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Orchestra Biomed Holdings in (OBIO)

CUSIP: 68572M106 | NYSE | Healthcare · Biotechnology | Micro Cap | 157 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Simplify Asset Management Inc.219,387
0.0% of portfolio›$1.4M
Daytona Street Capital LLC123,148
0.5% of portfolio›$743.8K
Bank of New York Mellon Corp91,673
0.0% of portfolio›$570.2K
IFP Advisors, Inc90,528
0.0% of portfolio›$563.1K
Holos Integrated Wealth LLC51,595
0.1% of portfolio›$291.5K
Creative Planning13,465
0.0% of portfolio›$83.8K
Able Financial Group, LLC13,402
0.0% of portfolio›$83.4K
China Universal Asset Management Co., Ltd.10,967
0.0% of portfolio›$66.7K
Citigroup Inc3,575
0.0% of portfolio›$22.2K
Mirae Asset Global Investments Co., Ltd.3,071
0.0% of portfolio›$19.1K
Sterling Capital Management LLC1,307
0.0% of portfolio›$8.1K
GF Fund Management Co. Ltd.1,277
0.0% of portfolio›$7.9K
Simplex Trading, LLC746
0.0% of portfolio›$4.6K
Gamma Investing LLC296
0.0% of portfolio›$1.8K
SJS Investment Consulting Inc.193
0.0% of portfolio›$1.2K
US Bancorp \de\142
0.0% of portfolio›$883
Farther Finance Advisors, LLC142
0.0% of portfolio›$883
Caitong International Asset Management Co., Ltd26
0.0% of portfolio›$162
Root Financial Partners, LLC24
0.0% of portfolio›$149
Ascentis Wealth Management, LLC9
0.0% of portfolio›$55
SBI Securities Co., Ltd.6
0.0% of portfolio›$37
EverSource Wealth Advisors, LLC5
0.0% of portfolio›$31
StyleTurnoverLocationFiled
Simplify Asset Management Inc.
219,387$1.4M0.0%CoreLowLas Vegas, NV2026-10-27
Daytona Street Capital LLC
123,148$743.8K0.5%Deep ValueMediumSaint Louis, MO2026-10-15
Bank of New York Mellon Corp
91,673$570.2K0.0%CoreLowNew York, NY2026-11-05
IFP Advisors, Inc
90,528$563.1K0.0%GrowthLowTampa, FL2026-10-16
Holos Integrated Wealth LLC
51,595$291.5K0.1%ETFLowKennett Square, PA2026-10-23
Creative Planning
13,465$83.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Able Financial Group, LLC
13,402$83.4K0.0%ETFLowScottsdale, AZ2026-10-14
China Universal Asset Management Co., Ltd.
10,967$66.7K0.0%GrowthMediumShanghai, France2026-10-28
Citigroup Inc
3,575$22.2K0.0%CoreMediumNew York, NY2026-11-04
Mirae Asset Global Investments Co., Ltd.
3,071$19.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Sterling Capital Management LLC
1,307$8.1K0.0%GARPMediumCharlotte, NC2026-10-22
GF Fund Management Co. Ltd.
1,277$7.9K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Simplex Trading, LLC
746$4.6K0.0%CoreVery HighChicago, IL2026-11-04
Gamma Investing LLC
296$1.8K0.0%IndexVery LowFoster City, CA2026-10-08
SJS Investment Consulting Inc.
193$1.2K0.0%ETFVery LowSylvania, OH2026-10-26
US Bancorp \de\
142$8830.0%IndexLowMinneapolis, MN2026-11-05
Farther Finance Advisors, LLC
142$8830.0%IndexLowSan Francisco, CA2026-10-08
Caitong International Asset Management Co., Ltd
26$1620.0%GrowthVery HighHong Kong, South Korea2026-10-29
Root Financial Partners, LLC
24$1490.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Wealth Management, LLC
9$550.0%Agg GrowthLowDallas, TX2026-11-03
SBI Securities Co., Ltd.
6$370.0%Agg GrowthLowTokyo, Mexico2026-10-22
EverSource Wealth Advisors, LLC
5$310.0%CoreMediumBirmingham, AL2026-11-04