13FBOX
CARLSMED INC · 13F Institutional Holdings
Options Calculator Rankings
C

CARLSMED INC

CARL
Institutions
75
Combined AUM (Q2 2026)
$59.3M
Combined Shares (Q2 2026)
5.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.2M
56 · 24 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.8M
27 · 15 Exit · ≈
⚖️ Net
+416,656
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$59.3M
Institutions
75
New Buys
24
Adds
32
Reduces
12
Exits
15
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Jupiter Topco LLC
0.01%#9$13.0M1.3M$00+1.3MNew Buy
Parkman Healthcare Partners LLC
0.63%0.49%#1$6.2M597,318$4.7M521,123+76,195+14.62%Add
BlackRock, Inc.
<0.01%<0.01%#34$5.5M532,593$4.0M446,892+85,701+19.18%Add
KCM Capital Inc
0.29%0.29%#4$4.6M440,000$1.8M200,000+240,000+120.00%Add
Pier Capital, LLC
0.51%#3$3.9M373,677$00+373,677New Buy
MILLENNIUM MANAGEMENT LLC
<0.01%#15$3.1M295,907$00+295,907New Buy
Palumbo Wealth Management LLC
0.59%#2$2.8M267,298$00+267,298New Buy
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#41$2.5M238,727$2.5M276,131-37,404-13.55%Reduce
Schonfeld Strategic Advisors LLC
0.01%0.02%#8$2.3M224,804$2.6M283,180-58,376-20.61%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#32$2.1M204,655$1.7M193,173+11,482+5.94%Add
Russell Investments Group, Ltd.
<0.01%<0.01%#14$1.4M139,142$1.4M159,291-20,149-12.65%Reduce
STATE STREET CORP
<0.01%<0.01%#46$1.4M133,083$1.0M113,717+19,366+17.03%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#30$1.1M101,726$403,58544,595+57,131+128.11%Add
AQR CAPITAL MANAGEMENT LLC
<0.01%#18$956,61092,159$00+92,159New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#38$761,77873,389$136,07515,036+58,353+388.09%Add
NORTHERN TRUST CORP
<0.01%<0.01%#35$670,89064,633$493,00854,476+10,157+18.64%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#40$655,24863,126$204,87422,638+40,488+178.85%Add
D. E. Shaw & Co., Inc.
<0.01%#21$627,35760,439$00+60,439New Buy
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#49$591,12056,948$431,17847,644+9,304+19.53%Add
KORNITZER CAPITAL MANAGEMENT INC /KS
0.01%0.01%#7$536,52151,688$483,56053,432-1,744-3.26%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#31$518,25349,928$410,86145,399+4,529+9.98%Add
BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#25$414,69139,951$23,2312,567+37,384+1,456.33%Add
MORGAN STANLEY
<0.01%<0.01%#56$318,65630,699$127,5409,525+21,174+222.30%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
<0.01%#10$259,50025,000$00+25,000New Buy
Boston Partners
<0.01%<0.01%#24$232,25022,375$228,07025,201-2,826-11.21%Reduce
MARSHALL WACE, LLP
<0.01%#26$220,91721,283$00+21,283New Buy
Jump Financial, LLC
<0.01%#12$201,51819,414$00+19,414New Buy
TWO SIGMA INVESTMENTS, LP
<0.01%#28$186,92318,008$00+18,008New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#23$181,25617,462$136,59215,093+2,369+15.70%Add
Bank of New York Mellon Corp
<0.01%<0.01%#48$181,15517,452$118,59713,105+4,347+33.17%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#50$179,32517,276$151,81416,775+501+2.99%Add
UBS Group AG
<0.01%<0.01%#52$173,85516,749$93,24210,303+6,446+62.56%Add
ALPINE WOODS CAPITAL INVESTORS, LLC
0.04%#5$161,32615,542$00+15,542New Buy
Centiva Capital, LP
<0.01%<0.01%#13$154,56914,891$115,34212,745+2,146+16.84%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
<0.01%#37$145,73514,040$00+14,040New Buy
Janney Montgomery Scott LLC
<0.01%#22$135,20013,025$00+13,025New Buy
Board of Trustees of The Leland Stanford Junior University
0.02%0.01%#6$129,91612,516$113,27012,51600.00%Unchanged
ZEVENBERGEN CAPITAL INVESTMENTS LLC
<0.01%#11$123,52211,900$00+11,900New Buy
Trexquant Investment LP
<0.01%#17$114,19011,001$00+11,001New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#64$107,91010,396$141,02615,583-5,187-33.29%Reduce
DEUTSCHE BANK AG\
<0.01%<0.01%#47$105,66810,180$88,9809,832+348+3.54%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#58$80,1657,723$30,1643,333+4,390+131.71%Add
RHUMBLINE ADVISERS
<0.01%<0.01%#45$60,0745,788$46,8825,181+607+11.72%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#66$58,5355,264$46,7325,063+201+3.97%Add
CITIGROUP INC
<0.01%<0.01%#57$45,4334,377$3,702409+3,968+970.17%Add
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
<0.01%<0.01%#44$40,4093,893$30,2993,348+545+16.28%Add
Vanguard Global Advisers, LLC
<0.01%<0.01%#55$37,1293,577$32,3723,57700.00%Unchanged
NEW YORK STATE COMMON RETIREMENT FUND
<0.01%<0.01%#51$18,6841,800$16,2901,80000.00%Unchanged
BARCLAYS PLC
<0.01%<0.01%#68$14,9791,443$16,0821,777-334-18.80%Reduce
Police & Firemen's Retirement System of New Jersey
<0.01%<0.01%#33$13,0581,258$11,3851,25800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow