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CARL · Carlsmed, Inc.

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$14.19 -0.13 (-0.91%)
Market Cap
$390.98M
Shares
27.30M

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

74 fund positions
Fund Balance Value % of Fund Open
Janus Henderson Venture Fund 588,027 $5,321,644 0.17%
Janus Henderson Small Cap Value Fund 343,579 $3,109,390 0.27%
VANGUARD TOTAL STOCK MARKET INDEX FUND 194,638 $1,761,474 0.00%
iShares Russell 2000 ETF 173,168 $1,567,170 0.00%
Fidelity Small Cap Index Fund 81,627 $725,664 0.00%
Adara Smaller Companies Fund 59,725 $682,060 0.08%
VANGUARD EXTENDED MARKET INDEX FUND 73,755 $667,483 0.00%
Janus Henderson Small-Mid Cap Value Fund 56,101 $507,714 0.71%
Buffalo Early Stage Growth Fund 53,197 $481,433 0.79%
VANGUARD RUSSELL 2000 INDEX FUND 41,408 $472,879 0.00%
U.S. Small Cap Equity Fund 50,314 $447,291 0.05%
Fidelity Extended Market Index Fund 36,140 $412,719 0.00%
iShares Russell 2000 Growth ETF 43,995 $398,155 0.00%
WesMark Small Company Fund 37,000 $334,850 0.22%
Dunham Small Cap Value Fund 24,825 $220,694 0.23%
Fidelity Nasdaq Composite Index Fund 16,880 $192,770 0.00%
iShares Micro-Cap ETF 20,265 $183,398 0.02%
iShares Russell 2000 Value ETF 18,433 $166,819 0.00%
Schwab Small-Cap Index Fund 16,775 $149,130 0.00%
Fidelity Total Market Index Fund 12,014 $137,200 0.00%
U.S. Small Cap Equity Fund 12,922 $116,944 0.06%
Fidelity Series Total Market Index Fund 10,100 $115,342 0.00%
Master Small Cap Index Series 11,392 $103,098 0.00%
Nuveen Small Cap Blend Index Fund 8,160 $72,542 0.00%
LVIP State Street Small-Cap Index Fund 6,700 $69,546 0.00%
VANGUARD RUSSELL 2000 GROWTH INDEX FUND 4,974 $56,803 0.00%
EQ/2000 Managed Volatility Portfolio 5,976 $54,083 0.00%
Small Cap Index Fund 4,865 $44,028 0.00%
Fidelity Small Cap Growth Index Fund 4,165 $37,693 0.00%
VANGUARD BALANCED INDEX FUND 3,964 $35,874 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 3,774 $34,155 0.00%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 3,500 $31,675 0.00%
Fidelity Small Cap Value Index Fund 3,334 $30,173 0.00%
Small Cap Index Fund 2,603 $29,726 0.00%
Global X Russell 2000 ETF 3,024 $26,883 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 2,166 $24,736 0.00%
Small Cap Index Trust 1,741 $15,756 0.00%
Small-Cap Index Portfolio 1,452 $15,072 0.00%
1290 VT Micro Cap Portfolio 1,455 $13,168 0.01%
Bridge Builder Small/Mid Cap Value Fund 1,203 $10,887 0.00%
NVIT Small Cap Index Fund 1,178 $10,661 0.00%
ATM Small Cap Managed Volatility Portfolio 1,107 $10,018 0.00%
DWS Small Cap Index VIP 1,014 $9,177 0.00%
Victory Extended Market Index Fund 1,029 $9,148 0.00%
BlackRock Small Cap Index V.I. Fund 720 $6,516 0.00%
VANGUARD RUSSELL 3000 INDEX FUND 557 $6,361 0.00%
Bridge Builder Small/Mid Cap Growth Fund 687 $6,217 0.00%
T. Rowe Price Small-Cap Index Fund 669 $6,054 0.00%
Strategic Equity Allocation Trust 645 $5,837 0.00%
EQ/Morgan Stanley Small Cap Growth Portfolio 613 $5,548 0.00%
Showing 1–50 of 74 positions
Key facts CIK 1794546 CUSIP 14280C105 13F (30d) 70 filings 70 filers Visit website Investor relations

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