← Every company
Funds Holding UMB Financial Corp
Every registered fund lists what it holds each quarter. These are the ones reporting a position in UMB Financial Corp, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of UMBF →Funds holding
131
as of 2026-07-31
Reported value
$1.5B
summed across funds
Fund families
64
named trusts
Largest conviction
3.31%
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 |
|---|---|
| GATOR CAPITAL LONG/SHORT FUNDCaldwell & Orkin Funds, Inc.18K sh$2.6M | 3.31% |
| Fidelity Small Cap Value FundFidelity Securities Fund950.6K sh$138.5M | 2.53% |
| Nuveen Small Cap Value FundNuveen Investment Funds, Inc.43.8K sh$6.4M | 2.23% |
| Congress SMid Growth ETFProfessionally Managed Portfolios69K sh$10.1M | 2.22% |
| Harbor Small Cap Value FundHARBOR FUNDS321.5K sh$46.9M | 1.87% |
| SmallCap FundPrincipal Funds, Inc240.2K sh$35M | 1.68% |
| Nuveen Small Cap Select FundNuveen Investment Funds, Inc.45.4K sh$6.6M | 1.62% |
| Harbor SMID Cap Value ETFHarbor ETF Trust659 sh$96K | 1.58% |
| Virtus Dividend, Interest & Premium Strategy FundVirtus Dividend, Interest & Premium Strategy Fund162.1K sh$23.6M | 1.55% |
| Nuveen Small/Mid Cap Growth Opportunities FundNuveen Investment Funds, Inc.17.3K sh$2.5M | 1.55% |
| SA AB Small & Mid Cap Value PortfolioSUNAMERICA SERIES TRUST50.8K sh$7.4M | 1.51% |
| Allspring Special Global Small Cap FundALLSPRING FUNDS TRUST11K sh$1.6M | 1.41% |
| Emerald Growth FundRBB Fund, Inc.141.4K sh$20.6M | 1.39% |
| ClearBridge Small Cap FundLegg Mason Global Asset Management Trust66.5K sh$9.7M | 1.37% |
| Allspring Small Company Value PortfolioALLSPRING MASTER TRUST61.4K sh$8.9M | 1.34% |
| Transamerica Small Cap ValueTRANSAMERICA FUNDS10.1K sh$1.5M | 1.31% |
| Emerald Finance & Banking Innovation FundFINANCIAL INVESTORS TRUST4.3K sh$620.2K | 1.28% |
| ClearBridge Mid Cap FundLegg Mason Partners Investment Trust132K sh$19.2M | 1.25% |
| Invesco S&P MidCap Value with Momentum ETFInvesco Exchange-Traded Fund Trust41.9K sh$6.1M | 1.21% |
| Fidelity Advisor Financials FundFidelity Advisor Series VII55.3K sh$8.1M | 1.19% |
| Hartford Schroders US MidCap Opportunities FundHARTFORD MUTUAL FUNDS II, INC77.6K sh$11.3M | 1.05% |
| FT Vest SMID Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV61K sh$8.9M | 0.98% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust86.3K sh$12.6M | 0.95% |
| Direxion Daily Regional Banks Bull 3X SharesDirexion Shares ETF Trust27.4K sh$4M | 0.93% |
| Cambria Value and Momentum ETFCambria ETF Trust6.8K sh$986.3K | 0.91% |
| YORKTOWN SMALL CAP FUNDAmerican Pension Investors Trust2.1K sh$306K | 0.85% |
| ClearBridge Small Cap Growth FundLegg Mason Partners Investment Trust110.9K sh$16.2M | 0.85% |
| Fidelity Series Small Cap Core FundFidelity Concord Street Trust88.8K sh$12.9M | 0.82% |
| BANKS ULTRASECTOR PROFUNDProFunds527 sh$76.8K | 0.76% |
| Fidelity Series Small Cap Discovery FundFidelity Concord Street Trust92.3K sh$13.4M | 0.69% |
| Fidelity Small Cap Discovery FundFidelity Concord Street Trust105.6K sh$15.4M | 0.68% |
| Nuveen Quant Small Cap Equity FundTIAA-CREF Funds187.7K sh$27.3M | 0.67% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust45.4K sh$6.6M | 0.65% |
| Federated Hermes MDT Small Cap Growth FundFederated Hermes MDT Series35.9K sh$5.2M | 0.63% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND921.7K sh$134.3M | 0.61% |
| SmallCap Value Fund IIPrincipal Funds, Inc48.8K sh$7.1M | 0.56% |
| Federated Hermes MDT Small Cap Core FundFederated Hermes MDT Series84.9K sh$12.4M | 0.55% |
| MID-CAP VALUE PROFUNDProFunds102 sh$14.9K | 0.55% |
| SmallCap Growth Fund IPrincipal Funds, Inc90.6K sh$13.2M | 0.53% |
| Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS23.1K sh$3.4M | 0.52% |
| Putnam Core Equity FundPutnam Funds Trust197.7K sh$28.8M | 0.46% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust239.2K sh$34.9M | 0.42% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust326 sh$47.5K | 0.40% |
| Global X Russell 2000 ETFGLOBAL X FUNDS35.4K sh$5.2M | 0.35% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST179.5K sh$26.2M | 0.35% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds96.5K sh$14.1M | 0.35% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust806.8K sh$117.6M | 0.35% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST8.4K sh$1.2M | 0.34% |
| Federated Hermes Muni and Stock Advantage FundFederated Hermes Income Securities Trust33.9K sh$4.9M | 0.34% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust328.3K sh$47.8M | 0.33% |
| Column Small Cap Select FundTrust for Professional Managers44.7K sh$6.3M | 0.33% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC375.4K sh$54.7M | 0.33% |
| iShares Morningstar Small-Cap Value ETFiShares Trust15.2K sh$2.2M | 0.32% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13.2K sh$1.9M | 0.30% |
| Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds12.2K sh$1.8M | 0.30% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC18.3K sh$2.7M | 0.30% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust55.9K sh$8.2M | 0.30% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust7.9K sh$1.2M | 0.29% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST10.4K sh$1.5M | 0.29% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc27.3K sh$4M | 0.29% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.25.9K sh$3.8M | 0.29% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC386.1K sh$56.3M | 0.29% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust5.5K sh$804.1K | 0.28% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2260 sh$37.9K | 0.28% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC380.6K sh$55.5M | 0.28% |
| Angel Oak Financial Strategies Income Term TrustAngel Oak Financial Strategies Income Term Trust8.6K sh$1.3M | 0.28% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust12.3K sh$1.8M | 0.28% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust10.6K sh$1.6M | 0.24% |
| ULTRA SMALL CAP PROFUNDProFunds951 sh$138.6K | 0.24% |
| Victory Small Cap Stock FundVictory Portfolios III15.5K sh$2.3M | 0.24% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust38.6K sh$5.6M | 0.22% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust1K sh$152.7K | 0.22% |
| Goldman Sachs Small Cap Growth Insights FundGoldman Sachs Trust4.9K sh$717.3K | 0.22% |
| Column Small Cap FundTrust for Professional Managers8.3K sh$1.2M | 0.22% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust30.1K sh$4.4M | 0.22% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust223.8K sh$32.6M | 0.21% |
| ULTRA MID CAP PROFUNDProFunds599 sh$87.3K | 0.19% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust6.9K sh$1M | 0.17% |
| iShares Morningstar Small-Cap ETFiShares Trust3.1K sh$450.3K | 0.16% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST25.8K sh$3.8M | 0.16% |
| Victory Extended Market Index FundVictory Portfolios III8.3K sh$1.2M | 0.15% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust26.3K sh$3.8M | 0.15% |
| iShares U.S. Financial Services ETFiShares Trust21.5K sh$3.1M | 0.14% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds13K sh$1.9M | 0.14% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust39.3K sh$5.7M | 0.14% |
| Schwab Small-Cap Equity FundSCHWAB CAPITAL TRUST6K sh$868.1K | 0.13% |
| PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust3.8K sh$553.8K | 0.13% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC44.7K sh$6.5M | 0.12% |
| Fidelity MSCI Financials Index ETFFIDELITY COVINGTON TRUST19K sh$2.8M | 0.12% |
| SMALL-CAP PROFUNDProFunds62 sh$9K | 0.11% |
| MID-CAP PROFUNDProFunds65 sh$9.5K | 0.10% |
| Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust132 sh$19.2K | 0.10% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust14.2K sh$2.1M | 0.09% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO6.2K sh$910.1K | 0.09% |
| Dimensional US Vector Equity ETFDimensional ETF Trust3.4K sh$496.6K | 0.09% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO9.9K sh$1.4M | 0.07% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust62.4K sh$9.1M | 0.06% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC9.7K sh$1.4M | 0.06% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust249 sh$36.3K | 0.05% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC136.8K sh$19.9M | 0.05% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust11K sh$1.6M | 0.05% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust154.5K sh$22.5M | 0.05% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS404.1K sh$58.9M | 0.04% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC24.9K sh$3.6M | 0.04% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS289.8K sh$42.2M | 0.04% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC119.6K sh$17.4M | 0.04% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust2.2K sh$314.9K | 0.04% |
| MFS Global Alternative Strategy FundMFS Series Trust XV423 sh$61.6K | 0.03% |
| iShares Core Dividend Growth ETFiShares Trust83.8K sh$12.2M | 0.03% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust4.1K sh$595K | 0.03% |
| SA Franklin BW U.S. Large Cap Value PortfolioSUNAMERICA SERIES TRUST2K sh$291.5K | 0.02% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust18.3K sh$2.7M | 0.02% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST1.1K sh$161.6K | 0.02% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc256 sh$37.3K | 0.02% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III385.5 sh$56.2K | 0.02% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust22.1K sh$3.2M | 0.02% |
| iShares Dow Jones U.S. ETFiShares Trust3.1K sh$452.5K | 0.02% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS22.4K sh$3.3M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust39.1K sh$5.7M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST43.6K sh$6.3M | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds58.8K sh$8.6M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds4.6K sh$666K | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust80 sh$11.7K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS69.4K sh$10.1M | 0.01% |
| Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III59 sh$8.6K | 0.01% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds1.1K sh$167K | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds666 sh$97.1K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds1.5K sh$223.3K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds741 sh$108K | 0.00% |
| SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST11 sh$1.6K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds105 sh$15.3K | 0.00% |
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.