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Disclosery

CARL CARLSMED INC

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COMMON STOCK (common), issuer CIK 1794546

72 managers (75 13F filers) reported a position in CARL shares at 2026-06-30, 5,716,781 shares in all. 23 filers opened a position and 13 filers sold out during the quarter.

Managers
72
13F filers
75
New
23
Added
32
Reduced
12
Sold out
13
Shares held by filers
5,716,781

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Jupiter Topco LLCin group Janus Henderson1,251,616$13M0.01%13F-HRTimelineGroup
Parkman Healthcare Partners LLC597,318$6.2M0.64%+76,19513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.532,593$5.53M<0.01%+85,70113F-HRTimelineGroup
KCM Capital Inc440,000$4.57M0.75%+240,00013F-HRTimeline
Pier Capital, LLC373,677$3.88M0.51%new13F-HRTimeline
VANGUARD GROUP INCgroup of 4 filers holding349,180$3.62M-23,571Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC295,907$3.07M<0.01%new13F-HRTimelineGroup
Palumbo Wealth Management LLC267,298$2.77M0.58%new13F-HRTimeline
Schonfeld Strategic Advisors LLC224,804$2.33M0.01%-58,37613F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC204,655$2.13M<0.01%+11,48213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…139,142$1.44M<0.01%-20,14913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP133,083$1.38M<0.01%+19,36613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC101,726$1.06M<0.01%+57,13113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC92,159$957K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC73,389$762K<0.01%+58,35313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP64,633$671K<0.01%+10,15713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC63,126$655K<0.01%+40,48813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.60,439$627K<0.01%new13F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS51,688$537K0.01%-1,74413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS39,951$415K<0.01%+37,38413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY30,699$319K<0.01%+19,27313F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC25,000$260K<0.01%new13F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp22,375$232K<0.01%-2,82613F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP21,283$221K<0.01%new13F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC19,414$202K<0.01%new13F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP18,008$187K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV17,462$181K<0.01%+2,36913F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,452$181K<0.01%+4,34713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co17,276$179K<0.01%+50113F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,749$174K<0.01%+6,44613F-HRTimelineGroup
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…15,542$161K0.04%new13F-HRTimelineGroup
Centiva Capital, LP14,891$155K0.01%+2,14613F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …14,040$146K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC13,025$135K<0.01%new13F-HRTimeline
Board of Trustees of The Leland Stanfor…12,516$130K0.02%013F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC11,900$124K<0.01%new13F-HRTimeline
Trexquant Investment LP11,001$114K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,396$108K<0.01%-5,18713F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\10,180$106K<0.01%+34813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,723$80.2K<0.01%+4,39013F-HRTimelineGroup
RHUMBLINE ADVISERS5,788$60.1K<0.01%+60713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,264$58.5K<0.01%+20113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,377$45.4K<0.01%+3,96813F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…3,893$40.4K<0.01%+54513F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND1,800$18.7K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,443$15K<0.01%-33413F-HRTimelineGroup
Police & Firemen's Retirement System of…1,258$13.1K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,234$12.8K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,205$12.5K<0.01%-46413F-HRTimelineGroup
FMR LLCin group FMR LLC1,155$12K<0.01%-14113F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,024$10.7K<0.01%+44513F-HRTimelineGroup
Integrated Wealth Concepts LLC999$10.4K<0.01%new13F-HRTimeline
Arax Advisory Partners749$7.78K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP630$7.41K<0.01%+25013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\600$6.23K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…565$5.87K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA500$5K<0.01%-7213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…207$2.15K<0.01%new13F-HRTimelineGroup
Allworth Financial LP180$1.87K<0.01%+17813F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…114$1.18K<0.01%-34613F-HR/ATimeline
Sterling Capital Management LLC105$1.09K<0.01%-2513F-HRTimeline
Farther Finance Advisors, LLC96$1K<0.01%+9413F-HRTimeline
Essential Partners LLC68$706<0.01%+6413F-HRTimeline
IFP Advisors, Inc53$550<0.01%+5213F-HRTimeline
True Wealth Design, LLC52$540<0.01%+5013F-HRTimeline
Fortitude Family Office, LLC30$311<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC24$249<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20$208<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.19$198<0.01%new13F-HRTimeline
Caitong International Asset Management …7$73<0.01%+313F-HRTimeline
Clearstead Advisors, LLC5$53<0.01%new13F-HRTimeline
JPL Wealth Management, LLC1$11<0.01%new13F-HRTimeline