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.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | iShares U.S. Financial Services ETF iShares Trust | 21,229 | 2.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 202 | Diversified Equity Master Portfolio Master Investment Portfolio | 21,123 | 2.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 203 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 21,106 | 2.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 204 | LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 20,919 | 2.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 205 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 20,790 | 22.3M SEK | 0.08 % | as of Mar 31, 2026 · Original filing |
| 206 | Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 20,600 | 2.3M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 207 | Putnam Small Cap Value Fund Putnam Investment Funds | 20,300 | 2.4M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| 208 | WisdomTree U.S. MidCap Fund WisdomTree Trust | 20,207 | 2.3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 209 | Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 20,075 | 2.3M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 210 | GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 20,000 | 2.5M $ | 3.11 % | as of Apr 30, 2026 · Original filing |
| 211 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 19,853 | 2.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 212 | iShares Russell 3000 ETF iShares Trust | 19,766 | 2.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 213 | Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust | 19,185 | 2.2M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| 214 | Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 19,120 | 2.4M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| 215 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 18,880 | 2.1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 216 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,276 | 2.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 217 | Penn Series Small Cap Value Fund Penn Series Funds Inc | 18,162 | 2M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 218 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 18,090 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 219 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 17,285 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 220 | LS OPPORTUNITY FUND Valued Advisers Trust | 17,000 | 2M $ | 2.08 % | as of Feb 28, 2026 · Original filing |
| 221 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 16,961 | 2M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 222 | VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc | 16,461 | 1.9M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| 223 | THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 16,088 | 1.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 224 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 15,999 | 1.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 225 | Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 15,800 | 1.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 226 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 15,715 | 1.8M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 227 | Victory Small Cap Stock Fund Victory Portfolios III | 15,480 | 2M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 228 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 15,453 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 229 | EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 15,380 | 1.7M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 230 | Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 15,350 | 1.7M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| 231 | iShares Morningstar Small-Cap Value ETF iShares Trust | 15,206 | 1.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 232 | AQR Style Premia Alternative Fund AQR Funds | 14,617 | 1.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 233 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 14,577 | 1.7M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 234 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 14,430 | 1.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 235 | DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 14,029 | 1.6M $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| 236 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 14,014 | 1.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 237 | SMALL CAP EQUITY FUND GuideStone Funds | 13,791 | 1.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 238 | Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust | 13,739 | 1.6M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| 239 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 13,206 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 240 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,188 | 1.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 241 | CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 13,154 | 1.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 242 | Small Cap Index Trust John Hancock Variable Insurance Trust | 13,045 | 1.5M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 243 | JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 12,898 | 1.5M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 244 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 12,788 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 245 | JNL/Mellon Financial Sector Fund JNL Series Trust | 12,708 | 1.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 246 | MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND | 12,531 | 1.4M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| 247 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 12,465 | 1.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 248 | Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 12,381 | 1.6M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 249 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 12,099 | 1.5M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| 250 | Column Small Cap Fund Trust for Professional Managers | 11,784 | 1.4M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| 251 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 11,661 | 1.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 252 | First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 11,565 | 1.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 253 | Allspring Special Global Small Cap Fund ALLSPRING FUNDS TRUST | 11,382 | 1.4M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| 254 | Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 11,269 | 1.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 255 | AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 11,260 | 1.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 256 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,886 | 1.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 257 | SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 10,809 | 1.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 258 | MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND | 10,720 | 1.2M $ | 2.28 % | as of Mar 31, 2026 · Original filing |
| 259 | EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 10,453 | 1.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 260 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 10,447 | 1.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 261 | Small Cap Value Fund VALIC Co I | 10,412 | 1.2M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| 262 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,409 | 1.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 263 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 10,362 | 1.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 264 | MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 10,362 | 1.2M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 265 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 10,211 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 266 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 10,170 | 1.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 267 | Transamerica Small Cap Value TRANSAMERICA FUNDS | 10,100 | 1.3M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| 268 | Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 10,005 | 1.3M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 269 | Small-Cap Value Fund Bridgeway Funds, Inc. | 10,000 | 1.1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 270 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 9,987 | 1.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 271 | AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 9,949 | 1.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 272 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 9,870 | 1.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 273 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,735 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 274 | AST Small-Cap Equity Portfolio Advanced Series Trust | 9,311 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 275 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 9,146 | 1.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 276 | MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 8,878 | 1M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 277 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 8,867 | 1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 278 | Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 8,811 | 1M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| 279 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,709 | 982.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 280 | iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 8,709 | 982.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 281 | Victory Extended Market Index Fund Victory Portfolios III | 8,364 | 1.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 282 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 8,319 | 938.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 283 | Old Westbury Total Equity Fund Old Westbury Funds Inc | 8,265 | 1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 284 | Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 8,243 | 929.7K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| 285 | Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 8,192 | 1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 286 | Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 8,069 | 1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 287 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,898 | 890.8K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 288 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 7,856 | 886.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 289 | Putnam VT Small Cap Value Fund Putnam Variable Trust | 7,800 | 879.8K $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| 290 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 7,785 | 982.2K $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| 291 | Small Cap Core Fund Northern Funds | 7,597 | 856.9K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 292 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 7,466 | 842.1K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 293 | WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 7,344 | 828.3K $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| 294 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,030 | 792.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 295 | Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | 6,890 | 777.1K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| 296 | Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 6,785 | 765.3K $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 297 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,747 | 851.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 298 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 6,715 | 757.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 299 | Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 6,604 | 833.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 300 | Putnam VT Core Equity Fund Putnam Variable Trust | 6,564 | 740.4K $ | 0.45 % | as of Mar 31, 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 |