IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Carlsmed Inc (CARL)

CUSIP: 14280C105 | NYSE | Healthcare · Health Information Services | Micro Cap | 104 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Russell Investments Group, Ltd.257,805
0.0% of portfolio›$3.6M
Geode Capital Management, LLC234,901
0.0% of portfolio›$3.3M
Kornitzer Capital Management Inc49,769
0.0% of portfolio›$700.3K
Bank of New York Mellon Corp19,024
0.0% of portfolio›$267.7K
Zevenbergen Capital Investments LLC17,900
0.0% of portfolio›$251.9K
Deutsche Bank Ag\7,119
0.0% of portfolio›$100.2K
Citigroup Inc4,474
0.0% of portfolio›$62.9K
Barclays PLC3,298
0.0% of portfolio›$46.4K
Police & Firemen's Retirement System of New Jersey1,258
0.0% of portfolio›$17.7K
Armstrong Advisory Group, Inc1,234
0.0% of portfolio›$17.4K
Farther Finance Advisors, LLC261
0.0% of portfolio›$3.7K
Sterling Capital Management LLC217
0.0% of portfolio›$3.1K
Allworth Financial LP180
0.0% of portfolio›$1.9K
EverSource Wealth Advisors, LLC145
0.0% of portfolio›$2.0K
Physician Wealth Advisors, Inc.91
0.0% of portfolio›$1.3K
Root Financial Partners, LLC85
0.0% of portfolio›$1.2K
Essential Partners LLC67
0.0% of portfolio›$943
SJS Investment Consulting Inc.54
0.0% of portfolio›$760
IFP Advisors, Inc52
0.0% of portfolio›$732
True Wealth Design, LLC47
0.0% of portfolio›$662
Fortitude Family Office, LLC41
0.0% of portfolio›$577
Gamma Investing LLC12
0.0% of portfolio›$169
Caitong International Asset Management Co., Ltd11
0.0% of portfolio›$155
Clearstead Advisors, LLC1
0.0% of portfolio›$15
StyleTurnoverLocationFiled
Russell Investments Group, Ltd.
257,805$3.6M0.0%CoreLowSeattle, WA2026-11-06
Geode Capital Management, LLC
234,901$3.3M0.0%IndexVery LowBoston, MA2026-11-06
Kornitzer Capital Management Inc
49,769$700.3K0.0%CoreLowShawnee Mission, KS2026-11-03
Bank of New York Mellon Corp
19,024$267.7K0.0%CoreLowNew York, NY2026-11-05
Zevenbergen Capital Investments LLC
17,900$251.9K0.0%Agg GrowthMediumEdmonds, WA2026-10-08
Deutsche Bank Ag\
7,119$100.2K0.0%CoreLowFrankfurt Am Main, Hong Kong2026-11-06
Citigroup Inc
4,474$62.9K0.0%CoreMediumNew York, NY2026-11-04
Barclays PLC
3,298$46.4K0.0%GrowthMediumLondon, United Kingdom2026-11-06
Police & Firemen's Retirement System of New Jersey
1,258$17.7K0.0%IndexVery LowTrenton, NJ2026-11-09
Armstrong Advisory Group, Inc
1,234$17.4K0.0%ETFHighNeedham, MA2026-10-09
Farther Finance Advisors, LLC
261$3.7K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
217$3.1K0.0%CoreMediumCharlotte, NC2026-10-22
Allworth Financial LP
180$1.9K0.0%ETFLowFolsom, CA2026-11-06
EverSource Wealth Advisors, LLC
145$2.0K0.0%CoreMediumBirmingham, AL2026-11-04
Physician Wealth Advisors, Inc.
91$1.3K0.0%ETFMediumMidvale, UT2026-10-20
Root Financial Partners, LLC
85$1.2K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
67$9430.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
54$7600.0%ETFVery LowSylvania, OH2026-10-26
IFP Advisors, Inc
52$7320.0%CoreLowTampa, FL2026-10-16
True Wealth Design, LLC
47$6620.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
41$5770.0%ETFMediumScottsdale, AZ2026-10-14
Gamma Investing LLC
12$1690.0%IndexVery LowFoster City, CA2026-10-08
Caitong International Asset Management Co., Ltd
11$1550.0%GrowthVery HighHong Kong, South Korea2026-10-29
Clearstead Advisors, LLC
1$150.0%ETFLowCleveland, OH2026-11-06