As of the latest SEC filings, SHOULDER INNOVATIONS, INC. (SI) is held by 102 institutional funds. The largest fund shareholder is PIMCO CommoditiesPLUS Strategy Fund (PCLAX), holding an estimated $53,065,669.05 in market value, representing 0.80% of its portfolio.
Funds holding SHOULDER INNOVATIONS, INC. (SI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SI
- CIK:
- 0001699350
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PCLAX
PIMCO CommoditiesPLUS Strategy Fund
|
MF | PIMCO | 0.80% | $53,065,669.05 | 712,500 | Mar 31, 2026 | May 29, 2026 |
|
FSMEX
Select Medical Technology and Devices Portfolio
|
MF | Fidelity | 0.33% | $11,864,498.28 | 874,963 | Feb 28, 2026 | Apr 24, 2026 |
|
FIDGX
Fidelity Small Cap Growth Fund
|
MF | Fidelity | 0.12% | $9,945,721.43 | 777,617 | Apr 30, 2026 | Jun 26, 2026 |
|
FBAQX
Fidelity Balanced Fund
|
MF | Fidelity | 0.01% | $6,855,556.32 | 505,572 | Feb 28, 2026 | Apr 24, 2026 |
|
FSPHX
Select Health Care Portfolio
|
MF | Fidelity | 0.10% | $6,082,826.16 | 448,586 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $5,035,095.43 | 346,531 | Mar 31, 2026 | May 28, 2026 |
|
FOCSX
Fidelity Small Cap Growth K6 Fund
|
MF | Fidelity | 0.12% | $4,961,279.37 | 387,903 | Apr 30, 2026 | Jun 26, 2026 |
|
FACTX
Fidelity Advisor Health Care Fund
|
MF | Fidelity | 0.14% | $3,973,750.68 | 310,692 | Apr 30, 2026 | Jun 26, 2026 |
|
FLIN
Franklin FTSE India ETF
|
ETF | Franklin Templeton | 0.16% | $3,853,733.02 | 97,600 | Mar 31, 2026 | May 21, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $3,261,026.02 | 224,434 | Mar 31, 2026 | May 28, 2026 |
|
AVEM
Avantis Emerging Markets Equity ETF
|
ETF | American Century | 0.01% | $3,258,080.03 | 74,441 | Feb 28, 2026 | Apr 29, 2026 |
|
CMDT
PIMCO Commodity Strategy Active Exchange-Traded Fund
|
ETF | PIMCO | 0.35% | $2,599,286.81 | 34,900 | Mar 31, 2026 | May 29, 2026 |
|
EPI
WisdomTree India Earnings Fund
|
ETF | WisdomTree | 0.07% | $1,455,258.03 | 36,856 | Mar 31, 2026 | Jun 1, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,315,310.81 | 102,839 | Apr 30, 2026 | Jun 26, 2026 |
|
FSPHX
Select Health Care Portfolio
|
MF | Fidelity | 0.02% | $1,311,252.00 | 96,700 | Feb 28, 2026 | Apr 24, 2026 |
|
JSVZX
JPMorgan Small Cap Value Fund
|
MF | JPMorgan | 0.10% | $1,094,820.97 | 75,349 | Mar 31, 2026 | May 29, 2026 |
|
-
VIP Health Care Portfolio
|
ETF | Independent / Boutique | 0.11% | $1,067,243.03 | 73,451 | Mar 31, 2026 | May 26, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.06% | $1,063,813.95 | 73,215 | Mar 31, 2026 | May 27, 2026 |
|
-
VIP Balanced Portfolio
|
ETF | Independent / Boutique | 0.01% | $996,758.00 | 68,600 | Mar 31, 2026 | May 26, 2026 |
|
FSMEX
Select Medical Technology and Devices Portfolio
|
MF | Fidelity | 0.03% | $987,168.00 | 72,800 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $822,775.78 | 56,626 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $808,609.03 | 55,651 | Mar 31, 2026 | May 28, 2026 |
|
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
|
ETF | WisdomTree | 0.04% | $675,035.04 | 17,096 | Mar 31, 2026 | Jun 1, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $392,542.48 | 27,016 | Mar 31, 2026 | May 28, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $380,482.58 | 26,186 | Mar 31, 2026 | May 28, 2026 |
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