CARL
Carlsmed, Inc.Company with tickers: CARL
CIK
1794546
CUSIP
14280C105
Shares Outstanding
27,184,933
Website
https://www.carlsmed.com
Investor Relations
https://carlsmed.com/investors/
13F Activity (30d)
4 filings
2 filers
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding CARL
57 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Janus Henderson Venture Fund | — | 588,027 | $5,321,644 | 0.17% | Long | 2026-03-31 | |
| Janus Henderson Small Cap Value Fund | — | 343,579 | $3,109,390 | 0.27% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 194,638 | $1,761,474 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 173,168 | $1,567,170 | 0.00% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 73,755 | $667,483 | 0.00% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 34,902 | $508,522 | 0.00% | Long | 2026-02-28 | |
| Janus Henderson Small-Mid Cap Value Fund | — | 56,101 | $507,714 | 0.71% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 33,613 | $489,741 | 0.00% | Long | 2026-02-28 | |
| Buffalo Early Stage Growth Fund | — | 53,197 | $481,433 | 0.79% | Long | 2026-03-31 | |
| iShares Russell 2000 Growth ETF | — | 43,995 | $398,155 | 0.00% | Long | 2026-03-31 | |
| WesMark Small Company Fund | — | 37,000 | $334,850 | 0.22% | Long | 2026-03-31 | |
| Fidelity Nasdaq Composite Index Fund | — | 15,842 | $230,818 | 0.00% | Long | 2026-02-28 | |
| iShares Micro-Cap ETF | — | 20,265 | $183,398 | 0.02% | Long | 2026-03-31 | |
| Fidelity Total Market Index Fund | — | 12,014 | $175,044 | 0.00% | Long | 2026-02-28 | |
| iShares Russell 2000 Value ETF | — | 18,433 | $166,819 | 0.00% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 9,365 | $136,448 | 0.00% | Long | 2026-02-28 | |
| U.S. Small Cap Equity Fund | — | 12,922 | $116,944 | 0.06% | Long | 2026-03-31 | |
| Master Small Cap Index Series | — | 11,392 | $103,098 | 0.00% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND | — | 4,300 | $62,651 | 0.00% | Long | 2026-02-28 | |
| EQ/2000 Managed Volatility Portfolio | — | 5,976 | $54,083 | 0.00% | Long | 2026-03-31 | |
| Small Cap Index Fund | — | 4,865 | $44,028 | 0.00% | Long | 2026-03-31 | |
| Small Cap Index Fund | — | 2,603 | $37,926 | 0.00% | Long | 2026-02-28 | |
| Fidelity Small Cap Growth Index Fund | — | 4,165 | $37,693 | 0.00% | Long | 2026-03-31 | |
| VANGUARD BALANCED INDEX FUND | — | 3,964 | $35,874 | 0.00% | Long | 2026-03-31 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 3,774 | $34,155 | 0.00% | Long | 2026-03-31 | |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO | — | 3,500 | $31,675 | 0.00% | Long | 2026-03-31 | |
| Fidelity Small Cap Value Index Fund | — | 3,334 | $30,173 | 0.00% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND | — | 1,591 | $23,181 | 0.00% | Long | 2026-02-28 | |
| Small Cap Index Trust | — | 1,741 | $15,756 | 0.00% | Long | 2026-03-31 | |
| LVIP SSGA Small-Cap Index Fund | — | 1,500 | $13,575 | 0.00% | Long | 2026-03-31 | |
| 1290 VT Micro Cap Portfolio | — | 1,455 | $13,168 | 0.01% | Long | 2026-03-31 | |
| Small-Cap Index Portfolio | — | 1,452 | $13,141 | 0.00% | Long | 2026-03-31 | |
| Bridge Builder Small/Mid Cap Value Fund | — | 1,203 | $10,887 | 0.00% | Long | 2026-03-31 | |
| NVIT Small Cap Index Fund | — | 1,178 | $10,661 | 0.00% | Long | 2026-03-31 | |
| ATM Small Cap Managed Volatility Portfolio | — | 1,107 | $10,018 | 0.00% | Long | 2026-03-31 | |
| DWS Small Cap Index VIP | — | 1,014 | $9,177 | 0.00% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 3000 INDEX FUND | — | 557 | $8,115 | 0.00% | Long | 2026-02-28 | |
| BlackRock Small Cap Index V.I. Fund | — | 720 | $6,516 | 0.00% | Long | 2026-03-31 | |
| Bridge Builder Small/Mid Cap Growth Fund | — | 687 | $6,217 | 0.00% | Long | 2026-03-31 | |
| ProShares Ultra Russell2000 | — | 420 | $6,119 | 0.00% | Long | 2026-02-28 | |
| ProShares UltraPro Russell2000 | — | 416 | $6,061 | 0.00% | Long | 2026-02-28 | |
| T. Rowe Price Small-Cap Index Fund | — | 669 | $6,054 | 0.00% | Long | 2026-03-31 | |
| Strategic Equity Allocation Trust | — | 645 | $5,837 | 0.00% | Long | 2026-03-31 | |
| EQ/Morgan Stanley Small Cap Growth Portfolio | — | 613 | $5,548 | 0.00% | Long | 2026-03-31 | |
| Venerable Small Cap Index Fund | — | 582 | $5,267 | 0.00% | Long | 2026-03-31 | |
| CVT Russell 2000 Small Cap Index Portfolio | — | 565 | $5,113 | 0.00% | Long | 2026-03-31 | |
| Total Stock Market Index Trust | — | 525 | $4,751 | 0.00% | Long | 2026-03-31 | |
| ProShares Russell 2000 High Income ETF | — | 294 | $4,284 | 0.00% | Long | 2026-02-28 | |
| 1290 VT Small Cap Value Portfolio | — | 413 | $3,738 | 0.00% | Long | 2026-03-31 | |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio | — | 336 | $3,041 | 0.00% | Long | 2026-03-31 |
Showing 1–50 of 57 positions