Ticker: UMBF CUSIP: 902788108 Class: EQTY
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Verition Fund Management LLC | 133,999 | $15,415 |
| Elevated Capital Advisors, LLC | 1,667 | $192 |
| Aquatic Capital Management LLC | 9,604 | $1,105 |
| SPIREPOINT PRIVATE CLIENT, LLC | 2,701 | $311 |
| Aster Capital Management (DIFC) Ltd | 638 | $73 |
| Qube Research & Technologies Ltd | 96,625 | $11,116 |
| DRW Securities, LLC | 7,568 | $871 |
| NATIXIS | 27,900 | $3,210 |
| Aprio Wealth Management, LLC | 1,812 | $208 |
| FIL Ltd | 45,000 | $5,177 |
| Squarepoint Ops LLC | 33,776 | $3,886 |
| Trust Co | 670 | $77 |
| Pinnacle Wealth Planning Services, Inc. | 588 | $68 |
| Quantbot Technologies LP | 1,212 | $139 |
| Focus Partners Wealth | 6,816 | $784 |
| Man Group plc | 5,770 | $664 |
| CANADA PENSION PLAN INVESTMENT BOARD | 7,800 | $897 |
| MACKENZIE FINANCIAL CORP | 4,556 | $531 |
| Brevan Howard Capital Management LP | 1,821 | $209 |
| Kemnay Advisory Services Inc. | 234 | $27 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| UMB Bank, n.a. | 4,315,949 | 4,809,824 | +493,875 (+11.4%) |
| Gator Capital Management, LLC | 101,650 | 136,130 | +34,480 (+33.9%) |
| EMERALD ADVISERS, LLC | 209,563 | 275,296 | +65,733 (+31.4%) |
| EMERALD MUTUAL FUND ADVISERS TRUST | 113,316 | 158,617 | +45,301 (+40.0%) |
| Paragon Capital Management LLC | 15,603 | 19,272 | +3,669 (+23.5%) |
| JOHNSON INVESTMENT COUNSEL INC | 21,802 | 362,118 | +340,316 (+1560.9%) |
| BAYVIEW ASSET MANAGEMENT, LLC | 5,741 | 10,000 | +4,259 (+74.2%) |
| BALYASNY ASSET MANAGEMENT L.P. | 33,812 | 422,065 | +388,253 (+1148.3%) |
| Friday Financial | 25,559 | 25,900 | +341 (+1.3%) |
| Abel Hall, LLC | 1,711 | 4,364 | +2,653 (+155.1%) |
| Ceredex Value Advisors LLC | 154,450 | 162,175 | +7,725 (+5.0%) |
| FIRST NATIONAL BANK OF OMAHA | 18,232 | 28,882 | +10,650 (+58.4%) |
| FIRST TRUST ADVISORS LP | 580,926 | 803,251 | +222,325 (+38.3%) |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 265,932 | 380,211 | +114,279 (+43.0%) |
| CBOE Vest Financial, LLC | 35,205 | 53,104 | +17,899 (+50.8%) |
| Farther Finance Advisors, LLC | 249 | 13,568 | +13,319 (+5349.0%) |
| TWO SIGMA SECURITIES, LLC | 2,262 | 3,752 | +1,490 (+65.9%) |
| CITADEL ADVISORS LLC | 879,447 | 1,241,165 | +361,718 (+41.1%) |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,900 | 2,400 | +500 (+26.3%) |
| CenterBook Partners LP | 8,879 | 11,818 | +2,939 (+33.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Elizabeth Park Capital Advisors, Ltd. | 30,502 | 7,302 | -23,200 (-76.1%) |
| THIRD AVENUE MANAGEMENT LLC | 97,518 | 78,245 | -19,273 (-19.8%) |
| Global Alpha Capital Management Ltd. | 643,844 | 632,216 | -11,628 (-1.8%) |
| Fieldview Capital Management, LLC | 41,859 | 19,692 | -22,167 (-53.0%) |
| Tributary Capital Management, LLC | 138,877 | 129,530 | -9,347 (-6.7%) |
| MALTESE CAPITAL MANAGEMENT LLC | 71,000 | 65,000 | -6,000 (-8.5%) |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 54,054 | 44,054 | -10,000 (-18.5%) |
| NFJ INVESTMENT GROUP, LLC | 357,720 | 348,236 | -9,484 (-2.7%) |
| EARNEST PARTNERS LLC | 1,371,653 | 1,306,642 | -65,011 (-4.7%) |
| FIRST COMMUNITY TRUST NA | 3,730 | 3,180 | -550 (-14.7%) |
| Allspring Global Investments Holdings, LLC | 1,755,496 | 1,650,076 | -105,420 (-6.0%) |
| Horizon Investments, LLC | 25,128 | 1,339 | -23,789 (-94.7%) |
| GW&K Investment Management, LLC | 742,958 | 718,277 | -24,681 (-3.3%) |
| State of Wyoming | 4,615 | 1,666 | -2,949 (-63.9%) |
| FEDERATED HERMES, INC. | 253,708 | 160,990 | -92,718 (-36.5%) |
| WELLINGTON MANAGEMENT GROUP LLP | 3,098,798 | 2,590,780 | -508,018 (-16.4%) |
| Boston Trust Walden Corp | 252,922 | 237,130 | -15,792 (-6.2%) |
| NEUBERGER BERMAN GROUP LLC | 1,832,674 | 1,743,903 | -88,771 (-4.8%) |
| VICTORY CAPITAL MANAGEMENT INC | 1,222,063 | 1,103,086 | -118,977 (-9.7%) |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 70,936 | 68,740 | -2,196 (-3.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Dynamic Technology Lab Private Ltd | 26,070 | $3,086 |
| Freestone Grove Partners LP | 247,558 | $29,298 |
| Zurich Insurance Group Ltd/FI | 182,803 | $21,635 |
| Knights of Columbus Asset Advisors LLC | 21,261 | $2,516 |
| nVerses Capital, LLC | 2,000 | $210 |
| Heritage Family Offices, LLP | 1,837 | $217 |
| Blueshift Asset Management, LLC | 1,706 | $202 |
| Farringdon Capital, Ltd. | 1,925 | $228 |
| RMG Wealth Management LLC | 2,800 | $314 |
| Interval Partners, LP | 14,296 | $1,692 |
| ARMISTICE CAPITAL, LLC | 7,580 | $897 |
| GTS SECURITIES LLC | 2,984 | $353 |
| XTX Topco Ltd | 2,367 | $280 |
| MILLENNIUM MANAGEMENT LLC | 34,054 | $4,030 |
| Bridgewater Associates, LP | 8,442 | $999 |
| Rise Advisors, LLC | 253 | $30 |
| Atlantic Union Bankshares Corp | 2,490 | $295 |
| Savant Capital, LLC | 3,749 | $444 |
| Leonteq Securities AG | 1,226 | $145 |
| MARSHALL WACE, LLP | 5,533 | $655 |