Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Texas Capital Funds Trust (TXS)

12 + Investors. Track Smart Money conviction in TXS. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — TXS

Based on 12 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added TXS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
12 hedge funds hold TXS right now — the highest count in 2.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

8 buying6 selling
Last quarter: 8 funds bought or added vs 6 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 3 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 58% new

25% conviction (2yr+) 17% medium 58% new
Of the 12 current holders: 3 (25%) held >2 years, 2 held 1–2 years, and 7 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~5 new funds/quarter

3 → 0 → 3 → 3 → 5 new funds/Q
New funds entering each quarter: 0 → 3 → 3 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 58% of holders entered in last year

17% veterans 25% 1-2yr 58% new
Of 12 current holders: 7 (58%) entered in the past year, only 2 (17%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
3 of 12 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TXS

In 2026 Q2, 8 hedge funds were net buyers of TXS (5 opened a new position, 3 added to an existing one), while 6 reduced or exited (3 trimmed, 3 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 12.

Hedge Fund Ownership: TXS

How many hedge funds hold TXS — quarterly history vs. share price
Quarterly hedge fund ownership of TXS vs. share price

Market Analysis: TXS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TXS

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: TXS
12 + Investors

Track Smart Money conviction in TXS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 12 10 20.0%
13F Shares 146K 119K 22.66%
Total Value $6M $5M 30.14%
New Positions 5 3 +2
Increased Positions 3 0 +3
Closed Positions 3 1 +2
Reduced Positions 3 4 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TXS

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Institutional Holders (2026 Q2)

12 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TXS. Verified SEC 13F-HR filings.

QUARTER:
Top 12 TXS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ankerstar Wealth, LLC 0.73% 21,687 $870K
2 Astoria Portfolio Advisors LLC. 0.20% 29,150 $1.2M
3 Texas Capital Bank Wealth Management Services Inc 0.07% 31,281 $1.3M
4 Americana Partners, LLC 0.01% 8,450 $339K
5 Arax Advisory Partners 0.01% 27,390 $1.1M
6 J.W. Cole Advisors, INC. 0.01% 10,282 $413K
7 Compass Financial Management LLC 0.00% 377 $15K
8 Ameritas Advisory Services, LLC 0.00% 1,000 $40K
9 LPL Financial LLC 0.00% 15,777 $633K
10 Osaic Holdings, INC. 0.00% 171 $7K
11 UBS Group AG 0.00% 591 $24K
12 Wells Fargo & Company/Mn 0.00% 1
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Texas Capital Funds Trust (TXS)

What does the Smart Money Trend signal show for TXS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added TXS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TXS?

Slight buying edge — 57% buying: Last quarter: 8 funds bought or added vs 6 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TXS holders?

Smaller funds dominant — 11% AUM from top-100: 3 of 12 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TXS?

Mixed — 25% long-term, 58% new: Of the 12 current holders: 3 (25%) held >2 years, 2 held 1–2 years, and 7 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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