As of the latest SEC filings, UMB FINANCIAL CORP (UMBF) is held by 483 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $266,645,598.31 in market value, representing 0.25% of its portfolio.
Funds holding UMB FINANCIAL CORP (UMBF)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UMBF
- CIK:
- 0000101382
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.25% | $266,645,598.31 | 2,364,089 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $244,502,891.09 | 2,167,771 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.28% | $200,744,093.16 | 1,779,804 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.11% | $178,197,597.74 | 1,579,906 | Mar 31, 2026 | May 28, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.72% | $156,225,965.06 | 1,238,218 | Apr 30, 2026 | Jun 26, 2026 |
|
NBGEX
Neuberger Genesis Fund
|
MF | Neuberger Berman | 1.38% | $118,376,982.24 | 1,021,548 | Feb 28, 2026 | Apr 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.19% | $113,479,598.06 | 1,006,114 | Mar 31, 2026 | May 28, 2026 |
|
ESPRX
Allspring Special Small Cap Value Fund
|
MF | Allspring | 3.08% | $96,108,584.58 | 852,102 | Mar 31, 2026 | May 27, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.28% | $90,621,350.16 | 718,248 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.11% | $89,818,511.86 | 796,334 | Mar 31, 2026 | May 28, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.86% | $86,491,319.65 | 766,835 | Mar 31, 2026 | May 21, 2026 |
|
FIKNX
Fidelity Small Cap Value Fund
|
MF | Fidelity | 1.55% | $78,916,433.09 | 625,477 | Apr 30, 2026 | Jun 26, 2026 |
|
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
ETF | State Street (SPDR) | 0.35% | $72,482,463.28 | 642,632 | Mar 31, 2026 | May 28, 2026 |
|
ASVIX
Small Cap Value Fund
|
MF | American Century | 2.20% | $69,929,800.00 | 620,000 | Mar 31, 2026 | May 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.52% | $64,386,171.50 | 570,850 | Mar 31, 2026 | May 28, 2026 |
|
SSGSX
Victory Sycamore Small Company Opportunity Fund
|
MF | Independent / Boutique | 1.42% | $63,162,400.00 | 560,000 | Mar 31, 2026 | May 28, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.25% | $60,700,081.51 | 538,169 | Mar 31, 2026 | Jun 1, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.02% | $55,005,686.64 | 474,678 | Feb 28, 2026 | Apr 24, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 1.47% | $54,509,489.57 | 483,283 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.04% | $50,579,155.77 | 400,881 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.25% | $48,020,554.34 | 380,602 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.24% | $45,835,542.28 | 363,284 | Apr 30, 2026 | Jun 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.27% | $43,337,502.45 | 343,485 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.11% | $43,176,424.48 | 372,596 | Feb 28, 2026 | Apr 24, 2026 |
|
HASCX
Harbor Small Cap Value Fund
|
MF | Independent / Boutique | 1.66% | $42,017,133.40 | 333,020 | Apr 30, 2026 | Jun 26, 2026 |
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