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 ranks funds by number of shares. This one ranks them by the weight of the company in 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 table shows the 25 largest.

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

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.

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 table shows the 25 largest holdings. 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
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