DOSSIER · 13F Holders · Q1 2026Financial Services · Real Estate Investment Trusts
DX

DYNEX CAP INC

285 institutions still hold DYNEX CAP INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26817Q886·Real Estate Investment Trusts·285 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$862M
visible holders
Holders
285
filers reporting
Concentration
23.82%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

Peregrine Capital Management, still Dynex Capital's largest tracked institutional holder at 28% of the $13.6 million in institutional value 13F Insight can see, trimmed its stake by 8% this quarter — the register's most significant sale, worth roughly $333,000 in real selling. One buyer alone did more than offset it: Simplify Asset Management added 52,921 shares (up 65%) worth about $694,000 in fresh buying, and is now the second-largest holder. SeaCrest Wealth Management (up 24.3%) and Moody National Bank Trust Division (up 12.1%) both built meaningfully too. Farther Finance Advisors was the only other real seller of size, cutting 8.8%. With most of the register adding shares this quarter and two brand-new entrants (Fermata Advisors, Attessa Capital) opening positions worth a combined $424,000, the imbalance runs firmly toward buying even with the top holder heading for the door.

Both sales were more than absorbed by a single buyer. Simplify Asset Management added 52,921 shares this quarter — a 65% increase to its existing stake — worth roughly $694,000 in fresh buying, more than double Peregrine's dollar-value sale. That single trade pushed Simplify past several longer-tenured holders into the second-largest position on the register, at roughly 13% of tracked value.

The buying wasn't confined to one name. SeaCrest Wealth Management grew its stake 24.3% (74,529 to 92,655 shares), Moody National Bank Trust Division added 12.1% (76,859 to 86,160 shares), and Wealth Enhancement Advisory Services and BayBridge Capital Group both built meaningfully at a smaller scale. Two brand-new positions also opened this quarter: Fermata Advisors took a $226,150 stake and Attessa Capital a $198,168 stake, together worth roughly $424,000 in fresh institutional interest that didn't exist three months ago.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$205M16.1M0.00%Q1 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$109M8.5M0.00%Q1 2026
03
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$61M4.7M0.00%Q1 2026
04
STATE STREET CORP
CIK 0000093751
$59M4.5M0.00%Q1 2026
05
Qube Research & Technologies Ltd
CIK 0001729829
$47M3.7M0.05%Q1 2026
06
TWO SIGMA ADVISERS, LP
CIK 0001478735
$40M2.9M0.08%Q4 2025
07
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$36M2.8M0.02%Q1 2026
08
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$33M2.6M0.02%Q1 2026
09
BALYASNY ASSET MANAGEMENT L.P.
CIK 0001218710
$31M2.4M0.04%Q1 2026
10
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$26M2.1M0.04%Q1 2026
11
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$25M1.9M0.02%Q1 2026
12
AMERIPRISE FINANCIAL INC
CIK 0000820027
$25M1.9M0.01%Q1 2026
13
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$23M1.8M0.00%Q1 2026
14
NORTHERN TRUST CORP
CIK 0000073124· Index
$23M1.8M0.00%Q1 2026
15
Callodine Capital Management, LP
CIK 0001741675
$21M1.7M1.49%Q1 2026
16
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$21M1.6M0.00%Q1 2026
17
SEGALL BRYANT & HAMILL, LLC
CIK 0001006378
$20M1.5M0.28%Q1 2026
18
ROYAL BANK OF CANADA
CIK 0001000275
$20M1.5M0.00%Q1 2026
19
VAN ECK ASSOCIATES CORP
CIK 0000869178
$19M1.5M0.01%Q1 2026
20
Vanguard Portfolio Management
CIK 0002100121· Index
$18M1.4M0.00%Q1 2026
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Insiders at DYNEX CAP INC
Neal Douglas ESartori Michael AndrewColligan Robert SPopenoe Smriti LaxmanBoston Byron LChildress Jeffrey LGray Andrew I.Crawford Alexander I.