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Institutional Ownership · SEC Form 13F

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.

272
Institutional holders
111M
Shares held (tracked funds)
63.4%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
BlackRock, Inc. added18,437,985$242M15.2%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added9,145,837$120M7.5%2026-Q2
MILLENNIUM MANAGEMENT LLC added7,016,976$92M5.8%2026-Q2
MARSHALL WACE, LLP added6,413,930$84M5.3%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added5,566,081$73M4.6%2026-Q2
STATE STREET CORP added5,113,743$68M4.3%2026-Q2
AMERIPRISE FINANCIAL INC added3,347,364$44M2.8%2026-Q2
TWO SIGMA INVESTMENTS, LP added2,965,239$39M2.4%2026-Q2
NORTHERN TRUST CORP added2,320,658$30M1.9%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added2,221,800$29M1.8%2026-Q2
ROYAL BANK OF CANADA added2,153,884$28M1.8%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,132,490$28M1.8%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed2,125,257$28M1.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added1,810,563$24M1.5%2026-Q2
Qube Research & Technologies Ltd trimmed1,800,280$24M1.5%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,795,250$24M1.5%2026-Q2
Callodine Capital Management, LP trimmed1,642,300$22M1.3%2026-Q2
SEGALL BRYANT & HAMILL, LLC added1,637,513$21M1.3%2026-Q2
Invesco Ltd. added1,501,658$20M1.2%2026-Q2
VAN ECK ASSOCIATES CORP trimmed1,485,109$19M1.2%2026-Q2
FMR LLC added1,436,183$19M1.2%2026-Q2
VANGUARD FIDUCIARY TRUST CO added1,426,325$19M1.2%2026-Q2
UBS Group AG added1,397,927$18M1.1%2026-Q2
MORGAN STANLEY trimmed1,281,047$17M1.1%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed1,220,139$16M1.0%2026-Q2
ALGEBRIS (UK) LTD trimmed1,193,447$16M1.0%2026-Q2
CITADEL ADVISORS LLC added932,382$12M0.8%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new842,566$11M0.7%2026-Q2
Bank of New York Mellon Corp added783,988$10M0.6%2026-Q2
Advisors Asset Management, Inc. added719,965$9M0.6%2026-Q2
CAPITAL FUND MANAGEMENT S.A. added641,254$8M0.5%2026-Q2
GOLDMAN SACHS GROUP INC added624,964$8M0.5%2026-Q2
AQR CAPITAL MANAGEMENT LLC added619,846$8M0.5%2026-Q2
LPL Financial LLC added530,383$7M0.4%2026-Q2
CITIGROUP INC added521,902$7M0.4%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC new475,038$6M0.4%2026-Q2
NORDEA INVESTMENT MANAGEMENT AB new452,209$6M0.4%2026-Q2
Point72 Asset Management, L.P. trimmed447,281$6M0.4%2026-Q2
Graham Capital Management, L.P. added443,472$6M0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed436,716$6M0.4%2026-Q2
JPMORGAN CHASE & CO added416,716$6M0.4%2026-Q2
Nuveen, LLC added423,407$6M0.3%2026-Q2
Swiss National Bank added415,333$5M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added404,988$5M0.3%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed348,385$5M0.3%2026-Q2
FIRST TRUST ADVISORS LP trimmed344,445$5M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed323,981$4M0.3%2026-Q2
WATERFALL ASSET MANAGEMENT, LLC added322,500$4M0.3%2026-Q2
RHUMBLINE ADVISERS added291,802$4M0.2%2026-Q2
PEREGRINE CAPITAL MANAGEMENT LLC trimmed291,132$4M0.2%2026-Q2
Edgestream Partners, L.P. added287,908$4M0.2%2026-Q2
Verition Fund Management LLC added275,248$4M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added257,426$3M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added243,492$3M0.2%2026-Q2
Engineers Gate Manager LP added240,574$3M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added236,939$3M0.2%2026-Q2
DEUTSCHE BANK AG\ added227,104$3M0.2%2026-Q2
Catalyst Capital Advisors LLC new222,364$3M0.2%2026-Q2
Summit Financial, LLC added222,311$3M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added218,964$3M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed201,245$3M0.2%2026-Q2
GraniteShares Advisors LLC added200,477$3M0.2%2026-Q2
MANNING & NAPIER ADVISORS LLC200,000$3M0.2%2026-Q2
Schonfeld Strategic Advisors LLC trimmed188,746$2M0.2%2026-Q2
XTX Topco Ltd added188,559$2M0.2%2026-Q2
NATIXIS new188,282$2M0.2%2026-Q2
Odyssean, LLC added183,328$2M0.2%2026-Q2
SEI INVESTMENTS CO trimmed177,063$2M0.1%2026-Q2
Legal & General Group Plc added170,215$2M0.1%2026-Q2
ExodusPoint Capital Management, LP added162,213$2M0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added151,712$2M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added148,790$2M0.1%2026-Q2
WCG Wealth Advisors LLC added143,806$2M0.1%2026-Q2
Simplify Asset Management Inc. added134,500$2M0.1%2026-Q2
MetLife Investment Management, LLC added127,740$2M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added126,690$2M0.1%2026-Q2
Bramshill Investments, LLC added120,880$2M0.1%2026-Q2
Russell Investments Group, Ltd. added117,100$2M0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank) added108,986$1M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added105,760$1M0.1%2026-Q2
OSAIC HOLDINGS, INC. added98,439$1M0.1%2026-Q2
Cetera Investment Advisers added95,956$1M0.1%2026-Q2
MARINER INVESTMENT GROUP LLC95,000$1M0.1%2026-Q2
Farther Finance Advisors, LLC trimmed94,501$1M0.1%2026-Q2
VANGUARD GROUP INC added8,390,780$118M7.4%2025-Q4 stale (2 quarters behind)
TWO SIGMA ADVISERS, LP added2,884,753$40M2.5%2025-Q4 stale (2 quarters behind)
RENAISSANCE TECHNOLOGIES LLC trimmed423,600$6M0.4%2025-Q4 stale (2 quarters behind)
JANE STREET GROUP, LLC added322,093$5M0.3%2025-Q4 stale (2 quarters behind)
EMG Holdings, L.P. trimmed345,000$4M0.3%2026-Q1 stale (1 quarter behind)
ALGERT GLOBAL LLC added247,210$3M0.2%2025-Q4 stale (2 quarters behind)
FRANKLIN RESOURCES INC added248,661$3M0.2%2025-Q3 stale (3 quarters behind)
Cubist Systematic Strategies, LLC trimmed249,150$3M0.2%2025-Q2 stale (4 quarters behind)
Y-Intercept (Hong Kong) Ltd trimmed220,389$3M0.2%2026-Q1 stale (1 quarter behind)
DARK FOREST CAPITAL MANAGEMENT LP added219,189$3M0.2%2026-Q1 stale (1 quarter behind)
GSA CAPITAL PARTNERS LLP added141,242$2M0.1%2026-Q1 stale (1 quarter behind)
CAXTON ASSOCIATES LLP102,018$1M0.1%2025-Q4 stale (2 quarters behind)
AlphaQuest LLC trimmed98,924$1M0.1%2025-Q4 stale (2 quarters behind)
Entropy Technologies, LP added98,004$1M0.1%2025-Q4 stale (2 quarters behind)
Squarepoint Ops LLC trimmed105,473$1M0.1%2026-Q1 stale (1 quarter behind)
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new92,413$1M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership