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Equibles

MERCER GLOBAL ADVISORS INC /ADV

Position in CARL — Carlsmed, Inc.

CIK 853758 DENVER, CO
Back to CARL Full portfolio

Position in CARL

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$181,255
+$44,664 QoQ
Shares Held
17,462
+15.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 73 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 5% Shared 0% None 95%

Common Shares in CARL Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $21,416,904 across 26 Health Information Services names. CARL ranks #21 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VEEV
Veeva Systems Inc
 38,105 $6,762,494
2 TEM
Tempus AI, Inc.
 57,967 $3,358,028
3 HQY
Healthequity, Inc.
 28,886 $2,608,983
4 DOCS
Doximity, Inc.
 70,721 $1,466,753
5 SDGR
Schrodinger, Inc.
 65,318 $1,061,417
6 PHR
Phreesia, Inc.
 96,891 $997,008
7 TDOC
Teladoc Health, Inc.
 68,288 $579,082
8 OMDA
Omada Health, Inc.
 22,359 $490,780

All Filings in CARL

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $181,255 17,462
2026-03-31 $136,591 15,093
2025-12-31 $187,164 15,155