CARL Carlsmed, Inc.

NASDAQ
$15.39

Carlsmed, Inc. (CARL) Institutional Ownership

What the institutions did with CARL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
86
filed both this quarter and last
Managers holding
73
+9 on the quarter
Buyers
54
22 opened new
Sellers
25
13 sold out entirely
Buyer share
68.4%
of managers who traded it
Breadth
+36.7
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Jupiter Topco LLC 1.3M 21.9%
Parkman Healthcare Partners LLC 597.3K 10.5%
BlackRock, Inc. 532.6K 9.3%
KCM Capital Inc 440.0K 7.7%
Pier Capital, LLC 373.7K 6.5%
MILLENNIUM MANAGEMENT LLC 295.9K 5.2%
Palumbo Wealth Management LLC 267.3K 4.7%
VANGUARD CAPITAL MANAGEMENT LLC 238.7K 4.2%
Schonfeld Strategic Advisors LLC 224.8K 3.9%
GEODE CAPITAL MANAGEMENT, LLC 204.7K 3.6%
Russell Investments Group, Ltd. 139.1K 2.4%
STATE STREET CORP 133.1K 2.3%
CITADEL ADVISORS LLC 101.7K 1.8%
AQR CAPITAL MANAGEMENT LLC 92.2K 1.6%
JANE STREET GROUP, LLC 73.4K 1.3%
NORTHERN TRUST CORP 64.6K 1.1%
GOLDMAN SACHS GROUP INC 63.1K 1.1%
D. E. Shaw & Co., Inc. 60.4K 1.1%
VANGUARD PORTFOLIO MANAGEMENT LLC 56.9K 1.0%
KORNITZER CAPITAL MANAGEMENT INC /KS 51.7K 0.9%
VANGUARD FIDUCIARY TRUST CO 49.9K 0.9%
BNP PARIBAS FINANCIAL MARKETS 40.0K 0.7%
MORGAN STANLEY 30.7K 0.5%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 25.0K 0.4%
Boston Partners 22.4K 0.4%

Largest changes

Manager Action Previous Current Change
ORBIMED ADVISORS LLC Sold Out 1.3M 0 -1.3M
Pier Capital, LLC New 0 373.7K +373.7K
MILLENNIUM MANAGEMENT LLC New 0 295.9K +295.9K
Palumbo Wealth Management LLC New 0 267.3K +267.3K
KCM Capital Inc Increased 200.0K 440.0K +240.0K
AQR CAPITAL MANAGEMENT LLC New 0 92.2K +92.2K
BlackRock, Inc. Increased 446.9K 532.6K +85.7K
Parkman Healthcare Partners LLC Increased 521.1K 597.3K +76.2K
D. E. Shaw & Co., Inc. New 0 60.4K +60.4K
Schonfeld Strategic Advisors LLC Reduced 283.2K 224.8K -58.4K
JANE STREET GROUP, LLC Increased 15.0K 73.4K +58.4K
CITADEL ADVISORS LLC Increased 44.6K 101.7K +57.1K
Burkehill Global Management, LP Sold Out 50.0K 0 -50.0K
GOLDMAN SACHS GROUP INC Increased 22.6K 63.1K +40.5K
VANGUARD CAPITAL MANAGEMENT LLC Reduced 276.1K 238.7K -37.4K
BNP PARIBAS FINANCIAL MARKETS Increased 2.6K 40.0K +37.4K
WESBANCO BANK INC Sold Out 37.0K 0 -37.0K
BRIDGEWAY CAPITAL MANAGEMENT, LLC New 0 25.0K +25.0K
XTX Topco Ltd Sold Out 24.7K 0 -24.7K
MARSHALL WACE, LLP New 0 21.3K +21.3K
Russell Investments Group, Ltd. Reduced 159.3K 139.1K -20.1K
TD Waterhouse Canada Inc. Sold Out 20.0K 0 -20.0K
Jump Financial, LLC New 0 19.4K +19.4K
STATE STREET CORP Increased 113.7K 133.1K +19.4K
MORGAN STANLEY Increased 11.4K 30.7K +19.3K
TWO SIGMA INVESTMENTS, LP New 0 18.0K +18.0K
ALPINE WOODS CAPITAL INVESTORS, LLC New 0 15.5K +15.5K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New 0 14.0K +14.0K
Quadrature Capital Ltd Sold Out 13.4K 0 -13.4K
Janney Montgomery Scott LLC New 0 13.0K +13.0K
HRT FINANCIAL LP Sold Out 12.3K 0 -12.3K
ZEVENBERGEN CAPITAL INVESTMENTS LLC New 0 11.9K +11.9K
GEODE CAPITAL MANAGEMENT, LLC Increased 193.2K 204.7K +11.5K
Trexquant Investment LP New 0 11.0K +11.0K
RENAISSANCE TECHNOLOGIES LLC Sold Out 10.4K 0 -10.4K
NORTHERN TRUST CORP Increased 54.5K 64.6K +10.2K
VANGUARD PORTFOLIO MANAGEMENT LLC Increased 47.6K 56.9K +9.3K
UBS Group AG Increased 10.3K 16.7K +6.4K
BANK OF AMERICA CORP /DE/ Reduced 15.6K 10.4K -5.2K
VANGUARD FIDUCIARY TRUST CO Increased 45.4K 49.9K +4.5K
WELLS FARGO & COMPANY/MN Increased 3.3K 7.7K +4.4K
Bank of New York Mellon Corp Increased 13.1K 17.5K +4.3K
CITIGROUP INC Increased 409 4.4K +4.0K
Boston Partners Reduced 25.2K 22.4K -2.8K
MERCER GLOBAL ADVISORS INC /ADV Increased 15.1K 17.5K +2.4K
Centiva Capital, LP Increased 12.7K 14.9K +2.1K
KORNITZER CAPITAL MANAGEMENT INC /KS Reduced 53.4K 51.7K -1.7K
ARMSTRONG ADVISORY GROUP, INC New 0 1.2K +1.2K
Arax Advisory Partners New 0 749 +749
RHUMBLINE ADVISERS Increased 5.2K 5.8K +607
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Increased 3.3K 3.9K +545
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Increased 16.8K 17.3K +501
Tower Research Capital LLC (TRC) Reduced 1.7K 1.2K -464
Legal & General Group Plc Increased 579 1.0K +445
DEUTSCHE BANK AG\ Increased 9.8K 10.2K +348
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Reduced 460 114 -346
BARCLAYS PLC Reduced 1.8K 1.4K -334
JONES FINANCIAL COMPANIES LLLP Increased 380 630 +250
EverSource Wealth Advisors, LLC New 0 207 +207
JPMORGAN CHASE & CO Increased 5.1K 5.3K +201

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.