Titelia

Fund shareholders of Merit Medical Systems Inc

ISIN US5898891040 · United States · LEI 549300OYTY138SP2CE83

Fund shareholders
360
Of which ETFs
91 269 other funds
Value held
≈ 2.1B $ 2.1B $ · 135.3M SEK · 983.8K €
Share of capital
49.6 % of 59.7M shares on Jul 28, 2026
FundSharesValueWeight in fundShare of capital
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 41,6762.9M $0.17 %0.07 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 41,6142.9M $0.23 %0.07 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 41,5302.6M $1.99 %0.07 %as of May 31, 2026 ↗
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 41,2892.9M $0.32 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 41,1412.9M $0.13 %0.07 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 41,0793.5M $0.26 %0.07 %as of Jul 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 39,1732.7M $0.22 %0.07 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 37,2433.2M $0.01 %0.06 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF SPDR SERIES TRUST 37,0922.6M $1.70 %0.06 %as of Jun 30, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 35,5572.5M $0.34 %0.06 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 35,4372.5M $0.13 %0.06 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 35,2342.2M $0.01 %0.06 %as of May 31, 2026 ↗
Carillon Chartwell Small Cap Fund Carillon Series Trust 35,0102.4M $0.96 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 34,8882.2M $0.01 %0.06 %as of May 31, 2026 ↗
Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 33,8752.9M $1.77 %0.06 %as of Jul 31, 2026 ↗
Baird Equity Opportunity Fund Baird Funds Inc 33,7432.3M $3.03 %0.06 %as of Jun 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 33,2592.8M $0.43 %0.06 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 32,2722.7M $0.01 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 31,8722.2M $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 30,2882.1M $0.13 %0.05 %as of Jun 30, 2026 ↗
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 30,0092.1M $0.31 %0.05 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 29,8402.1M $0.07 %0.05 %as of Jun 30, 2026 ↗
Small Cap Dynamic Growth Fund John Hancock Funds II 29,3751.9M $0.35 %0.05 %as of May 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 28,6502.4M $0.16 %0.05 %as of Jul 31, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 28,2672.4M $0.07 %0.05 %as of Jul 31, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 28,1001.9M $0.63 %0.05 %as of Jun 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 27,9842.4M $0.28 %0.05 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 27,8301.8M $0.07 %0.05 %as of May 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 27,2141.9M $0.01 %0.05 %as of Jun 30, 2026 ↗
Carillon Chartwell Small Cap Growth Fund Carillon Series Trust 27,1601.9M $0.96 %0.05 %as of Jun 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 26,9081.9M $1.74 %0.05 %as of Jun 30, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 26,0761.8M $1.42 %0.04 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 25,8902.2M $0.01 %0.04 %as of Jul 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 25,3001.8M $0.32 %0.04 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 25,1862.1M $0.09 %0.04 %as of Jul 31, 2026 ↗
JNL/Mellon Healthcare Sector Fund JNL Series Trust 24,7431.7M $0.06 %0.04 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 24,40916M SEK0.06 %0.04 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 24,0521.5M $0.08 %0.04 %as of May 31, 2026 ↗
First Eagle US Smid Cap Opportunity Fund First Eagle Funds 24,0002M $1.91 %0.04 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 23,3741.5M $0.11 %0.04 %as of May 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 22,5481.6M $0.23 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 21,9391.9M $0.07 %0.04 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 21,4451.5M $0.07 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 20,6971.4M $0.05 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 19,8671.4M $0.22 %0.03 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 19,8611.7M $0.02 %0.03 %as of Jul 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 19,7411.4M $0.13 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 19,7291.4M $0.22 %0.03 %as of Jun 30, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 19,7211.4M $0.10 %0.03 %as of Jun 30, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 19,3221.6M $0.57 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 18,7051.3M $0.12 %0.03 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 18,7031.6M $0.16 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 18,6221.6M $0.01 %0.03 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 18,5311.2M $0.01 %0.03 %as of May 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 17,6911.1M $0.15 %0.03 %as of May 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 17,0041.2M $0.31 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,9131.4M $0.02 %0.03 %as of Jul 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,3161.4M $0.23 %0.03 %as of Jul 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 16,2651.1M $0.12 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,0931.4M $0.20 %0.03 %as of Jul 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 15,6101.1M $0.25 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 15,5951.1M $0.01 %0.03 %as of Jun 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 15,3891.1M $0.23 %0.03 %as of Jun 30, 2026 ↗
William Blair Growth Fund WILLIAM BLAIR FUNDS 14,9321M $0.46 %0.03 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 14,145980.8K $0.02 %0.02 %as of Jun 30, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 13,517937.3K $1.46 %0.02 %as of Jun 30, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 13,3131.1M $0.41 %0.02 %as of Jul 31, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 13,2371.1M $0.19 %0.02 %as of Jul 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 13,086825.2K $0.01 %0.02 %as of May 31, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 12,923896.1K $0.25 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 12,844890.6K $0.13 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 12,5621.1M $0.01 %0.02 %as of Jul 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 11,885824.1K $0.12 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 11,832746.1K $0.08 %0.02 %as of May 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 11,633806.6K $0.09 %0.02 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 11,314784.5K $0.03 %0.02 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 11,306784K $0.03 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 10,778916.2K $0.07 %0.02 %as of Jul 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 10,500892.6K $0.01 %0.02 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 10,349717.6K $0.01 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 10,297714K $0.01 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 10,135702.8K $0.28 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 10,070635K $0.27 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,789678.8K $0.08 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 9,284643.8K $0.13 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,275584.9K $0.04 %0.02 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,101631.1K $0.05 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 9,088772.6K $0.18 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,024625.7K $0.13 %0.02 %as of Jun 30, 2026 ↗
Transamerica Small Cap Growth TRANSAMERICA FUNDS 9,005765.5K $0.95 %0.02 %as of Jul 31, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 8,559593.5K $0.36 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 8,401582.5K $0.12 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 8,131512.7K $0.00 %0.01 %as of May 31, 2026 ↗
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 7,902547.9K $0.29 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 7,886546.8K $0.14 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 7,559524.1K $0.12 %0.01 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,370511K $0.05 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 7,341509K $0.02 %0.01 %as of Jun 30, 2026 ↗
Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust 7,318507.4K $1.51 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 7,092491.8K $0.12 %0.01 %as of Jun 30, 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
CONESTOGA SMALL CAP FUND Conestoga Funds 3.25 %as of Jun 30, 2026 ↗
abrdn Focused U.S. Small Cap Active ETF abrdn Funds 3.15 %as of Jul 31, 2026 ↗
Baird Equity Opportunity Fund Baird Funds Inc 3.03 %as of Jun 30, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 2.79 %as of Jun 30, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 2.63 %as of Jul 31, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 2.56 %as of Jul 31, 2026 ↗
Congress Small Cap Growth Fund Professionally Managed Portfolios 2.56 %as of Jul 31, 2026 ↗
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 2.21 %as of Jul 31, 2026 ↗
First Trust Indxx Medical Devices ETF First Trust Exchange-Traded Fund VI 2.08 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Health Care ETF Invesco Exchange-Traded Fund Trust II 1.99 %as of May 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
2026Q3356-1329,430,698+3.5 %
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

Funds holding the debt of Merit Medical Systems Inc

30 funds declare 30 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
NYLIM MacKay Convertible Fund127.4M $as of Jul 31, 2026
iShares Convertible Bond ETF117.7M $as of Jul 31, 2026
ABSOLUTE CONVERTIBLE ARBITRAGE FUND116.2M $as of Jun 30, 2026
Invesco Equity and Income Fund115.9M $as of May 31, 2026
NYLIM VP MacKay Convertible Portfolio113.8M $as of Jun 30, 2026
Columbia Convertible Securities Fund112M $as of May 31, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF111.8M $as of Jun 30, 2026
Calamos Market Neutral Income Fund111.7M $as of Jul 31, 2026
Miller Market Neutral Income Fund110M $as of Jul 31, 2026
Fidelity Convertible Securities Fund15M $as of May 31, 2026
Calamos Convertible Fund14.1M $as of Jul 31, 2026
Invesco Convertible Securities Fund13.2M $as of Jun 30, 2026
WESTWOOD ALTERNATIVE INCOME FUND12.9M $as of Jul 31, 2026
THE HARTFORD STRATEGIC INCOME FUND12.9M $as of Jul 31, 2026
Global Opportunities Portfolio12.6M $as of Jul 31, 2026
Fidelity Strategic Dividend and Income Fund11.9M $as of May 31, 2026
Invesco V.I. Equity and Income Fund11.6M $as of Jun 30, 2026
Hartford Strategic Income ETF1828.5K $as of Jul 31, 2026
VY(R) INVESCO EQUITY AND INCOME PORTFOLIO1659.3K $as of Jun 30, 2026
Mercer Opportunistic Fixed Income Fund1490.9K $as of Jun 30, 2026
Domini Impact Bond Fund1292.8K $as of Jul 31, 2026
Hartford Multi-Asset Income Fund1224.4K $as of Jul 31, 2026
Eaton Vance Income Opportunities ETF1145.7K $as of Jun 30, 2026
1290 VT Convertible Securities Portfolio1118.1K $as of Jun 30, 2026
Miller Convertible Bond Fund1117.3K $as of Jul 31, 2026
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Titelia. "Fund shareholders of Merit Medical Systems Inc". https://titelia.com/en/stocks/merit-medical-systems-inc-US5898891040