DOSSIER · 13F Holders · Q3 2026Financial Services · Real Estate Investment Trusts
DX

DYNEX CAP INC

296 institutions still hold DYNEX CAP INC as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26817Q886·Real Estate Investment Trusts·296 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
296
filers reporting
Concentration
16.35%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q3 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 · Q3 2026. Methodology

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$234M21.0M0.00%Q3 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$117M10.5M0.00%Q3 2026
03
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$93M7.1M0.03%Q2 2026
04
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$73M6.5M0.00%Q3 2026
05
STATE STREET CORP
CIK 0000093751
$66M5.9M0.00%Q3 2026
06
AMERIPRISE FINANCIAL INC
CIK 0000820027
$44M3.3M0.01%Q2 2026
07
TWO SIGMA ADVISERS, LP
CIK 0001478735
$40M2.9M0.08%Q4 2025
08
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$39M3.0M0.03%Q2 2026
09
ALGEBRIS (UK) LTD
CIK 0001700286
$37M3.3M2.03%Q3 2026
10
UBS Group AG
CIK 0001610520
$32M2.9M0.00%Q3 2026
11
NORTHERN TRUST CORP
CIK 0000073124· Index
$30M2.3M0.00%Q2 2026
12
WELLINGTON MANAGEMENT GROUP LLP
CIK 0000902219
$29M2.2M0.01%Q2 2026
13
ROYAL BANK OF CANADA
CIK 0001000275
$28M2.2M0.00%Q2 2026
14
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CIK 0001705339
$28M2.1M0.03%Q2 2026
15
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$24M1.8M0.00%Q2 2026
16
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$23M2.1M0.01%Q3 2026
17
Vanguard Portfolio Management
CIK 0002100121· Index
$23M2.1M0.00%Q3 2026
18
Qube Research & Technologies Ltd
CIK 0001729829
$22M1.9M0.02%Q3 2026
19
SEGALL BRYANT & HAMILL, LLC
CIK 0001006378
$21M1.6M0.25%Q2 2026
20
Callodine Capital Management, LP
CIK 0001741675
$21M1.9M1.31%Q3 2026
Page 1 of 15
276 more holders available. Log in →
Insiders at DYNEX CAP INC
Boston Byron L →Sartori Michael Andrew →Popenoe Smriti Laxman →Connelly Terrence John Jr →Neal Douglas E →Colligan Robert S →Childress Jeffrey L →Gray Andrew I. →