Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (SBIO)

59 + Investors. Track Smart Money conviction in SBIO. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — SBIO

Based on 60 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added SBIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
60 hedge funds hold SBIO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +82% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+82% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 55% buying

29 buying24 selling
Last quarter: 29 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 24 → 14. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 15% medium 30% new
33 out of 60 hedge funds have held SBIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (-46% value, -63% shares)

Value
-45%
Shares
-62%
Last quarter: total value of institutional SBIO holdings rose -46% even though funds reduced share count by 63%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

5 → 5 → 7 → 24 → 14 new funds/Q
New funds entering each quarter: 5 → 7 → 24 → 14. A growing number of institutions are discovering SBIO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 37% newcomers

62% veterans 2% 1-2yr 37% new
Entry-cohort mix of 60 holders: 37 (62%) are 2+ year veterans, 1 entered 1–2 years ago, and 22 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
14 of 60 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in SBIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SBIO

In 2026 Q1, 29 hedge funds were net buyers of SBIO (14 opened a new position, 15 added to an existing one), while 24 reduced or exited (14 trimmed, 10 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in SBIO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 60.

Hedge Fund Ownership: SBIO

How many hedge funds hold SBIO — quarterly history vs. share price
Quarterly hedge fund ownership of SBIO vs. share price

Market Analysis: SBIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBIO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Alps ETF Tr (SBIO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SBIO has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
SBIO
+12.1%
SPY
+14.9%

SBIO outperformed SPY by -2.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
SBIO
+6.4%
SPY
+1.1%

Since the filing became public, SBIO outperformed SPY by +5.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: SBIO
59 + Investors

Track Smart Money conviction in SBIO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 59 56 5.36%
13F Shares 835K 2M -62.82%
Total Value $43M $78M -45.58%
New Positions 14 24 -10
Increased Positions 15 13 +2
Closed Positions 11 4 +7
Reduced Positions 14 8 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SBIO

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Institutional Holders (2026 Q1)

59 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SBIO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SBIO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sterling Investment Advisors, Ltd. 0.21% 22,025 $1.2M
2 Connors Investor Services Inc 0.20% 41,204 $2.2M
3 Griffin Asset Management, INC. 0.18% 30,699 $1.6M
4 Phoenix Wealth Advisors 0.17% 8,432 $441K
5 Cdkv Holdings LLC 0.12% 2,680 $140K
6 Ntv Asset Management LLC 0.11% 18,318 $959K
7 Retirement Planning Co of New England, Inc. 0.10% 4,562 $239K
8 Silver Oak Securities, Incorporated 0.06% 16,589 $868K
9 Strategic Financial Services, Inc. 0.06% 24,869 $1.3M
10 McGuire Investment Group, LLC 0.05% 8,798 $460K
11 Moran Wealth Management, LLC 0.05% 29,348 $1.5M
12 BOK Financial Private Wealth, Inc. 0.04% 13,000 $680K
13 Gts Securities LLC 0.04% 19,027 $996K
14 Jaffetilchin Investment Partners, LLC 0.02% 6,492 $340K
15 Rossby Financial, LCC 0.01% 1,380 $73K
16 Ally Invest Advisors Inc. 0.01% 4,224 $221K
17 Keystone Financial Group 0.01% 4,000 $209K
18 Exencial Wealth Advisors, LLC 0.01% 8,334 $436K
19 Elevation Point Wealth Partners, LLC 0.01% 8,915 $467K
20 Independent Financial Group, LLC 0.01% 5,416 $283K
21 Vestmark Advisory Solutions, Inc. 0.01% 8,842 $463K
22 DAVENPORT & Co LLC 0.00% 11,100 $581K
23 Farther Finance Advisors, LLC 0.00% 4,978 $263K
24 Kestra Advisory Services, LLC 0.00% 8,186 $428K
25 Steward Partners Investment Advisory, LLC 0.00% 4,665 $244K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Alps ETF Tr (SBIO)

What does the Smart Money Trend signal show for SBIO?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added SBIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SBIO?

Slight buying edge — 55% buying: Last quarter: 29 funds bought or added vs 24 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SBIO holders?

Elite ownership — 48% AUM from top-100 funds: 14 of 60 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in SBIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SBIO?

55% of holders stayed for 2+ years: 33 out of 60 hedge funds have held SBIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Alps ETF Tr (SBIO) following the 2026 Q1 hedge fund 13F filings?

As of today, SBIO has moved +6.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +5.3%. Since the quarter end (March 31, 2026), SBIO has gained +12.1% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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