Funds holding Orchestra BioMed Holdings Inc
ISIN US68572M1062 · United States
- Fund holders
- 25
- Of which ETFs
- 6 19 other funds
- Value held
- 15M $
- Share of capital
- 5.8 % of 60.1M shares on Aug 6, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,727,963 | 7.3M $ | 0.00 % | 2.87 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 426,758 | 1.8M $ | 0.00 % | 0.71 % | as of Mar 31, 2026 ↗ |
| Simplify Propel Opportunities ETF Simplify Exchange Traded Funds | 219,387 | 932.4K $ | 1.34 % | 0.37 % | as of Mar 31, 2026 ↗ |
| BlackRock Health Sciences Opportunities Portfolio BlackRock Funds | 206,130 | 902.8K $ | 0.01 % | 0.34 % | as of Feb 27, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 206,081 | 902.6K $ | 0.00 % | 0.34 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 181,156 | 793.5K $ | 0.00 % | 0.30 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 100,807 | 428.4K $ | 0.04 % | 0.17 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 72,838 | 319K $ | 0.00 % | 0.12 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 63,500 | 269.9K $ | 0.22 % | 0.11 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 57,348 | 251.2K $ | 0.00 % | 0.10 % | as of Feb 28, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 49,166 | 215.3K $ | 0.00 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 43,157 | 189K $ | 0.00 % | 0.07 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 40,496 | 161.6K $ | 0.00 % | 0.07 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 34,541 | 146.8K $ | 0.00 % | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 15,057 | 64K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Health Sciences Portfolio PACIFIC SELECT FUND | 12,512 | 53.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 10,303 | 43.8K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 10,074 | 42.8K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 7,348 | 31.2K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 3,912 | 16.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 3,182 | 13.9K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco Nasdaq Biotechnology ETF Invesco Exchange-Traded Fund Trust II | 3,155 | 13.8K $ | 0.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra Nasdaq Biotechnology ProShares Trust | 2,607 | 11.4K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 278 | 1.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 62 | 263.5 $ | 0.00 % | as of Mar 31, 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 | |
|---|---|---|
| Simplify Propel Opportunities ETF Simplify Exchange Traded Funds | 1.34 % | as of Mar 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.22 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.04 % | as of Mar 31, 2026 ↗ |
| Invesco Nasdaq Biotechnology ETF Invesco Exchange-Traded Fund Trust II | 0.02 % | as of Feb 28, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| Health Sciences Portfolio PACIFIC SELECT FUND | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Health Sciences Opportunities Portfolio BlackRock Funds | 0.01 % | as of Feb 27, 2026 ↗ |
| ProShares Ultra Nasdaq Biotechnology ProShares Trust | 0.01 % | as of Feb 28, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 0.01 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 0.00 % | as of Mar 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 | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 25 | +2 | 3,497,818 | +33.2 % |
| 2026Q1 | 23 | -2 | 2,626,674 | +11.8 % |
| 2025Q4 | 25 | -14 | 2,349,370 | -4.0 % |
| 2025Q3 | 39 | -52 | 2,446,443 | -35.0 % |
| 2025Q2 | 91 | +4 | 3,762,462 | -0.1 % |
| 2025Q1 | 87 | +4 | 3,765,885 | +0.5 % |
| 2024Q4 | 83 | +7 | 3,745,794 | +13.7 % |
| 2024Q3 | 76 | -1 | 3,294,788 | +4.0 % |
| 2024Q2 | 77 | +3 | 3,168,819 | -1.8 % |
| 2024Q1 | 74 | 0 | 3,227,537 | +10.7 % |
| 2023Q4 | 74 | 2,914,323 |
Institutional managers
62 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| RTW INVESTMENTS, LP | 8,306,063 | 35.3M $ | as of Mar 31, 2026 |
| PERCEPTIVE ADVISORS LLC | 5,037,906 | 21.4M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 1,000,000 | 4.3M $ | as of Mar 31, 2026 |
| Propel Bio Management, LLC | 896,701 | 3.8M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 702,543 | 3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 635,714 | 2.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 485,492 | 2.1M $ | as of Mar 31, 2026 |
| Affinity Asset Advisors, LLC | 402,550 | 1.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 265,499 | 1.1M $ | as of Mar 31, 2026 |
| Knott David M Jr | 253,651 | 1.1M $ | as of Mar 31, 2026 |
| Simplify Asset Management Inc. | 219,387 | 932.4K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 188,484 | 801.1K $ | as of Mar 31, 2026 |
| 683 Capital Management, LLC | 185,000 | 786.3K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 169,410 | 720K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 155,242 | 659.8K $ | as of Mar 31, 2026 |
| DAFNA Capital Management LLC | 126,841 | 539.1K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 118,274 | 502.7K $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 108,953 | 463.1K $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 98,887 | 420.3K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 97,521 | 414.5K $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 87,888 | 373.5K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 79,185 | 336.5K $ | as of Mar 31, 2026 |
| Hudson Bay Capital Management LP | 71,134 | 302.3K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 70,900 | 301.3K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 70,600 | 300.1K $ | as of Mar 31, 2026 |
Declared shareholders of Orchestra BioMed Holdings Inc
There is 1 beneficial ownership filing. 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 | |
|---|---|---|---|
| RTW Investments, LP and 3 others | 19.20 % | 11,942,394 | as of Apr 27, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Funds holding Orchestra BioMed Holdings Inc". https://titelia.com/en/stocks/orchestra-biomed-holdings-inc-US68572M1062