SEC 13F Intelligence

TEXAS CAPITAL FUNDS TRUST

CUSIP 88224A102

Texas Capital Funds Trust has 10 institutional holders in Filings Flow’s 13F database, together reporting 119.1K shares worth $5M as of Q1 2026. The largest reported holders are Texas Capital Bank Wealth Management Services Inc, Astoria Portfolio Advisors LLC., and U.S. Capital Wealth Advisors, LLC.

Institutional Holders
10
Q1 2026
Reported Value
$5M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 8Q4 ’25Q1 ’26: 10Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26Q2 ’26: $16Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Astoria Portfolio Advisors LLC.$470M AUM0.22%$1M27.0KQ1 2026OLDER
Texas Capital Bank Wealth Management Services Inc$1.7B AUM0.07%$1M31.7KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.02%$993,49026.5KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.02%$36,7591.0KQ4 2025OLDER
Americana Partners, LLC$3.9B AUM0.01%$316,6378.4KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$7,494200Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$5,994160Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$25,219673Q1 2026OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$752Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$160Q2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.