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Funds Holding Merit Medical Systems Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Merit Medical Systems Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of MMSI →Funds holding
104
as of 2026-07-31
Reported value
$462.5M
summed across funds
Fund families
53
named trusts
Largest conviction
3.15%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| abrdn Focused U.S. Small Cap Active ETFabrdn Funds3.7K sh$316.1K | 3.15% |
| abrdn U.S. Small Cap Equity Fundabrdn Funds121.8K sh$10.4M | 2.63% |
| Congress Small Cap Growth FundProfessionally Managed Portfolios605K sh$51.4M | 2.56% |
| WESTWOOD QUALITY SMALLCAP FUNDUltimus Managers Trust227.5K sh$19.3M | 2.21% |
| First Eagle US Smid Cap Opportunity FundFirst Eagle Funds24K sh$2M | 1.91% |
| Nuveen Small/Mid Cap Growth Opportunities FundNuveen Investment Funds, Inc.33.9K sh$2.9M | 1.77% |
| Nuveen Small Cap Select FundNuveen Investment Funds, Inc.83.3K sh$7.1M | 1.74% |
| Rockefeller U.S. Small-Mid Cap ETFTidal Trust III151.4K sh$12.9M | 1.69% |
| Small Cap Core FundJohn Hancock Investment Trust322.9K sh$27.4M | 1.41% |
| Ranger Small Cap FundSPEND LIFE WISELY FUNDS INVESTMENT TRUST1.4K sh$118.6K | 0.97% |
| Transamerica Small Cap GrowthTRANSAMERICA FUNDS9K sh$765.5K | 0.95% |
| Pacer US Small Cap Cash Cows Growth Leaders ETFPacer Funds Trust2.1K sh$175K | 0.58% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust19.3K sh$1.6M | 0.57% |
| Fidelity Series Small Cap Core FundFidelity Concord Street Trust105K sh$8.9M | 0.57% |
| Hypatia Women CEO ETFTwo Roads Shared Trust641 sh$54.5K | 0.55% |
| Fidelity Series Small Cap Discovery FundFidelity Concord Street Trust110.1K sh$9.4M | 0.48% |
| Fidelity Small Cap Discovery FundFidelity Concord Street Trust126.1K sh$10.7M | 0.47% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS201.7K sh$17.1M | 0.46% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST33.3K sh$2.8M | 0.43% |
| The Hartford Small Cap Growth FundHARTFORD MUTUAL FUNDS II, INC13.3K sh$1.1M | 0.41% |
| SMALL-CAP GROWTH PROFUNDProFunds365 sh$31K | 0.37% |
| First Eagle Small Cap Opportunity FundFirst Eagle Funds109.8K sh$9.3M | 0.32% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.28K sh$2.4M | 0.28% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc44K sh$3.7M | 0.28% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust2.9K sh$250.2K | 0.27% |
| Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust344 sh$29.2K | 0.27% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust41.1K sh$3.5M | 0.26% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust512 sh$43.5K | 0.24% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust16.3K sh$1.4M | 0.23% |
| U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC52.6K sh$4.5M | 0.23% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust2.2K sh$190.2K | 0.22% |
| Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds62.3K sh$5.3M | 0.20% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust16.1K sh$1.4M | 0.20% |
| SMALL-CAP VALUE PROFUNDProFunds182 sh$15.5K | 0.20% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust9.1K sh$772.6K | 0.18% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust57.9K sh$4.9M | 0.18% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds79.2K sh$6.7M | 0.17% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust18.7K sh$1.6M | 0.16% |
| Global X Russell 2000 ETFGLOBAL X FUNDS28.7K sh$2.4M | 0.16% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST145.3K sh$12.4M | 0.16% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust653K sh$55.5M | 0.16% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST6.8K sh$575.3K | 0.16% |
| Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series42.5K sh$3.6M | 0.16% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust42.6K sh$3.6M | 0.14% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc3.3K sh$278.7K | 0.14% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC264.5K sh$22.5M | 0.11% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC105.4K sh$9M | 0.11% |
| ULTRA SMALL CAP PROFUNDProFunds770 sh$65.5K | 0.11% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust198.8K sh$16.9M | 0.11% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND273.7K sh$23.3M | 0.11% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust48.5K sh$4.1M | 0.10% |
| Column Small Cap Select FundTrust for Professional Managers19.4K sh$1.8M | 0.09% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust128 sh$10.9K | 0.09% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST25.2K sh$2.1M | 0.09% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC6.3K sh$537.5K | 0.08% |
| iShares Morningstar Small-Cap ETFiShares Trust2.6K sh$222.8K | 0.08% |
| Fidelity MSCI Health Care Index ETFFIDELITY COVINGTON TRUST28.3K sh$2.4M | 0.07% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust21.9K sh$1.9M | 0.07% |
| Victory Extended Market Index FundVictory Portfolios III6.7K sh$570.9K | 0.07% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds10.8K sh$916.2K | 0.07% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust114.4K sh$9.7M | 0.07% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC124.9K sh$10.6M | 0.06% |
| Indexperts Gorilla Aggressive Growth ETFSPINNAKER ETF SERIES274 sh$23.3K | 0.06% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO6.8K sh$577.1K | 0.06% |
| MFS Global Alternative Strategy FundMFS Series Trust XV1.4K sh$119.6K | 0.06% |
| SMALL-CAP PROFUNDProFunds51 sh$4.3K | 0.05% |
| Column Small Cap FundTrust for Professional Managers2.8K sh$253.8K | 0.05% |
| Dimensional US Vector Equity ETFDimensional ETF Trust3K sh$253.2K | 0.05% |
| Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III641 sh$54.5K | 0.04% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust235 sh$20K | 0.03% |
| Green Century Balanced FundGREEN CENTURY FUNDS1.2K sh$103.2K | 0.03% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust46.1K sh$3.9M | 0.03% |
| SmallCap Value Fund IIPrincipal Funds, Inc3.6K sh$305.5K | 0.02% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC6.9K sh$587.4K | 0.02% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC2.4K sh$205.6K | 0.02% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust19.9K sh$1.7M | 0.02% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust5.1K sh$435.2K | 0.02% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust97.9K sh$8.3M | 0.02% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC16.9K sh$1.4M | 0.02% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC71.8K sh$6.1M | 0.02% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC63.5K sh$5.4M | 0.01% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC25.9K sh$2.2M | 0.01% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC6K sh$509.6K | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III331 sh$28.1K | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds54.7K sh$4.7M | 0.01% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust10.5K sh$892.6K | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST37.2K sh$3.2M | 0.01% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS18.6K sh$1.6M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust32.3K sh$2.7M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds3.9K sh$329.9K | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust89 sh$7.6K | 0.01% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust2.5K sh$214.6K | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust12.6K sh$1.1M | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.1K sh$94K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS43.8K sh$3.7M | 0.00% |
| SmallCap Growth Fund IPrincipal Funds, Inc487 sh$41.4K | 0.00% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds352 sh$29.9K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds469 sh$39.9K | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds203 sh$17.3K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds226 sh$19.2K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds32 sh$2.7K | 0.00% |
| iShares U.S. Thematic Rotation Active ETFBlackRock ETF Trust22 sh$1.9K | 0.00% |
| PACE Alternative Strategies InvestmentsPACE SELECT ADVISORS TRUST-197 sh-$16.7K | -0.01% |
| Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL-73.5K sh-$6.2M | -0.03% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on MMSI
Company overviewEverything on MMSI in one place, with the price.SEC filingsWhat MMSI's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat MMSI's own officers and directors buy and sell.Who owns itEvery manager reporting a position in MMSI.LobbyingWhat MMSI spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on MMSI's account, and who they worked for.Federal contractsWhat federal agencies pay MMSI.PatentsWhat MMSI is filing at the patent office.