13F Insight
DOSSIER · 13F Holders · Q2 2026
TXS

TEXAS CAPITAL FUNDS TRUST

17 institutions still hold TEXAS CAPITAL FUNDS TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 88224A102·17 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$7M
visible holders
Holders
17
filers reporting
Concentration
18.14%
Texas Capital Bank Wealth Management Services Inc #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported TXS in Q2 2026. Texas Capital Bank Wealth Management Services Inc leads at 18.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Texas Capital Bank Wealth Management Services Inc
CIK 0001802655
$1M31K0.07%Q2 202602
Astoria Portfolio Advisors LLC.
CIK 0001931642
$1M29K0.20%Q2 202603
Arax Advisory Partners
CIK 0001586767
$1M27K0.01%Q2 202604
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$993K27K0.03%Q1 202605
Ankerstar Wealth, LLC
CIK 0002053917
$870K22K0.73%Q2 202606
LPL Financial LLC
CIK 0001403438
$633K16K0.00%Q2 202607
J.W. COLE ADVISORS, INC.
CIK 0001404763
$413K10K0.01%Q2 202608
Americana Partners, LLC
CIK 0001797678
$339K8K0.01%Q2 202609
Centricity Wealth Management, LLC
CIK 0002054645
$52K2K0.04%Q2 202510
Ameritas Advisory Services, LLC
CIK 0001901275
$40K1K0.00%Q2 202611
UBS Group AG
CIK 0001610520
$24K5910.00%Q2 202612
COMPASS FINANCIAL MANAGEMENT LLC
CIK 0002148724
$15K3770.00%Q2 202613
CWM, LLC
CIK 0001535847
$7K2000.00%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$7K1710.00%Q2 202615
VANGUARD ADVISERS INC
CIK 0000947529
$8020.00%Q2 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5610.00%Q2 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025