Filing Research | OBIO - ORCHESTRA BIOMED HLDGS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Simplify Asset Management Inc.	Shares	219.4KSH	$946.7K
2	IFP Advisors, Inc	Shares	89.6KSH	$386.7K
3	Holos Integrated Wealth LLC	Shares	51.6KSH	$204.3K
4	Y-Intercept (Hong Kong) Ltd	Shares	43.5KSH	$187.6K
5	ABLE Financial Group, LLC	Shares	13.4KSH	$57.8K
6	Police & Firemen's Retirement System of New Jersey	Shares	11.8KSH	$50.7K
7	China Universal Asset Management Co., Ltd.	Shares	9.5KSH	$41.1K
8	Mirae Asset Global Investments Co., Ltd.	Shares	2.7KSH	$11.6K
9	AdvisorNet Financial, Inc	Shares	1.7KSH	$7.3K
10	SBI Securities Co., Ltd.	Shares	6SH	$26

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+43.5K	+$187.6K	$187.6K
2	Police & Firemen's Retirement System of New Jersey new	Shares	+11.8K	+$50.7K	$50.7K
3	Simplify Asset Management Inc. unchanged	Shares	0	+$14.3K	$946.7K
4	ABLE Financial Group, LLC unchanged	Shares	0	+$871	$57.8K
5	AdvisorNet Financial, Inc unchanged	Shares	0	+$110	$7.3K
6	SBI Securities Co., Ltd. unchanged	Shares	0	$0	$26
7	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-267	-$960	$11.6K
8	China Universal Asset Management Co., Ltd. trimmed	Shares	-490	-$1.5K	$41.1K
9	Holos Integrated Wealth LLC unchanged	Shares	0	-$15.5K	$204.3K
10	IFP Advisors, Inc trimmed	Shares	-9.3K	-$33.6K	$386.7K

Filing Research | OBIO - ORCHESTRA BIOMED HLDGS INC Institutional Holdings