As of the latest SEC filings, Orchestra BioMed Holdings, Inc. (OBIO) is held by 26 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $7,343,842.75 in market value, representing a significant portion of its portfolio.
Funds holding Orchestra BioMed Holdings, Inc. (OBIO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- OBIO
- CIK:
- 0001814114
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $7,343,842.75 | 1,727,963 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,813,721.50 | 426,758 | Mar 31, 2026 | May 28, 2026 |
|
SURI
Simplify Propel Opportunities ETF
|
ETF | Independent / Boutique | 1.34% | $932,394.75 | 219,387 | Mar 31, 2026 | May 27, 2026 |
|
SHSKX
BlackRock Health Sciences Opportunities Portfolio
|
MF | BlackRock / iShares | 0.01% | $902,849.40 | 206,130 | Feb 27, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $902,634.78 | 206,081 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.00% | $793,463.28 | 181,156 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $428,429.75 | 100,807 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $319,030.44 | 72,838 | Feb 28, 2026 | Apr 24, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.22% | $269,875.00 | 63,500 | Mar 31, 2026 | May 21, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $251,184.24 | 57,348 | Feb 28, 2026 | Apr 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $215,347.08 | 49,166 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHB
Schwab U.S. Broad Market ETF
|
ETF | Charles Schwab | 0.00% | $189,027.66 | 43,157 | Feb 28, 2026 | Apr 24, 2026 |
|
SWTSX
Schwab Total Stock Market Index Fund
|
MF | Charles Schwab | 0.00% | $161,579.04 | 40,496 | Apr 30, 2026 | Jun 25, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $146,799.25 | 34,541 | Mar 31, 2026 | May 28, 2026 |
|
BME
BlackRock Health Sciences Trust
|
CEF | BlackRock / iShares | 0.01% | $74,948.75 | 17,635 | Mar 31, 2026 | May 28, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $63,992.25 | 15,057 | Mar 31, 2026 | May 28, 2026 |
|
-
Health Sciences Portfolio
|
ETF | Independent / Boutique | 0.01% | $53,176.00 | 12,512 | Mar 31, 2026 | May 27, 2026 |
|
GARTX
Goldman Sachs Absolute Return Tracker Fund
|
MF | Goldman Sachs | 0.00% | $43,787.75 | 10,303 | Mar 31, 2026 | May 26, 2026 |
|
NSGRX
Small Cap Core Fund
|
MF | Independent / Boutique | 0.01% | $42,814.50 | 10,074 | Mar 31, 2026 | May 28, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.02% | $31,229.00 | 7,348 | Mar 31, 2026 | May 26, 2026 |
|
QWVOX
Clearwater Select Equity Fund
|
MF | Independent / Boutique | 0.00% | $16,626.00 | 3,912 | Mar 31, 2026 | May 27, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.00% | $13,937.16 | 3,182 | Feb 28, 2026 | Apr 29, 2026 |
|
IBBQ
Invesco Nasdaq Biotechnology ETF
|
ETF | Invesco | 0.02% | $13,818.90 | 3,155 | Feb 28, 2026 | Apr 28, 2026 |
|
BIB
ProShares Ultra Nasdaq Biotechnology
|
ETF | ProShares | 0.01% | $11,418.66 | 2,607 | Feb 28, 2026 | Apr 24, 2026 |
|
KCEIX
Knights of Columbus U.S. ALL CAP INDEX FUND
|
MF | Independent / Boutique | 0.00% | $1,109.22 | 278 | Apr 30, 2026 | Jun 25, 2026 |
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