UMBF · Umb Financial Corp · Shareholders & Ownership

$133.09 +3.44 (+2.65%) At close · Oct 20

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$10.10B

75.95M

Volume · Oct 20 652.38K Avg daily vol (3M) 616.65K

Every disclosed holder of UMBF in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns UMBF

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	493	72,893,160	95.98%	Yes
Insiders (Forms 3, 4, 5)	29	3,037,862	4.00%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	19,008	0.03%	Rest
Registered funds (N-PORT, not summed)	507	37,551,969	49.44%	No

Shares outstanding: 75,950,030, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of UMBF

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	10,215,651	13.45%	+871,184	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,444,161	3.22%	+80,072	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,896,852	2.50%	+117,048	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	635,308	0.84%	+64,458	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	358,360	0.47%	-4,530	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	155,439	0.20%	—	May 29, 2026	BlackRock Funds, not summed
2	UMB Bank, n.a. 13F CIK 933429 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,674,963	6.16%	-48,610	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,213,123	5.55%	+76,903	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	4,133,285	5.44%	+151,684	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	673,098	0.89%	+30,466	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	454,044	0.60%	-29,239	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	361,495	0.48%	+12,730	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	109,556	0.14%	-388	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) S&P(R) Bank ETF Fund S000006977 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	104,608	0.14%	-9,467	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,130,338	4.12%	+29,045	Jun 30, 2026	carried, not yet filed for the newest quarter
6	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,030,849	3.99%	+120,917	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	386,093	0.51%	+22,809	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	380,602	0.50%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	375,402	0.49%	+31,917	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
6.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	328,287	0.43%	+18,472	Jul 31, 2026	Dimensional ETF Trust, not summed
6.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	239,223	0.32%	+13,690	Jul 31, 2026	Dimensional ETF Trust, not summed
7	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,671,666	3.52%	+249,231	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Fidelity Small Cap Value Fund Fund S000007194 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	950,602	1.25%	+325,125	Jul 31, 2026	Fidelity Securities Fund, not summed
7.2	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	806,756	1.06%	+88,508	Jul 31, 2026	Fidelity Salem Street Trust, not summed
7.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	420,278	0.55%	-54,400	May 31, 2026	Fidelity Rutland Square Trust II, not summed
7.4	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	367,265	0.48%	-5,331	May 31, 2026	Fidelity Concord Street Trust, not summed
7.5	Fidelity Balanced Fund Fund S000007151 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	182,521	0.24%	-101,400	May 31, 2026	Fidelity Puritan Trust, not summed
8	KEMPER J MARINER Insider CIK 1229109 · Aug 4, 2026 Director, Chairman and CEO, issuer-wide	2,554,327	3.36%	-15,062	Aug 4, 2026	Director, Chairman and CEO, issuer-wide
8.1	J. Mariner Kemper 13D CIK 1229109 · Unknown · Mar 14, 2025 not summed	3,660,852	4.82%	-96,920	Mar 14, 2025	not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,171,089	2.86%	+3,318	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,064,907	2.72%	+117,461	Jun 30, 2026	carried, not yet filed for the newest quarter
11	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,687,247	2.22%	-1,019,877	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,567,528	2.06%	-12,378	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,562,240	2.06%	-137,399	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	952,076	1.25%	-69,472	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
13.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	34,218	0.05%	+303	May 31, 2026	Neuberger Berman ETF Trust, not summed
14	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,300,605	1.71%	+80,627	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	264,135	0.35%	+14,766	Jun 30, 2026	AB TRUST, not summed
14.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	79,553	0.10%	+8,645	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
14.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	56,225	0.07%	-1,415	Jun 30, 2026	AB CAP FUND, INC., not summed
14.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	45,430	0.06%	-2,080	Jun 30, 2026	Bernstein Fund Inc, not summed
14.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	2,659	0.00%	+362	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
15	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,242,430	1.64%	-35,459	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,241,789	1.64%	+345,685	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Small Cap Value Fund Fund S000009323 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	105,060	0.14%	-4,462	May 31, 2026	Goldman Sachs Trust, not summed
16.2	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	86,281	0.11%	+14,287	Jul 31, 2026	Goldman Sachs Trust, not summed
16.3	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	45,351	0.06%	+32,970	Jul 31, 2026	Goldman Sachs Trust, not summed
16.4	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	16,582	0.02%	-379	May 31, 2026	Goldman Sachs ETF Trust, not summed
16.5	Goldman Sachs Small/Mid Cap Equity Fund Fund S000044015 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	13,739	0.02%	0	May 31, 2026	Goldman Sachs Trust, not summed
17	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,145,958	1.51%	-211,219	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Allspring Special Small Cap Value Fund Fund S000029108 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	618,085	0.81%	-234,017	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
17.2	Allspring Small Company Value Portfolio Fund S000007553 · Registered fund · Jul 31, 2026 ALLSPRING MASTER TRUST, not summed	61,375	0.08%	+7,105	Jul 31, 2026	ALLSPRING MASTER TRUST, not summed
17.3	Allspring Common Stock Fund Fund S000007339 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	55,640	0.07%	—	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
17.4	Allspring Opportunity Fund Fund S000007344 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	42,580	0.06%	—	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
17.5	Allspring Special Global Small Cap Fund Fund S000029113 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	11,005	0.01%	-377	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
18	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,045,921	1.38%	-299,923	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Small Cap Value Fund Fund S000005781 · Registered fund · Jun 30, 2026 American Century Capital Portfolios, Inc., not summed	465,000	0.61%	-155,000	Jun 30, 2026	American Century Capital Portfolios, Inc., not summed
19	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	993,420	1.31%	-12,694	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	964,626	1.27%	-2,118	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	343,491	0.45%	-3,030	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	192,955	0.25%	-133	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	179,455	0.24%	+20,016	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	94,944	0.13%	-13,444	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	43,558	0.06%	+1,721	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
21	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	943,290	1.24%	-125,292	Jun 30, 2026	carried, not yet filed for the newest quarter
22	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	939,019	1.24%	-67,899	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	80	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	926,889	1.22%	+46,544	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	46,405	0.06%	+1,455	Jun 30, 2026	Northern Funds, not summed
23.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	37,323	0.05%	+3,732	Jun 30, 2026	Northern Funds, not summed
23.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	28,926	0.04%	+7,019	Jun 30, 2026	Northern Funds, not summed
23.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	14,220	0.02%	+206	Jul 31, 2026	FlexShares Trust, not summed
23.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,386	0.01%	-211	Jun 30, 2026	Northern Funds, not summed
24	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	921,703	1.21%	-316,515	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
25	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	914,990	1.20%	+15,590	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	60,965	0.08%	+1,955	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
25.2	First Trust BuyWrite Income ETF Fund S000040302 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	42,118	0.06%	+3,214	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
25.3	First Trust Nasdaq Bank ETF Fund S000053942 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	27,069	0.04%	-6,123	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
25.4	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	21,645	0.03%	-2,497	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
25.5	First Trust Nasdaq BuyWrite Income ETF Fund S000040305 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	12,918	0.02%	+1,353	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
26	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	904,683	1.19%	+209,407	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	900,418	1.19%	-78,634	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Victory Sycamore Small Company Opportunity Fund Fund S000000800 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	525,000	0.69%	-35,000	Jun 30, 2026	Victory Portfolios, not summed
27.2	Victory RS Partners Fund Fund S000053561 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	112,154	0.15%	+8,610	Jun 30, 2026	Victory Portfolios, not summed
27.3	Victory RS Small Cap Growth Fund Fund S000053581 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	23,530	0.03%	-10,020	Jun 30, 2026	Victory Portfolios, not summed
27.4	Victory RS Value Fund Fund S000053562 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	19,400	0.03%	-2,370	Jun 30, 2026	Victory Portfolios, not summed
27.5	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	15,480	0.02%	0	Jul 31, 2026	Victory Portfolios III, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	818,023	1.08%	+21,689	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	773,414	1.02%	+6,579	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
30	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	763,660	1.01%	+107,626	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	215,609	0.28%	+44,900	Jun 30, 2026	College Retirement Equities Fund, not summed
30.2	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	187,673	0.25%	-3,710	Jul 31, 2026	TIAA-CREF Funds, not summed
30.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	96,505	0.13%	+10,198	Jul 31, 2026	TIAA-CREF Funds, not summed
30.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	58,825	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
30.5	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	45,409	0.06%	-5,878	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
31	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	705,322	0.93%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	699,624	0.92%	+50,053	Jun 30, 2026	carried, not yet filed for the newest quarter
33	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	694,836	0.91%	-18,023	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	SmallCap Fund Fund S000007214 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	240,200	0.32%	-10,400	Jul 31, 2026	Principal Funds, Inc, not summed
33.2	SmallCap Growth Fund I Fund S000007175 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	90,575	0.12%	+24,994	Jul 31, 2026	Principal Funds, Inc, not summed
33.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	48,776	0.06%	-16,150	Jul 31, 2026	Principal Funds, Inc, not summed
33.4	MidCap S&P 400 Index Fund Fund S000007079 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	27,306	0.04%	-9	Jul 31, 2026	Principal Funds, Inc, not summed
33.5	SmallCap Account Fund S000007675 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	22,000	0.03%	-500	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
34	Global Alpha Capital Management Ltd. 13F CIK 1584691 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	690,325	0.91%	+31,343	Jun 30, 2026	carried, not yet filed for the newest quarter
35	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	672,465	0.89%	-28,722	Jun 30, 2026	carried, not yet filed for the newest quarter
36	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	583,289	0.77%	-24,025	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	T. Rowe Price Financial Services Fund, Inc. Fund S000002084 · Registered fund · Jun 30, 2026 T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed	155,900	0.21%	0	Jun 30, 2026	T. ROWE PRICE FINANCIAL SERVICES FUND, INC., not summed
36.2	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	139,600	0.18%	-61,600	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
36.3	T. Rowe Price Small-Mid Cap ETF Fund S000079837 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	48,345	0.06%	+16,355	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
36.4	T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Fund S000052904 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	40,701	0.05%	-10,362	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
36.5	T. Rowe Price Dynamic Credit Fund Fund S000063538 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTERNATIONAL FUNDS, INC., not summed	12,921	0.02%	—	Jun 30, 2026	T. ROWE PRICE INTERNATIONAL FUNDS, INC., not summed
37	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	549,240	0.72%	-3,477	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	12,298	0.02%	+199	Jul 31, 2026	BNY Mellon ETF Trust, not summed
38	JOHNSON INVESTMENT COUNSEL INC 13F CIK 821197 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	500,732	0.66%	+17,783	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	JOHNSON EQUITY INCOME FUND Fund S000005714 · Registered fund · Jun 30, 2026 Johnson Mutual Funds Trust, not summed	129,224	0.17%	0	Jun 30, 2026	Johnson Mutual Funds Trust, not summed
38.2	JOHNSON OPPORTUNITY FUND Fund S000005718 · Registered fund · Jun 30, 2026 Johnson Mutual Funds Trust, not summed	19,900	0.03%	-3,900	Jun 30, 2026	Johnson Mutual Funds Trust, not summed
39	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	475,634	0.63%	+12,492	Jun 30, 2026	carried, not yet filed for the newest quarter
40	CAPTRUST FINANCIAL ADVISORS 13F CIK 1512024 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	428,347	0.56%	-18,046	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Junto Capital Management LP 13F CIK 1595880 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	412,747	0.54%	+412,747	Jun 30, 2026	carried, not yet filed for the newest quarter
42	NEUMEIER POMA INVESTMENT COUNSEL LLC 13F CIK 1044936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	410,797	0.54%	+6,890	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	404,099	0.53%	+3,218	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
44	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	401,467	0.53%	+79,557	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	373,467	0.49%	+13,236	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
46	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	365,186	0.48%	-31,461	Sep 30, 2026
46.1	Congress SMid Growth ETF Fund S000081384 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	69,028	0.09%	—	Jul 31, 2026	Professionally Managed Portfolios, not summed
47	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 13F CIK 1021642 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	364,287	0.48%	+69,407	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Saratoga Small Capitalization Portfolio Fund S000010891 · Registered fund · May 31, 2026 SARATOGA ADVANTAGE TRUST, not summed	565	0.00%	—	May 31, 2026	SARATOGA ADVANTAGE TRUST, not summed
48	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	353,035	0.46%	+13,333	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	MFS New Discovery Value Fund Fund S000032712 · Registered fund · May 31, 2026 MFS SERIES TRUST XIII, not summed	184,286	0.24%	-18,707	May 31, 2026	MFS SERIES TRUST XIII, not summed
48.2	MFS Blended Research Small Cap Equity Fund Fund S000050659 · Registered fund · May 31, 2026 MFS SERIES TRUST X, not summed	38,287	0.05%	+423	May 31, 2026	MFS SERIES TRUST X, not summed
48.3	MFS Blended Research Mid Cap Equity Fund Fund S000054892 · Registered fund · May 31, 2026 MFS Series Trust X, not summed	11,141	0.01%	—	May 31, 2026	MFS Series Trust X, not summed
48.4	MFS Blended Research Small Cap Equity Portfolio Fund S000008071 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	9,646	0.01%	-716	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
48.5	MFS New Discovery Value Portfolio Fund S000023374 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST III, not summed	3,215	0.00%	-196	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST III, not summed
49	EMERALD ADVISERS, LLC 13F CIK 1015083 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	345,687	0.46%	+78,249	Jun 30, 2026	carried, not yet filed for the newest quarter
50	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	340,610	0.45%	+26,465	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Putnam Core Equity Fund Fund S000029796 · Registered fund · Jul 31, 2026 Putnam Funds Trust, not summed	197,655	0.26%	-25,065	Jul 31, 2026	Putnam Funds Trust, not summed
50.2	Putnam Small Cap Value Fund Fund S000003854 · Registered fund · May 31, 2026 Putnam Investment Funds, not summed	19,700	0.03%	-600	May 31, 2026	Putnam Investment Funds, not summed
50.3	Putnam VT Small Cap Value Fund Fund S000003888 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	11,300	0.01%	+3,500	Jun 30, 2026	Putnam Variable Trust, not summed
50.4	Putnam VT Core Equity Fund Fund S000003880 · Registered fund · Jun 30, 2026 Putnam Variable Trust, not summed	6,442	0.01%	-122	Jun 30, 2026	Putnam Variable Trust, not summed

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Key facts CIK 101382 CUSIP 902788108 13F (30d) 69 filings 66 filers Visit website Investor relations