UMB Financial Corp · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | — | $5.48M | 1.05% | 48,569 NS | $521.75M | FIGI |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | — | $5.42M | 0.47% | 48,011 NS | $1.15B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $5.39M | 0.28% | 47,797 NS | $1.95B | FIGI |
| Small Cap Core Portfolio Bernstein Fund Inc | — | $5.36M | 0.75% | 47,510 NS | $713.80M | FIGI |
| Mid Cap Index Fund Northern Funds | — | $5.07M | 0.25% | 44,950 NS | $2.05B | FIGI |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | — | $4.81M | 0.28% | 42,685 NS | $1.71B | FIGI |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | — | $4.80M | 1.00% | 42,568 NS | $480.51M | FIGI |
| NYLIM VP Schroders Mid Cap Opportunities Port… NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $4.79M | 0.75% | 42,505 NS | $641.21M | FIGI |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | JMEE | $4.61M | 0.19% | 40,840 NS | $2.38B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $4.58M | 0.29% | 40,623 NS | $1.59B | FIGI |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | FTHI | $4.39M | 0.22% | 38,904 NS | $2.04B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $4.37M | 0.09% | 38,772 NS | $4.89B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $4.34M | 0.01% | 38,520 NS | $58.89B | FIGI |
| VIP Balanced Portfolio Variable Insurance Products Fund III | — | $4.32M | 0.05% | 38,291 NS | $8.04B | FIGI |
| LKCM Small Cap Equity Fund LKCM Funds | — | $3.91M | 1.20% | 34,624 NS | $325.62M | FIGI |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $3.90M | 0.58% | 34,617 NS | $672.97M | FIGI |
| Small Cap Index Fund Northern Funds | — | $3.79M | 0.27% | 33,591 NS | $1.38B | FIGI |
| Victory RS Small Cap Growth Fund Victory Portfolios | — | $3.78M | 1.14% | 33,550 NS | $332.49M | FIGI |
| Thrivent Small Cap Value ETF Thrivent ETF Trust | TSCV | $3.77M | 2.40% | 33,400 NS | $156.95M | FIGI |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $3.75M | 0.25% | 33,212 NS | $1.50B | FIGI |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | — | $3.74M | 0.25% | 33,197 NS | $1.50B | FIGI |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | FTXO | $3.74M | 1.16% | 33,192 NS | $323.64M | FIGI |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | — | $3.71M | 0.08% | 32,900 NS | $4.50B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $3.71M | 0.01% | 32,887 NS | $30.28B | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $3.64M | 0.24% | 32,295 NS | $1.50B | FIGI |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | TMSL | $3.61M | 0.23% | 31,990 NS | $1.55B | FIGI |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $3.29M | 0.74% | 29,205 NS | $444.74M | FIGI |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | — | $3.23M | 1.19% | 28,669 NS | $271.71M | FIGI |
| Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | — | $3.20M | 1.97% | 28,415 NS | $163.01M | FIGI |
| VIP Financials Portfolio Variable Insurance Products Fund IV | — | $3.20M | 1.18% | 28,395 NS | $272.18M | FIGI |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | SEIS | $3.16M | 0.73% | 28,023 NS | $435.08M | FIGI |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | — | $3.04M | 0.25% | 26,917 NS | $1.22B | FIGI |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | — | $2.86M | 0.25% | 25,363 NS | $1.17B | FIGI |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | — | $2.83M | 0.27% | 25,100 NS | $1.06B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $2.82M | 0.11% | 25,033 NS | $2.63B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $2.79M | 0.15% | 24,740 NS | $1.90B | FIGI |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | — | $2.79M | 0.25% | 24,713 NS | $1.11B | FIGI |
| AMG GW&K Small Cap Value Fund AMG Funds | — | $2.73M | 1.36% | 24,242 NS | $201.78M | FIGI |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | — | $2.73M | 0.24% | 24,232 NS | $1.13B | FIGI |
| ClearBridge Variable Small Cap Growth Portfol… Legg Mason Partners Variable Equity Trust | — | $2.73M | 0.69% | 24,200 NS | $394.44M | FIGI |
| JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust | — | $2.68M | 1.63% | 23,800 NS | $164.68M | FIGI |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | — | $2.68M | 0.11% | 23,789 NS | $2.45B | FIGI |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | — | $2.61M | 0.46% | 23,123 NS | $562.61M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $2.59M | 0.27% | 22,940 NS | $956.61M | FIGI |
| SmallCap Account Principal Variable Contract Funds, Inc | — | $2.54M | 1.49% | 22,500 NS | $169.79M | FIGI |
| ClearBridge Variable Mid Cap Portfolio Legg Mason Partners Variable Equity Trust | — | $2.54M | 1.06% | 22,500 NS | $240.47M | FIGI |
| Small Cap Value Fund Northern Funds | — | $2.47M | 0.40% | 21,907 NS | $616.52M | FIGI |
| Victory RS Value Fund Victory Portfolios | — | $2.46M | 1.00% | 21,770 NS | $244.99M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $2.44M | 0.25% | 21,635 NS | $962.08M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $2.38M | 0.08% | 21,123 NS | $2.98B | FIGI |