TXS Institutional Ownership & Shareholders
TEXAS EQUITY INDEX ETF (TXS) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.34M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Texas Capital Bank Wealth Management Services Inc is currently the largest disclosed institutional shareholder of TXS tracked by InsiderSet, reporting ownership valued at approximately $1.25M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.34M, representing an estimated gain of +6.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed TXS value among the investors covered in this analysis. Major shareholders include Texas Capital Bank Wealth Management Services Inc, Astoria Portfolio Advisors Llc., Arax Advisory Partners, and several other long-term asset managers with concentrated positions in TEXAS EQUITY INDEX ETF (TXS).
This page ranks the largest institutional TXS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$7.34M
Largest Holder
Texas Capital Bank Wealth Management Services Inc
Largest Position
$1.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Texas Capital Bank Wealth Management Services Inc | 0.07% | 31,281 | $1,254,994 | $1,341,642 | +$86,648 | +6.90% | |
| Astoria Portfolio Advisors Llc. | 0.20% | 29,150 | $1,169,516 | $1,250,244 | +$80,728 | +6.90% | |
| Arax Advisory Partners | 0.01% | 27,390 | $1,098,887 | $1,174,757 | +$75,870 | +6.90% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 26,513 | $993,490 | $1,137,143 | +$143,653 | +14.46% | |
| Ankerstar Wealth, Llc | 0.73% | 21,687 | $870,082 | $930,155 | +$60,073 | +6.90% | |
| Lpl Financial Llc | 0.00% | 15,777 | $632,973 | $676,676 | +$43,703 | +6.90% | |
| Winnow Wealth Llc | 0.32% | 11,645 | $477,671 | $499,454 | +$21,783 | +4.56% | |
| J.W. Cole Advisors, Inc. | 0.01% | 10,282 | $412,533 | $440,995 | +$28,462 | +6.90% | |
| Americana Partners, Llc | 0.01% | 8,450 | $346,619 | $362,421 | +$15,802 | +4.56% | |
| Ameritas Advisory Services, Llc | 0.00% | 1,000 | $40,120 | $42,890 | +$2,770 | +6.90% | |
| Ubs Group Ag | 0.00% | 591 | $23,711 | $25,348 | +$1,637 | +6.90% | |
| Cwm, Llc | 0.00% | 200 | $7,494 | $8,578 | +$1,084 | +14.46% | |
| Osaic Holdings, Inc. | 0.00% | 171 | $6,859 | $7,334 | +$475 | +6.93% | |
| Cassaday & Co Wealth Management Llc | 0.00% | 101 | $4,270 | $4,332 | +$62 | +1.45% | |
| Vanguard Advisers Inc | 0.00% | 2 | $80 | $86 | +$6 | +7.23% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $56 | $43 | -$13 | -23.41% |
Frequently asked questions about TXS
Who are the largest institutional holders of TXS?
The largest institutional holders of TXS reported in the latest SEC Form 13F filings include Texas Capital Bank Wealth Management Services Inc, Astoria Portfolio Advisors Llc., Arax Advisory Partners, U.S. Capital Wealth Advisors, Llc, and Ankerstar Wealth, Llc. InsiderSet ranks institutional holders by their latest reported TXS position.
What is TXS institutional ownership?
This page tracks TXS positions reported by institutional investment managers through SEC Form 13F. TEXAS EQUITY INDEX ETF (TXS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TXS?
InsiderSet currently tracks 16 institutional managers reporting TXS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TXS shareholders.
How much TXS stock do institutions own?
Institutional investment managers disclosed approximately $7.34M in TXS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TXS institutional ownership last updated?
The latest TXS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TXS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TXS position after the reporting date.
Are institutions buying or selling TXS?
Institutional buying and selling can be analyzed by comparing TXS positions across consecutive 13F reporting periods. InsiderSet's TXS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TXS ownership changes.
How has TXS institutional ownership changed over time?
InsiderSet tracks TXS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.