Fund shareholders of SHOULDER INNOVATIONS INC
ISIN US82537J1088 · United States · LEI 529900LTH37ALD2K7437
- Fund shareholders
- 91
- Of which ETFs
- 9 82 other funds
- Value held
- 94M $
- Share of capital
- 24.1 % of 20.8M shares on Jul 30, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Select Medical Technology and Devices Portfolio Fidelity Select Portfolios | 947,763 | 13.9M $ | 0.47 % | 4.55 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 777,617 | 17.7M $ | 0.20 % | 3.74 % | as of Jul 31, 2026 ↗ |
| Select Health Care Portfolio Fidelity Select Portfolios | 545,286 | 8M $ | 0.14 % | 2.62 % | as of May 31, 2026 ↗ |
| Fidelity Balanced Fund Fidelity Puritan Trust | 505,572 | 7.4M $ | 0.01 % | 2.43 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 387,903 | 8.8M $ | 0.19 % | 1.86 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 322,231 | 6.5M $ | 0.00 % | 1.55 % | as of Jun 30, 2026 ↗ |
| Fidelity Advisor Health Care Fund Fidelity Advisor Series VII | 310,692 | 7.1M $ | 0.23 % | 1.49 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 264,648 | 5.4M $ | 0.01 % | 1.27 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 114,700 | 2.6M $ | 0.01 % | 0.55 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 87,838 | 1.8M $ | 0.01 % | 0.42 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 76,733 | 1.6M $ | 0.12 % | 0.37 % | as of Jun 30, 2026 ↗ |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 68,600 | 1.4M $ | 0.02 % | 0.33 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 66,815 | 1.4M $ | 0.06 % | 0.32 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 56,418 | 1.1M $ | 0.00 % | 0.27 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 53,226 | 782.4K $ | 0.00 % | 0.26 % | as of May 31, 2026 ↗ |
| Driehaus Micro Cap Growth Fund Driehaus Mutual Funds | 39,934 | 809.9K $ | 0.14 % | 0.19 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 35,296 | 715.8K $ | 0.05 % | 0.17 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 27,370 | 402.3K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 25,582 | 581.7K $ | 0.01 % | 0.12 % | as of Jul 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 23,470 | 476K $ | 0.05 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 19,655 | 398.6K $ | 0.01 % | 0.09 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 18,875 | 382.8K $ | 0.12 % | 0.09 % | as of Jun 30, 2026 ↗ |
| EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 18,300 | 371.1K $ | 0.02 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Fidelity Balanced K6 Fund Fidelity Puritan Trust | 18,076 | 265.7K $ | 0.01 % | 0.09 % | as of May 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 17,830 | 361.6K $ | 0.00 % | 0.09 % | as of Jun 30, 2026 ↗ |
| VIP Health Care Portfolio Variable Insurance Products Fund IV | 16,100 | 326.5K $ | 0.03 % | 0.08 % | as of Jun 30, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 16,041 | 325.3K $ | 0.29 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 15,630 | 229.8K $ | 0.09 % | 0.08 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 13,992 | 318.2K $ | 0.01 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 13,889 | 281.7K $ | 0.01 % | 0.07 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 9,752 | 197.8K $ | 0.01 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 8,350 | 122.7K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 7,811 | 114.8K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,800 | 158.2K $ | 0.01 % | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 7,038 | 142.7K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,546 | 96.2K $ | 0.01 % | 0.03 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,590 | 113.4K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 5,469 | 110.9K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,030 | 114.4K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,386 | 88.9K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 4,309 | 63.3K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,600 | 73K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,518 | 71.3K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,107 | 63K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,915 | 59.1K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,616 | 38.5K $ | 0.00 % | 0.01 % | as of May 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,375 | 48.2K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,136 | 48.6K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,949 | 39.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,698 | 34.4K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,603 | 32.5K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,495 | 30.3K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,465 | 29.7K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,420 | 28.8K $ | 0.01 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 1,292 | 29.4K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,231 | 28K $ | 0.01 % | 0.01 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,187 | 24.1K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,172 | 23.8K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,100 | 22.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 1,100 | 22.3K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 954 | 19.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 903 | 20.5K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 840 | 17K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 815 | 18.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 812 | 16.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 613 | 12.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 539 | 10.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 494 | 7.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 491 | 7.2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 387 | 5.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 383 | 5.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 372 | 7.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 359 | 7.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 332 | 6.7K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 323 | 6.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 316 | 4.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 306 | 4.5K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 305 | 6.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 6.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 247 | 3.6K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 135 | 3.1K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 57 | 1.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 43 | 977.8 $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| PROFUND VP ULTRA SMALL CAP ProFunds | 43 | 872 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 28 | 567.8 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 26 | 527.3 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 16 | 324.5 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 10 | 147 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 9 | 204.7 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 60.8 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 29.4 $ | 0.00 % | 0.00 % | as of May 31, 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 | |
|---|---|---|
| Select Medical Technology and Devices Portfolio Fidelity Select Portfolios | 0.47 % | as of May 31, 2026 ↗ |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 0.29 % | as of Jun 30, 2026 ↗ |
| Fidelity Advisor Health Care Fund Fidelity Advisor Series VII | 0.23 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 0.20 % | as of Jul 31, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 0.19 % | as of Jul 31, 2026 ↗ |
| Select Health Care Portfolio Fidelity Select Portfolios | 0.14 % | as of May 31, 2026 ↗ |
| Driehaus Micro Cap Growth Fund Driehaus Mutual Funds | 0.14 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 0.12 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 0.12 % | as of Jun 30, 2026 ↗ |
| Small Cap Value Fund VALIC Co I | 0.09 % | as of May 31, 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 |
|---|---|---|---|---|
| 2026Q3 | 91 | +11 | 5,025,605 | +43.1 % |
| 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 are 2 beneficial ownership filings. 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 | |
|---|---|---|---|
| FMR LLC and 1 other | 17.70 % | 3,673,960 | as of Jun 30, 2026 · SCHEDULE 13G |
| Gilde Healthcare Holding B.V. and 4 others | 10.70 % | 2,212,207 | as of Aug 5, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Fund shareholders of SHOULDER INNOVATIONS INC". https://titelia.com/en/stocks/shoulder-innovations-inc-US82537J1088