Institutional Ownership
Texas Capital Funds Trust
CUSIP 88224A102TEXAS CAP TEX EQTXSQ1 2026
Institutional Holders
10
13F filers
Shares Held
119.2K
Aggregate institutional
Institutional Value
$4.51M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased0
Decreased3
Sold out2
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Texas Capital Bank Wealth Management Services Inc | 31.7K | $1.19M | 0 | Held |
| 2 | Astoria Portfolio Advisors LLC. | 27.0K | $1.05M | −4.2K | Reduced |
| 3 | U.S. Capital Wealth Advisors, LLC | 26.5K | $993.5K | −299 | Reduced |
| 4 | Ankerstar Wealth, LLC | 24.5K | $918.1K | −13.9K | Reduced |
| 5 | Americana Partners, LLC | 8.4K | $316.6K | 0 | Held |
| 6 | Ubs Group AG | 673 | $25.2K | +673 | New |
| 7 | Cwm, LLC | 200 | $7.5K | 0 | Held |
| 8 | Osaic Holdings, Inc. | 160 | $6.0K | +160 | New |
| 9 | Morgan Stanley | 15 | $562 | +15 | New |
| 10 | Vanguard Advisers Inc | 2 | $75 | +2 | First Filing |