | 0.00% | 8,186 | $428,441 | $444,091 | +$15,650 | +3.65% | |
| Jaffetilchin Investment Partners, Llc | 0.02% | 6,492 | $339,791 | $352,191 | +$12,400 | +3.65% | |
| Farther Finance Advisors, Llc | 0.00% | 4,978 | $263,137 | $270,057 | +$6,920 | +2.63% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,665 | $244,166 | $253,076 | +$8,910 | +3.65% | |
| Retirement Planning Co Of New England, Inc. | 0.10% | 4,562 | $238,759 | $247,489 | +$8,730 | +3.66% | |
| Ally Invest Advisors Inc. | 0.01% | 4,224 | $221,065 | $229,152 | +$8,087 | +3.66% | |
| Keystone Financial Group | 0.01% | 4,000 | $209,360 | $217,000 | +$7,640 | +3.65% | |
| Cdkv Holdings Llc | 0.12% | 2,680 | $140,272 | $145,390 | +$5,118 | +3.65% | |
| Rossby Financial, Lcc | 0.02% | 1,380 | $72,947 | $74,865 | +$1,918 | +2.63% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,056 | $55,314 | $57,288 | +$1,974 | +3.57% | |
| Us Bancorp \De\ | 0.00% | 1,000 | $52,340 | $54,250 | +$1,910 | +3.65% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 350 | $18,319 | $18,988 | +$669 | +3.65% | |
| Pnc Financial Services Group, Inc. | 0.00% | 200 | $10,468 | $10,850 | +$382 | +3.65% | |
| Advisory Services Network, Llc | 0.00% | 180 | $9,421 | $9,765 | +$344 | +3.65% | |
| Aptus Capital Advisors, Llc | 0.00% | 180 | $9,421 | $9,765 | +$344 | +3.65% | |
| Southstate Bank Corp | 0.00% | 140 | $7,328 | $7,595 | +$267 | +3.64% | |
| Fmr Llc | 0.00% | 115 | $6,019 | $6,239 | +$220 | +3.65% | |
| Salomon & Ludwin, Llc | 0.00% | 100 | $5,349 | $5,425 | +$76 | +1.42% | |
| Bank Of Montreal | 0.00% | 100 | $5,234 | $5,425 | +$191 | +3.65% | |
| First Command Advisory Services, Inc. | 0.00% | 100 | $5,234 | $5,425 | +$191 | +3.65% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 59 | $3,088 | $3,201 | +$113 | +3.65% | |
| Spire Wealth Management | 0.00% | 53 | $2,774 | $2,875 | +$101 | +3.65% |
Frequently asked questions about SBIO
Who owns the most SBIO stock?
The largest holders of SBIO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALPS MEDICAL BREAKTHROUGHS (SBIO).
Is SBIO widely held by superinvestors?
Many widely followed stocks like SBIO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SBIO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.