DX · Company research
Dynex Capital, Inc. (DX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143806 | 1885297 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38953 | 510674 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20968 | 274890 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17523 | 229726 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1628 | 21343 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28741 | 376795 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2125257 | 27862119 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 83886 | 1099745 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34363 | 450499 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29191 | 382693 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95956 | 1257986 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1492 | 19816 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222465 | 2916516 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46900 | 621636 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49527 | 649309 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Abel Hall, LLC | 2013339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18485 | 242338 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 291802 | 3825539 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108986 | 1428806 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PVG ASSET MANAGEMENT CORP | 820434 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50332 | 659853 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21347 | 279 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2445 | 32054 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 501 | 6568 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1688 | 22130 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EIGHT 31 FINANCIAL, LLC | 2011328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17298 | 226778 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22192 | 291 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3500 | 45885 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Catalyst Capital Advisors LLC | 1549275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222364 | 2915192 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7779 | 101983 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Carmignac Gestion | 1569758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44846 | 587931 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Virtu Financial LLC | 1533964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88685 | 1163 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Integrated Advisors Network LLC | 1660177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21628 | 283549 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1556921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 475038 | 6227748 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218964 | 2793981 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1800280 | 23601671 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 397365 | 5209455 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15424 | 202209 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VIRTUS ADVISERS, LLC | 1587281 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14611 | 191550 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bramshill Investments, LLC | 1619899 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120880 | 1584737 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PEREGRINE CAPITAL MANAGEMENT LLC | 764529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 291132 | 3816741 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3192180 | 243492 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Vision Retirement, LLC | 2069023 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 3933 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55923 | 733151 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30151 | 400363 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| IMG Wealth Management, Inc. | 2032103 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10895 | 142833 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LANARK FINANCIAL, INC. | 791540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 3277 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 287908 | 3774474 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1382705 | 18127263 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 984 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Bluespring Wealth Management, LLC | 1557485 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13816 | 181125 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JUPITER ASSET MANAGEMENT LTD | 1215838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19737 | 258752 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93708 | 1228043 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24216 | 317475 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Curi Capital, LLC | 1332905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47330 | 620496 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Jefferies Financial Group Inc. | 96223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100000 | 1311000 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8290 | 108676 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 415333 | 5445016 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CenterBook Partners LP | 1872738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57070 | 748188 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PDS Planning, Inc | 838618 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45450 | 595847 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Morling Financial Advisors, LLC | 1905198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87228 | 1143565 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64736 | 848689 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ALGEBRIS (UK) LTD | 1700286 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1193447 | 15596818 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Kingstone Capital Partners Texas, LLC | 2057208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36154 | 473979 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109222 | 1431901 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WINTON GROUP Ltd | 1612063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60500 | 793155 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29136 | 381973 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44170 | 579069 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2221800 | 29127798 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3148398 | 41276628 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEDBUSH SECURITIES INC | 1142495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12265 | 161 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Institute for Wealth Management, LLC. | 1533954 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1250 | 16388 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 260031 | 3409006 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24768 | 324700 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Graham Capital Management, L.P. | 1315421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 443472 | 5813918 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3194 | 42 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Westend Capital Management, LLC | 1331997 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27955 | 366490 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18448 | 241853 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CIBC Bancorp USA Inc. | 1711924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 13110 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IFG Advisory, LLC | 1728319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4676 | 61302 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Triumph Capital Management | 1730765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2568 | 33666 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240574 | 3153925 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.