Fund shareholders of Forte Biosciences Inc
ISIN US34962G2084 · United States · LEI 529900Z84WFDHPS3JP76
- Fund shareholders
- 86
- Of which ETFs
- 10 76 other funds
- Value held
- 306.9M $
- Share of capital
- 28.6 % of 21.2M shares on Aug 7, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 1,251,500 | 95.9M $ | 1.95 % | 5.90 % | as of Jul 31, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 832,100 | 63.7M $ | 2.24 % | 3.92 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 622,927 | 13.2M $ | 0.00 % | 2.93 % | as of Jun 30, 2026 ↗ |
| Select Biotechnology Portfolio Fidelity Select Portfolios | 563,591 | 10.7M $ | 0.20 % | 2.65 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 457,916 | 9.7M $ | 0.01 % | 2.16 % | as of Jun 30, 2026 ↗ |
| ALGER SMALL CAP FOCUS FUND ALGER FUNDS | 278,913 | 21.4M $ | 2.50 % | 1.31 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 217,429 | 4.6M $ | 0.00 % | 1.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 211,752 | 16.2M $ | 0.05 % | 1.00 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 173,919 | 3.7M $ | 0.02 % | 0.82 % | as of Jun 30, 2026 ↗ |
| Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust | 150,000 | 11.5M $ | 1.80 % | 0.71 % | as of Jul 31, 2026 ↗ |
| Alger Small Cap Growth Portfolio ALGER PORTFOLIOS | 128,020 | 2.7M $ | 1.65 % | 0.60 % | as of Jun 30, 2026 ↗ |
| ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 127,384 | 9.8M $ | 4.78 % | 0.60 % | as of Jul 31, 2026 ↗ |
| Alger Large Cap Growth Portfolio ALGER PORTFOLIOS | 113,710 | 2.4M $ | 0.48 % | 0.54 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 86,883 | 1.7M $ | 0.00 % | 0.41 % | as of May 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 82,645 | 6.3M $ | 0.01 % | 0.39 % | as of Jul 31, 2026 ↗ |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 73,673 | 5.6M $ | 2.65 % | 0.35 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 63,541 | 1.4M $ | 0.09 % | 0.30 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 47,041 | 3.6M $ | 0.05 % | 0.22 % | as of Jul 31, 2026 ↗ |
| ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 46,345 | 3.6M $ | 4.41 % | 0.22 % | as of Jul 31, 2026 ↗ |
| Alger 35 ETF Alger ETF Trust | 41,831 | 888.9K $ | 0.45 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 34,600 | 735.3K $ | 0.01 % | 0.16 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 33,511 | 712.1K $ | 0.32 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 31,613 | 602.9K $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 31,142 | 2.4M $ | 0.24 % | 0.15 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 29,929 | 636K $ | 0.00 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 28,961 | 2.2M $ | 0.99 % | 0.14 % | as of Jul 31, 2026 ↗ |
| Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series | 26,916 | 572K $ | 0.51 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 25,702 | 2M $ | 0.05 % | 0.12 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 25,550 | 487.2K $ | 0.00 % | 0.12 % | as of May 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 19,895 | 422.8K $ | 0.01 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 18,146 | 385.6K $ | 0.02 % | 0.09 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,100 | 299.6K $ | 0.01 % | 0.07 % | as of Jun 30, 2026 ↗ |
| ALPS Medical Breakthroughs ETF ALPS ETF TRUST | 12,912 | 246.2K $ | 0.15 % | 0.06 % | as of May 31, 2026 ↗ |
| Morningstar Alternatives Fund Morningstar Funds Trust | 11,757 | 900.6K $ | 0.35 % | 0.06 % | as of Jul 31, 2026 ↗ |
| ALGER 35 FUND ALGER FUNDS | 11,657 | 892.9K $ | 1.92 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,032 | 234.4K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,419 | 221.4K $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 9,997 | 212.4K $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 9,632 | 204.7K $ | 0.08 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 9,271 | 710.2K $ | 0.05 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 7,534 | 143.7K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 6,923 | 530.3K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 6,799 | 144.5K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 6,504 | 138.2K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 6,500 | 138.1K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 5,282 | 112.2K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 4,320 | 91.8K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 4,275 | 90.8K $ | 0.04 % | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,088 | 86.9K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 4,014 | 85.3K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,319 | 254.2K $ | 0.02 % | 0.02 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,038 | 64.6K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,920 | 62.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 2,790 | 59.3K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,700 | 57.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 2,700 | 57.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,491 | 52.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,361 | 50.2K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,268 | 173.7K $ | 0.05 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 2,047 | 156.8K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,758 | 37.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 1,744 | 37.1K $ | 0.14 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,706 | 130.7K $ | 0.05 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 1,701 | 130.3K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,686 | 35.8K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,535 | 32.6K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,346 | 28.6K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 1,062 | 20.3K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust | 983 | 20.9K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Lord Abbett Health Care Fund LORD ABBETT SECURITIES TRUST | 881 | 67.5K $ | 0.79 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 869 | 18.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 775 | 59.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 646 | 13.7K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 600 | 12.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 489 | 10.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 249 | 19.1K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 231 | 4.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 116 | 8.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 104 | 2.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 80 | 1.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 52 | 1.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 48 | 1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 29 | 616.3 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 21 | 446.3 $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 16 | 1.2K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 6 | 127.5 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 4.78 % | as of Jul 31, 2026 ↗ |
| ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 4.41 % | as of Jul 31, 2026 ↗ |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 2.65 % | as of Jul 31, 2026 ↗ |
| ALGER SMALL CAP FOCUS FUND ALGER FUNDS | 2.50 % | as of Jul 31, 2026 ↗ |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 2.24 % | as of Jul 31, 2026 ↗ |
| Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 1.95 % | as of Jul 31, 2026 ↗ |
| ALGER 35 FUND ALGER FUNDS | 1.92 % | as of Jul 31, 2026 ↗ |
| Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust | 1.80 % | as of Jul 31, 2026 ↗ |
| Alger Small Cap Growth Portfolio ALGER PORTFOLIOS | 1.65 % | as of Jun 30, 2026 ↗ |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 0.99 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 86 | +49 | 6,079,468 | +39.0 % |
| 2026Q2 | 37 | +8 | 4,372,483 | +10.7 % |
| 2026Q1 | 29 | -1 | 3,949,436 | +5.6 % |
| 2025Q4 | 30 | +3 | 3,739,309 | +23.6 % |
| 2025Q3 | 27 | +14 | 3,026,006 | +401.6 % |
| 2025Q2 | 13 | -1 | 603,271 | -3.3 % |
| 2025Q1 | 14 | +7 | 623,925 | +620.9 % |
| 2024Q4 | 7 | 86,553 |
Institutional managers
64 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FEDERATED HERMES, INC. | 1,765,516 | 45.7M $ | as of Mar 31, 2026 |
| FRED ALGER MANAGEMENT, LLC | 1,273,965 | 33M $ | as of Mar 31, 2026 |
| ORBIMED ADVISORS LLC | 1,196,955 | 31M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 1,188,060 | 30.8M $ | as of Mar 31, 2026 |
| Affinity Asset Advisors, LLC | 1,011,890 | 26.2M $ | as of Mar 31, 2026 |
| MPM BIOIMPACT LLC | 1,000,682 | 25.9M $ | as of Mar 31, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 950,000 | 24.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 500,298 | 13M $ | as of Mar 31, 2026 |
| Cable Car Capital, LP | 400,000 | 10.4M $ | as of Mar 31, 2026 |
| FMR LLC | 340,695 | 8.8M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 337,983 | 8.8M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 331,987 | 8.6M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 233,369 | 6M $ | as of Mar 31, 2026 |
| AWM Investment Company, Inc. | 200,000 | 5.2M $ | as of Mar 31, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | 184,984 | 4.8M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 150,307 | 3.9M $ | as of Mar 31, 2026 |
| Integral Health Asset Management, LLC | 150,000 | 3.9M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 133,494 | 3.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 125,442 | 3.3M $ | as of Mar 31, 2026 |
| Ikarian Capital, LLC | 118,972 | 3.1M $ | as of Mar 31, 2026 |
| LORD, ABBETT & CO. LLC | 114,635 | 3K $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 111,788 | 2.9M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 91,772 | 2.4M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 85,969 | 2.2M $ | as of Mar 31, 2026 |
| Candriam S.C.A. | 84,803 | 2.2M $ | as of Mar 31, 2026 |
Declared shareholders of Forte Biosciences Inc
There are 9 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| JANUS HENDERSON GROUP Ltd. | 9.30 % | 1,894,076 | as of Jun 30, 2026 · SCHEDULE 13G |
| ORBIMED ADVISORS LLC and 2 others | 6.20 % | 1,264,980 | as of Jun 30, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 5.90 % | 1,204,632 | as of Jun 30, 2026 · SCHEDULE 13G |
| Affinity Asset Advisors, LLC and 1 other | 5.60 % | 1,145,391 | as of Jun 30, 2026 · SCHEDULE 13G |
| Alger Associates, Inc. | 4.60 % | 935,514 | as of Jul 31, 2026 · SCHEDULE 13G |
| Adage Capital Management, L.P. and 2 others | 3.42 % | 700,000 | as of Jun 30, 2026 · SCHEDULE 13G |
| Millennium Management LLC and 2 others | 3.20 % | 655,199 | as of Jun 30, 2026 · SCHEDULE 13G |
| Glazer Capital, LLC and 1 other | 1.46 % | 300,000 | as of Aug 4, 2026 · SCHEDULE 13G |
| Federated Hermes, Inc. and 4 others | 0.00 % | 0 | as of Aug 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Forte Biosciences Inc". https://titelia.com/en/stocks/forte-biosciences-inc-US34962G2084