12 institutions reported holding $4.5M of TEXAS CAPITAL FUNDS TRUST (TXS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Texas Capital Bank Wealth Management Services Inc ($1.2M), Astoria Portfolio Advisors LLC. ($1.1M), U.S. Capital Wealth Advisors, LLC ($993,490), Ankerstar Wealth, LLC ($918,059), Americana Partners, LLC ($316,637). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Texas Capital Bank Wealth Management Services Inc | $1.2M | 31,676 | Hold |
| 2 | Astoria Portfolio Advisors LLC. | $1.1M | 26,974 | Trimmed |
| 3 | U.S. Capital Wealth Advisors, LLC | $993,490 | 26,513 | Trimmed |
| 4 | Ankerstar Wealth, LLC | $918,059 | 24,500 | Trimmed |
| 5 | Americana Partners, LLC | $316,637 | 8,450 | Hold |
| 6 | UBS Group AG | $25,219 | 673 | New |
| 7 | CWM, LLC | $7,494 | 200 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $5,994 | 160 | New |
| 9 | MORGAN STANLEY | $562 | 15 | New |
| 10 | VANGUARD ADVISERS INC | $75 | 2 | New |
| 11 | WELLS FARGO & COMPANY/MN | $16 | 0 | Exited |
| 12 | OPTIMA CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31