Texas Capital BancsharesTCBI

13F holders, Q1 2025 (March 31)
304holders −2
37new positions
37sold out
7famous investors
$74.67avg. 13F price*

At the end of Q1 2025, 304 institutions reported holding Texas Capital Bancshares Inc. (TCBI) in their 13F filings, down 2 from Q4 2024. 37 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($435.6M), Vanguard Group Inc. ($351.7M) and T. Rowe Price Investment Management, Inc. ($248.9M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Texas Capital Bancshares Inc.
CUSIP
88224Q107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 258Q1 2024Q2 2024: 245Q2 2024Q3 2024: 260Q3 2024Q4 2024: 306Q4 2024Q1 2025: 304Q1 2025Q2 2025: 303Q2 2025Q3 2025: 333Q3 2025Q4 2025: 344Q4 2025Q1 2026: 341Q1 2026Q2 2026: 374Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions37$73.5M
Exits37$54.8M

All 13F filers, Q4 2024 → Q1 2025: 4,288,788 shares bought and 4,037,707 shares sold, net +251,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 304 holders

BlackRock, Inc. 0.01% Reduce -2.2% 5,830,747 $435.6M
Vanguard Group Inc. 0.01% Add +0.2% 4,707,673 $351.7M
T. Rowe Price Investment Management, Inc. 0.16% Add +0.8% 3,332,471 $248.9M
Dimensional Fund Advisors LP 0.06% Reduce -4.4% 3,003,146 $224.3M
State Street Corp. 0.01% Reduce -8.7% 2,585,529 $193.1M
North Reef Capital Management LP 6.83% Add +127.5% 2,112,223 $157.8M
Alliancebernstein L.P. 0.04% Reduce -7.6% 1,491,585 $111.4M
AQR Capital Management 0.11% Add +84.8% 1,432,771 $105.4M
Geode Capital Management, LLC 0.01% Add +2.8% 1,171,119 $87.5M
Barrow Hanley Mewhinney & Strauss LLC 0.31% Reduce -3.4% 1,149,165 $85.8M
Neuberger Berman Group LLC 0.06% Reduce -1.1% 920,074 $68.8M
Massachusetts Financial Services Co. 0.02% Add +9.2% 813,028 $60.7M
Northern Trust Corp. 0.01% Reduce -2.9% 641,079 $47.9M
William Blair Investment Management, LLC 0.13% Reduce -4.4% 600,172 $44.8M
Wellington Management Group LLP 0.01% Add +2.5% 591,488 $44.2M
Bank of New York Mellon Corp 0.01% Reduce -24.2% 585,852 $43.8M
Norges Bank 0.01% Add +6.3% 571,330 $42.7M
Goldman Sachs Group Inc. 0.01% Add +3.8% 560,070 $41.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.7% 551,574 $41.2M
Freestone Grove Partners LP 0.38% New 492,362 $36.8M
Heartland Advisors Inc. 2.05% Reduce -18.7% 479,038 $35.8M
Segall Bryant & Hamill, LLC 0.54% Reduce -3.0% 475,106 $35.5M
Azora Capital LP 1.95% Add +19.4% 385,424 $28.8M
Jacobs Levy Equity Management, Inc. 0.11% Add +8.8% 359,972 $26.9M
Nuveen, LLC 0.01% — 345,493 $25.8M
Fisher Asset Management 0.01% No change 339,716 $25.4M
American Century Companies Inc. 0.02% Reduce -42.0% 337,203 $25.2M
Morgan Stanley 0.00% Reduce -24.1% 311,937 $23.3M
JPMorgan Chase & Co. 0.00% Reduce -8.8% 289,544 $21.6M
Ameriprise Financial Inc. 0.01% Add +4.7% 256,002 $19.1M
GW&K Investment Management, LLC 0.18% Reduce -1.4% 255,998 $19.1M
Texas Capital Bank Wealth Management Services Inc 1.88% Add +2249.3% 249,401 $18.6M
Bank of America Corp. 0.00% Add +25.3% 249,227 $18.6M
Bessemer Group Inc. 0.03% Add +4.2% 247,416 $18.5M
D. E. Shaw & Co. 0.02% Add +13.2% 244,925 $18.3M
Penn Capital Management Company, LLC 1.74% Add +20.8% 237,861 $17.8M
MetLife Investment Management, LLC 0.09% Add +339.3% 234,240 $17.5M
Granahan Investment Management, LLC 0.87% Reduce -10.0% 233,766 $17.5M
SG Americas Securities, LLC 0.06% New 226,751 $16.9M
Kennedy Capital Management LLC 0.35% Reduce -6.0% 194,144 $14.5M
Clearbridge Investments, LLC 0.01% Reduce -18.1% 180,720 $13.5M
Banc Funds Co. LLC 1.76% Reduce -22.5% 179,205 $13.4M
Franklin Resources Inc. 0.00% No change 176,331 $13.2M
New York State Common Retirement Fund 0.02% Add +4.4% 171,879 $12.8M
Aristotle Capital Boston, LLC 0.62% Reduce -18.0% 166,556 $12.4M
Rhumbline Advisers 0.01% Reduce -2.1% 164,206 $12.3M
Jupiter Asset Management Ltd. 0.11% Add +47.5% 152,459 $11.4M
State of Wisconsin Investment Board 0.03% Reduce -0.1% 140,052 $10.5M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -26.3% 138,237 $10.3M
ArrowMark Colorado Holdings LLC 0.16% No change 136,000 $10.2M
Hodges Capital Management Inc. 1.01% Reduce -46.6% 135,156 $10.1M
Edgestream Partners, L.P. 0.33% Add +28.8% 131,139 $9.8M
UBS Group AG 0.00% Reduce -22.2% 130,744 $9.8M
Renaissance Technologies 0.01% Add +53.0% 128,200 $9.6M
Barclays PLC 0.00% Reduce -17.1% 125,888 $9.4M
Highlander Partners, L.P. 5.56% No change 120,436 $9.0M
Victory Capital Management Inc. 0.01% Add +22.2% 117,828 $8.8M
Invesco Ltd. 0.00% Reduce -78.3% 111,577 $8.3M
Phocas Financial Corp. 1.26% Reduce -5.5% 110,002 $8.2M
Tieton Capital Management, LLC 3.75% Reduce -2.5% 109,715 $8.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +29.5% 107,761 $8.0M
Principal Financial Group Inc. 0.00% Add +0.5% 106,680 $8.0M
Verition Fund Management LLC 0.05% Reduce -23.1% 102,994 $7.7M
Citigroup Inc. 0.01% Reduce -7.5% 98,800 $7.4M
ExodusPoint Capital Management, LP 0.10% Add +25.7% 97,571 $7.3M
Susquehanna International Group, LLP 0.01% Add +199.1% 92,418 $6.9M
Swiss National Bank 0.00% Reduce -1.4% 89,550 $6.7M
Jane Street Group, LLC 0.01% Add +879.1% 87,173 $6.5M
Deutsche Bank AG 0.00% Reduce -25.6% 83,498 $6.2M
Sei Investments Co. 0.01% Add +9.2% 81,200 $6.1M
California Public Employees Retirement System 0.00% Reduce -1.0% 77,261 $5.8M
Thrivent Financial for Lutherans 0.01% Reduce -41.0% 77,021 $5.8M
Capital Fund Management S.A. 0.07% Add +298.4% 76,255 $5.7M
BNP Paribas Financial Markets 0.00% Reduce -4.2% 75,433 $5.6M
Legal & General Group Plc 0.00% Reduce -1.1% 74,819 $5.6M
Corebridge Financial, Inc. 0.03% Reduce -2.4% 73,231 $5.5M
Qube Research & Technologies Ltd 0.01% Reduce -31.2% 72,351 $5.4M
Millennium Management 0.01% Reduce -81.3% 72,201 $5.4M
Wolverine Asset Management LLC 0.40% Add +36.9% 71,915 $5.4M
Russell Investments Group, Ltd. 0.01% Add +1.9% 69,719 $5.2M
New York State Teachers Retirement System 0.01% Reduce -1.6% 69,428 $5.2M
Rafferty Asset Management, LLC 0.02% Reduce -23.5% 67,466 $5.0M
Point72 Asset Management 0.01% New 63,086 $4.7M
Congress Asset Management Co. 0.03% New 61,816 $4.6M
Retirement Systems of Alabama 0.02% Reduce -0.3% 56,003 $4.2M
Madison Asset Management, LLC 0.05% Reduce -1.0% 55,536 $4.1M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -5.9% 51,453 $3.8M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.8% 50,895 $3.8M
Federated Hermes, Inc. 0.01% Reduce -2.1% 48,805 $3.6M
King Luther Capital Management Corp. 0.02% No change 48,705 $3.6M
Brandywine Global Investment Management, LLC 0.02% Reduce -6.5% 44,937 $3.4M
TD Asset Management Inc 0.00% Add +3.3% 43,032 $3.2M
Ieq Capital, LLC 0.03% Add +741.6% 42,721 $3.2M
California State Teachers Retirement System 0.00% Reduce -1.3% 42,635 $3.2M
Man Group plc 0.01% Add +541.4% 41,687 $3.1M
Pathstone Holdings, LLC 0.01% Reduce -0.0% 39,916 $3.0M
First Trust Advisors LP 0.00% Reduce -20.3% 38,853 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +9.1% 37,449 $2.8M
Public Employees Retirement System of Ohio 0.01% Reduce -9.6% 32,552 $2.4M
Gimbel Daniel Scott 0.64% No change 32,500 $2.4M
Tectonic Advisors LLC 0.15% Add +33.5% 32,375 $2.4M
Keeley-Teton Advisors, LLC 0.28% Reduce -1.1% 31,078 $2.3M
Intech Investment Management LLC 0.02% Add +22.1% 29,790 $2.2M
Cambiar Investors LLC 0.09% Reduce -16.5% 29,683 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 27,603 $2.1M
CANADA LIFE ASSURANCE Co 0.00% Reduce -14.9% 26,739 $2.0M
Elizabeth Park Capital Advisors, Ltd. 1.80% Reduce -23.3% 26,617 $2.0M
Algert Global LLC 0.05% No change 26,550 $2.0M
Balyasny Asset Management L.P. 0.00% Reduce -71.6% 25,308 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +0.7% 24,596 $1.8M
Mutual of America Capital Management LLC 0.02% Reduce -3.0% 23,681 $1.8M
Janus Henderson Group PLC 0.00% No change 21,560 $1.6M
Dark Forest Capital Management LP 0.07% Add +217.7% 21,262 $1.6M
Amalgamated Bank 0.01% Reduce -0.8% 20,620 $1.5M
Quadrant Private Wealth Management, LLC 0.38% No change 20,447 $1.5M
Brevan Howard Capital Management LP 0.04% New 20,185 $1.5M
Wells Fargo & Company 0.00% Reduce -31.5% 19,664 $1.5M
HSBC Holdings PLC 0.00% Add +69.0% 19,524 $1.4M
State of Tennessee, Department of Treasury 0.01% Reduce -10.9% 19,228 $1.4M
LBJ Family Wealth Advisors, Ltd. 0.91% No change 18,981 $1.4M
Lisanti Capital Growth, LLC 0.42% New 18,975 $1.4M
Beacon Pointe Advisors, LLC 0.02% No change 18,825 $1.4M
Prudential Financial Inc. 0.00% Reduce -88.5% 17,880 $1.3M
Moody National Bank Trust Division 0.14% Add +1.5% 17,626 $1.3M
Sendero Wealth Management, LLC 0.18% New 17,600 $1.3M
Voloridge Investment Management, LLC 0.00% Reduce -74.3% 16,923 $1.3M
Federation des caisses Desjardins du Quebec 0.01% No change 16,889 $1.3M
Ensign Peak Advisors, Inc 0.00% No change 16,726 $1.2M
Aquatic Capital Management LLC 0.03% Add +93.7% 16,199 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -2.7% 15,742 $1.2M
WINTON GROUP Ltd 0.07% Reduce -2.3% 15,446 $1.2M
Summit Global Investments 0.08% New 15,045 $1.1M
Comerica Bank 0.00% Reduce -2.0% 14,832 $1.1M
Ameritas Investment Partners, Inc. 0.04% Reduce -2.6% 13,744 $1.0M
Arizona State Retirement System 0.01% Reduce -1.1% 13,251 $990K
Louisiana State Employees Retirement System 0.02% Add +0.8% 12,900 $964K
Captrust Financial Advisors 0.00% Add +15.2% 12,719 $950K
Stephens Inc. 0.01% No change 12,500 $934K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +0.6% 12,456 $930K
Gabelli Funds LLC 0.01% Add +4.2% 12,450 $930K
Voya Investment Management LLC 0.00% Reduce -10.3% 12,376 $924K
Raymond James Financial Inc. 0.00% Add +22.6% 12,284 $918K
ProShare Advisors LLC 0.00% Reduce -21.2% 11,999 $896K
Handelsbanken Fonder AB 0.00% No change 11,823 $883K
South Dakota Investment Council 0.02% Reduce -63.6% 11,686 $873K
HighTower Advisors, LLC 0.00% Reduce -11.1% 11,272 $842K
Fieldview Capital Management, LLC 0.12% New 11,264 $841K
State of Michigan Retirement System 0.00% Add +0.9% 11,052 $826K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +7.8% 10,999 $822K
Envestnet Asset Management Inc. 0.00% Add +1.9% 10,838 $810K
State Board of Administration of Florida Retirement System 0.00% No change 10,602 $792K
Cerity Partners LLC 0.00% Add +180.2% 10,581 $790K
US Bancorp \de 0.00% Add +0.4% 10,565 $789K
Bryce Point Capital, LLC 0.59% Reduce -37.2% 10,086 $782K
Cwm, LLC 0.00% Add +420.8% 10,343 $773K
Cibc World Markets Corp. 0.01% Add +137.1% 10,289 $769K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.4% 10,231 $764K
AlphaQuest LLC 0.08% Reduce -59.2% 9,978 $745K
New Mexico Educational Retirement Board 0.03% No change 9,900 $740K
Police & Firemen's Retirement System of New Jersey 0.01% No change 9,875 $738K
Headlands Technologies LLC 0.08% Add +167.8% 9,762 $729K
KLP Kapitalforvaltning As 0.00% No change 9,400 $702K
Oregon Public Employees Retirement Fund 0.01% No change 9,394 $702K
FMR LLC 0.00% Add +72.3% 8,904 $665K
LPL Financial LLC 0.00% Reduce -0.3% 8,749 $654K
Cresset Asset Management, LLC 0.00% Add +1.6% 8,219 $614K
Argent Advisors, Inc. 0.20% No change 8,066 $603K
Creative Planning 0.00% Add +34.3% 7,992 $597K
Allianz Asset Management GmbH 0.00% Reduce -4.8% 7,900 $590K
Nisa Investment Advisors, LLC 0.00% Reduce -13.4% 7,748 $579K
Mercer Global Advisors Inc. 0.00% Add +18.7% 7,668 $573K
Fox Run Management, L.L.C. 0.09% New 7,415 $554K
XTX Topco Ltd 0.03% Add +69.7% 7,359 $550K
Squarepoint Ops LLC 0.00% Reduce -92.9% 7,252 $542K
Bank of Montreal 0.00% Reduce -4.0% 7,201 $538K
Two Sigma Advisers, LP 0.00% Reduce -65.5% 7,100 $530K
Central Pacific Bank - Trust Division 0.08% No change 7,079 $529K
Wealth Enhancement Advisory Services, LLC 0.00% New 7,068 $528K
Pictet Asset Management Holding SA 0.00% Add +7.0% 7,003 $523K
Teacher Retirement System of Texas 0.00% New 6,756 $505K
Xponance LLC 0.00% Add +1.8% 6,684 $499K
Meeder Asset Management Inc. 0.03% Add +59.7% 6,324 $472K
Royal Bank of Canada 0.00% Reduce -28.8% 5,512 $412K
Engineers Gate Manager LP 0.01% Add +28.2% 5,456 $408K
State of Alaska, Department of Revenue 0.00% Add +2.3% 5,391 $402K
Jefferies Financial Group Inc. 0.01% Reduce -68.5% 5,250 $392K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 5,200 $388K
Public Employees Retirement Association of Colorado 0.00% No change 5,090 $380K
Hennessy Advisors Inc. 0.01% Reduce -50.0% 5,000 $374K
M&T Bank Corp 0.00% Reduce -1.7% 4,940 $369K
Johnson Financial Group, Inc. 0.02% Add +11027.9% 4,785 $358K
Quadrant Capital Group LLC 0.01% Add +2212.6% 4,764 $356K
Coldstream Capital Management Inc. 0.01% Reduce -0.7% 4,698 $351K
Inspire Investing, LLC 0.04% Reduce -10.3% 4,605 $344K
Legato Capital Management LLC 0.04% New 4,240 $317K
Citadel Advisors 0.00% Reduce -92.2% 4,161 $311K
Commerce Bank 0.00% Reduce -0.9% 4,156 $310K
Schonfeld Strategic Advisors LLC 0.00% Add +0.8% 3,900 $291K
Pallas Capital Advisors LLC 0.01% New 3,823 $286K
Savant Capital, LLC 0.00% Reduce -32.3% 3,794 $283K
SYM FINANCIAL Corp 0.03% Add +38.9% 3,633 $271K
Merit Financial Group, LLC 0.00% New 3,616 $270K
PNC Financial Services Group, Inc. 0.00% Reduce -0.9% 3,527 $263K
Profund Advisors LLC 0.01% Reduce -43.3% 3,510 $262K
Mariner, LLC 0.00% Add +33.5% 3,506 $262K
Securian Asset Management, Inc. 0.01% No change 3,492 $261K
Inceptionr LLC 0.08% New 3,388 $253K
Guggenheim Capital LLC 0.00% New 3,363 $251K
Advantage Alpha Capital Partners LP 0.06% Reduce -60.8% 3,252 $243K
Sanctuary Advisors, LLC 0.00% Reduce -53.6% 3,225 $241K
Johnson Investment Counsel Inc. 0.00% No change 3,202 $239K
Tower Research Capital LLC (TRC) 0.01% Reduce -73.1% 3,128 $234K
United Services Automobile Association 0.01% New 3,113 $230K
GTS Securities LLC 0.01% Reduce -27.4% 3,036 $227K
NJ State Employees Deferred Compensation Plan 0.03% No change 3,000 $224K
Mackenzie Financial Corp. 0.00% No change 2,977 $222K
Cim Investment Management Inc. 0.05% Reduce -2.3% 2,899 $217K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.4% 2,804 $209K
Oppenheimer Asset Management Inc. 0.00% Reduce -1.9% 2,803 $209K
Focus Partners Advisor Solutions, LLC 0.00% New 2,767 $207K
Marshall Wace, LLP 0.00% New 2,765 $207K
Quantinno Capital Management LP 0.00% New 2,751 $206K
Sivia Capital Partners, LLC 0.10% New 2,737 $204K
STRS Ohio 0.00% Add +18.2% 2,600 $194K
Bayforest Capital Ltd 0.08% Add +69.7% 2,309 $172K
KBC Group NV 0.00% No change 2,172 $162K
Keener Financial Planning LLC 0.09% No change 1,944 $145K
Shell Asset Management Co. 0.01% Reduce -4.2% 1,933 $144K
Icon Wealth Advisors, LLC 0.01% No change 1,443 $108K
State of Wyoming 0.01% New 938 $70K
GAMMA Investing LLC 0.00% Add +127.0% 831 $62K
Atwood & Palmer Inc. 0.00% No change 800 $60K
Sterling Capital Management LLC 0.00% Reduce -46.0% 800 $60K
Quent Capital, LLC 0.01% No change 683 $51K
CIBC Private Wealth Group LLC 0.00% New 800 $50K
Osaic Holdings, Inc. 0.00% Add +4.3% 629 $47K
Nomura Asset Management Co. Ltd. 0.00% No change 590 $44K
UMB Bank, n.a. 0.00% Add +1089.8% 583 $44K
Point72 Hong Kong Ltd 0.00% Reduce -97.7% 563 $42K
Point72 (DIFC) Ltd 0.00% Reduce -57.1% 548 $41K
Fifth Third Bancorp 0.00% Add +35.5% 492 $37K
Assetmark, Inc. 0.00% No change 409 $31K
Optiver Holding B.V. 0.00% New 378 $28K
Smartleaf Asset Management LLC 0.00% Add +23.0% 337 $25K
Picton Mahoney Asset Management 0.00% Reduce -13.8% 324 $24K
Danske Bank A/S 0.00% No change 300 $22K
Caitong International Asset Management Co., Ltd 0.02% Reduce -72.2% 285 $21K
Rise Advisors, LLC 0.01% New 229 $17K
True Wealth Design, LLC 0.01% Add +6533.3% 199 $15K
Versant Capital Management, Inc 0.00% No change 191 $14K
Signaturefd, LLC 0.00% Add +8.0% 162 $12K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 147 $11K
EverSource Wealth Advisors, LLC 0.00% Add +864.3% 135 $10K
Harbor Capital Advisors, Inc. 0.00% Reduce -10.8% 140 $10K
Parkside Financial Bank & Trust 0.00% Add +2775.0% 115 $9K
First Horizon Advisors, Inc. 0.00% No change 106 $8K
Fortitude Family Office, LLC 0.00% No change 104 $8K
MPWM Advisory Solutions, LLC 0.01% New 100 $7K
Sunbelt Securities, Inc. 0.00% No change 100 $7K
Lindbrook Capital, LLC 0.00% Reduce -9.1% 100 $7K
TCTC Holdings, LLC 0.00% No change 100 $7K
Blue Trust, Inc. 0.00% No change 94 $7K
Private Trust Co. NA 0.00% No change 93 $7K
Rothschild Investment LLC 0.00% Add +28.6% 90 $7K
Parallel Advisors, LLC 0.00% Add +8000.0% 81 $6K
WPG Advisers, LLC 0.00% No change 62 $5K
MassMutual Private Wealth & Trust, FSB 0.00% No change 60 $4K
Arax Advisory Partners 0.00% Add +1080.0% 59 $4K
SVB Wealth LLC 0.00% New 59 $4K
Hemington Wealth Management 0.00% Add +40.5% 59 $4K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 45 $3K
Armstrong Advisory Group, Inc. 0.00% No change 40 $3K
JFS Wealth Advisors, LLC 0.00% No change 40 $3K
Mather Group, Llc. 0.00% New 40 $3K
Farmers & Merchants Investments Inc. 0.00% Add +85.0% 37 $3K
Principal Securities, Inc. 0.00% No change 34 $3K
Harbour Investments, Inc. 0.00% No change 30 $2K
LRI Investments, LLC 0.00% No change 27 $2K
Quarry LP 0.00% Reduce -73.2% 26 $2K
Allworth Financial LP 0.00% Add +71.4% 24 $2K
Geneos Wealth Management Inc. 0.00% Reduce -5.6% 17 $1K
Brooklyn Investment Group 0.00% New 16 $1K
Steward Partners Investment Advisory, LLC 0.00% Reduce -70.9% 16 $1K
Transce3nd, LLC 0.00% No change 15 $1K
Stephens Consulting, LLC 0.00% New 15 $1K
Prestige Wealth Management Group LLC 0.00% No change 15 $1K
Highline Wealth Partners LLC 0.00% New 14 $1K
Farther Finance Advisors, LLC 0.00% No change 14 $1K
Hantz Financial Services, Inc. 0.00% New 10 $1K
Sachetta, LLC 0.00% No change 12 $897
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $897
SBI Securities Co., Ltd. 0.00% No change 12 $896
Clearstead Advisors, LLC 0.00% New 11 $822
Amundi 0.00% New 12 $799
SJS Investment Consulting Inc. 0.00% No change 10 $747
Jones Financial Companies LLLP 0.00% New 9 $664
Huntington National Bank 0.00% No change 6 $449
Global Financial Private Client, LLC 0.00% Add +100.0% 6 $448
Financial Management Professionals, Inc. 0.00% No change 5 $374
Aster Capital Management (DIFC) Ltd 0.00% Reduce -99.9% 2 $158
Parkworth Wealth Management, Inc. 0.00% No change 2 $149
Bay Harbor Wealth Management, LLC 0.00% New 2 $149
HFM Investment Advisors, LLC 0.00% — 1 $75
Covestor Ltd 0.00% No change 3 $0

"% of holder's portfolio" is TCBI's weight in each manager's 13F, not the share of Texas Capital Bancshares Inc. the manager owns.