Fund shareholders of Carlsmed Inc
ISIN US14280C1053 · United States · LEI 5299003NUOF1GRY8UX10
- Fund shareholders
- 79
- Of which ETFs
- 8 71 other funds
- Value held
- 24.2M $
- Share of capital
- 8.2 % of 27.3M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Janus Henderson Venture Fund Janus Investment Fund | 609,059 | 6.3M $ | 0.17 % | 2.23 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Small Cap Value Fund Janus Investment Fund | 343,579 | 3.6M $ | 0.28 % | 1.26 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 213,041 | 2.2M $ | 0.00 % | 0.78 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 158,583 | 1.6M $ | 0.00 % | 0.58 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 102,893 | 1.3M $ | 0.13 % | 0.38 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 93,117 | 1.2M $ | 0.00 % | 0.34 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 73,487 | 762.8K $ | 0.00 % | 0.27 % | as of Jun 30, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 59,725 | 682.1K $ | 0.08 % | 0.22 % | as of May 31, 2026 ↗ |
| Janus Henderson Small-Mid Cap Value Fund Janus Investment Fund | 54,781 | 568.6K $ | 0.79 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Dunham Small Cap Growth Fund Dunham Funds | 51,817 | 652.4K $ | 0.82 % | 0.19 % | as of Jul 31, 2026 ↗ |
| Buffalo Early Stage Growth Fund Buffalo Funds | 51,453 | 534.1K $ | 0.71 % | 0.19 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 44,451 | 461.4K $ | 0.00 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 43,923 | 553K $ | 0.60 % | 0.16 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 41,737 | 433.2K $ | 0.00 % | 0.15 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 41,408 | 472.9K $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 36,140 | 412.7K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 28,345 | 294.2K $ | 0.02 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 25,000 | 259.5K $ | 0.18 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 20,399 | 256.8K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 16,880 | 192.8K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 12,922 | 134.1K $ | 0.05 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 12,014 | 137.2K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 11,392 | 118.2K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 10,100 | 115.3K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 8,160 | 102.7K $ | 0.00 % | 0.03 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,700 | 69.5K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 6,428 | 66.7K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 5,976 | 62K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,974 | 56.8K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 4,439 | 46.1K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 4,034 | 50.8K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,774 | 39.2K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 3,736 | 38.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,600 | 37.4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,500 | 36.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 2,883 | 29.9K $ | 0.01 % | as of Jun 30, 2026 ↗ | |
| Small Cap Index Fund VALIC Co I | 2,603 | 29.7K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,166 | 24.7K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,915 | 19.9K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 1,452 | 15.1K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,203 | 12.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,200 | 12.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 1,200 | 12.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,178 | 12.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,062 | 13.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,014 | 10.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 720 | 7.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 687 | 7.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 669 | 6.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 616 | 7.8K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 613 | 6.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 582 | 6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 578 | 7.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 565 | 5.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 559 | 5.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 557 | 6.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 474 | 6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 473 | 6K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 413 | 4.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 381 | 4.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 342 | 4.3K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 336 | 3.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 306 | 3.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 306 | 3.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 3.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 299 | 3.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 234 | 2.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 193 | 2.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 152 | 1.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 109 | 1.4K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 45 | 467.1 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 35 | 363.3 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 23 | 238.7 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 21 | 218 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 13 | 134.9 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 8 | 91.4 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 7 | 88.1 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 20.8 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 1 | 11.4 $ | 0.00 % | 0.00 % | as of May 31, 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 | |
|---|---|---|
| Dunham Small Cap Growth Fund Dunham Funds | 0.82 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Small-Mid Cap Value Fund Janus Investment Fund | 0.79 % | as of Jun 30, 2026 ↗ |
| Buffalo Early Stage Growth Fund Buffalo Funds | 0.71 % | as of Jun 30, 2026 ↗ |
| Dunham Small Cap Value Fund Dunham Funds | 0.60 % | as of Jul 31, 2026 ↗ |
| Janus Henderson Small Cap Value Fund Janus Investment Fund | 0.28 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.18 % | as of Jun 30, 2026 ↗ |
| Janus Henderson Venture Fund Janus Investment Fund | 0.17 % | as of Jun 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 0.13 % | as of Jul 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 0.08 % | as of May 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 0.05 % | as of Jun 30, 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 |
|---|---|---|---|---|
| 2026Q3 | 79 | +8 | 2,240,062 | +13.3 % |
| 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