TXS — Texas Capital Funds Trust Institutional Holders · Q2 2026
Who owns Texas Capital Funds Trust (TXS)? 14 institutions reported holding $5.86M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Texas Capital Bank Wealth Management Services Inc ($1.3M), Astoria Portfolio Advisors LLC. ($1.2M), Arax Advisory Partners ($1.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Texas Capital Bank Wealth Management Services Inc | $1.3M | 31,281 | Trimmed |
| 2 | Astoria Portfolio Advisors LLC. | $1.2M | 29,150 | Added |
| 3 | Arax Advisory Partners | $1.1M | 27,390 | New |
| 4 | Ankerstar Wealth, LLC | $870,082 | 21,687 | Trimmed |
| 5 | LPL Financial LLC | $632,973 | 15,777 | New |
| 6 | J.W. COLE ADVISORS, INC. | $412,533 | 10,282 | New |
| 7 | Americana Partners, LLC | $339,014 | 8,450 | Hold |
| 8 | Ameritas Advisory Services, LLC | $40,120 | 1,000 | New |
| 9 | UBS Group AG | $23,711 | 591 | Trimmed |
| 10 | COMPASS FINANCIAL MANAGEMENT LLC | $15,121 | 377 | New |
| 11 | OSAIC HOLDINGS, INC. | $6,859 | 171 | Added |
| 12 | VANGUARD GROUP INC | $80 | 2 | Hold |
| 13 | WELLS FARGO & COMPANY/MN | $56 | 1 | New |
| 14 | MORGAN STANLEY | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30