Who owns Dynex Capital (DX)
Which tracked institutional funds hold DX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
76 tracked funds added or opened DX while 31 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes DX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in DX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 272 tracked filers holding DX, 192 increased or opened the position and 98 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 16
- ALGEBRIS (UK) LTD$16M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$6M
- NORDEA INVESTMENT MANAGEMENT AB$6M
- Catalyst Capital Advisors LLC$3M
- Schonfeld Strategic Advisors LLC$2M
Full exits 14
- EMG Holdings, L.P.$4M
- Y-Intercept (Hong Kong) Ltd$3M
- DARK FOREST CAPITAL MANAGEMENT LP$3M
- GSA CAPITAL PARTNERS LLP$2M
- Squarepoint Ops LLC$1M
- Point Nemo Capital, LLC$1M
Largest adds
- MARSHALL WACE, LLP$81M
- MILLENNIUM MANAGEMENT LLC$57M
- BlackRock, Inc.$37M
- AMERIPRISE FINANCIAL INC$19M
- WELLINGTON MANAGEMENT GROUP LLP$17M
- TWO SIGMA INVESTMENTS, LP$14M
Largest trims
- Qube Research & Technologies Ltd$24M
- BALYASNY ASSET MANAGEMENT L.P.$15M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$9M
- BANK OF AMERICA CORP /DE/$5M
- Point72 Asset Management, L.P.$5M
- VICTORY CAPITAL MANAGEMENT INC$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 18,437,985 | $242M | 15.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 9,145,837 | $120M | 7.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 7,016,976 | $92M | 5.8% | 2026-Q2 |
| MARSHALL WACE, LLP added | 6,413,930 | $84M | 5.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,566,081 | $73M | 4.6% | 2026-Q2 |
| STATE STREET CORP added | 5,113,743 | $68M | 4.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,347,364 | $44M | 2.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 2,965,239 | $39M | 2.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,320,658 | $30M | 1.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 2,221,800 | $29M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,153,884 | $28M | 1.8% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,132,490 | $28M | 1.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,125,257 | $28M | 1.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 1,810,563 | $24M | 1.5% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,800,280 | $24M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,795,250 | $24M | 1.5% | 2026-Q2 |
| Callodine Capital Management, LP trimmed | 1,642,300 | $22M | 1.3% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 1,637,513 | $21M | 1.3% | 2026-Q2 |
| Invesco Ltd. added | 1,501,658 | $20M | 1.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 1,485,109 | $19M | 1.2% | 2026-Q2 |
| FMR LLC added | 1,436,183 | $19M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,426,325 | $19M | 1.2% | 2026-Q2 |
| UBS Group AG added | 1,397,927 | $18M | 1.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,281,047 | $17M | 1.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,220,139 | $16M | 1.0% | 2026-Q2 |
| ALGEBRIS (UK) LTD trimmed | 1,193,447 | $16M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 932,382 | $12M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 842,566 | $11M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 783,988 | $10M | 0.6% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 719,965 | $9M | 0.6% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 641,254 | $8M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 624,964 | $8M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 619,846 | $8M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 530,383 | $7M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 521,902 | $7M | 0.4% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 475,038 | $6M | 0.4% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB new | 452,209 | $6M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 447,281 | $6M | 0.4% | 2026-Q2 |
| Graham Capital Management, L.P. added | 443,472 | $6M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 436,716 | $6M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 416,716 | $6M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 423,407 | $6M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 415,333 | $5M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 404,988 | $5M | 0.3% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 348,385 | $5M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 344,445 | $5M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 323,981 | $4M | 0.3% | 2026-Q2 |
| WATERFALL ASSET MANAGEMENT, LLC added | 322,500 | $4M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 291,802 | $4M | 0.2% | 2026-Q2 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 291,132 | $4M | 0.2% | 2026-Q2 |
| Edgestream Partners, L.P. added | 287,908 | $4M | 0.2% | 2026-Q2 |
| Verition Fund Management LLC added | 275,248 | $4M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 257,426 | $3M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 243,492 | $3M | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 240,574 | $3M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 236,939 | $3M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 227,104 | $3M | 0.2% | 2026-Q2 |
| Catalyst Capital Advisors LLC new | 222,364 | $3M | 0.2% | 2026-Q2 |
| Summit Financial, LLC added | 222,311 | $3M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 218,964 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 201,245 | $3M | 0.2% | 2026-Q2 |
| GraniteShares Advisors LLC added | 200,477 | $3M | 0.2% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC | 200,000 | $3M | 0.2% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 188,746 | $2M | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 188,559 | $2M | 0.2% | 2026-Q2 |
| NATIXIS new | 188,282 | $2M | 0.2% | 2026-Q2 |
| Odyssean, LLC added | 183,328 | $2M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 177,063 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 170,215 | $2M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 162,213 | $2M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 151,712 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 148,790 | $2M | 0.1% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 143,806 | $2M | 0.1% | 2026-Q2 |
| Simplify Asset Management Inc. added | 134,500 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 127,740 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 126,690 | $2M | 0.1% | 2026-Q2 |
| Bramshill Investments, LLC added | 120,880 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 117,100 | $2M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 108,986 | $1M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 105,760 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 98,439 | $1M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 95,956 | $1M | 0.1% | 2026-Q2 |
| MARINER INVESTMENT GROUP LLC | 95,000 | $1M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 94,501 | $1M | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC added | 8,390,780 | $118M | 7.4% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA ADVISERS, LP added | 2,884,753 | $40M | 2.5% | 2025-Q4 stale (2 quarters behind) |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 423,600 | $6M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 322,093 | $5M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| EMG Holdings, L.P. trimmed | 345,000 | $4M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| ALGERT GLOBAL LLC added | 247,210 | $3M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| FRANKLIN RESOURCES INC added | 248,661 | $3M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Cubist Systematic Strategies, LLC trimmed | 249,150 | $3M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Y-Intercept (Hong Kong) Ltd trimmed | 220,389 | $3M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| DARK FOREST CAPITAL MANAGEMENT LP added | 219,189 | $3M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GSA CAPITAL PARTNERS LLP added | 141,242 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CAXTON ASSOCIATES LLP | 102,018 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AlphaQuest LLC trimmed | 98,924 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Entropy Technologies, LP added | 98,004 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Squarepoint Ops LLC trimmed | 105,473 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new | 92,413 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.