Filing Research | TCBI - Texas Capital Bancshares, Inc. Institutional Holdings

Snapshot holdings

50 / 63 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	77.0KSH	$8.0M
2	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	49.0KSH	$5.1M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	21.6KSH	$2.2M
4	TECTONIC ADVISORS LLC	Shares	21.2KSH	$2.2M
5	Y-Intercept (Hong Kong) Ltd	Shares	20.7KSH	$2.1M
6	MOODY NATIONAL BANK TRUST DIVISION	Shares	17.4KSH	$1.8M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.7KSH	$1.8M
8	Oliver Luxxe Assets LLC	Shares	15.4KSH	$1.6M
9	Police & Firemen's Retirement System of New Jersey	Shares	12.9KSH	$1.3M
10	Louisiana State Employees Retirement System	Shares	12.8KSH	$1.3M
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.1KSH	$1.3M
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	10.5KSH	$1.1M
13	HARBOR INVESTMENT ADVISORY, LLC	Shares	9.6KSH	$990.8K
14	Central Pacific Bank - Trust Division	Shares	7.0KSH	$722.7K
15	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.0KSH	$719.1K
16	Merit Financial Group, LLC	Shares	4.0KSH	$413.5K
17	SECURIAN ASSET MANAGEMENT, INC	Shares	3.2KSH	$335.4K
18	Sivia Capital Partners, LLC	Shares	3.1KSH	$316.3K
19	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	2.9KSH	$299.5K
20	Sequoia Financial Advisors, LLC	Shares	2.7KSH	$280.8K
21	Curated Wealth Partners LLC	Shares	10.5KSH	$261.6K
22	Cardinal Point Capital Management ULC	Shares	2.3KSH	$237.5K
23	Impact Capital Partners LLC	Shares	2.3KSH	$232.3K
24	NorthCrest Asset Manangement, LLC	Shares	2.1KSH	$215.0K
25	CAPITAL ADVISORS INC/OK	Shares	2.0KSH	$209.6K
26	GAMMA Investing LLC	Shares	1.6KSH	$163.2K
27	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.4KSH	$145.8K
28	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$126.0K
29	ATWOOD & PALMER INC	Shares	800SH	$82.6K
30	True Wealth Design, LLC	Shares	774SH	$79.9K
31	LANARK FINANCIAL, INC.	Shares	738SH	$76.2K
32	Farther Finance Advisors, LLC	Shares	449SH	$46.3K
33	Versant Capital Management, Inc	Shares	347SH	$35.8K
34	IFP Advisors, Inc	Shares	290SH	$29.9K
35	SIGNATUREFD, LLC	Shares	217SH	$22.4K
36	Ares Financial Consulting, LLC	Shares	198SH	$20.4K
37	SJS Investment Consulting Inc.	Shares	184SH	$19.0K
38	FIRST HORIZON CORP	Shares	129SH	$13.3K
39	MassMutual Private Wealth & Trust, FSB	Shares	115SH	$11.9K
40	Blue Trust, Inc.	Shares	94SH	$9.7K
41	Fortitude Family Office, LLC	Shares	86SH	$8.9K
42	JFS WEALTH ADVISORS, LLC	Shares	58SH	$6.0K
43	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	47.1KSH	$4.9K
44	Moisand Fitzgerald Tamayo, LLC	Shares	45SH	$4.6K
45	FARMERS & MERCHANTS INVESTMENTS INC	Shares	40SH	$4.1K
46	SBI Securities Co., Ltd.	Shares	32SH	$3.3K
47	LRI Investments, LLC	Shares	30SH	$3.1K
48	Valued Wealth Advisors LLC	Shares	19SH	$2.0K
49	AMALGAMATED BANK	Shares	18.5KSH	$1.9K
50	Creative Capital Management Investments LLC	Shares	18SH	$1.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 64 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+20.7K	+$2.1M	$2.1M
2	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+7.0K	+$719.1K	$719.1K
3	CONGRESS ASSET MANAGEMENT CO added	Shares	+775	+$718.9K	$8.0M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.2K	+$317.2K	$1.8M
5	Sequoia Financial Advisors, LLC new	Shares	+2.7K	+$280.8K	$280.8K
6	Curated Wealth Partners LLC new	Shares	+10.5K	+$261.6K	$261.6K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$250.1K	$1.3M
8	Impact Capital Partners LLC new	Shares	+2.3K	+$232.3K	$232.3K
9	NorthCrest Asset Manangement, LLC new	Shares	+2.1K	+$215.0K	$215.0K
10	CAPITAL ADVISORS INC/OK new	Shares	+2.0K	+$209.6K	$209.6K
11	MOODY NATIONAL BANK TRUST DIVISION unchanged	Shares	0	+$146.1K	$1.8M
12	Louisiana State Employees Retirement System unchanged	Shares	0	+$107.3K	$1.3M
13	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$80.4K	$990.8K
14	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-1.1K	+$76.2K	$2.2M
15	Central Pacific Bank - Trust Division unchanged	Shares	0	+$58.7K	$722.7K
16	Merit Financial Group, LLC added	Shares	+213	+$53.8K	$413.5K
17	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$32.5K	$335.4K
18	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+209	+$31.7K	$145.8K
19	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-614	+$29.4K	$1.1M
20	Sivia Capital Partners, LLC trimmed	Shares	-2	+$25.5K	$316.3K
21	GAMMA Investing LLC added	Shares	+79	+$20.7K	$163.2K
22	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-859	+$20.0K	$1.3M
23	Cardinal Point Capital Management ULC unchanged	Shares	0	+$19.3K	$237.5K
24	SJS Investment Consulting Inc. added	Shares	+146	+$15.4K	$19.0K
25	FIRST HORIZON CORP new	Shares	+129	+$13.3K	$13.3K
26	ATWOOD & PALMER INC unchanged	Shares	0	+$6.7K	$82.6K
27	LANARK FINANCIAL, INC. unchanged	Shares	0	+$6.2K	$76.2K
28	SIGNATUREFD, LLC added	Shares	+46	+$6.2K	$22.4K
29	Farther Finance Advisors, LLC added	Shares	+29	+$6.1K	$46.3K
30	TECTONIC ADVISORS LLC trimmed	Shares	-1.8K	+$5.4K	$2.2M
31	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-4.3K	+$4.9K	$5.1M
32	True Wealth Design, LLC trimmed	Shares	-24	+$4.2K	$79.9K
33	Valued Wealth Advisors LLC new	Shares	+19	+$2.0K	$2.0K
34	Creative Capital Management Investments LLC new	Shares	+18	+$1.9K	$1.9K
35	Wealth Enhancement Trust Services, Inc. new	Shares	+15	+$1.5K	$1.5K
36	Versant Capital Management, Inc trimmed	Shares	-15	+$1.5K	$35.8K
37	Ares Financial Consulting, LLC unchanged	Shares	0	+$1.5K	$20.4K
38	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$964	$11.9K
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+5.7K	+$934	$4.9K
40	IFP Advisors, Inc trimmed	Shares	-17	+$817	$29.9K
41	Fortitude Family Office, LLC unchanged	Shares	0	+$720	$8.9K
42	Blue Trust, Inc. trimmed	Shares	-2	+$597	$9.7K
43	LRI Investments, LLC added	Shares	+3	+$536	$3.1K
44	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$486	$6.0K
45	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$377	$4.6K
46	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$335	$4.1K
47	SBI Securities Co., Ltd. unchanged	Shares	0	+$268	$3.3K
48	LBJ Family Wealth Advisors, Ltd. trimmed	Shares	-206	+$153	$1.8K
49	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$118	$1.4K
50	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$101	$1.2K

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