Fund shareholders of Carlsmed Inc
ISIN US14280C1053 · United States
- Fund shareholders
- 71
- Of which ETFs
- 7 64 other funds
- Value held
- 18.5M $
- Share of capital
- 7.2 % of 27.3M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 588,027 | 5.3M $ | 0.17 % | 2.15 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | 343,579 | 3.1M $ | 0.27 % | 1.26 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 194,638 | 1.8M $ | 0.00 % | 0.71 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 173,168 | 1.6M $ | 0.00 % | 0.63 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 81,627 | 725.7K $ | 0.00 % | 0.30 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 73,755 | 667.5K $ | 0.00 % | 0.27 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND | 56,101 | 507.7K $ | 0.71 % | 0.21 % | as of Mar 31, 2026 ↗ |
| Buffalo Early Stage Growth Fund Buffalo Funds | 53,197 | 481.4K $ | 0.79 % | 0.19 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 50,314 | 447.3K $ | 0.05 % | 0.18 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 43,995 | 398.2K $ | 0.00 % | 0.16 % | as of Mar 31, 2026 ↗ |
| WesMark Small Company Fund WesMark Funds | 37,000 | 334.9K $ | 0.22 % | 0.14 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 34,902 | 508.5K $ | 0.00 % | 0.13 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 33,613 | 489.7K $ | 0.00 % | 0.12 % | as of Feb 28, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 24,825 | 220.7K $ | 0.23 % | 0.09 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 20,265 | 183.4K $ | 0.02 % | 0.07 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 18,433 | 166.8K $ | 0.00 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 16,775 | 149.1K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 15,842 | 230.8K $ | 0.00 % | 0.06 % | as of Feb 28, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 12,922 | 116.9K $ | 0.06 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 12,014 | 175K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 11,392 | 103.1K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 9,365 | 136.4K $ | 0.00 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 8,160 | 72.5K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 5,976 | 54.1K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 4,865 | 44K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,300 | 62.7K $ | 0.00 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 4,165 | 37.7K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 3,964 | 35.9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,774 | 34.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,500 | 31.7K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 3,334 | 30.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 3,024 | 26.9K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 2,603 | 37.9K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,741 | 15.8K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,591 | 23.2K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,500 | 13.6K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,455 | 13.2K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,452 | 13.1K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,203 | 10.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,178 | 10.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 1,107 | 10K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,029 | 9.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,014 | 9.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 720 | 6.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 687 | 6.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 669 | 6.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 645 | 5.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 613 | 5.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 582 | 5.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 581 | 5.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 578 | 5.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 565 | 5.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 557 | 8.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 525 | 4.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 474 | 4.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 473 | 4.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 420 | 6.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 416 | 6.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 413 | 3.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 336 | 3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 306 | 2.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 294 | 4.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 234 | 2.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 152 | 1.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 141 | 1.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 91 | 809 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 34 | 307.7 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 27 | 244.4 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 20 | 181 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 15 | 133.4 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 7 | 102 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Buffalo Early Stage Growth Fund Buffalo Funds | 0.79 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND | 0.71 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | 0.27 % | as of Mar 31, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 0.23 % | as of Apr 30, 2026 ↗ |
| WesMark Small Company Fund WesMark Funds | 0.22 % | as of Mar 31, 2026 ↗ |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 0.17 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 0.06 % | as of Mar 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 0.05 % | as of Apr 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.02 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 71 | +5 | 1,977,259 | +2.5 % |
| 2026Q1 | 66 | +10 | 1,928,222 | +20.8 % |
| 2025Q4 | 56 | +54 | 1,595,689 | +1,922.6 % |
| 2025Q3 | 2 | 78,894 |
Institutional managers
62 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| ORBIMED ADVISORS LLC | 1,252,600 | 11.3M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 1,227,452 | 11.1M $ | as of Mar 31, 2026 |
| Parkman Healthcare Partners LLC | 521,123 | 4.7M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 446,892 | 4M $ | as of Mar 31, 2026 |
| Schonfeld Strategic Advisors LLC | 283,180 | 2.6M $ | as of Mar 31, 2026 |
| KCM Capital Inc | 200,000 | 1.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 193,173 | 1.7M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 159,291 | 1.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 113,717 | 1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 54,476 | 493K $ | as of Mar 31, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 53,432 | 483.6K $ | as of Mar 31, 2026 |
| Burkehill Global Management, LP | 50,000 | 452.5K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 44,595 | 403.6K $ | as of Mar 31, 2026 |
| WESBANCO BANK INC | 37,000 | 334.9K $ | as of Mar 31, 2026 |
| Boston Partners | 25,201 | 228.1K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 24,738 | 223.9K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 22,638 | 204.9K $ | as of Mar 31, 2026 |
| TD Waterhouse Canada Inc. | 20,000 | 192K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16,775 | 151.8K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 15,583 | 141K $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 15,093 | 136.6K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 15,036 | 136.1K $ | as of Mar 31, 2026 |
| Quadrature Capital Ltd | 13,352 | 120.8K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 13,105 | 118.6K $ | as of Mar 31, 2026 |
| Centiva Capital, LP | 12,745 | 115.3K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Carlsmed Inc". https://titelia.com/en/stocks/carlsmed-inc-US14280C1053