CUSIP 88224A508
TEXAS CAP TEX EQUITY INDEX E
28 institutions · $10.9M total · 1,914,043 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Beacon Harbor Wealth Advisors, Inc. | 13,576 | $1.4M | 0.70% | 2024-12-31 |
| 2 | JANE STREET GROUP, LLC | 13,477 | $1.4M | 0.70% | 2025-12-31 |
| 3 | Meridian Wealth Management, LLC | 9,474 | $949.4K | 0.49% | 2025-12-31 |
| 4 | Boothe Investment Group, Inc. | 6,484 | $649.8K | 0.33% | 2025-12-31 |
| 5 | CITADEL ADVISORS LLC | 6,396 | $641.2K | 0.33% | 2025-09-30 |
| 6 | TOWNSQUARE CAPITAL LLC | 6,292 | $630.6K | 0.32% | 2025-03-31 |
| 7 | VisionPoint Advisory Group, LLC | 6,292 | $630.6K | 0.32% | 2025-03-31 |
| 8 | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 6,135 | $614.8K | 0.32% | 2025-12-31 |
| 9 | Uniting Wealth Partners, LLC | 6,000 | $601.5K | 0.31% | 2025-09-30 |
| 10 | Apella Capital, LLC | 594,483 | $594.5K | 31.05% | 2024-09-30 |
| 11 | Capitol Family Office, Inc. | 581,951 | $582.0K | 30.40% | 2024-09-30 |
| 12 | SeaCrest Wealth Management, LLC | 567,168 | $567.2K | 29.63% | 2024-09-30 |
| 13 | Hummer Financial Advisory Services Inc | 5,000 | $501.1K | 0.26% | 2025-12-31 |
| 14 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3,982 | $398.8K | 0.20% | 2024-12-31 |
| 15 | DONALDSON CAPITAL MANAGEMENT, LLC | 3,742 | $375.0K | 0.19% | 2025-03-31 |
| 16 | Castleview Partners, LLC | 2,190 | $219.5K | 0.11% | 2025-03-31 |
| 17 | Chung Wu Investment Group, LLC | 1,000 | $100.2K | 0.05% | 2025-12-31 |
| 18 | MATHER GROUP, LLC. | 28,732 | $28.7K | 1.50% | 2024-09-30 |
| 19 | Red Tortoise LLC | 280 | $28.1K | 0.01% | 2025-12-31 |
| 20 | Dynamic Advisor Solutions LLC | 25,909 | $25.9K | 1.35% | 2024-09-30 |
| 21 | Harbor Group, Inc. | 24,775 | $24.8K | 1.29% | 2024-09-30 |
| 22 | Larson Financial Group LLC | 210 | $21.0K | 0.01% | 2025-03-31 |
| 23 | PROATHLETE WEALTH MANAGEMENT LLC | 164 | $16.4K | 0.00% | 2025-12-31 |
| 24 | UBS Group AG | 130 | $13.0K | 0.00% | 2025-09-30 |
| 25 | Ankerstar Wealth, LLC | 110 | $11.0K | 0.00% | 2025-12-31 |
| 26 | ADVISOR GROUP HOLDINGS, INC. | 68 | $6.8K | 0.00% | 2025-06-30 |
| 27 | Financial Management Professionals, Inc. | 23 | $2.3K | 0.00% | 2025-12-31 |
| 28 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |