Funds holding UMB Financial Corp
466 funds declare a position · 103 ETFs and 363 other funds · 4.3B $· 59.9M SEK · US9027881088
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 60,369 | 7.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 66,975 | 7.6M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 59,010 | 7.4M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 58,825 | 7.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 65,145 | 7.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP VALUE FUND MoA Funds Corp | 65,020 | 7.3M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 57,145 | 7.2M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 54,270 | 6.8M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 60,530 | 6.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 58,820 | 6.8M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 58,528 | 6.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 56,325 | 6.5M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 51,287 | 6.5M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 54,526 | 6.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 54,451 | 6.1M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 52,648 | 6.1M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST | 46,707 | 5.9M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 51,120 | 5.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 51,063 | 5.8M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 48,929 | 5.7M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 44,745 | 5.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 44,625 | 5.6M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 49,327 | 5.6M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 43,827 | 5.5M $ | 1.95 % | as of Apr 30, 2026 · Original filing |
| Small Cap Special Values Fund VALIC Co I | 47,588 | 5.5M $ | 3.15 % | as of Feb 28, 2026 · Original filing |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 48,569 | 5.5M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 48,011 | 5.4M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 47,797 | 5.4M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Portfolio Bernstein Fund Inc | 47,510 | 5.4M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 42,264 | 5.3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 41,837 | 5.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 41,272 | 5.2M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 43,894 | 5.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 44,950 | 5.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 42,685 | 4.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | 42,568 | 4.8M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 42,505 | 4.8M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 41,282 | 4.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 37,496 | 4.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 37,410 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 40,840 | 4.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 40,623 | 4.6M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 35,951 | 4.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 38,830 | 4.5M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust | 35,305 | 4.5M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 38,904 | 4.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 37,864 | 4.4M $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 38,772 | 4.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 38,520 | 4.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 38,291 | 4.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 31,509 | 4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 33,915 | 3.9M $ | 1.74 % | as of Feb 28, 2026 · Original filing |
| LKCM Small Cap Equity Fund LKCM Funds | 34,624 | 3.9M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 34,617 | 3.9M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 33,591 | 3.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Victory RS Small Cap Growth Fund Victory Portfolios | 33,550 | 3.8M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| Thrivent Small Cap Value ETF Thrivent ETF Trust | 33,400 | 3.8M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 33,212 | 3.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 33,197 | 3.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 33,192 | 3.7M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 32,900 | 3.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 32,887 | 3.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 29,071 | 3.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 28,891 | 3.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 32,295 | 3.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 31,990 | 3.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 30,808 | 3.6M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 27,315 | 3.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 29,224 | 3.4M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 29,205 | 3.3M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 28,669 | 3.2M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | 28,415 | 3.2M $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 28,395 | 3.2M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 25,242 | 3.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 25,065 | 3.2M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 28,023 | 3.2M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 24,969 | 3.2M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 24,865 | 3.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 24,142 | 3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 24,075 | 3M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 26,917 | 3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 22,828 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 25,363 | 2.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 24,607 | 2.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 25,100 | 2.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 22,403 | 2.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 25,033 | 2.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 24,740 | 2.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 24,713 | 2.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small Cap Value Fund AMG Funds | 24,242 | 2.7M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 24,232 | 2.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 24,200 | 2.7M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust | 23,800 | 2.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 23,789 | 2.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 21,229 | 2.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 23,123 | 2.6M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 22,940 | 2.6M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| SmallCap Account Principal Variable Contract Funds, Inc | 22,500 | 2.5M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Variable Mid Cap Portfolio Legg Mason Partners Variable Equity Trust | 22,500 | 2.5M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 20,000 | 2.5M $ | 3.11 % | as of Apr 30, 2026 · Original filing |
Institutional managers
440 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 9,344,467 | 1.1B $ | as of Mar 31, 2026 |
| UMB Bank, n.a. | 4,723,573 | 532.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,981,601 | 450.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,909,932 | 328.2M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 2,707,124 | 305.3M $ | as of Mar 31, 2026 |
| FMR LLC | 2,422,435 | 273.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,947,446 | 219.7M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 1,699,639 | 191.7M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 1,357,177 | 155.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,345,844 | 151.8M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 1,277,889 | 144.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,219,978 | 140.3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,068,582 | 120.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,006,918 | 113.6M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 979,052 | 110.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 966,744 | 109M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 899,400 | 101.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 896,104 | 101.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 880,345 | 99.3M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 712,859 | 80.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 695,276 | 78.4M $ | as of Mar 31, 2026 |
| Global Alpha Capital Management Ltd. | 658,982 | 74.3M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 656,034 | 74M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 649,571 | 73.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 552,717 | 62.3M $ | as of Mar 31, 2026 |