As of the latest SEC filings, MERIT MEDICAL SYSTEMS INC (MMSI) is held by 371 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $245,411,065.42 in market value, representing 0.27% of its portfolio.
Funds holding MERIT MEDICAL SYSTEMS INC (MMSI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- MMSI
- CIK:
- 0000856982
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.27% | $245,411,065.42 | 3,560,294 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $130,151,833.82 | 1,888,174 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.14% | $98,355,458.77 | 1,426,889 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.06% | $94,457,811.92 | 1,370,344 | Mar 31, 2026 | May 28, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 0.79% | $88,284,372.19 | 1,280,783 | Mar 31, 2026 | May 28, 2026 |
|
CCALX
CONESTOGA SMALL CAP FUND
|
MF | Independent / Boutique | 3.16% | $70,979,288.90 | 1,029,730 | Mar 31, 2026 | May 29, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.14% | $52,810,719.50 | 766,150 | Mar 31, 2026 | May 28, 2026 |
|
DCCIX
Nomura Small Cap Core Fund
|
MF | Independent / Boutique | 0.83% | $47,666,676.72 | 617,604 | Feb 27, 2026 | Apr 23, 2026 |
|
CSMVX
Congress Small Cap Growth Fund
|
MF | Independent / Boutique | 2.40% | $46,362,400.00 | 680,000 | Apr 30, 2026 | Jun 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.06% | $45,609,947.05 | 661,685 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.12% | $39,399,585.68 | 577,876 | Apr 30, 2026 | Jun 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.27% | $36,990,801.99 | 536,643 | Mar 31, 2026 | May 28, 2026 |
|
FTXNX
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH
|
MF | Independent / Boutique | 0.82% | $34,456,728.40 | 499,880 | Mar 31, 2026 | May 28, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 0.39% | $31,865,098.26 | 462,282 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.25% | $30,593,546.55 | 443,835 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.28% | $27,433,037.12 | 397,984 | Mar 31, 2026 | May 28, 2026 |
|
OBSOX
Oberweis Small-Cap Opportunities Fund
|
MF | Independent / Boutique | 1.23% | $24,780,335.00 | 359,500 | Mar 31, 2026 | May 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.06% | $23,979,903.18 | 310,701 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.15% | $22,365,760.66 | 289,787 | Feb 28, 2026 | Apr 28, 2026 |
|
IJT
iShares S&P Small-Cap 600 Growth ETF
|
ETF | BlackRock / iShares | 0.34% | $22,213,933.24 | 322,268 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.11% | $22,183,152.78 | 287,421 | Feb 28, 2026 | Apr 24, 2026 |
|
SAGWX
Touchstone Strategic Trust-Touchstone Small Company Fund
|
MF | Independent / Boutique | 1.47% | $22,023,686.44 | 319,508 | Mar 31, 2026 | May 29, 2026 |
|
-
Small Cap Core Fund
|
ETF | John Hancock | 0.95% | $19,013,765.68 | 278,876 | Apr 30, 2026 | Jun 25, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.01% | $18,277,767.60 | 236,820 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.10% | $18,031,769.14 | 264,473 | Apr 30, 2026 | Jun 24, 2026 |
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