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Orchestra Biomed Holdings in (OBIO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares1,003,998 from 1,007,908
Change-3,910 (0%)
Value$6.2M (+$1.9M)
Filed 2026-11-06
Simplify Asset Management Inc.
UNCHANGED
Shares219,387 from 219,387
Change0 (0%)
Value$1.4M (+$417.9K)
Filed 2026-10-27
Daytona Street Capital LLC
INCREASED
Shares123,148 from 96,398
Change+26,750 (+28%)
Value$743.8K (+$364.5K)
Filed 2026-10-15
Bank of New York Mellon Corp
INCREASED
Shares91,673 from 86,103
Change+5,570 (+6%)
Value$570.2K (+$198.7K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares90,528 from 89,608
Change+920 (+1%)
Value$563.1K (+$176.4K)
Filed 2026-10-16
Holos Integrated Wealth LLC
UNCHANGED
Shares51,595 from 51,595
Change0 (0%)
Value$291.5K (+$87.2K)
Filed 2026-10-23
HighTower Advisors, LLC
INCREASED
Shares38,462 from 35,375
Change+3,087 (+9%)
Value$239.2K (+$86.6K)
Filed 2026-11-10
Deutsche Bank Ag\
DECREASED
Shares34,769 from 39,672
Change-4,903 (-12%)
Value$216.3K (+$44.9K)
Filed 2026-11-06
Meramec Financial Planners, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$170.4K (+$55.8K)
Filed 2026-11-09
Barclays PLC
INCREASED
Shares25,029 from 13,518
Change+11,511 (+85%)
Value$155.7K (+$97.3K)
Filed 2026-11-06
LPL Financial LLC
NEW
Shares17,474
Change+17,474
Value$108.7K
Filed 2026-11-06
Creative Planning
NEW
Shares13,465
Change+13,465
Value$83.8K
Filed 2026-11-02
Able Financial Group, LLC
UNCHANGED
Shares13,402 from 13,402
Change0 (0%)
Value$83.4K (+$25.5K)
Filed 2026-10-14
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares11,755 from 11,755
Change0 (0%)
Value$73.1K (+$22.4K)
Filed 2026-11-09
China Universal Asset Management Co., Ltd.
INCREASED
Shares10,967 from 9,530
Change+1,437 (+15%)
Value$66.7K (+$25.6K)
Filed 2026-10-28
Russell Investments Group, Ltd.
INCREASED
Shares3,869 from 3,187
Change+682 (+21%)
Value$24.1K (+$10.3K)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares3,575 from 20,165
Change-16,590 (-82%)
Value$22.2K (-$64.8K)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares3,071 from 2,678
Change+393 (+15%)
Value$19.1K (+$7.5K)
Filed 2026-11-03
Sterling Capital Management LLC
INCREASED
Shares1,307 from 140
Change+1,167 (+834%)
Value$8.1K (+$7.5K)
Filed 2026-10-22
GF Fund Management Co. Ltd.
INCREASED
Shares1,277 from 1,173
Change+104 (+9%)
Value$7.9K (+$2.9K)
Filed 2026-10-26
Simplex Trading, LLC
DECREASED
Shares746 from 2,564
Change-1,818 (-71%)
Value$4.6K (-$6.4K)
Filed 2026-11-04
Gamma Investing LLC
NEW
Shares296
Change+296
Value$1.8K
Filed 2026-10-08
SJS Investment Consulting Inc.
NEW
Shares193
Change+193
Value$1.2K
Filed 2026-10-26
Farther Finance Advisors, LLC
NEW
Shares142
Change+142
Value$883
Filed 2026-10-08
US Bancorp \de\
NEW
Shares142
Change+142
Value$883
Filed 2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED
Shares26 from 15
Change+11 (+73%)
Value$162 (+$97)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares24
Change+24
Value$149
Filed 2026-10-21
PNC Financial Services Group, Inc.
NEW
Shares18
Change+18
Value$112
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares9
Change+9
Value$55
Filed 2026-11-03
SBI Securities Co., Ltd.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$37 (+$11)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
NEW
Shares5
Change+5
Value$31
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 43,486
Change-43,486 (-100%)
Value$0 (-$187.6K)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,696
Change-1,696 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-15
RTW Investments, LP
N/A
Shares— from 9,556,063
Change-9,556,063 (-100%)
Value—
Perceptive Advisors LLC
N/A
Shares— from 5,037,906
Change-5,037,906 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,510,387
Change-2,510,387 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,022,916
Change-2,022,916 (-100%)
Value—
Alyeska Investment Group, L.P.
N/A
Shares— from 1,000,000
Change-1,000,000 (-100%)
Value—
Propel Bio Management, LLC
N/A
Shares— from 896,701
Change-896,701 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 642,154
Change-642,154 (-100%)
Value—
State Street Corp
N/A
Shares— from 516,050
Change-516,050 (-100%)
Value—
Rice Hall James & Associates, LLC
N/A
Shares— from 424,000
Change-424,000 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 349,544
Change-349,544 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 343,640
Change-343,640 (-100%)
Value—
UBS Group AG
N/A
Shares— from 325,773
Change-325,773 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 292,253
Change-292,253 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 274,973
Change-274,973 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 253,651
Change-253,651 (-100%)
Value—
Flat Footed LLC
N/A
Shares— from 251,372
Change-251,372 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 179,606
Change-179,606 (-100%)
Value—
Dafna Capital Management LLC
N/A
Shares— from 126,841
Change-126,841 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 80,600
Change-80,600 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 65,804
Change-65,804 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 56,191
Change-56,191 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 52,118
Change-52,118 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 44,083
Change-44,083 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 38,814
Change-38,814 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 36,356
Change-36,356 (-100%)
Value—
Affinity Asset Advisors, LLC
N/A
Shares— from 33,400
Change-33,400 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 32,689
Change-32,689 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 31,940
Change-31,940 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 29,160
Change-29,160 (-100%)
Value—
Algert Global LLC
N/A
Shares— from 28,486
Change-28,486 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 25,448
Change-25,448 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 24,689
Change-24,689 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 23,994
Change-23,994 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 23,822
Change-23,822 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 22,563
Change-22,563 (-100%)
Value—
Canada Pension Plan Investment Board
N/A
Shares— from 21,100
Change-21,100 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20,880
Change-20,880 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 20,400
Change-20,400 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 18,352
Change-18,352 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,360
Change-15,360 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 13,948
Change-13,948 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 13,120
Change-13,120 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 13,048
Change-13,048 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 10,562
Change-10,562 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,214
Change-8,214 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 3,924
Change-3,924 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,617
Change-3,617 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,601
Change-3,601 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 888
Change-888 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 549
Change-549 (-100%)
Value—
FMR LLC
N/A
Shares— from 265
Change-265 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED1,003,9981,007,908-3,9100%$4.4M$6.2M+$1.9M2026-11-06
Simplify Asset Management Inc.
UNCHANGED219,387219,38700%$946.7K$1.4M+$417.9K2026-10-27
Daytona Street Capital LLC
INCREASED123,14896,398+26,750+28%$379.3K$743.8K+$364.5K2026-10-15
Bank of New York Mellon Corp
INCREASED91,67386,103+5,570+6%$371.5K$570.2K+$198.7K2026-11-05
IFP Advisors, Inc
INCREASED90,52889,608+920+1%$386.7K$563.1K+$176.4K2026-10-16
Holos Integrated Wealth LLC
UNCHANGED51,59551,59500%$204.3K$291.5K+$87.2K2026-10-23
HighTower Advisors, LLC
INCREASED38,46235,375+3,087+9%$152.6K$239.2K+$86.6K2026-11-10
Deutsche Bank Ag\
DECREASED34,76939,672-4,903-12%$171.4K$216.3K+$44.9K2026-11-06
Meramec Financial Planners, LLC
UNCHANGED30,00030,00000%$114.6K$170.4K+$55.8K2026-11-09
Barclays PLC
INCREASED25,02913,518+11,511+85%$58.3K$155.7K+$97.3K2026-11-06
LPL Financial LLC
NEW17,474—+17,474——$108.7K—2026-11-06
Creative Planning
NEW13,465—+13,465——$83.8K—2026-11-02
Able Financial Group, LLC
UNCHANGED13,40213,40200%$57.8K$83.4K+$25.5K2026-10-14
Police & Firemen's Retirement System of New Jersey
UNCHANGED11,75511,75500%$50.7K$73.1K+$22.4K2026-11-09
China Universal Asset Management Co., Ltd.
INCREASED10,9679,530+1,437+15%$41.1K$66.7K+$25.6K2026-10-28
Russell Investments Group, Ltd.
INCREASED3,8693,187+682+21%$13.8K$24.1K+$10.3K2026-11-06
Citigroup Inc
DECREASED3,57520,165-16,590-82%$87.0K$22.2K-$64.8K2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED3,0712,678+393+15%$11.6K$19.1K+$7.5K2026-11-03
Sterling Capital Management LLC
INCREASED1,307140+1,167+834%$604$8.1K+$7.5K2026-10-22
GF Fund Management Co. Ltd.
INCREASED1,2771,173+104+9%$5.1K$7.9K+$2.9K2026-10-26
Simplex Trading, LLC
DECREASED7462,564-1,818-71%$11.1K$4.6K-$6.4K2026-11-04
Gamma Investing LLC
NEW296—+296——$1.8K—2026-10-08
SJS Investment Consulting Inc.
NEW193—+193——$1.2K—2026-10-26
Farther Finance Advisors, LLC
NEW142—+142——$883—2026-10-08
US Bancorp \de\
NEW142—+142——$883—2026-11-05
Caitong International Asset Management Co., Ltd
INCREASED2615+11+73%$65$162+$972026-10-29
Root Financial Partners, LLC
NEW24—+24——$149—2026-10-21
PNC Financial Services Group, Inc.
NEW18—+18——$112—2026-11-06
Ascentis Wealth Management, LLC
NEW9—+9——$55—2026-11-03
SBI Securities Co., Ltd.
UNCHANGED6600%$26$37+$112026-10-22
EverSource Wealth Advisors, LLC
NEW5—+5——$31—2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED043,486-43,486-100%$187.6K$0-$187.6K2026-10-16
AdvisorNet Financial, Inc
CLOSED01,696-1,696-100%$7.3K$0-$7.3K2026-10-15
RTW Investments, LP
N/A—9,556,063-9,556,063-100%$41.2M———
Perceptive Advisors LLC
N/A—5,037,906-5,037,906-100%$21.7M———
BlackRock, Inc.
N/A—2,510,387-2,510,387-100%$10.8M———
Vanguard Capital Management LLC
N/A—2,022,916-2,022,916-100%$8.7M———
Alyeska Investment Group, L.P.
N/A—1,000,000-1,000,000-100%$4.3M———
Propel Bio Management, LLC
N/A—896,701-896,701-100%$3.9M———
UBS Asset Management Americas LLC
N/A—642,154-642,154-100%$2.8M———
State Street Corp
N/A—516,050-516,050-100%$2.2M———
Rice Hall James & Associates, LLC
N/A—424,000-424,000-100%$1.8M———
Charles Schwab Investment Management Inc
N/A—349,544-349,544-100%$1.5M———
Northern Trust Corp
N/A—343,640-343,640-100%$1.5M———
UBS Group AG
N/A—325,773-325,773-100%$1.4M———
Vanguard Fiduciary Trust Co
N/A—292,253-292,253-100%$1.3M———
Vanguard Portfolio Management LLC
N/A—274,973-274,973-100%$1.2M———
Knott David M Jr
N/A—253,651-253,651-100%$1.1M———
Flat Footed LLC
N/A—251,372-251,372-100%$1.1M———
Goldman Sachs Group Inc
N/A—179,606-179,606-100%$775.0K———
Dafna Capital Management LLC
N/A—126,841-126,841-100%$547.3K———
Renaissance Technologies LLC
N/A—90,000-90,000-100%$388.4K———
Bridgeway Capital Management, LLC
N/A—80,600-80,600-100%$347.8K———
Susquehanna International Group, LLP
N/A—65,804-65,804-100%$283.9K———
Citadel Advisors LLC
N/A—56,191-56,191-100%$242.5K———
Nuveen, LLC
N/A—52,118-52,118-100%$224.9K———
NewEdge Advisors, LLC
N/A—44,083-44,083-100%$190.2K———
XTX Topco Ltd
N/A—38,814-38,814-100%$167.5K———
Wells Fargo & Company
N/A—36,356-36,356-100%$156.9K———
Affinity Asset Advisors, LLC
N/A—33,400-33,400-100%$144.1K———
Price T Rowe Associates Inc
N/A—32,689-32,689-100%$142.0K———
Rhumbline Advisers
N/A—31,940-31,940-100%$137.8K———
Morgan Stanley
N/A—29,160-29,160-100%$125.8K———
Algert Global LLC
N/A—28,486-28,486-100%$122.9K———
AXQ Capital, LP
N/A—25,448-25,448-100%$109.8K———
Invesco Ltd.
N/A—24,689-24,689-100%$106.5K———
MetLife Investment Management, LLC
N/A—23,994-23,994-100%$103.5K———
Bank of America Corp
N/A—23,822-23,822-100%$102.8K———
Two Sigma Investments, LP
N/A—22,563-22,563-100%$97.4K———
Canada Pension Plan Investment Board
N/A—21,100-21,100-100%$91.0K———
JPMorgan Chase & Co
N/A—20,880-20,880-100%$99.2K———
New York State Common Retirement Fund
N/A—20,400-20,400-100%$88.0K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—18,352-18,352-100%$79.2K———
Jane Street Group, LLC
N/A—15,360-15,360-100%$66.3K———
Vanguard Global Advisers, LLC
N/A—13,948-13,948-100%$60.2K———
Sargent Investment Group, LLC
N/A—13,120-13,120-100%$56.6K———
Frec Markets, Inc.
N/A—13,048-13,048-100%$56.3K———
Garden State Investment Advisory Services LLC
N/A—10,562-10,562-100%$45.6K———
BNP Paribas Financial Markets
N/A—8,214-8,214-100%$35.4K———
Legal & General Group Plc
N/A—3,924-3,924-100%$16.9K———
Ameritas Investment Partners, Inc.
N/A—3,617-3,617-100%$15.6K———
Tower Research Capital LLC (TRC)
N/A—3,601-3,601-100%$15.5K———
Royal Bank of Canada
N/A—1,864-1,864-100%$8.0K———
Jones Financial Companies Lllp
N/A—888-888-100%$3.8K———
California State Teachers Retirement System
N/A—549-549-100%$2.4K———
FMR LLC
N/A—265-265-100%$1.1K———
Optiver Holding B.V.
N/A—40-40-100%$173———
Showing 87 of 87 institutions