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 Russell 2000 Value ETF iShares Trust 35,8742.5M $0.02 %0.06 %as of Mar 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 35,5572.5M $0.39 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 35,2432.4M $0.01 %0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 35,2342.7M $0.01 %0.06 %as of Feb 28, 2026 ↗
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 34,7772.7M $0.22 %0.06 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 34,4092.7M $0.01 %0.06 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF SPDR SERIES TRUST 33,5602.3M $1.71 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 33,2582.3M $0.00 %0.06 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 32,9762.2M $0.12 %0.06 %as of Apr 30, 2026 ↗
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 32,7572.3M $1.00 %0.05 %as of Mar 31, 2026 ↗
Baird Equity Opportunity Fund Baird Funds Inc 31,9312.2M $3.26 %0.05 %as of Mar 31, 2026 ↗
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 31,8312.2M $0.71 %0.05 %as of Apr 30, 2026 ↗
Small Cap Dynamic Growth Fund John Hancock Funds II 31,5052.4M $0.47 %0.05 %as of Feb 28, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 30,9812.1M $0.01 %0.05 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 30,0372.1M $0.13 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 29,5462M $0.24 %0.05 %as of Apr 30, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 29,5082M $1.84 %0.05 %as of Mar 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 28,6602M $0.08 %0.05 %as of Mar 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 28,2912.2M $0.09 %0.05 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 28,1771.9M $0.01 %0.05 %as of Mar 31, 2026 ↗
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 28,1001.9M $0.76 %0.05 %as of Mar 31, 2026 ↗
Meridian Small Cap Growth Fund Meridian Fund Inc 27,8871.9M $0.82 %0.05 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock Fund Fidelity Concord Street Trust 27,8741.9M $0.15 %0.05 %as of Apr 30, 2026 ↗
Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST 27,4511.9M $0.07 %0.05 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 26,9361.9M $0.13 %0.05 %as of Mar 31, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 26,0761.8M $1.57 %0.04 %as of Mar 31, 2026 ↗
JNL/Mellon Healthcare Sector Fund JNL Series Trust 25,4761.8M $0.07 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 25,3691.7M $0.12 %0.04 %as of Apr 30, 2026 ↗
Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 24,8981.7M $1.00 %0.04 %as of Apr 30, 2026 ↗
Carillon Chartwell Small Cap Fund Carillon Series Trust 24,8261.7M $0.90 %0.04 %as of Mar 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 24,6821.7M $0.26 %0.04 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 24,40916M SEK0.06 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 23,9491.6M $0.08 %0.04 %as of Apr 30, 2026 ↗
abrdn U.S. Small Cap Equity Fund abrdn Funds 23,5481.6M $0.43 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 23,5101.8M $0.15 %0.04 %as of Feb 28, 2026 ↗
Timothy Plan Aggressive Growth Fund TIMOTHY PLAN 23,3761.6M $1.38 %0.04 %as of Mar 31, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 22,7741.6M $0.25 %0.04 %as of Apr 30, 2026 ↗
TIFF MULTI-ASSET FUND TIFF Investment Program 22,1801.5M $0.11 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 20,8191.4M $0.06 %0.03 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 20,7641.4M $0.27 %0.03 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust 20,3821.6M $0.96 %0.03 %as of Feb 28, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 20,2971.4M $0.05 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 20,2881.4M $0.27 %0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 19,8511.4M $0.06 %0.03 %as of Apr 30, 2026 ↗
Schwab Health Care Fund SCHWAB CAPITAL TRUST 19,7001.3M $0.22 %0.03 %as of Apr 30, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 19,5001.3M $0.47 %0.03 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 19,3771.5M $0.09 %0.03 %as of Feb 28, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 19,1451.3M $0.07 %0.03 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 18,6691.3M $0.13 %0.03 %as of Apr 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 18,6221.3M $0.01 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 18,4741.3M $0.13 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 17,6241.2M $0.13 %0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,9131.2M $0.01 %0.03 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,3191.1M $0.19 %0.03 %as of Apr 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 16,1781.1M $0.26 %0.03 %as of Mar 31, 2026 ↗
Carillon Chartwell Small Cap Growth Fund Carillon Series Trust 16,0691.1M $0.86 %0.03 %as of Mar 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 16,0001.1M $0.24 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 15,7141.1M $0.01 %0.03 %as of Mar 31, 2026 ↗
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 15,4241.1M $0.30 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 15,3161.1M $0.14 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 14,524990.2K $0.01 %0.02 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 13,9831.1M $0.01 %0.02 %as of Feb 28, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 13,5741M $0.01 %0.02 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 12,764985.1K $0.11 %0.02 %as of Feb 28, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 12,704866.2K $0.09 %0.02 %as of Apr 30, 2026 ↗
Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust 12,327849.7K $1.47 %0.02 %as of Mar 31, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 11,816814.5K $0.10 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 11,791812.8K $0.03 %0.02 %as of Mar 31, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 11,573797.7K $0.10 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 11,518793.9K $0.14 %0.02 %as of Mar 31, 2026 ↗
RMB SMID Cap Fund RMB Investors Trust 11,502792.8K $1.34 %0.02 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 11,306779.3K $0.03 %0.02 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 10,761741.8K $0.02 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 10,625732.4K $0.13 %0.02 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 10,349713.4K $0.01 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 10,137698.7K $0.01 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 10,126690.4K $0.01 %0.02 %as of Apr 30, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,947678.2K $0.13 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 9,902764.2K $0.34 %0.02 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,789674.8K $0.09 %0.02 %as of Mar 31, 2026 ↗
Voya MI Dynamic Small Cap Fund Voya Equity Trust 9,455729.7K $0.44 %0.02 %as of Feb 28, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 9,315642.1K $0.21 %0.02 %as of Mar 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,275715.8K $0.06 %0.02 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 9,184626.2K $0.05 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,101627.3K $0.06 %0.02 %as of Mar 31, 2026 ↗
Transamerica Small Cap Growth TRANSAMERICA FUNDS 9,015614.6K $0.78 %0.02 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 8,916607.9K $0.15 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust 8,726673.5K $0.47 %0.01 %as of Feb 28, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 8,686598.7K $0.01 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 8,174563.4K $0.13 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 8,131627.6K $0.01 %0.01 %as of Feb 28, 2026 ↗
Small Cap Core Fund Northern Funds 8,111559.1K $0.16 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 7,766535.3K $0.08 %0.01 %as of Mar 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 7,649590.3K $0.09 %0.01 %as of Feb 28, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,430573.4K $0.06 %0.01 %as of Feb 28, 2026 ↗
Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust 7,382508.8K $1.71 %0.01 %as of Mar 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 7,366507.7K $0.12 %0.01 %as of Mar 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 7,341506K $0.03 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,310498.4K $0.02 %0.01 %as of Apr 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 7,300503.2K $0.13 %0.01 %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
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