TXS Institutional Ownership
Texas Capital Texas Equity Index ETF
1W: +0.3%
1M: -0.7%
3M: +6.0%
YTD: +18.0%
1Y: +17.7%
3Y: +73.9%
$42.27
Last traded 2026-09-16 — delisted
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Institutional Ownership — TXS
14
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
6M
Total Invested
5
New Positions
3
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Texas Capital Bank Wealth Management S | 31,281 | 1M | -395 | -1.2% | 6Q | SEC ↗ |
| 2 | Astoria Portfolio Advisors LLC. | 29,150 | 1M | +2,176 | +8.1% | 9Q | SEC ↗ |
| 3 | Arax Advisory Partners NEW | 27,390 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 4 | U.S. Capital Wealth Advisors, LLC | 26,513 | 1M | -299 | -1.1% | 10Q | SEC ↗ |
| 5 | Ankerstar Wealth, LLC | 21,687 | 917K | -2,813 | -11.5% | 3Q | SEC ↗ |
| 6 | LPL Financial LLC NEW | 15,777 | 667K | — | +0.0% | 1Q | SEC ↗ |
| 7 | J.W. COLE ADVISORS, INC. NEW | 10,282 | 435K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Americana Partners, LLC | 8,450 | 357K | — | +0.0% | 11Q | SEC ↗ |
| 9 | Ameritas Advisory Services, LLC NEW | 1,000 | 42K | — | +0.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG | 591 | 25K | -82 | -12.2% | 2Q | SEC ↗ |
| 11 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 377 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 12 | CWM, LLC | 200 | 8K | — | +0.0% | 2Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 171 | 7K | +11 | +6.9% | 2Q | SEC ↗ |
| 14 | VANGUARD ADVISERS INC | 2 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 1 | 0K | +1 | — | 11Q | SEC ↗ |
| 16 | MORGAN STANLEY | 0 | 0K | -15 | -100.0% | 1Q | SEC ↗ |
| 17 | OPTIMA CAPITAL LLC | 0 | 0K | -1,034 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Arax Advisory Partners | 27,390 | 1M |
| LPL Financial LLC | 15,777 | 667K |
| J.W. COLE ADVISORS, INC. | 10,282 | 435K |
| Ameritas Advisory Services, LLC | 1,000 | 42K |
| COMPASS FINANCIAL MANAGEMENT LLC | 377 | 16K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OPTIMA CAPITAL LLC | 1,034 | 44K |
| MORGAN STANLEY | 15 | 1K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Astoria Portfolio Advisors LLC. | +2,176 | +8.1% | 29,150 |
| OSAIC HOLDINGS, INC. | +11 | +6.9% | 171 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ankerstar Wealth, LLC | -2,813 | -11.5% | 21,687 |
| Texas Capital Bank Wealth Managemen | -395 | -1.2% | 31,281 |
| U.S. Capital Wealth Advisors, LLC | -299 | -1.1% | 26,513 |
| UBS Group AG | -82 | -12.2% | 591 |