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
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 98567.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 92063.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 90562.4K $0.29 %0.00 %as of Mar 31, 2026 ↗
Gotham Enhanced Return Fund FundVantage Trust 89661.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 87660.4K $0.12 %0.00 %as of Mar 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 86359.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco NASDAQ Future Gen 200 ETF Invesco Exchange-Traded Fund Trust II 76459K $0.42 %0.00 %as of Feb 28, 2026 ↗
Health Care Fund Rydex Series Funds 75752.2K $0.27 %0.00 %as of Mar 31, 2026 ↗
Small Company Fund American Century Quantitative Equity Funds, Inc. 75251.8K $0.03 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 74551.4K $0.34 %0.00 %as of Mar 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 68547.2K $0.22 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 68146.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 67946.8K $0.19 %0.00 %as of Mar 31, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 67246.3K $0.30 %0.00 %as of Mar 31, 2026 ↗
Hypatia Women CEO ETF Two Roads Shared Trust 66645.4K $0.52 %0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 66045K $0.08 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 65050.2K $0.20 %0.00 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust 65044.8K $0.46 %0.00 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 64044.1K $0.01 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 63348.9K $0.00 %0.00 %as of Feb 28, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 56438.9K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 55338.1K $0.19 %0.00 %as of Mar 31, 2026 ↗
First Trust Indxx Medical Devices ETF First Trust Exchange-Traded Fund VI 52536.2K $1.90 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 48733.6K $0.04 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 46932K $0.00 %0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 45931.6K $0.44 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 45330.9K $0.20 %0.00 %as of Apr 30, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 41231.8K $0.01 %0.00 %as of Feb 28, 2026 ↗
Health Care Fund Rydex Variable Trust 39727.4K $0.22 %0.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust 38126K $0.14 %0.00 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 35224K $0.00 %0.00 %as of Apr 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 35124.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 34623.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 33723.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 33325.7K $0.00 %0.00 %as of Feb 28, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 32222K $0.01 %0.00 %as of Apr 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 30020.7K $0.00 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 29820.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 29720.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 28719.8K $0.04 %0.00 %as of Mar 31, 2026 ↗
Indexperts Gorilla Aggressive Growth ETF SPINNAKER ETF SERIES 27418.7K $0.04 %0.00 %as of Apr 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 23916.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
Amplify Small-Mid Cap Equity ETF Amplify ETF Trust 23616.3K $1.33 %0.00 %as of Mar 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 23516K $0.03 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 22615.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 20313.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
SMALL-CAP GROWTH PROFUND ProFunds 20213.8K $0.30 %0.00 %as of Apr 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 19815.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 19613.5K $0.09 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 19213.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 16811.6K $0.00 %0.00 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 15610.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 15410.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 15010.2K $0.17 %0.00 %as of Apr 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 14810.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1439.7K $0.09 %0.00 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1359.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1329.1K $0.07 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1148.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
SMALL-CAP PROFUND ProFunds 1077.3K $0.09 %0.00 %as of Apr 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 896.1K $0.20 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 896.1K $0.01 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 795.4K $0.09 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 604.6K $0.02 %0.00 %as of Feb 28, 2026 ↗
Founders 100 ETF Founder Funds Trust 352.4K $0.11 %0.00 %as of Mar 31, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 352.4K $0.00 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 322.2K $0.00 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust 312.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 221.5K $0.00 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 211.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 191.5K $0.13 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 151K $0.04 %0.00 %as of Mar 31, 2026 ↗
ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. 983.8K €1.04 %as of Dec 31, 2025 ↗

Download this table: CSV, JSON

Report an error

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
Cite this page

Titelia. "Fund shareholders of Merit Medical Systems Inc". https://titelia.com/en/stocks/merit-medical-systems-inc-US5898891040