DOSSIER · 13F Holders · Q2 2026Financial Services · Real Estate Investment Trusts
DX

DYNEX CAP INC

297 institutions still hold DYNEX CAP INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26817Q886·Real Estate Investment Trusts·297 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.1B
visible holders
Holders
297
filers reporting
Concentration
22.38%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$242M18.4M0.00%Q2 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$120M9.1M0.00%Q2 2026
03
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$93M7.1M0.03%Q2 2026
04
MARSHALL WACE, LLP
CIK 0001318757
$84M6.4M0.07%Q2 2026
05
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$73M5.6M0.00%Q2 2026
06
STATE STREET CORP
CIK 0000093751
$68M5.1M0.00%Q2 2026
07
AMERIPRISE FINANCIAL INC
CIK 0000820027
$44M3.3M0.01%Q2 2026
08
TWO SIGMA ADVISERS, LP
CIK 0001478735
$40M2.9M0.08%Q4 2025
09
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$39M3.0M0.03%Q2 2026
10
NORTHERN TRUST CORP
CIK 0000073124· Index
$30M2.3M0.00%Q2 2026
11
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$29M2.2M0.01%Q2 2026
12
ROYAL BANK OF CANADA
CIK 0001000275
$28M2.2M0.00%Q2 2026
13
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$28M2.1M0.03%Q2 2026
14
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$28M2.1M0.02%Q2 2026
15
Vanguard Portfolio Management
CIK 0002100121· Index
$24M1.8M0.00%Q2 2026
16
Qube Research & Technologies Ltd
CIK 0001729829
$24M1.8M0.02%Q2 2026
17
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$24M1.8M0.00%Q2 2026
18
SEGALL BRYANT & HAMILL, LLC
CIK 0001006378
$21M1.6M0.25%Q2 2026
19
Callodine Capital Management, LP
CIK 0001741675
$21M1.7M1.49%Q1 2026
20
Invesco Ltd.
CIK 0000914208
$20M1.5M0.00%Q2 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.