TXS

Institutional Ownership

Top 25 Institutional Holders
HolderSharesDateChange% Held
Texas Capital Bank Wealth Management Services Inc31.46KSep 30, 26+1813.64%
Astoria Portfolio Advisors LLC.29.52KSep 30, 26+3743.42%
Arax Advisory Partners27.11KSep 30, 26-2753.14%
LPL Financial LLC20.63KSep 30, 26+4.86K2.39%
J.W. COLE ADVISORS, INC.12.93KSep 30, 26+2.65K1.50%
Americana Partners, LLC8.45KSep 30, 26--0.98%
Ameritas Advisory Services, LLC1.00KSep 30, 26--0.12%
SIMPLEX TRADING, LLC437Sep 30, 26+4370.05%
OSAIC HOLDINGS, INC.171Sep 30, 26--0.02%
Cassaday & Co Wealth Management LLC101Sep 30, 26+1010.01%
COMPASS FINANCIAL MANAGEMENT LLC--Sep 30, 26-377--
UBS Group AG--Sep 30, 26-591--
Arax Advisory Partners27.39KJun 30, 26+27.39K3.17%
Ankerstar Wealth, LLC21.69KJun 30, 26-2.81K2.51%
Ameritas Advisory Services, LLC1.00KJun 30, 26+1.00K0.12%
UBS Group AG591Jun 30, 26-820.07%
BFC Planning, Inc.306Jun 30, 26+10.04%
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.306Jun 30, 26+10.04%
OSAIC HOLDINGS, INC.171Jun 30, 26+110.02%
VANGUARD ADVISERS INC2Jun 30, 26--0.00%
WELLS FARGO & COMPANY/MN1Jun 30, 26+10.00%
MORGAN STANLEY--Jun 30, 26-15--
U.S. Capital Wealth Advisors, LLC26.51KMar 31, 26-2993.07%
CWM, LLC200Mar 31, 26--0.02%
Centricity Wealth Management, LLC1.50KJun 30, 25--0.17%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.