Skip to content
Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in

Who holds UMBFUMB FINANCIAL

33 funds on our shelf carry UMB FINANCIAL — heaviest hand: IAT at 1.77% of its book.

FundWeightFund assetsShares held
IATiShares U.S. Regional Banks ETFINDEX1.77%$612M83,268
KREState Street SPDR S&P Regional Banking ETFINDEX1.46%$3.5B485,636
XMVMInvesco S&P MidCap Value with Momentum ETFINDEX1.16%$509M44,654
KBEState Street SPDR S&P Bank ETFINDEX1.03%$1.5B106,590
IWNiShares Russell 2000 Value ETFINDEX0.63%$13.9B639,813
IJJiShares S&P Mid-Cap 400 Value ETFINDEX0.61%$8.5B363,583
VTWVVanguard Russell 2000 Value ETFINDEX0.60%$813M62,705
MDYVState Street SPDR S&P 400 Mid Cap Value ETFINDEX0.58%$2.7B118,170
IVOVVanguard S&P Mid-Cap 400 Value ETFINDEX0.58%$923M59,902
SDYState Street SPDR S&P Dividend ETFINDEX0.45%$20.5B673,998
OMFSInvesco Russell 2000 Dynamic Multifactor ETFACTIVE0.37%$269M7,173
XJHiShares ESG Screened S&P Mid-Cap ETFINDEX0.34%$414M9,664
IWMiShares Russell 2000 ETFINDEX0.34%$74.2B1,868,987
RSSLGlobal X Russell 2000 ETFINDEX0.33%$1.5B35,163
VTWOVanguard Russell 2000 ETFINDEX0.32%$9.9B429,536
QVMMInvesco S&P MidCap 400 QVM Multi-factor ETFINDEX0.32%$418M9,701
ISCViShares Morningstar Small-Cap Value ETFINDEX0.31%$661M15,302
IJHiShares Core S&P Mid-Cap ETFINDEX0.29%$123.5B2,470,294
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFINDEX0.29%$18.4B391,778
IVOOVanguard S&P Mid-Cap 400 ETFINDEX0.28%$2.2B120,611
PRFZInvesco RAFI US 1500 Small-Mid ETFINDEX0.27%$2.7B53,317
VBRVanguard Small Cap Value Index FundINDEX0.20%$30.1B1,001,359
ESMLiShares ESG Aware MSCI USA Small-Cap ETFINDEX0.17%$2.8B34,610
RWKInvesco S&P MidCap 400 Revenue ETFINDEX0.17%$1.3B16,192
PFFiShares Preferred and Income Securities ETFINDEX0.16%$11.9B718,329
ISCBiShares Morningstar Small-Cap ETFINDEX0.16%$274M3,090
IYGiShares U.S. Financial Services ETFINDEX0.14%$2.1B22,621
SMLFiShares MSCI USA Small-Cap Multifactor ETFINDEX0.14%$4.1B39,635
VFHVanguard Financials Index FundINDEX0.11%$10.3B119,226
VXFVanguard Extended Market Index FundINDEX0.11%$20.2B807,047
WSMLiShares MSCI World Small-Cap ETF0.10%—4,740
VIGVanguard Div Appreciation ETFINDEX0.04%$84.8B408,227
PFMInvesco Dividend Achievers ETFINDEX0.04%$778M2,151

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

ETF Dailyfrom Private Wealth Daily

ETF launches, fund research, and market coverage in your inbox every morning. Free.

Free. Every morning. Unsubscribe from any edition in one click.