Dynex Capital Inc
DX- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000826675
No open-market purchases or sales by Dynex Capital Inc insiders were filed in the last 90 days; 289 institutions reported holding it in 13F filings for Q2 2026, worth $1.47B in total; no superinvestor holds it.
Other share classesDX.PC
13F holders, Q2 2026
Institutional positions in Dynex Capital Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 289
- +24 vs. Q1 2026
- Shares held
- 111.7M
- +22.9M (+25.8%) vs. Q1 2026
- Total value
- $1.47B
- +$331.3M (+29.2%) vs. Q1 2026
- New holders
- 55
- 146 more added
- Sold out
- 31
- 55 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 289 | $1.47B |
| Q1 2026 | 268 | $1.14B |
| Q4 2025 | 263 | $990.4M |
| Q3 2025 | 212 | $757.7M |
| Q2 2025 | 201 | $632.3M |
| Q1 2025 | 203 | $635.0M |
| Q4 2024 | 182 | $499.8M |
| Q3 2024 | 164 | $486.9M |
| Q2 2024 | 147 | $452.8M |
| Q1 2024 | 129 | $367.0M |
| Q4 2023 | 122 | $281.0M |
| Q3 2023 | 127 | $306.1M |
| Q2 2023 | 131 | $314.9M |
| Q1 2023 | 133 | $286.5M |
| Q4 2022 | 134 | $296.6M |
| Q3 2022 | 132 | $220.8M |
| Q2 2022 | 135 | $269.1M |
| Q1 2022 | 114 | $229.8M |
| Q4 2021 | 107 | $241.7M |
| Q3 2021 | 108 | $252.5M |
| Q2 2021 | 114 | $301.1M |
| Q1 2021 | 120 | $282.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 0 | $1 | 0.00% | 0 | New |
| Godfrey Financial Associates, Inc. | 7 | $92 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 10 | $131 | 0.00% | −57−85.1% | Reduced |
| American Capital Advisory, LLC | 24 | $315 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 31 | $407 | 0.00% | +31 | New |
| Plante Moran Financial Advisors, LLC | 33 | $433 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33 | $433 | 0.00% | +33 | New |
| Financial Consulate, Inc | 39 | $512 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 48 | $629 | 0.00% | −6−11.1% | Reduced |
| Bare Financial Services, Inc | 51 | $669 | 0.00% | −177−77.6% | Reduced |
| Clearstead Advisors, LLC | 75 | $984 | 0.00% | +75 | New |
| LRI Investments, LLC | 79 | $1.04K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $1.31K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 113 | $1.49K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 147 | $2.00K | 0.00% | +135+1,125.0% | Added |
| Owl Creek Wealth Partners LLC | 185 | $2.43K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 200 | $2.62K | 0.00% | +200 | New |
| SHP Wealth Management | 200 | $2.62K | 0.00% | +200 | New |
| NBC Securities, Inc. | 250 | $3.28K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 271 | $3.55K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 300 | $3.88K | 0.00% | +219+270.4% | Added |
| Vision Retirement, LLC | 300 | $3.93K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 307 | $4.03K | 0.00% | +307 | New |
| Chung Wu Investment Group, LLC | 333 | $4.37K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 337 | $4.42K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 353 | $4.63K | 0.00% | +123+53.5% | Added |
| Kerr Financial Planning Corp | 448 | $5.87K | 0.01% | +11+2.5% | Added |
| Corsicana & Co. | 500 | $6.55K | 0.00% | +500 | New |
| Rockefeller Capital Management L.P. | 501 | $6.57K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 504 | $6.60K | 0.00% | +304+152.0% | Added |
| Public Employees Retirement System of Ohio | 568 | $7.45K | 0.00% | +320+129.0% | Added |
| IFP Advisors, Inc | 614 | $8.05K | 0.00% | +554+923.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 630 | $8.26K | 0.00% | −823−56.6% | Reduced |
| MTM Investment Management, LLC | 666 | $8.73K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 715 | $9.37K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 773 | $10.1K | 0.00% | +29+3.9% | Added |
| Signature Resources Capital Management, LLC | 790 | $10.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 875 | $11.5K | 0.00% | −257−22.7% | Reduced |
| Avion Wealth | 1,000 | $13.0K | 0.00% | +1,000 | New |
| Aventura Private Wealth, LLC | 1,000 | $13.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,133 | $14.9K | 0.01% | +206+22.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,187 | $15.6K | 0.00% | +45+3.9% | Added |
| True Wealth Design, LLC | 1,193 | $15.6K | 0.00% | +181+17.9% | Added |
| Fifth Third Bancorp | 1,241 | $16.3K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,250 | $16.4K | 0.00% | +1,250 | New |
| TD Waterhouse Canada Inc. | 1,400 | $18.1K | 0.00% | +1,400 | New |
| Silver Grove Financial Group, Inc. | 1,400 | $18.4K | 0.01% | +1,400 | New |
| Evolution Wealth Management Inc. | 1,510 | $19.8K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,492 | $19.8K | 0.00% | +19+1.3% | Added |
| Osbon Capital Management LLC | 1,516 | $19.9K | 0.02% | −45,216−96.8% | Reduced |
| Kemnay Advisory Services Inc. | 1,628 | $21.3K | 0.00% | +2+0.1% | Added |
| Quarry LP | 1,688 | $22.1K | 0.00% | +1,688 | New |
| GAMMA Investing LLC | 2,272 | $29.8K | 0.00% | +593+35.3% | Added |
| The PNC Financial Services Group, Inc. | 2,445 | $32.1K | 0.00% | −4,193−63.2% | Reduced |
| Triumph Capital Management | 2,568 | $33.7K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 2,868 | $37.6K | 0.00% | −11,072−79.4% | Reduced |
| Versant Capital Management, Inc | 2,896 | $38.0K | 0.00% | +2,604+891.8% | Added |
| Caption Management, LLC | 3,000 | $39.3K | 0.00% | +3,000 | New |
| KBC Group NV | 3,194 | $42.0K | 0.00% | +3,194 | New |
| Mark Sheptoff Financial Planning, LLC | 3,300 | $43.3K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 3,500 | $45.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,559 | $46.7K | 0.00% | +2,369+199.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,717 | $48.7K | 0.00% | +2,540+215.8% | Added |
| Sterling Capital Management LLC | 4,424 | $58.0K | 0.00% | −2,197−33.2% | Reduced |
| IFG Advisory, LLC | 4,676 | $61.3K | 0.00% | +4,676 | New |
| Larson Financial Group LLC | 5,097 | $66.8K | 0.00% | +3,498+218.8% | Added |
| Huntington National Bank | 5,465 | $71.6K | 0.00% | +675+14.1% | Added |
| Tower Research Capital LLC (TRC) | 5,502 | $72.1K | 0.00% | −6,954−55.8% | Reduced |
| EverSource Wealth Advisors, LLC | 6,348 | $83.2K | 0.00% | −833−11.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,719 | $88.1K | 0.02% | +6,719 | New |
| Jones Financial Companies LLLP | 7,396 | $97.2K | 0.00% | +4,697+174.0% | Added |
| Parallel Advisors, LLC | 8,279 | $108.6K | 0.00% | +5,526+200.7% | Added |
| Global Retirement Partners, LLC | 8,290 | $108.7K | 0.00% | +8,290 | New |
| Group One Trading, L.P. | 8,460 | $110.9K | 0.00% | −2,186−20.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,996 | $117.9K | 0.00% | +6,916+332.5% | Added |
| SG Americas Securities, LLC | 9,331 | $122.0K | 0.00% | −41,854−81.8% | Reduced |
| Penbrook Management LLC | 10,050 | $131.8K | 0.08% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 10,121 | $132.7K | 0.02% | +10,121 | New |
| Prelude Capital Management, LLC | 10,187 | $133.6K | 0.01% | +10,187 | New |
| Bank of Montreal | 10,191 | $133.6K | 0.00% | +10,191 | New |
| Ameriflex Group, Inc. | 10,400 | $136.3K | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 10,446 | $136.5K | 0.00% | +10,446 | New |
| Invst, LLC | 10,501 | $137.7K | 0.01% | +10,501 | New |
| State of Wyoming | 10,552 | $138.3K | 0.01% | +10,552 | New |
| Captrust Financial Advisors | 10,814 | $141.8K | 0.00% | +10,814 | New |
| IMG Wealth Management, Inc. | 10,895 | $142.8K | 0.08% | +7,485+219.5% | Added |
| HighTower Advisors, LLC | 11,119 | $145.8K | 0.00% | −262−2.3% | Reduced |
| Farringdon Capital, Ltd. | 11,136 | $146.0K | 0.07% | +11,136 | New |
| Swiss Life Asset Management Ltd | 11,665 | $152.9K | 0.00% | −7,314−38.5% | Reduced |
| Aegis Wealth Management, Inc. | 12,075 | $158.3K | 0.10% | +357+3.0% | Added |
| Wedbush Securities Inc | 12,265 | $161.0K | 0.00% | +12,265 | New |
| Global Assets Advisory, LLC | 12,648 | $164.2K | 0.04% | +12,648 | New |
| Weaver Consulting Group | 12,889 | $169.0K | 0.03% | −468−3.5% | Reduced |
| CIBC Bancorp USA Inc. | 13,118 | $172.0K | 0.00% | +2,055+18.6% | Added |
| Signaturefd, LLC | 13,632 | $178.7K | 0.00% | +7,765+132.4% | Added |
| SNS Financial Group, LLC | 13,816 | $181.1K | 0.00% | +13,816 | New |
| Centaurus Financial, Inc. | 13,865 | $182.0K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 14,611 | $191.6K | 0.07% | +7,100+94.5% | Added |
| Attessa Capital LLC | 15,116 | $198.2K | 0.09% | +15,116 | New |