As of the latest SEC filings, FORTE BIOSCIENCES INC (FBRX) is held by 41 institutional funds. The largest fund shareholder is Federated Hermes Kaufmann Fund (KAUAX), holding an estimated $33,364,990.00 in market value, representing 0.72% of its portfolio.
Funds holding FORTE BIOSCIENCES INC (FBRX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FBRX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
KAUAX
Federated Hermes Kaufmann Fund
|
MF | Federated Hermes | 0.72% | $33,364,990.00 | 1,251,500 | Apr 30, 2026 | Jun 23, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 0.77% | $22,183,786.00 | 832,100 | Apr 30, 2026 | Jun 23, 2026 |
|
AOFIX
ALGER SMALL CAP FOCUS FUND
|
MF | Independent / Boutique | 1.67% | $13,225,012.92 | 496,062 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $10,197,529.30 | 393,727 | Mar 31, 2026 | May 28, 2026 |
|
FBIOX
Select Biotechnology Portfolio
|
MF | Fidelity | 0.18% | $9,397,362.30 | 310,965 | Feb 28, 2026 | Apr 24, 2026 |
|
ALSAX
ALGER SMALL CAP GROWTH FUND
|
MF | Independent / Boutique | 2.20% | $4,205,748.30 | 157,755 | Apr 30, 2026 | Jun 26, 2026 |
|
AAGOX
Alger Large Cap Growth Portfolio
|
MF | Independent / Boutique | 0.94% | $3,612,324.80 | 139,472 | Mar 31, 2026 | May 28, 2026 |
|
AASOX
Alger Small Cap Growth Portfolio
|
MF | Independent / Boutique | 2.53% | $3,315,718.00 | 128,020 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $3,234,443.80 | 124,882 | Mar 31, 2026 | May 28, 2026 |
|
AHSZX
ALGER HEALTH SCIENCES FUND
|
MF | Independent / Boutique | 4.28% | $2,603,349.00 | 97,650 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,698,787.08 | 56,214 | Feb 28, 2026 | Apr 24, 2026 |
|
AISZX
ALGER SMALL CAP GROWTH INSTITUTIONAL FUND
|
MF | Independent / Boutique | 2.11% | $1,505,010.32 | 56,452 | Apr 30, 2026 | Jun 26, 2026 |
|
ATFV
Alger 35 ETF
|
ETF | Independent / Boutique | 0.86% | $984,536.70 | 38,013 | Mar 31, 2026 | May 28, 2026 |
|
LFMGX
Lord Abbett Micro-Cap Growth Fund
|
MF | Independent / Boutique | 0.42% | $860,904.72 | 32,292 | Apr 30, 2026 | Jun 29, 2026 |
|
SPEDX
Alger Dynamic Opportunities Fund
|
MF | Independent / Boutique | 0.36% | $791,402.10 | 29,685 | Apr 30, 2026 | Jun 26, 2026 |
|
RTSSX
Tax-Managed U.S. Mid & Small Cap Fund
|
MF | Russell Investments | 0.04% | $776,792.42 | 29,137 | Apr 30, 2026 | Jun 22, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.06% | $698,108.60 | 26,954 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $614,281.94 | 20,327 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Federated Hermes Kaufmann Fund II
|
ETF | Federated Hermes | 0.61% | $575,394.40 | 22,216 | Mar 31, 2026 | May 22, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $484,910.12 | 16,046 | Feb 28, 2026 | Apr 24, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.26% | $452,809.70 | 17,483 | Mar 31, 2026 | May 26, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.05% | $443,595.74 | 16,639 | Apr 30, 2026 | Jun 22, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.02% | $360,373.50 | 11,925 | Feb 28, 2026 | Apr 29, 2026 |
|
SBIO
ALPS Medical Breakthroughs ETF
|
ETF | Independent / Boutique | 0.24% | $337,436.52 | 11,166 | Feb 28, 2026 | Apr 29, 2026 |
|
ATVPX
ALGER 35 FUND
|
MF | Independent / Boutique | 0.64% | $276,144.28 | 10,358 | Apr 30, 2026 | Jun 26, 2026 |
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