Titelia

Fund shareholders of UMB Financial Corp

ISIN US9027881088 · United States · LEI 549300MGEH3N3CUCV828

Fund shareholders
500
Of which ETFs
107 393 other funds
Value held
≈ 5.2B $ 5.2B $ · 59.9M SEK
Share of capital
48.5 % of 76M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,827260.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1,769232.2K $0.04 %0.00 %as of May 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,754250.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,714225K $0.03 %0.00 %as of May 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,645215.9K $0.05 %0.00 %as of May 31, 2026 ↗
First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI 1,595227.7K $0.95 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,563205.2K $0.03 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,532223.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,399203.9K $0.01 %0.00 %as of Jul 31, 2026 ↗
TFA Quantitative Fund Tactical Investment Series Trust 1,320188.4K $0.26 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,291184.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,264180.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,250178.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II 1,200171.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 1,183155.3K $1.11 %0.00 %as of May 31, 2026 ↗
TFA AlphaGen Fund (formerly, the TFA AlphaGen Growth Fund) Tactical Investment Series Trust 1,180168.5K $0.31 %0.00 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 1,178168.2K $0.07 %0.00 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,146167K $0.00 %0.00 %as of Jul 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,125160.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,109161.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 1,084154.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 1,048152.7K $0.22 %0.00 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,006132K $0.01 %0.00 %as of May 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 1,005143.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,003146.2K $0.09 %0.00 %as of Jul 31, 2026 ↗
Banking Fund Rydex Series Funds 993141.8K $1.02 %0.00 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 971138.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 957136.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 951138.6K $0.24 %0.00 %as of Jul 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 928132.5K $0.09 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 925132.1K $0.13 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 920131.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 826117.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 784102.9K $0.09 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 741108K $0.00 %0.00 %as of Jul 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 69599.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust 68798.1K $3.17 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 66697.1K $0.00 %0.00 %as of Jul 31, 2026 ↗
Harbor SMID Cap Value ETF Harbor ETF Trust 65996K $1.58 %0.00 %as of Jul 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 64792.4K $0.09 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 62989.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
ULTRA MID CAP PROFUND ProFunds 59987.3K $0.19 %0.00 %as of Jul 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 58182.9K $0.05 %0.00 %as of Jun 30, 2026 ↗
Saratoga Small Capitalization Portfolio SARATOGA ADVANTAGE TRUST 56574.2K $1.02 %0.00 %as of May 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 55178.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 52776.8K $0.76 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. 50972.7K $0.53 %0.00 %as of Jun 30, 2026 ↗
MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS 50071.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Banking Fund Rydex Variable Trust 48068.5K $1.01 %0.00 %as of Jun 30, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 45464.8K $0.27 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust 42961.2K $0.92 %0.00 %as of Jun 30, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 42361.6K $0.03 %0.00 %as of Jul 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 42360.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP MIDCAP VALUE ProFunds 41258.8K $0.58 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 39756.7K $0.08 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 39556.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 38656.2K $0.02 %0.00 %as of Jul 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 35550.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS 35450.5K $1.17 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 34749.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro MidCap400 ProShares Trust 34545.3K $0.14 %0.00 %as of May 31, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 32647.5K $0.40 %0.00 %as of Jul 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 31140.8K $0.01 %0.00 %as of May 31, 2026 ↗
PROFUND VP BANKS ProFunds 30743.8K $0.98 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 30443.4K $0.21 %0.00 %as of Jun 30, 2026 ↗
M Large Cap Value Fund NORTHERN LIGHTS FUND TRUST II 30042.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Tactical Allocation Fund (formerly, the Tactical Growth Allocation Fund) Tactical Investment Series Trust 28040K $0.09 %0.00 %as of Jun 30, 2026 ↗
Financial Services Fund Rydex Series Funds 26237.4K $0.31 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 26037.9K $0.28 %0.00 %as of Jul 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 25637.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 24936.3K $0.05 %0.00 %as of Jul 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 22932.7K $0.13 %0.00 %as of Jun 30, 2026 ↗
Northern Trust US Equity ETF Northern Funds 21530.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 21330.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Financial Services Fund Rydex Variable Trust 20929.8K $0.32 %0.00 %as of Jun 30, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Series Funds 20028.6K $0.19 %0.00 %as of Jun 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 20028.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 19828.3K $0.24 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 19628K $0.02 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 18326.1K $0.16 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRAMID CAP ProFunds 17424.8K $0.20 %0.00 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 13219.2K $0.10 %0.00 %as of Jul 31, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 13218.8K $0.51 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 10915.6K $0.21 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 10515.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
MID-CAP VALUE PROFUND ProFunds 10214.9K $0.55 %0.00 %as of Jul 31, 2026 ↗
BrandywineGLOBAL - Diversified US Large Cap Value Fund Legg Mason Global Asset Management Trust 10014.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust 9612.6K $0.38 %0.00 %as of May 29, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 8011.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 688.9K $0.04 %0.00 %as of May 31, 2026 ↗
MID-CAP PROFUND ProFunds 659.5K $0.10 %0.00 %as of Jul 31, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 639K $0.22 %0.00 %as of Jun 30, 2026 ↗
SMALL-CAP PROFUND ProFunds 629K $0.11 %0.00 %as of Jul 31, 2026 ↗
Mid-Cap 1.5x Strategy Fund Rydex Variable Trust 608.6K $0.21 %0.00 %as of Jun 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 598.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust 304.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 222.9K $0.25 %0.00 %as of May 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 213K $0.05 %0.00 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 202.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 111.6K $0.00 %0.00 %as of Jul 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
Third Avenue Small-Cap Value Fund Third Avenue Trust 5.24 %as of Jul 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 3.65 %as of May 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 3.31 %as of Jul 31, 2026 ↗
Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust 3.17 %as of Jun 30, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 3.10 %as of Jun 30, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 2.99 %as of Jun 30, 2026 ↗
JOHNSON EQUITY INCOME FUND Johnson Mutual Funds Trust 2.71 %as of Jun 30, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 2.71 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 2.53 %as of Jul 31, 2026 ↗
Victory RS Partners Fund Victory Portfolios 2.35 %as of Jun 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
2026Q3498+3436,745,438+0.9 %
2026Q2464+1836,431,040-0.6 %
2026Q1446-1136,636,609-0.2 %
2025Q4457+236,693,514+2.7 %
2025Q3455+2135,740,039+7.8 %
2025Q2434+2333,151,206+39.6 %
2025Q1411+1523,754,458+1.2 %
2024Q4396+2123,469,341+4.0 %
2024Q3375+1422,564,116+2.4 %
2024Q2361+622,037,183+1.9 %
2024Q1355+1021,627,749-0.1 %
2023Q434521,641,151

Institutional managers

440 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.9,344,4671.1B $as of Mar 31, 2026
UMB Bank, n.a.4,723,573532.8M $as of Mar 31, 2026
STATE STREET CORP3,981,601450.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,909,932328.2M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP2,707,124305.3M $as of Mar 31, 2026
FMR LLC2,422,435273.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,947,446219.7M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC1,699,639191.7M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC1,357,177155.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,345,844151.8M $as of Mar 31, 2026
EARNEST PARTNERS LLC1,277,889144.1M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.1,219,978140.3M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,068,582120.5M $as of Mar 31, 2026
MORGAN STANLEY1,006,918113.6M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC979,052110.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC966,744109M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP899,400101.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC896,104101.1M $as of Mar 31, 2026
NORTHERN TRUST CORP880,34599.3M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC712,85980.4M $as of Mar 31, 2026
GW&K Investment Management, LLC701,18779.1K $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/695,27678.4M $as of Mar 31, 2026
Global Alpha Capital Management Ltd.658,98274.3M $as of Mar 31, 2026
Nuveen, LLC656,03474M $as of Mar 31, 2026
Clearbridge Investments, LLC649,57173.3M $as of Mar 31, 2026
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Titelia. "Fund shareholders of UMB Financial Corp". https://titelia.com/en/stocks/umb-financial-corp-US9027881088