As of the latest SEC filings, CARLSMED, INC. (CARL) is held by 71 institutional funds. The largest fund shareholder is Janus Henderson Venture Fund (JAVTX), holding an estimated $5,321,644.35 in market value, representing 0.17% of its portfolio.
Funds holding CARLSMED, INC. (CARL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CARL
- CIK:
- 0001794546
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
JAVTX
Janus Henderson Venture Fund
|
MF | Independent / Boutique | 0.17% | $5,321,644.35 | 588,027 | Mar 31, 2026 | May 29, 2026 |
|
JDSAX
Janus Henderson Small Cap Value Fund
|
MF | Independent / Boutique | 0.27% | $3,109,389.95 | 343,579 | Mar 31, 2026 | May 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,761,473.90 | 194,638 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $1,567,170.40 | 173,168 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $725,664.03 | 81,627 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $667,482.75 | 73,755 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $508,522.14 | 34,902 | Feb 28, 2026 | Apr 24, 2026 |
|
JVSAX
Janus Henderson Small-Mid Cap Value Fund
|
MF | Independent / Boutique | 0.71% | $507,714.05 | 56,101 | Mar 31, 2026 | May 29, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $489,741.41 | 33,613 | Feb 28, 2026 | Apr 28, 2026 |
|
BUFOX
Buffalo Early Stage Growth Fund
|
MF | Independent / Boutique | 0.79% | $481,432.85 | 53,197 | Mar 31, 2026 | May 22, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.05% | $447,291.46 | 50,314 | Apr 30, 2026 | Jun 22, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.00% | $398,154.75 | 43,995 | Mar 31, 2026 | May 28, 2026 |
|
WMKSX
WesMark Small Company Fund
|
MF | Independent / Boutique | 0.22% | $334,850.00 | 37,000 | Mar 31, 2026 | May 27, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $230,817.94 | 15,842 | Feb 28, 2026 | Apr 24, 2026 |
|
DASVX
Dunham Small Cap Value Fund
|
MF | Independent / Boutique | 0.23% | $220,694.25 | 24,825 | Apr 30, 2026 | Jun 25, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $183,398.25 | 20,265 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $175,043.98 | 12,014 | Feb 28, 2026 | Apr 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $166,818.65 | 18,433 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $149,129.75 | 16,775 | Apr 30, 2026 | Jun 25, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $136,448.05 | 9,365 | Feb 28, 2026 | Apr 24, 2026 |
|
RIFBX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.06% | $116,944.10 | 12,922 | Mar 31, 2026 | May 18, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.00% | $103,097.60 | 11,392 | Mar 31, 2026 | May 28, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.00% | $72,542.40 | 8,160 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWG
VANGUARD RUSSELL 2000 GROWTH INDEX FUND
|
ETF | Vanguard | 0.00% | $62,651.00 | 4,300 | Feb 28, 2026 | Apr 28, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.00% | $54,082.80 | 5,976 | Mar 31, 2026 | May 26, 2026 |
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