IFP Advisors, Inc

Position in OBIO — Orchestra BioMed Holdings, Inc.

CIK 1641866 TAMPA, FL

Position in OBIO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$386,658

-$33,611 QoQ

Shares Held

89,608

-9.4% QoQ

Ownership

0.149%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#23

of 77 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

IFP Advisors, Inc holds $55,994,797 across 217 Biotechnology names. OBIO ranks #12 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXSM	Axsome Therapeutics, Inc.	62,273	$15,242,562
2	TGTX	Tg Therapeutics, Inc.	209,318	$11,499,930
3	JAZZ	Jazz Pharmaceuticals plc	34,193	$8,239,487
4	AUPH	Aurinia Pharmaceuticals Inc.	361,634	$6,136,928
5	VKTX	Viking Therapeutics, Inc.	61,616	$2,403,640
6	EXEL	Exelixis, Inc.	43,101	$2,345,125
7	VRTX	Vertex Pharmaceuticals Inc / Ma	2,968	$1,474,294
8	REGN	Regeneron Pharmaceuticals, Inc.	1,352	$843,026

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$386,658	89,608	-9.4%	Shares	Sole	2026-07-20
2026-03-31	$420,269	98,887	+14.1%	Shares	Sole	2026-04-13
2025-12-31	$359,796	86,698	0.0%	Shares	Sole	2026-02-06
2025-09-30	$215,011	86,698	+1.6%	Shares	Sole	2026-02-06
2025-06-30	$228,759	85,358	-47.3%	Shares	Sole	2025-07-24
2025-03-31	$693,021	161,921	+106.4%	Shares	Sole	2025-05-05
2024-12-31	$313,760	78,440	-0.9%	Shares	Sole	2025-02-04
2024-09-30	$407,031	79,189	+5.4%	Shares	Sole	2025-02-04
2024-06-30	$612,130	75,108	+27.0%	Shares	Sole	2024-07-30
2024-03-31	$311,572	59,122	+1331.5%	Shares	Sole	2024-07-30
2023-12-31	$37,706	4,130	0.0%	Shares	Sole	2024-01-09
2023-09-30	$36,013	4,130	0.0%	Shares	Sole	2023-10-12
2023-06-30	$28,910	4,130	+38.6%	Shares	Sole	2023-08-04
2023-03-31 HSAQ	—	1,958	—	Shares	Sole	2023-04-18
2023-03-31	$58,318	2,980	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.