Texas Equity Index ETF (TXS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares20,633 from 15,777

Change+4,856 (+31%)

Value$846.4K (+$213.4K)

Filed 2026-11-06

J.W. Cole Advisors, Inc.

INCREASED

Shares12,931 from 10,282

Change+2,649 (+26%)

Value$530.4K (+$117.9K)

Filed 2026-11-05

Winnacle Wealth LLC

NEW

Shares11,645

Change+11,645

Value$477.7K

Filed 2026-10-15

Americana Partners, LLC

UNCHANGED

Shares8,450 from 8,450

Change0 (0%)

Value$346.6K (+$7.6K)

Filed 2026-10-28

Simplex Trading, LLC

NEW

Shares437

Change+437

Value$17.9K

Filed 2026-11-04

Cassaday & Co Wealth Management LLC

NEW

Shares101

Change+101

Value$4.3K

Filed 2026-10-27

Compass Financial Management LLC

CLOSED

Shares0 from 377

Change-377 (-100%)

Value$0 (-$15.1K)

Filed 2026-10-30

Texas Capital Bank Wealth Management Services Inc

N/A

Shares— from 31,281

Change-31,281 (-100%)

Value—

Astoria Portfolio Advisors Llc.

N/A

Shares— from 29,150

Change-29,150 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 27,390

Change-27,390 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 21,687

Change-21,687 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

N/A

Shares— from 591

Change-591 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 306

Change-306 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 306

Change-306 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 171

Change-171 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 2

Change-2 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	20,633	15,777	+4,856	+31%	$633.0K	$846.4K	+$213.4K	2026-11-06
J.W. Cole Advisors, Inc.	INCREASED	12,931	10,282	+2,649	+26%	$412.5K	$530.4K	+$117.9K	2026-11-05
Winnacle Wealth LLC	NEW	11,645	—	+11,645	—	—	$477.7K	—	2026-10-15
Americana Partners, LLC	UNCHANGED	8,450	8,450	0	0%	$339.0K	$346.6K	+$7.6K	2026-10-28
Simplex Trading, LLC	NEW	437	—	+437	—	—	$17.9K	—	2026-11-04
Cassaday & Co Wealth Management LLC	NEW	101	—	+101	—	—	$4.3K	—	2026-10-27
Compass Financial Management LLC	CLOSED	0	377	-377	-100%	$15.1K	$0	-$15.1K	2026-10-30
Texas Capital Bank Wealth Management Services Inc	N/A	—	31,281	-31,281	-100%	$1.3M	—	—	—
Astoria Portfolio Advisors Llc.	N/A	—	29,150	-29,150	-100%	$1.2M	—	—	—
Arax Advisory Partners	N/A	—	27,390	-27,390	-100%	$1.1M	—	—	—
Ankerstar Wealth, LLC	N/A	—	21,687	-21,687	-100%	$870.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	1,000	-1,000	-100%	$40.1K	—	—	—
UBS Group AG	N/A	—	591	-591	-100%	$23.7K	—	—	—
BFC Planning, Inc.	N/A	—	306	-306	-100%	$12.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	306	-306	-100%	$12.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	171	-171	-100%	$6.9K	—	—	—
Vanguard Advisers Inc	N/A	—	2	-2	-100%	$80	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$56	—	—	—

Showing 18 of 18 institutions