Titelia

Fund shareholders of Merit Medical Systems Inc

ISIN US5898891040 · United States · LEI 549300OYTY138SP2CE83

Fund shareholders
373
Of which ETFs
90 283 other funds
Value held
2B $ 135.3M SEK · 983.8K €
Share of capital
48.0 % of 59.7M shares on Jul 28, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,560,294245.4M $0.27 %5.96 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,888,174130.2M $0.01 %3.16 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,426,88998.4M $0.14 %2.39 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,370,34494.5M $0.06 %2.29 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 1,280,78388.3M $0.79 %2.14 %as of Mar 31, 2026 ↗
CONESTOGA SMALL CAP FUND Conestoga Funds 1,029,73071M $3.16 %1.72 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 766,15052.8M $0.14 %1.28 %as of Mar 31, 2026 ↗
Congress Small Cap Growth Fund Professionally Managed Portfolios 680,00046.4M $2.40 %1.14 %as of Apr 30, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 661,68545.6M $0.06 %1.11 %as of Mar 31, 2026 ↗
Nomura Small Cap Core Fund Delaware Group Equity Funds V 617,60447.7M $0.83 %1.03 %as of Feb 27, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 577,87639.4M $0.12 %0.97 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 536,64337M $0.27 %0.90 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust 499,88034.5M $0.82 %0.84 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 462,28231.9M $0.39 %0.77 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 443,83530.6M $0.25 %0.74 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 397,98427.4M $0.28 %0.67 %as of Mar 31, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 322,26822.2M $0.34 %0.54 %as of Mar 31, 2026 ↗
Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust 319,50822M $1.47 %0.54 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 310,70124M $0.06 %0.52 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 289,78722.4M $0.15 %0.49 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 287,42122.2M $0.11 %0.48 %as of Feb 28, 2026 ↗
Small Cap Core Fund John Hancock Investment Trust 278,87619M $0.95 %0.47 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 266,53618.4M $0.01 %0.45 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 264,47318M $0.10 %0.44 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 244,31216.7M $1.83 %0.41 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 236,82018.3M $0.01 %0.40 %as of Feb 28, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 223,60715.2M $0.07 %0.37 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 217,11814.8M $0.39 %0.36 %as of Apr 30, 2026 ↗
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 216,22316.7M $1.36 %0.36 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 214,20914.8M $0.19 %0.36 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 203,19015.7M $0.29 %0.34 %as of Feb 28, 2026 ↗
Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III 202,58113.8M $1.83 %0.34 %as of Apr 30, 2026 ↗
Nomura Small Cap Value Fund Delaware Group Equity Funds V 202,49815.6M $0.43 %0.34 %as of Feb 27, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 197,07913.6M $0.34 %0.33 %as of Mar 31, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 195,45313.5M $2.71 %0.33 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Growth Fund JPMorgan Trust II 190,37913.1M $0.60 %0.32 %as of Mar 31, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 183,21012.6M $1.27 %0.31 %as of Mar 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 183,01712.5M $0.09 %0.31 %as of Apr 30, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 180,500118.5M SEK1.50 %0.30 %as of Mar 31, 2026 ↗
VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND 177,83113.7M $0.07 %0.30 %as of Feb 28, 2026 ↗
Putnam Small Cap Growth Fund Putnam Funds Trust 173,75112M $0.44 %0.29 %as of Mar 31, 2026 ↗
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 164,80012.7M $0.57 %0.28 %as of Feb 28, 2026 ↗
Nomura VIP Small Cap Value Series Delaware VIP Trust 145,20010M $0.58 %0.24 %as of Mar 31, 2026 ↗
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 138,0009.5M $1.22 %0.23 %as of Mar 31, 2026 ↗
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 134,0009.2M $0.90 %0.22 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 132,17410.2M $0.83 %0.22 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 128,0488.7M $0.12 %0.21 %as of Apr 30, 2026 ↗
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 118,6168.2M $1.15 %0.20 %as of Mar 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 117,2768M $0.49 %0.20 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 114,1367.9M $0.19 %0.19 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 112,0508.6M $0.01 %0.19 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 111,9327.6M $0.08 %0.19 %as of Apr 30, 2026 ↗
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 110,2007.6M $0.77 %0.18 %as of Mar 31, 2026 ↗
Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I 100,0006.9M $0.93 %0.17 %as of Mar 31, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 99,4696.9M $0.50 %0.17 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 95,6536.5M $0.01 %0.16 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 94,7376.5M $0.14 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 94,3747.3M $0.29 %0.16 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 91,5696.3M $0.26 %0.15 %as of Mar 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 88,8466.1M $0.84 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 87,8166.8M $0.01 %0.15 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 81,6885.6M $0.01 %0.14 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 81,6445.6M $0.07 %0.14 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 75,1095.2M $0.01 %0.13 %as of Mar 31, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 73,7925M $1.10 %0.12 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 73,4865.7M $0.06 %0.12 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 70,2314.8M $0.12 %0.12 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 66,4165.1M $1.21 %0.11 %as of Feb 28, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 63,9844.4M $0.83 %0.11 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 63,7714.9M $0.20 %0.11 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,4584.3M $0.01 %0.11 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 61,6434.8M $0.01 %0.10 %as of Feb 28, 2026 ↗
JPMorgan Small Cap Blend Fund JPMorgan Trust I 61,4614.2M $0.30 %0.10 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 60,9644.2M $0.12 %0.10 %as of Mar 31, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 58,7664.1M $0.38 %0.10 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 56,9293.9M $0.22 %0.10 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 54,7033.7M $0.01 %0.09 %as of Apr 30, 2026 ↗
Small Cap Core Trust John Hancock Variable Insurance Trust 53,3203.7M $1.27 %0.09 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 52,6173.6M $0.19 %0.09 %as of Apr 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 52,2153.6M $0.12 %0.09 %as of Apr 30, 2026 ↗
Meridian Growth Fund Meridian Fund Inc 51,5393.6M $0.73 %0.09 %as of Mar 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 50,6003.5M $0.26 %0.08 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 49,8193.8M $0.27 %0.08 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 49,3543.8M $2.73 %0.08 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 48,2583.7M $0.22 %0.08 %as of Feb 28, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 46,6033.2M $0.24 %0.08 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 45,9293.1M $0.02 %0.08 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 44,5273M $0.08 %0.07 %as of Apr 30, 2026 ↗
LKCM Small Cap Equity Fund LKCM Funds 44,0003M $0.93 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 43,7773M $0.00 %0.07 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 42,5962.9M $0.27 %0.07 %as of Mar 31, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 42,4302.9M $0.11 %0.07 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 41,6913.2M $0.36 %0.07 %as of Feb 28, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 41,3922.8M $0.12 %0.07 %as of Apr 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 41,3072.8M $0.25 %0.07 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 39,5752.7M $0.26 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 39,0412.7M $0.14 %0.07 %as of Mar 31, 2026 ↗
Carillon Eagle Small Cap Growth Fund Carillon Series Trust 39,0002.7M $0.67 %0.07 %as of Mar 31, 2026 ↗
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 36,6222.5M $1.53 %0.06 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 36,1072.8M $0.30 %0.06 %as of Feb 28, 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Baird Equity Opportunity Fund Baird Funds Inc 3.26 %as of Mar 31, 2026 ↗
CONESTOGA SMALL CAP FUND Conestoga Funds 3.16 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 2.73 %as of Feb 28, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 2.71 %as of Mar 31, 2026 ↗
Congress Small Cap Growth Fund Professionally Managed Portfolios 2.40 %as of Apr 30, 2026 ↗
First Trust Indxx Medical Devices ETF First Trust Exchange-Traded Fund VI 1.90 %as of Mar 31, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 1.84 %as of Mar 31, 2026 ↗
Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III 1.83 %as of Apr 30, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 1.83 %as of Apr 30, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 1.81 %as of Apr 30, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2369-1228,431,617-7.1 %
2026Q1381-530,601,398-1.6 %
2025Q4386-1031,101,925-3.8 %
2025Q3396-3032,339,997-3.8 %
2025Q2426+4233,629,861+4.6 %
2025Q1384+632,145,019-0.8 %
2024Q4378+3732,393,362+3.9 %
2024Q3341+431,184,009-1.4 %
2024Q2337-1431,615,456+6.1 %
2024Q1351+229,797,049-2.3 %
2023Q434930,495,111

Institutional managers

392 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.8,834,315608.9M $as of Mar 31, 2026
STATE STREET CORP2,360,982162.7M $as of Mar 31, 2026
Conestoga Capital Advisors, LLC2,167,513149.4M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.2,115,526145.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,508,374104M $as of Mar 31, 2026
MORGAN STANLEY1,260,95986.9M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,237,29885.3M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,198,26982.6M $as of Mar 31, 2026
Greenhouse Funds LLLP1,122,44777.4M $as of Mar 31, 2026
CITIGROUP INC1,062,71573.3M $as of Mar 31, 2026
CONGRESS ASSET MANAGEMENT CO1,029,24970.9M $as of Mar 31, 2026
FMR LLC1,004,93869.3M $as of Mar 31, 2026
CITADEL ADVISORS LLC962,78466.4M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC946,47665.2M $as of Mar 31, 2026
ROYAL BANK OF CANADA921,33063.5M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC777,49453.6M $as of Mar 31, 2026
Point72 Asset Management, L.P.741,94251.1M $as of Mar 31, 2026
MAVERICK CAPITAL LTD714,08149.2M $as of Mar 31, 2026
NORTHERN TRUST CORP681,84847M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC675,44946.6M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/654,97045.1K $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC647,79444.7M $as of Mar 31, 2026
JPMORGAN CHASE & CO617,04842.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/580,91840M $as of Mar 31, 2026
MARSHALL WACE, LLP574,43639.6M $as of Mar 31, 2026

Declared shareholders of Merit Medical Systems Inc

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.01 %3,571,916as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.23 %3,109,720as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Merit Medical Systems Inc

32 funds declare 32 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
NYLI MacKay Convertible Fund125.1M $as of Apr 30, 2026
NYLIM VP MacKay Convertible Portfolio119.6M $as of Mar 31, 2026
Invesco Equity and Income Fund117.2M $as of Feb 28, 2026
ABSOLUTE CONVERTIBLE ARBITRAGE FUND116.1M $as of Mar 31, 2026
iShares Convertible Bond ETF113.1M $as of Apr 30, 2026
Columbia Convertible Securities Fund111.3M $as of Feb 28, 2026
Calamos Market Neutral Income Fund110.8M $as of Apr 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF18.8M $as of Mar 31, 2026
Fidelity Convertible Securities Fund15.4M $as of Feb 28, 2026
THE HARTFORD STRATEGIC INCOME FUND15M $as of Apr 30, 2026
Invesco Convertible Securities Fund14.8M $as of Mar 31, 2026
Miller Market Neutral Income Fund14.3M $as of Apr 30, 2026
Calamos Convertible Fund13.8M $as of Apr 30, 2026
Putnam Convertible Securities Fund13M $as of Apr 30, 2026
BlackRock Event Driven Equity Fund13M $as of Feb 27, 2026
Global Opportunities Portfolio12.3M $as of Apr 30, 2026
Fidelity Strategic Dividend and Income Fund12.3M $as of Feb 28, 2026
WESTWOOD ALTERNATIVE INCOME FUND11.6M $as of Apr 30, 2026
Invesco V.I. Equity and Income Fund11.5M $as of Mar 31, 2026
Hartford Strategic Income ETF11.1M $as of Apr 30, 2026
Empower High Yield Bond Fund1793.2K $as of Mar 31, 2026
Defensive Market Strategies Fund1707.2K $as of Mar 31, 2026
Mercer Opportunistic Fixed Income Fund1701.8K $as of Mar 31, 2026
VY(R) INVESCO EQUITY AND INCOME PORTFOLIO1654.7K $as of Mar 31, 2026
Hartford Multi-Asset Income Fund1406.9K $as of Apr 30, 2026
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Titelia. "Fund shareholders of Merit Medical Systems Inc". https://titelia.com/en/stocks/merit-medical-systems-inc-US5898891040