SI · Shoulder Innovations, Inc. · Holdings

$19.60 +0.59 (+3.10%) At close · Oct 5

Russell 2000 member Rebalance outlook locked

Market Cap

$353.71M

20.82M

Volume · Oct 5 148.09K Avg daily vol (3M) 117.18K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 72

Total Value: $168,948,699

Total Shares: 8,330,806

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 72 13F filers · Δ vs Mar 31, 2026

Top Holder

44.1%

−5.5 pts

Top 5

65.2%

−7.0 pts

Top 10

80.0%

−6.3 pts

HHI

2,128

Moderately concentrated−522

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +14

Institutional value: +52.5%

Shares held: +9.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Small KCM Capital Inc	+265,000	300,000
Mega BlackRock, Inc.	+82,368	638,420
Small CM Management, LLC	+45,000	145,000
Mega Nuveen, LLC	+24,965	37,142
Mega CITADEL ADVISORS LLC	+23,271	36,795

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega FMR LLC	−110,592	3,673,960
Mega MORGAN STANLEY	−40,313	117,265
Mega ROYAL BANK OF CANADA	−37,982	15,901
Mid TimesSquare Capital Management, LLC	−24,545	298,219
Mega VANGUARD CAPITAL MANAGEMENT LLC	−21,299	392,181

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Driehaus Capital Management LLC	253,760	$5,146,252
Small Parkman Healthcare Partners LLC	226,212	$4,587,579
Mega HighTower Advisors, LLC	102,640	$2,081,539
Mega JANE STREET GROUP, LLC	86,307	$1,750,305
Large Schonfeld Strategic Advisors LLC	77,737	$1,576,506

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Alyeska Investment Group, L.P.	232,984	$3,385,257
Small Sio Capital Management, LLC	210,641	$3,060,613
Mega MILLENNIUM MANAGEMENT LLC	193,942	$2,817,977
Mega GOLDMAN SACHS GROUP INC	14,016	$203,652
Large OSAIC HOLDINGS, INC.	1,475	$21,431

Filter: New 24 Increased 30 Reduced 11 Sold out 10 Unchanged 7

Showing 72 of 72

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

FMR LLC

$74,507,908

44.10%

3,673,960

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	3,651,060	$74,043,496	99.4%	Defined
FIAM LLC	22,900	$464,412	0.6%	Defined

BlackRock, Inc.

$12,947,155

7.66%

638,420

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	1,423	$28,858	0.2%	Sole
BlackRock Investment Management, LLC	28,214	$572,179	4.4%	Sole
BLACKROCK ADVISORS LLC	23,211	$470,719	3.6%	Sole
BlackRock Fund Advisors	395,774	$8,026,296	62.0%	Sole
BlackRock Institutional Trust Company, N.A.	189,525	$3,843,567	29.7%	Sole
Aperio Group, LLC	273	$5,536	0.0%	Sole

SECTORAL ASSET MANAGEMENT INC

$8,728,653

5.17%

430,407

VANGUARD CAPITAL MANAGEMENT LLC

$7,953,430

4.71%

392,181

KCM Capital Inc

$6,084,000

3.60%

300,000

TimesSquare Capital Management, LLC

$6,047,881

3.58%

298,219

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GuideStone Capital Management, LLC joint	298,219	$6,047,881	100.0%	Sole

Roubaix Capital, LLC

$5,177,240

3.06%

255,288

Driehaus Capital Management LLC

$5,146,252

3.05%

253,760

Parkman Healthcare Partners LLC

$4,587,579

2.72%

226,212

GEODE CAPITAL MANAGEMENT, LLC

$4,046,447

2.40%

199,529

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	27,938	$566,582	14.0%	Defined
Held directly	171,591	$3,479,865	86.0%	Defined

CM Management, LLC

$2,940,600

1.74%

145,000

JPMORGAN CHASE & CO

$2,523,580

1.49%

124,437

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	9,865	$200,062	7.9%	Defined
J.P. Morgan Investment Management Inc.	112,602	$2,283,568	90.5%	Defined
J.P. Morgan Securities LLC	1,956	$39,667	1.6%	Defined
J.P. Morgan Securities plc	14	$283	0.0%	Defined

MORGAN STANLEY

$2,378,132

1.41%

117,265

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	75	$1,521	0.1%	Defined
MORGAN STANLEY & CO. LLC	2,927	$59,359	2.5%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	1,407	$28,533	1.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	109,215	$2,214,880	93.1%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	3,641	$73,839	3.1%	Defined

STATE STREET CORP

$2,329,340

1.38%

114,859

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC. joint	114,859	$2,329,340	100.0%	Defined

HighTower Advisors, LLC

$2,081,539

1.23%

102,640

JANE STREET GROUP, LLC

$1,750,305

1.04%

86,307

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	55,253	$1,120,530	64.0%	Defined
Jane Street Global Trading, LLC	31,054	$629,775	36.0%	Defined

Walleye Capital LLC

$1,747,223

1.03%

86,155

Schonfeld Strategic Advisors LLC

$1,576,506

0.93%

77,737

NORTHERN TRUST CORP

$1,445,781

0.86%

71,291

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	69,593	$1,411,346	97.6%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	1,698	$34,435	2.4%	Other

VANGUARD PORTFOLIO MANAGEMENT LLC

$1,426,393

0.84%

70,335

Informed Momentum Co LLC

$1,176,199

0.70%

57,998

KING LUTHER CAPITAL MANAGEMENT CORP

$1,061,658

0.63%

52,350

Squarepoint Ops LLC

$895,544

0.53%

44,159

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	44,159	$895,544	100.0%	Defined

READYSTATE ASSET MANAGEMENT LP

$799,660

0.47%

39,431

MARSHALL WACE, LLP

$784,166

0.46%

38,667

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	38,667	$784,166	100.0%	Other

VANGUARD FIDUCIARY TRUST CO

$767,111

0.45%

37,826

Nuveen, LLC

$753,239

0.45%

37,142

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TIAA CREF INVESTMENT MANAGEMENT LLC joint	23,150	$469,482	62.3%	Defined
TEACHERS ADVISORS, LLC joint	13,992	$283,757	37.7%	Defined

CITADEL ADVISORS LLC

$746,202

0.44%

36,795

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	33,787	$685,200	91.8%	Defined
Held directly	3,008	$61,002	8.2%	Defined

SEI INVESTMENTS CO

$696,618

0.41%

34,350

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	34,350	$696,618	100.0%	Sole

BANK OF AMERICA CORP /DE/

$688,080

0.41%

33,929

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	33,929	$688,080	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$518,802

0.31%

25,582

Bank of New York Mellon Corp

$479,175

0.28%

23,628

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	8,145	$165,180	34.5%	Defined
The Bank of New York Mellon	15,483	$313,995	65.5%	Defined

Point72 Asset Management, L.P.

$464,817

0.28%

22,920

AQR CAPITAL MANAGEMENT LLC

$401,035

0.24%

19,775

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	1	$20	0.0%	Other
Arax Advisory Partners	330	$6,692	1.7%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	122	$2,474	0.6%	Other
Stokes Family Office, LLC	51	$1,034	0.3%	Other
Held directly	19,271	$390,815	97.5%	Defined

ARMSTRONG ADVISORY GROUP, INC

$350,641

0.21%

17,290

ROYAL BANK OF CANADA

$322,471

0.19%

15,901

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	319	$6,469	2.0%	Defined
RBC Capital Markets, LLC	15,582	$316,002	98.0%	Defined

Blue Trust, Inc.

$318,781

0.19%

15,719

Jump Financial, LLC

$274,185

0.16%

13,520

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC joint	300	$6,084	2.2%	Defined
Leap GP LLC joint	13,220	$268,101	97.8%	Defined

UBS Group AG

$227,378

0.13%

11,212

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	8,114	$164,551	72.4%	Defined
UBS Securities LLC	3,098	$62,827	27.6%	Defined

RHUMBLINE ADVISERS

$223,343

0.13%

11,013

BNP PARIBAS ARBITRAGE, SA

$207,342

0.12%

10,224

DEUTSCHE BANK AG\

$195,702

0.12%

9,650

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	9,650	$195,702	100.0%	Defined

WELLS FARGO & COMPANY/MN

$179,457

0.11%

8,849

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	8,849	$179,457	100.0%	Defined

MetLife Investment Management, LLC

$124,316

0.07%

6,130

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	6,130	$124,316	100.0%	Defined

LOS ANGELES CAPITAL MANAGEMENT LLC

$118,577

0.07%

5,847

China Universal Asset Management Co., Ltd.

$101,400

0.06%

5,000

CITIGROUP INC

$98,559

0.06%

4,860

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	4,860	$98,559	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$98,195

0.06%

4,842

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	4,842	$98,195	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$95,640

0.06%

4,716

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	4,716	$95,640	100.0%	Sole

Russell Investments Group, Ltd.

$65,767

0.04%

3,243

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	3,243	$65,767	100.0%	Defined

Vanguard Global Advisers, LLC

$56,094

0.03%

2,766

Police & Firemen's Retirement System of New Jersey

$51,511

0.03%

2,540

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	2,540	$51,511	100.0%	Defined

NEW YORK STATE COMMON RETIREMENT FUND

$36,504

0.02%

1,800

BARCLAYS PLC

$35,895

0.02%

1,770

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1,419	$28,777	80.2%	Defined
BARCLAYS CAPITAL INC.	351	$7,118	19.8%	Defined

COMPASS FINANCIAL MANAGEMENT LLC

$29,852

0.02%

1,472

Legal & General Group Plc

$22,531

0.01%

1,111

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,111	$22,531	100.0%	Defined

Ameritas Investment Partners, Inc.

$19,347

0.01%

954

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	954	$19,347	100.0%	Other

Tower Research Capital LLC (TRC)

$18,089

0.01%

892

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	136	$2,758	15.2%	Other
Latour Trading LLC (Latour)	756	$15,331	84.8%	Defined

Arax Advisory Partners

$7,402

0.00%

365

Sterling Capital Management LLC

$4,096

0.00%

202

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$2,940

0.00%

145

EverSource Wealth Advisors, LLC

$1,438

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	2	$40	2.8%	Sole
Held directly	69	$1,398	97.2%	Sole

Allworth Financial LP

$1,034

0.00%

IFP Advisors, Inc

$588

0.00%

Essential Partners LLC

$567

0.00%

True Wealth Design, LLC

$202

0.00%

Farther Finance Advisors, LLC

$202

0.00%

ROTHSCHILD INVESTMENT LLC

$162

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

$121

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	6	$121	100.0%	Defined

SJS Investment Consulting Inc.

$60

0.00%

Caitong International Asset Management Co., Ltd

$40

0.00%

Clearstead Advisors, LLC

$20

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	14,016	$203,652	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,475	$21,431	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	27	$392	100.0%	Defined

Key facts CIK 1699350 CUSIP 82537J108 13F (30d) 1 filings 1 filers Visit website Investor relations