Carlsmed Inc (CARL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Russell Investments Group, Ltd.

INCREASED

Shares257,805 from 139,142

Change+118,663 (+85%)

Value$3.6M (+$2.2M)

Filed 2026-11-06

Geode Capital Management, LLC

INCREASED

Shares234,901 from 204,655

Change+30,246 (+15%)

Value$3.3M (+$1.2M)

Filed 2026-11-06

Kornitzer Capital Management Inc

DECREASED

Shares49,769 from 51,688

Change-1,919 (-4%)

Value$700.3K (+$163.7K)

Filed 2026-11-03

Bank of New York Mellon Corp

INCREASED

Shares19,024 from 17,452

Change+1,572 (+9%)

Value$267.7K (+$86.5K)

Filed 2026-11-05

Zevenbergen Capital Investments LLC

INCREASED

Shares17,900 from 11,900

Change+6,000 (+50%)

Value$251.9K (+$128.3K)

Filed 2026-10-08

Deutsche Bank Ag\

DECREASED

Shares7,119 from 10,180

Change-3,061 (-30%)

Value$100.2K (-$5.5K)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares4,474 from 4,377

Change+97 (+2%)

Value$62.9K (+$17.5K)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares3,298 from 1,443

Change+1,855 (+129%)

Value$46.4K (+$31.4K)

Filed 2026-11-06

Police & Firemen's Retirement System of New Jersey

UNCHANGED

Shares1,258 from 1,258

Change0 (0%)

Value$17.7K (+$4.6K)

Filed 2026-11-09

Armstrong Advisory Group, Inc

UNCHANGED

Shares1,234 from 1,234

Change0 (0%)

Value$17.4K (+$4.6K)

Filed 2026-10-09

Farther Finance Advisors, LLC

INCREASED

Shares261 from 96

Change+165 (+172%)

Value$3.7K (+$2.7K)

Filed 2026-10-08

Sterling Capital Management LLC

INCREASED

Shares217 from 105

Change+112 (+107%)

Value$3.1K (+$2.0K)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$1.9K ($0)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

DECREASED

Shares145 from 207

Change-62 (-30%)

Value$2.0K (-$109)

Filed 2026-11-04

Physician Wealth Advisors, Inc.

NEW

Shares91

Change+91

Value$1.3K

Filed 2026-10-20

Root Financial Partners, LLC

NEW

Shares85

Change+85

Value$1.2K

Filed 2026-10-21

Essential Partners LLC

DECREASED

Shares67 from 68

Change-1 (-1%)

Value$943 (+$237)

Filed 2026-10-14

SJS Investment Consulting Inc.

INCREASED

Shares54 from 19

Change+35 (+184%)

Value$760 (+$562)

Filed 2026-10-26

IFP Advisors, Inc

DECREASED

Shares52 from 53

Change-1 (-2%)

Value$732 (+$182)

Filed 2026-10-16

True Wealth Design, LLC

DECREASED

Shares47 from 52

Change-5 (-10%)

Value$662 (+$122)

Filed 2026-10-13

Fortitude Family Office, LLC

INCREASED

Shares41 from 30

Change+11 (+37%)

Value$577 (+$266)

Filed 2026-10-14

Gamma Investing LLC

NEW

Shares12

Change+12

Value$169

Filed 2026-10-08

Caitong International Asset Management Co., Ltd

INCREASED

Shares11 from 7

Change+4 (+57%)

Value$155 (+$82)

Filed 2026-10-29

Clearstead Advisors, LLC

DECREASED

Shares1 from 5

Change-4 (-80%)

Value$15 (-$38)

Filed 2026-11-06

US Bancorp \de\

CLOSED

Shares0 from 600

Change-600 (-100%)

Value$0 (-$6.2K)

Filed 2026-11-05

Jupiter Topco LLC

N/A

Shares— from 1,251,616

Change-1,251,616 (-100%)

Value—

Parkman Healthcare Partners LLC

N/A

Shares— from 597,318

Change-597,318 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 532,593

Change-532,593 (-100%)

Value—

KCM Capital Inc

N/A

Shares— from 440,000

Change-440,000 (-100%)

Value—

Pier Capital, LLC

N/A

Shares— from 373,677

Change-373,677 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 295,907

Change-295,907 (-100%)

Value—

Palumbo Wealth Management LLC

N/A

Shares— from 267,298

Change-267,298 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 238,727

Change-238,727 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 224,804

Change-224,804 (-100%)

Value—

State Street Corp

N/A

Shares— from 133,083

Change-133,083 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 101,726

Change-101,726 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 92,159

Change-92,159 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 73,389

Change-73,389 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 64,633

Change-64,633 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 63,126

Change-63,126 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 60,439

Change-60,439 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 56,948

Change-56,948 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 49,928

Change-49,928 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 39,951

Change-39,951 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 30,699

Change-30,699 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 25,000

Change-25,000 (-100%)

Value—

Boston Partners

N/A

Shares— from 22,375

Change-22,375 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 21,283

Change-21,283 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 19,414

Change-19,414 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 18,008

Change-18,008 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 17,462

Change-17,462 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 17,276

Change-17,276 (-100%)

Value—

UBS Group AG

N/A

Shares— from 16,749

Change-16,749 (-100%)

Value—

Alpine Woods Capital Investors, LLC

N/A

Shares— from 15,542

Change-15,542 (-100%)

Value—

Centiva Capital, LP

N/A

Shares— from 14,891

Change-14,891 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 14,040

Change-14,040 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 13,025

Change-13,025 (-100%)

Value—

Board of Trustees of The Leland Stanford Junior University

N/A

Shares— from 12,516

Change-12,516 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 11,001

Change-11,001 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 10,396

Change-10,396 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 7,723

Change-7,723 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 5,788

Change-5,788 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 5,264

Change-5,264 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 3,893

Change-3,893 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,577

Change-3,577 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 1,800

Change-1,800 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,205

Change-1,205 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,155

Change-1,155 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,024

Change-1,024 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 749

Change-749 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 630

Change-630 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 565

Change-565 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 500

Change-500 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 114

Change-114 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 24

Change-24 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Russell Investments Group, Ltd.	INCREASED	257,805	139,142	+118,663	+85%	$1.4M	$3.6M	+$2.2M	2026-11-06
Geode Capital Management, LLC	INCREASED	234,901	204,655	+30,246	+15%	$2.1M	$3.3M	+$1.2M	2026-11-06
Kornitzer Capital Management Inc	DECREASED	49,769	51,688	-1,919	-4%	$536.5K	$700.3K	+$163.7K	2026-11-03
Bank of New York Mellon Corp	INCREASED	19,024	17,452	+1,572	+9%	$181.2K	$267.7K	+$86.5K	2026-11-05
Zevenbergen Capital Investments LLC	INCREASED	17,900	11,900	+6,000	+50%	$123.5K	$251.9K	+$128.3K	2026-10-08
Deutsche Bank Ag\	DECREASED	7,119	10,180	-3,061	-30%	$105.7K	$100.2K	-$5.5K	2026-11-06
Citigroup Inc	INCREASED	4,474	4,377	+97	+2%	$45.4K	$62.9K	+$17.5K	2026-11-04
Barclays PLC	INCREASED	3,298	1,443	+1,855	+129%	$15.0K	$46.4K	+$31.4K	2026-11-06
Police & Firemen's Retirement System of New Jersey	UNCHANGED	1,258	1,258	0	0%	$13.1K	$17.7K	+$4.6K	2026-11-09
Armstrong Advisory Group, Inc	UNCHANGED	1,234	1,234	0	0%	$12.8K	$17.4K	+$4.6K	2026-10-09
Farther Finance Advisors, LLC	INCREASED	261	96	+165	+172%	$1.0K	$3.7K	+$2.7K	2026-10-08
Sterling Capital Management LLC	INCREASED	217	105	+112	+107%	$1.1K	$3.1K	+$2.0K	2026-10-22
Allworth Financial LP	UNCHANGED	180	180	0	0%	$1.9K	$1.9K	$0	2026-11-06
EverSource Wealth Advisors, LLC	DECREASED	145	207	-62	-30%	$2.1K	$2.0K	-$109	2026-11-04
Physician Wealth Advisors, Inc.	NEW	91	—	+91	—	—	$1.3K	—	2026-10-20
Root Financial Partners, LLC	NEW	85	—	+85	—	—	$1.2K	—	2026-10-21
Essential Partners LLC	DECREASED	67	68	-1	-1%	$706	$943	+$237	2026-10-14
SJS Investment Consulting Inc.	INCREASED	54	19	+35	+184%	$198	$760	+$562	2026-10-26
IFP Advisors, Inc	DECREASED	52	53	-1	-2%	$550	$732	+$182	2026-10-16
True Wealth Design, LLC	DECREASED	47	52	-5	-10%	$540	$662	+$122	2026-10-13
Fortitude Family Office, LLC	INCREASED	41	30	+11	+37%	$311	$577	+$266	2026-10-14
Gamma Investing LLC	NEW	12	—	+12	—	—	$169	—	2026-10-08
Caitong International Asset Management Co., Ltd	INCREASED	11	7	+4	+57%	$73	$155	+$82	2026-10-29
Clearstead Advisors, LLC	DECREASED	1	5	-4	-80%	$53	$15	-$38	2026-11-06
US Bancorp \de\	CLOSED	0	600	-600	-100%	$6.2K	$0	-$6.2K	2026-11-05
Jupiter Topco LLC	N/A	—	1,251,616	-1,251,616	-100%	$13.0M	—	—	—
Parkman Healthcare Partners LLC	N/A	—	597,318	-597,318	-100%	$6.2M	—	—	—
BlackRock, Inc.	N/A	—	532,593	-532,593	-100%	$5.5M	—	—	—
KCM Capital Inc	N/A	—	440,000	-440,000	-100%	$4.6M	—	—	—
Pier Capital, LLC	N/A	—	373,677	-373,677	-100%	$3.9M	—	—	—
Millennium Management LLC	N/A	—	295,907	-295,907	-100%	$3.1M	—	—	—
Palumbo Wealth Management LLC	N/A	—	267,298	-267,298	-100%	$2.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	238,727	-238,727	-100%	$2.5M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	224,804	-224,804	-100%	$2.3M	—	—	—
State Street Corp	N/A	—	133,083	-133,083	-100%	$1.4M	—	—	—
Citadel Advisors LLC	N/A	—	101,726	-101,726	-100%	$1.1M	—	—	—
AQR Capital Management LLC	N/A	—	92,159	-92,159	-100%	$956.6K	—	—	—
Jane Street Group, LLC	N/A	—	73,389	-73,389	-100%	$761.8K	—	—	—
Northern Trust Corp	N/A	—	64,633	-64,633	-100%	$670.9K	—	—	—
Goldman Sachs Group Inc	N/A	—	63,126	-63,126	-100%	$655.2K	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	60,439	-60,439	-100%	$627.4K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	56,948	-56,948	-100%	$591.1K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	49,928	-49,928	-100%	$518.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	39,951	-39,951	-100%	$414.7K	—	—	—
Morgan Stanley	N/A	—	30,699	-30,699	-100%	$318.7K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	25,000	-25,000	-100%	$259.5K	—	—	—
Boston Partners	N/A	—	22,375	-22,375	-100%	$232.3K	—	—	—
Marshall Wace, LLP	N/A	—	21,283	-21,283	-100%	$220.9K	—	—	—
Jump Financial, LLC	N/A	—	19,414	-19,414	-100%	$201.5K	—	—	—
Two Sigma Investments, LP	N/A	—	18,008	-18,008	-100%	$186.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	17,462	-17,462	-100%	$181.3K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	17,276	-17,276	-100%	$179.3K	—	—	—
UBS Group AG	N/A	—	16,749	-16,749	-100%	$173.9K	—	—	—
Alpine Woods Capital Investors, LLC	N/A	—	15,542	-15,542	-100%	$161.3K	—	—	—
Centiva Capital, LP	N/A	—	14,891	-14,891	-100%	$154.6K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	14,040	-14,040	-100%	$145.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	13,025	-13,025	-100%	$135.0K	—	—	—
Board of Trustees of The Leland Stanford Junior University	N/A	—	12,516	-12,516	-100%	$129.9K	—	—	—
Trexquant Investment LP	N/A	—	11,001	-11,001	-100%	$114.2K	—	—	—
Bank of America Corp	N/A	—	10,396	-10,396	-100%	$107.9K	—	—	—
Wells Fargo & Company	N/A	—	7,723	-7,723	-100%	$80.2K	—	—	—
Rhumbline Advisers	N/A	—	5,788	-5,788	-100%	$60.1K	—	—	—
JPMorgan Chase & Co	N/A	—	5,264	-5,264	-100%	$58.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	3,893	-3,893	-100%	$40.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,577	-3,577	-100%	$37.1K	—	—	—
New York State Common Retirement Fund	N/A	—	1,800	-1,800	-100%	$18.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,205	-1,205	-100%	$12.5K	—	—	—
FMR LLC	N/A	—	1,155	-1,155	-100%	$12.0K	—	—	—
Legal & General Group Plc	N/A	—	1,024	-1,024	-100%	$10.7K	—	—	—
Arax Advisory Partners	N/A	—	749	-749	-100%	$7.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	630	-630	-100%	$7.4K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	565	-565	-100%	$5.9K	—	—	—
Royal Bank of Canada	N/A	—	500	-500	-100%	$5.0K	—	—	—
California State Teachers Retirement System	N/A	—	114	-114	-100%	$1.2K	—	—	—
Rothschild Investment LLC	N/A	—	24	-24	-100%	$249	—	—	—
Osaic Holdings, Inc.	N/A	—	20	-20	-100%	$208	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$11	—	—	—

Showing 77 of 77 institutions