Titelia

Fund shareholders of Herbalife Ltd

ISIN KYG4412G1010 · United States · LEI 549300BA7TYPBSZZIA41

Fund shareholders
237
Of which ETFs
54 183 other funds
Value held
≈ 541.6M $ 541.3M $ · 214.9K €
Share of capital
31.8 % of 104.8M shares on Jul 29, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,157,87846.5M $0.00 %3.01 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 2,781,54546.2M $0.05 %2.65 %as of Apr 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 2,508,31236.9M $0.05 %2.39 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,263,93933.3M $0.02 %2.16 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 1,563,62330.5M $0.31 %1.49 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,441,48221.2M $0.04 %1.38 %as of Mar 31, 2026 ↗
VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND 1,196,39823.4M $0.24 %1.14 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,153,21017M $0.02 %1.10 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 1,011,64016.8M $0.05 %0.97 %as of Apr 30, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 642,72210.7M $0.31 %0.61 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 617,1159.1M $0.07 %0.59 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 576,7009.6M $0.05 %0.55 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 537,38010.5M $0.03 %0.51 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 507,1659.9M $0.07 %0.48 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 500,0249.8M $0.05 %0.48 %as of Feb 28, 2026 ↗
Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund 476,2007.9M $0.04 %0.45 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 421,0017M $0.04 %0.40 %as of Apr 30, 2026 ↗
First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 396,0276.6M $0.63 %0.38 %as of Apr 30, 2026 ↗
Victory RS Partners Fund Victory Portfolios 388,7905.7M $0.98 %0.37 %as of Mar 31, 2026 ↗
Fidelity Blue Chip Growth ETF Fidelity Covington Trust 340,1305.6M $0.09 %0.32 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 335,7065.6M $0.04 %0.32 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 305,4004.5M $1.13 %0.29 %as of Mar 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 298,6305M $0.07 %0.28 %as of Apr 30, 2026 ↗
Huber Small Cap Value Fund Advisors Series Trust 284,4004.7M $5.06 %0.27 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 281,3654.7M $0.20 %0.27 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 257,6904.3M $0.15 %0.25 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 236,4653.5M $0.00 %0.23 %as of Mar 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 235,8193.9M $0.32 %0.23 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 225,7513.3M $0.03 %0.22 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 224,8903.7M $0.05 %0.21 %as of Apr 30, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 207,7003.1M $0.01 %0.20 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 191,8273.7M $0.00 %0.18 %as of Feb 28, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 185,9003.1M $0.48 %0.18 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 185,6423.1M $0.01 %0.18 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 183,4863M $0.08 %0.18 %as of Apr 30, 2026 ↗
Fidelity MSCI Consumer Staples Index ETF FIDELITY COVINGTON TRUST 181,2713M $0.21 %0.17 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 167,2892.5M $0.05 %0.16 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 162,5722.7M $0.11 %0.16 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 160,1612.4M $0.02 %0.15 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 155,1122.6M $0.01 %0.15 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 152,7573M $0.00 %0.15 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 145,5512.8M $0.32 %0.14 %as of Feb 28, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 144,4852.1M $0.15 %0.14 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 144,3402.4M $0.33 %0.14 %as of Apr 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 137,8642.3M $0.11 %0.13 %as of Apr 30, 2026 ↗
VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND 137,2842.7M $0.19 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 134,3992M $0.00 %0.13 %as of Mar 31, 2026 ↗
Select Consumer Staples Portfolio Fidelity Select Portfolios 133,8002.6M $0.22 %0.13 %as of Feb 28, 2026 ↗
Invesco Food & Beverage ETF Invesco Exchange-Traded Fund Trust 132,3782.2M $2.33 %0.13 %as of Apr 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 129,9002.5M $0.29 %0.12 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 126,6091.9M $0.29 %0.12 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 123,0992M $0.18 %0.12 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 119,4692M $0.05 %0.11 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 116,2061.7M $0.10 %0.11 %as of Mar 31, 2026 ↗
Harbor Mid Cap Value Fund HARBOR FUNDS 115,3001.9M $0.45 %0.11 %as of Apr 30, 2026 ↗
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 112,0001.6M $0.23 %0.11 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 106,8501.6M $0.05 %0.10 %as of Mar 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 105,9202.1M $0.26 %0.10 %as of Feb 28, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 105,6421.6M $0.36 %0.10 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 105,2311.7M $0.30 %0.10 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 102,4402M $0.16 %0.10 %as of Feb 28, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 100,0001.5M $0.48 %0.10 %as of Mar 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 96,3581.6M $0.22 %0.09 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 88,0251.5M $0.00 %0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 81,1031.3M $0.00 %0.08 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 79,4611.3M $0.00 %0.08 %as of Apr 30, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 76,2031.1M $1.00 %0.07 %as of Mar 31, 2026 ↗
Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust 70,0151.2M $1.38 %0.07 %as of Apr 30, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 69,8001M $0.05 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 69,4001.4M $0.09 %0.07 %as of Feb 28, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 65,700967.1K $0.06 %0.06 %as of Mar 31, 2026 ↗
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 65,0571.1M $0.11 %0.06 %as of Apr 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 64,383947.7K $0.10 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 64,2921.1M $0.00 %0.06 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 61,0291M $0.03 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 60,8071.2M $0.00 %0.06 %as of Feb 28, 2026 ↗
HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust 60,000883.2K $0.22 %0.06 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 59,400874.4K $0.01 %0.06 %as of Mar 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 58,950978.6K $0.11 %0.06 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 57,584847.6K $0.07 %0.05 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 56,333935.1K $0.33 %0.05 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 55,065810.6K $0.00 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 53,544888.8K $0.00 %0.05 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 51,890763.8K $0.11 %0.05 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 51,600759.6K $0.09 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 49,900734.5K $0.05 %0.05 %as of Mar 31, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 49,027721.7K $0.16 %0.05 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 48,784952.3K $0.35 %0.05 %as of Feb 28, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 48,190709.4K $0.62 %0.05 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 47,745702.8K $0.09 %0.05 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 47,289785K $0.01 %0.05 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 46,644686.6K $0.05 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 46,193680K $0.00 %0.04 %as of Mar 31, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 46,030898.5K $0.28 %0.04 %as of Feb 28, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 45,200665.3K $0.24 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 44,299735.4K $0.05 %0.04 %as of Apr 30, 2026 ↗
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 43,106841.4K $0.96 %0.04 %as of Feb 28, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 42,788629.8K $0.33 %0.04 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 42,325702.6K $0.00 %0.04 %as of Apr 30, 2026 ↗
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 41,694613.7K $0.52 %0.04 %as of Mar 31, 2026 ↗

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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.

FundWeight in fund
Huber Small Cap Value Fund Advisors Series Trust 5.06 %as of Apr 30, 2026 ↗
Invesco Food & Beverage ETF Invesco Exchange-Traded Fund Trust 2.33 %as of Apr 30, 2026 ↗
GESTION BOUTIQUE VIII, FI GESTION BOUTIQUE VIII / ADARVE ALTEA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 1.65 %as of Dec 31, 2025 ↗
Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust 1.38 %as of Apr 30, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 1.31 %as of Feb 28, 2026 ↗
Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 1.13 %as of Mar 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 1.00 %as of Mar 31, 2026 ↗
Victory RS Partners Fund Victory Portfolios 0.98 %as of Mar 31, 2026 ↗
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 0.96 %as of Feb 28, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 0.94 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2236+2333,339,433+7.9 %
2026Q1213+930,896,074+10.8 %
2025Q4204+1027,891,074-2.7 %
2025Q3194-328,669,354-0.6 %
2025Q2197+1128,837,592+2.3 %
2025Q1186+428,195,954+3.8 %
2024Q4182-327,168,843+5.0 %
2024Q3185-425,869,618+4.5 %
2024Q2189-2524,763,893-9.3 %
2024Q1214-727,314,600-0.2 %
2023Q422127,370,335

Funds holding the debt of Herbalife Ltd

14 funds declare 14 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
iShares Convertible Bond ETF15.5M $as of Apr 30, 2026
MML Barings High Yield Fund12.8M $as of Mar 31, 2026
Fidelity Convertible Securities Fund12.4M $as of Feb 28, 2026
Opportunistic Credit Fund11.1M $as of Apr 30, 2026
Fidelity Strategic Dividend and Income Fund11.1M $as of Feb 28, 2026
MML Barings Unconstrained Income Fund1415K $as of Mar 31, 2026
Arena Strategic Income Fund1341.7K $as of Apr 30, 2026
JNL Multi-Manager Alternative Fund1318.9K $as of Mar 31, 2026
Franklin Alternative Strategies Fund1128.2K $as of Feb 27, 2026
Harbor Ares Systematic Convertible Securities Fund1128K $as of Apr 30, 2026
PACE Alternative Strategies Investments1125.3K $as of Apr 30, 2026
Virtus Global Allocation Fund156.4K $as of Mar 31, 2026
Virtus Newfleet Multi-Sector Bond ETF147.3K $as of Apr 30, 2026
Lazard Enhanced Opportunities Portfolio136K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Herbalife Ltd". https://titelia.com/en/stocks/herbalife-ltd-KYG4412G1010