Who owns Dynex Capital, Inc. (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-Q1 13F filings (latest filed 2026-05-19). 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
62 tracked funds added or opened DX while 47 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 266 tracked filers holding DX, 184 increased or opened the position and 112 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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 23
- VANGUARD CAPITAL MANAGEMENT LLC$109M
- Callodine Capital Management, LP$21M
- SEGALL BRYANT & HAMILL, LLC$21M
- VANGUARD PORTFOLIO MANAGEMENT LLC$18M
- VANGUARD FIDUCIARY TRUST CO$16M
- WELLINGTON MANAGEMENT GROUP LLP$12M
Full exits 20
- VANGUARD GROUP INC$102M
- TWO SIGMA ADVISERS, LP$40M
- RENAISSANCE TECHNOLOGIES LLC$6M
- JANE STREET GROUP, LLC$5M
- Connor, Clark & Lunn Investment Management Ltd.$4M
- M&T Bank Corp$4M
Largest adds
- Qube Research & Technologies Ltd$30M
- BlackRock, Inc.$29M
- ROYAL BANK OF CANADA$19M
- STATE STREET CORP$16M
- GEODE CAPITAL MANAGEMENT, LLC$12M
- VICTORY CAPITAL MANAGEMENT INC$10M
Largest trims
- TWO SIGMA INVESTMENTS, LP$23M
- MetLife Investment Management, LLC$15M
- CITADEL ADVISORS LLC$6M
- GOLDMAN SACHS GROUP INC$6M
- Y-Intercept (Hong Kong) Ltd$5M
- BARCLAYS PLC$4M
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 | 16,082,079 | $205M | 15.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 8,513,684 | $109M | 8.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 4,741,442 | $61M | 4.7% | 2026-Q1 |
| STATE STREET CORP added | 4,534,721 | $59M | 4.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 3,708,393 | $47M | 3.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,754,327 | $35M | 2.7% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,599,598 | $33M | 2.6% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,439,648 | $31M | 2.4% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,060,385 | $26M | 2.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,949,678 | $25M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,945,500 | $25M | 1.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,783,871 | $23M | 1.8% | 2026-Q1 |
| Callodine Capital Management, LP new | 1,670,854 | $21M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,647,894 | $21M | 1.6% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC new | 1,539,856 | $21M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,531,103 | $20M | 1.5% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,516,344 | $19M | 1.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,399,841 | $18M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,316,041 | $17M | 1.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,280,498 | $16M | 1.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,205,742 | $15M | 1.2% | 2026-Q1 |
| FMR LLC added | 1,194,432 | $15M | 1.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,158,197 | $15M | 1.1% | 2026-Q1 |
| UBS Group AG added | 1,080,813 | $14M | 1.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 914,700 | $12M | 0.9% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 887,046 | $11M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 763,452 | $10M | 0.8% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC new | 699,849 | $9M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 689,040 | $9M | 0.7% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 546,327 | $7M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 543,767 | $7M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 531,415 | $7M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 473,363 | $6M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 452,294 | $6M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 400,973 | $5M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 395,727 | $5M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 369,880 | $5M | 0.4% | 2026-Q1 |
| EMG Holdings, L.P. trimmed | 345,000 | $4M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 344,257 | $4M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 342,747 | $4M | 0.3% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 316,523 | $4M | 0.3% | 2026-Q1 |
| WATERFALL ASSET MANAGEMENT, LLC added | 295,000 | $4M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 290,533 | $4M | 0.3% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd trimmed | 220,389 | $3M | 0.2% | 2026-Q1 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 219,189 | $3M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 197,664 | $3M | 0.2% | 2026-Q1 |
| Summit Financial, LLC added | 213,964 | $3M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 214,536 | $3M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 214,260 | $3M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 212,468 | $3M | 0.2% | 2026-Q1 |
| Edgestream Partners, L.P. added | 206,154 | $3M | 0.2% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC new | 200,000 | $3M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 196,069 | $2M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 191,183 | $2M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 185,557 | $2M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 183,943 | $2M | 0.2% | 2026-Q1 |
| GraniteShares Advisors LLC trimmed | 174,227 | $2M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 157,903 | $2M | 0.2% | 2026-Q1 |
| NAVELLIER & ASSOCIATES INC added | 156,297 | $2M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 148,767 | $2M | 0.1% | 2026-Q1 |
| Verition Fund Management LLC added | 144,226 | $2M | 0.1% | 2026-Q1 |
| Graham Capital Management, L.P. trimmed | 143,131 | $2M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 141,914 | $2M | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 141,242 | $2M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 125,800 | $2M | 0.1% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 119,499 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 116,599 | $1M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 109,768 | $1M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 108,876 | $1M | 0.1% | 2026-Q1 |
| CenterBook Partners LP added | 108,491 | $1M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 105,556 | $1M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 105,473 | $1M | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP trimmed | 104,125 | $1M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 103,566 | $1M | 0.1% | 2026-Q1 |
| MARINER INVESTMENT GROUP LLC added | 95,000 | $1M | 0.1% | 2026-Q1 |
| Point Nemo Capital, LLC new | 90,154 | $1M | 0.1% | 2026-Q1 |
| Penserra Capital Management LLC added | 87,192 | $1M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 85,519 | $1M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 84,893 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,296,349 | $102M | 7.9% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 2,884,753 | $40M | 3.1% | 2025-Q4 stale |
| ALGEBRIS (UK) LTD added | 1,669,288 | $20M | 1.6% | 2025-Q3 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 423,600 | $6M | 0.5% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 424,923 | $6M | 0.4% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 322,093 | $5M | 0.3% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. added | 294,601 | $4M | 0.3% | 2025-Q4 stale |
| M&T Bank Corp new | 52,926 | $4M | 0.3% | 2025-Q4 stale |
| ALGERT GLOBAL LLC added | 247,210 | $3M | 0.3% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 240,171 | $3M | 0.3% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. added | 246,546 | $3M | 0.2% | 2025-Q1 stale |
| FRANKLIN RESOURCES INC added | 248,661 | $3M | 0.2% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC trimmed | 249,150 | $3M | 0.2% | 2025-Q2 stale |
| Jain Global LLC added | 136,894 | $2M | 0.1% | 2025-Q4 stale |
| CAXTON ASSOCIATES LLP | 102,018 | $1M | 0.1% | 2025-Q4 stale |
| AlphaQuest LLC trimmed | 98,924 | $1M | 0.1% | 2025-Q4 stale |
| Entropy Technologies, LP added | 98,004 | $1M | 0.1% | 2025-Q4 stale |
| Magnetar Financial LLC new | 102,549 | $1M | 0.1% | 2025-Q1 stale |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new | 92,413 | $1M | 0.1% | 2025-Q4 stale |
| Freestone Grove Partners LP trimmed | 89,005 | $1M | 0.1% | 2025-Q4 stale |
| FOX RUN MANAGEMENT, L.L.C. added | 93,635 | $1M | 0.1% | 2025-Q1 stale |
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.