DYNEX CAPITAL INC (DX) — Institutional Holders, Q2 2026 (page 3)

290 institutional investment managers reported a DX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 290. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

DX 13F holders ranked 201–290 of 290

Institutional investors reporting a position in DYNEX CAPITAL INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
HighTower Advisors#201 · 11,119 sh$145.8K-2.3%
IMG Wealth Management#202 · 10,895 sh$142.8K+219.5%
CAPTRUST FINANCIAL ADVISORS#203 · 10,814 sh$141.8KNew
State of Wyoming#204 · 10,552 sh$138.3KNew
Invst#205 · 10,501 sh$137.7KNew
M&T BANK#206 · 10,446 sh$136.5KNew
AMERIFLEX GROUP#207 · 10,400 sh$136.3K0.0%
BANK OF MONTREAL#208 · 10,191 sh$133.6KNew
PRELUDE CAPITAL MANAGEMENT#209 · 10,187 sh$133.6KNew
Madison Wealth Partners#210 · 10,121 sh$132.7KNew
Penbrook Management#211 · 10,050 sh$131.8K0.0%
SG Americas Securities#212 · 9,331 sh$122.0K-81.8%
Federation des caisses Desjardins du Quebec#213 · 8,996 sh$117.9K+332.5%
GROUP ONE TRADING, L.P.#214 · 8,460 sh$110.9K-20.5%
Global Retirement Partners#215 · 8,290 sh$108.7K—
Parallel Advisors#216 · 8,279 sh$108.6K+200.7%
JONES FINANCIAL COMPANIES LLLP#217 · 7,396 sh$97.2K+174.0%
Aster Capital Management (DIFC) Ltd#218 · 6,719 sh$88.1KNew
EverSource Wealth Advisors#219 · 6,348 sh$83.2K+111.2%
Tower Research Capital (TRC)#220 · 5,502 sh$72.1K-55.8%
HUNTINGTON NATIONAL BANK#221 · 5,465 sh$71.6K+14.1%
Larson Financial Group#222 · 5,097 sh$66.8K+218.8%
IFG Advisory#223 · 4,676 sh$61.3KNew
Sterling Capital Management#224 · 4,424 sh$58.0K-33.2%
BNP Paribas Asset Management Holding S.A.#225 · 3,717 sh$48.7K+215.8%
HARBOUR INVESTMENTS#226 · 3,559 sh$46.7K+199.1%
UMB Bank, n.a.#227 · 3,500 sh$45.9K0.0%
MARK SHEPTOFF FINANCIAL PLANNING#228 · 3,300 sh$43.3K0.0%
KBC Group NV#229 · 3,194 sh$42.0KNew
Integrated Wealth Concepts#230 · 3,195 sh$41.9KNew
Caption Management#231 · 3,000 sh$39.3KNew
Versant Capital Management#232 · 2,896 sh$38.0K+891.8%
PEAK6#233 · 2,868 sh$37.6K-79.4%
Triumph Capital Management#234 · 2,568 sh$33.7K0.0%
PNC FINANCIAL SERVICES GROUP#235 · 2,445 sh$32.1K-63.2%
GAMMA Investing#236 · 2,272 sh$29.8K+35.3%
Quarry#237 · 1,688 sh$22.1KNew
Kemnay Advisory Services#238 · 1,628 sh$21.3K+0.1%
Osbon Capital Management#239 · 1,516 sh$19.9K-96.8%
Financial Management Professionals#240 · 1,492 sh$19.8K+1.3%
EVOLUTION WEALTH MANAGEMENT#241 · 1,510 sh$19.8K0.0%
Silver Grove Financial Group#242 · 1,400 sh$18.4KNew
TD Waterhouse Canada#243 · 1,400 sh$18.1KNew
Institute for Wealth Management#244 · 1,250 sh$16.4KNew
FIFTH THIRD BANCORP#245 · 1,241 sh$16.3K0.0%
True Wealth Design#246 · 1,193 sh$15.6K+17.9%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT#247 · 1,187 sh$15.6K+3.9%
Essential Partners#248 · 1,133 sh$14.9K+22.2%
Aventura Private Wealth#249 · 1,000 sh$13.1K0.0%
Avion Wealth#250 · 1,000 sh$13.0KNew
Optiver Holding B.V.#251 · 875 sh$11.5K-22.7%
Signature Resources Capital Management#252 · 790 sh$10.4K0.0%
AdvisorNet Financial#253 · 773 sh$10.1K+3.9%
Geneos Wealth Management#254 · 715 sh$9.4K0.0%
MTM Investment Management#255 · 666 sh$8.7K0.0%
Pinnacle Wealth Planning Services#256 · 630 sh$8.3K-56.6%
IFP Advisors#257 · 614 sh$8.1K+923.3%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#258 · 568 sh$7.4K+129.0%
Steward Partners Investment Advisory#259 · 504 sh$6.6K+152.0%
Rockefeller Capital Management L.P.#260 · 501 sh$6.6K0.0%
Corsicana#261 · 500 sh$6.6KNew
KERR FINANCIAL PLANNING#262 · 448 sh$5.9K+2.5%
ROTHSCHILD INVESTMENT#263 · 353 sh$4.6K+53.5%
SWAN Capital#264 · 337 sh$4.4K0.0%
Chung Wu Investment Group#265 · 333 sh$4.4K0.0%
CREATIVE FINANCIAL DESIGNS#266 · 307 sh$4.0KNew
Vision Retirement#267 · 300 sh$3.9K0.0%
Cornerstone Planning Group#268 · 300 sh$3.9K+270.4%
MassMutual Private Wealth & , FSB#269 · 271 sh$3.6K0.0%
NBC SECURITIES#270 · 250 sh$3.3K0.0%
SHP Wealth Management#271 · 200 sh$2.6KNew
FIRST HORIZON NATIONAL#272 · 200 sh$2.6KNew
Owl Creek Wealth Partners#273 · 185 sh$2.4K0.0%
Covestor Ltd#274 · 147 sh$2.0K+1125.0%
Smartleaf Asset Management#275 · 113 sh$1.5K0.0%
COUNTRY BANK#276 · 100 sh$1.3K0.0%
LRI Investments#277 · 79 sh$1.0K0.0%
Clearstead Advisors#278 · 75 sh$984.00New
Bare Financial Services#279 · 51 sh$669.00-77.6%
CoreCap Advisors#280 · 48 sh$629.00-11.1%
FINANCIAL CONSULATE#281 · 39 sh$512.000.0%
Plante Moran Financial Advisors#282 · 33 sh$433.000.0%
Physician Wealth Advisors#283 · 33 sh$433.00New
JPL Wealth Management#284 · 31 sh$407.00New
American Capital Advisory#285 · 24 sh$315.000.0%
Keating Financial Advisory Services#286 · 10 sh$131.00-85.1%
Godfrey Financial Associates#287 · 7 sh$92.000.0%
Acumen Wealth Advisors#288 · 0 sh$1.00New
Capital Advisors, Ltd.#289 · 19 sh$0.000.0%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#290 · 243,492 sh—+27.4%

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.