Fund shareholders of Shoulder Innovations Inc
ISIN US82537J1088 · United States · LEI 529900LTH37ALD2K7437
- Fund shareholders
- 80
- Of which ETFs
- 7 73 other funds
- Value held
- 47.4M $
- Share of capital
- 16.9 % of 20.8M shares on Jul 30, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 777,617 | 9.9M $ | 0.12 % | 3.74 % | as of Apr 30, 2026 ↗ |
| Fidelity Balanced Fund Fidelity Puritan Trust | 505,572 | 6.9M $ | 0.01 % | 2.43 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 387,903 | 5M $ | 0.12 % | 1.86 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 346,531 | 5M $ | 0.00 % | 1.66 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Health Care Fund Fidelity Advisor Series VII | 310,692 | 4M $ | 0.14 % | 1.49 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 224,434 | 3.3M $ | 0.00 % | 1.08 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 102,839 | 1.3M $ | 0.00 % | 0.49 % | as of Apr 30, 2026 ↗ |
| Select Health Care Portfolio Fidelity Select Portfolios | 96,700 | 1.3M $ | 0.02 % | 0.46 % | as of Feb 28, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 75,349 | 1.1M $ | 0.10 % | 0.36 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 73,215 | 1.1M $ | 0.06 % | 0.35 % | as of Mar 31, 2026 ↗ |
| Select Medical Technology and Devices Portfolio Fidelity Select Portfolios | 72,800 | 987.2K $ | 0.03 % | 0.35 % | as of Feb 28, 2026 ↗ |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 68,600 | 996.8K $ | 0.01 % | 0.33 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 56,626 | 822.8K $ | 0.00 % | 0.27 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 55,651 | 808.6K $ | 0.01 % | 0.27 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 27,016 | 392.5K $ | 0.00 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 26,789 | 363.3K $ | 0.00 % | 0.13 % | as of Feb 28, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 26,186 | 380.5K $ | 0.03 % | 0.13 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 23,470 | 341K $ | 0.04 % | 0.11 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 23,309 | 316.1K $ | 0.00 % | 0.11 % | as of Feb 28, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 22,952 | 293.6K $ | 0.00 % | 0.11 % | as of Apr 30, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 20,271 | 294.5K $ | 0.09 % | 0.10 % | as of Mar 31, 2026 ↗ |
| EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 18,300 | 265.9K $ | 0.02 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Fidelity Balanced K6 Fund Fidelity Puritan Trust | 18,076 | 245.1K $ | 0.01 % | 0.09 % | as of Feb 28, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 16,641 | 241.8K $ | 0.26 % | 0.08 % | as of Mar 31, 2026 ↗ |
| VIP Health Care Portfolio Variable Insurance Products Fund IV | 16,100 | 233.9K $ | 0.02 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 12,177 | 155.7K $ | 0.00 % | 0.06 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 9,752 | 141.7K $ | 0.00 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 8,350 | 113.2K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 8,097 | 117.6K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,274 | 105.7K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 7,245 | 98.2K $ | 0.00 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 5,626 | 81.7K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 5,402 | 78.5K $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 4,544 | 58.1K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 4,115 | 59.8K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,612 | 52.5K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,600 | 52.3K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,049 | 44.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,026 | 41K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,915 | 42.4K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,136 | 27.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,007 | 29.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,949 | 28.3K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 1,826 | 24.8K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,802 | 26.2K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,439 | 20.9K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,420 | 20.6K $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,187 | 17.2K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,172 | 17K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,172 | 15K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,128 | 15.3K $ | 0.00 % | 0.01 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,102 | 16K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,060 | 15.4K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 903 | 11.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 884 | 12.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 700 | 10.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 664 | 9.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 594 | 8.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 579 | 7.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 566 | 7.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 494 | 6.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 408 | 5.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 400 | 5.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 383 | 5.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 381 | 5.5K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 377 | 4.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 323 | 4.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 293 | 4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 289 | 3.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 206 | 2.8K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 164 | 2.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 117 | 1.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 96 | 1.2K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 51 | 741 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 35 | 508.6 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 26 | 377.8 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 23 | 334.2 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 19 | 243 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 14 | 203.4 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 5 | 67.8 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 0.26 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Health Care Fund Fidelity Advisor Series VII | 0.14 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 0.12 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 0.12 % | as of Apr 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 0.10 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 0.09 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 0.06 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.03 % | as of Mar 31, 2026 ↗ |
| Select Medical Technology and Devices Portfolio Fidelity Select Portfolios | 0.03 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 80 | +11 | 3,510,817 | +118.2 % |
| 2026Q1 | 69 | +10 | 1,609,117 | -4.5 % |
| 2025Q4 | 59 | 1,684,069 |
Institutional managers
54 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 3,784,552 | 55M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 556,052 | 8.1M $ | as of Mar 31, 2026 |
| SECTORAL ASSET MANAGEMENT INC | 430,407 | 6.3M $ | as of Mar 31, 2026 |
| TimesSquare Capital Management, LLC | 322,764 | 4.7M $ | as of Mar 31, 2026 |
| Roubaix Capital, LLC | 257,121 | 3.7M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 232,984 | 3.4M $ | as of Mar 31, 2026 |
| Sio Capital Management, LLC | 210,641 | 3.1M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 193,942 | 2.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 183,679 | 2.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 157,578 | 2.3M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 130,711 | 1.9M $ | as of Mar 31, 2026 |
| CM Management, LLC | 100,000 | 1.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 93,245 | 1.4M $ | as of Mar 31, 2026 |
| Walleye Capital LLC | 85,183 | 1.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 64,067 | 930.9K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 53,860 | 783K $ | as of Mar 31, 2026 |
| READYSTATE ASSET MANAGEMENT LP | 39,431 | 572.9K $ | as of Mar 31, 2026 |
| KCM Capital Inc | 35,000 | 508.6K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 26,983 | 392.1K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22,952 | 333.5K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 17,366 | 252.3K $ | as of Mar 31, 2026 |
| Blue Trust, Inc. | 15,719 | 228.4K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 14,016 | 203.7K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 13,524 | 196.5K $ | as of Mar 31, 2026 |
| Nuveen, LLC | 12,177 | 176.9K $ | as of Mar 31, 2026 |
Declared shareholders of Shoulder Innovations Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| cultivate(MD) Holdings, LLC and 4 others | 3.60 % | 767,809 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Shoulder Innovations Inc". https://titelia.com/en/stocks/shoulder-innovations-inc-US82537J1088