Filing Research | DX - DYNEX CAPITAL INC Institutional Holdings

Snapshot holdings

50 / 52 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	291.1KSH	$3.8M
2	Catalyst Capital Advisors LLC	Shares	222.4KSH	$2.9M
3	Simplify Asset Management Inc.	Shares	134.5KSH	$1.8M
4	Farther Finance Advisors, LLC	Shares	94.5KSH	$1.2M
5	SeaCrest Wealth Management, LLC	Shares	92.7KSH	$1.2M
6	MOODY NATIONAL BANK TRUST DIVISION	Shares	86.2KSH	$1.1M
7	Significant Wealth Partners LLC	Shares	74.4KSH	$976.0K
8	Police & Firemen's Retirement System of New Jersey	Shares	64.7KSH	$848.7K
9	PVG ASSET MANAGEMENT CORP	Shares	50.3KSH	$659.9K
10	VSM Wealth Advisory, LLC	Shares	46.2KSH	$605.3K
11	Traynor Capital Management, Inc.	Shares	39.6KSH	$518.6K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	39.8KSH	$515.5K
13	Castleview Partners, LLC	Shares	39.0KSH	$511.3K
14	BayBridge Capital Group, LLC	Shares	30.0KSH	$393.6K
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.5KSH	$374.5K
16	INDEPENDENT FINANCIAL GROUP, LLC	Shares	24.5KSH	$321.1K
17	Cambridge Advisors Inc.	Shares	24.3KSH	$318.7K
18	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	19.3KSH	$252.6K
19	J.W. COLE ADVISORS, INC.	Shares	19.2KSH	$251.7K
20	Abel Hall, LLC	Shares	18.5KSH	$242.3K
21	Fermata Advisors, LLC	Shares	17.3KSH	$226.2K
22	DAVENPORT & Co LLC	Shares	16.1KSH	$211.7K
23	Longboard Asset Management, LP	Shares	15.3KSH	$200.4K
24	Attessa Capital LLC	Shares	15.1KSH	$198.2K
25	SIGNATUREFD, LLC	Shares	13.6KSH	$178.7K
26	Aegis Wealth Management, Inc.	Shares	12.1KSH	$158.3K
27	Penbrook Management LLC	Shares	10.1KSH	$131.8K
28	EverSource Wealth Advisors, LLC	Shares	6.3KSH	$83.2K
29	Versant Capital Management, Inc	Shares	2.9KSH	$38.0K
30	Triumph Capital Management	Shares	2.6KSH	$33.7K
31	GAMMA Investing LLC	Shares	2.3KSH	$29.8K
32	Financial Management Professionals, Inc.	Shares	1.5KSH	$19.8K
33	EVOLUTION WEALTH MANAGEMENT INC.	Shares	1.5KSH	$19.8K
34	True Wealth Design, LLC	Shares	1.2KSH	$15.6K
35	Aventura Private Wealth, LLC	Shares	1.0KSH	$13.1K
36	Signature Resources Capital Management, LLC	Shares	790SH	$10.4K
37	AdvisorNet Financial, Inc	Shares	773SH	$10.1K
38	IFP Advisors, Inc	Shares	614SH	$8.1K
39	Corsicana & Co.	Shares	500SH	$6.6K
40	KERR FINANCIAL PLANNING Corp	Shares	448SH	$5.9K
41	Vision Retirement, LLC	Shares	300SH	$3.9K
42	MassMutual Private Wealth & Trust, FSB	Shares	271SH	$3.6K
43	LANARK FINANCIAL, INC.	Shares	250SH	$3.3K
44	FIRST HORIZON CORP	Shares	200SH	$2.6K
45	Owl Creek Wealth Partners LLC	Shares	185SH	$2.4K
46	COUNTRY TRUST BANK	Shares	100SH	$1.3K
47	LRI Investments, LLC	Shares	79SH	$1.0K
48	Handelsbanken Fonder AB	Shares	68.6KSH	$899
49	CoreCap Advisors, LLC	Shares	48SH	$629
50	FINANCIAL CONSULATE, INC	Shares	39SH	$512

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 55 loaded

#		Instrument
1	Catalyst Capital Advisors LLC new	Shares	+222.4K	+$2.9M	$2.9M
2	Simplify Asset Management Inc. added	Shares	+52.9K	+$722.3K	$1.8M
3	Traynor Capital Management, Inc. new	Shares	+39.6K	+$518.6K	$518.6K
4	SeaCrest Wealth Management, LLC added	Shares	+18.1K	+$263.7K	$1.2M
5	Fermata Advisors, LLC new	Shares	+17.3K	+$226.2K	$226.2K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+14.6K	+$209.4K	$848.7K
7	Attessa Capital LLC new	Shares	+15.1K	+$198.2K	$198.2K
8	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+9.3K	+$148.8K	$1.1M
9	SIGNATUREFD, LLC added	Shares	+7.8K	+$103.9K	$178.7K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.4K	+$90.9K	$374.5K
11	VSM Wealth Advisory, LLC added	Shares	+3.8K	+$64.6K	$605.3K
12	BayBridge Capital Group, LLC added	Shares	+5.3K	+$47.2K	$393.6K
13	Significant Wealth Partners LLC added	Shares	+1.4K	+$44.1K	$976.0K
14	Versant Capital Management, Inc added	Shares	+2.6K	+$34.2K	$38.0K
15	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+988	+$21.2K	$321.1K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+991	+$21.0K	$515.5K
17	DAVENPORT & Co LLC added	Shares	+1.1K	+$20.3K	$211.7K
18	Cambridge Advisors Inc. added	Shares	+910	+$20.1K	$318.7K
19	Castleview Partners, LLC unchanged	Shares	0	+$13.7K	$511.3K
20	Aegis Wealth Management, Inc. added	Shares	+357	+$8.8K	$158.3K
21	GAMMA Investing LLC added	Shares	+593	+$8.4K	$29.8K
22	IFP Advisors, Inc added	Shares	+554	+$7.3K	$8.1K
23	J.W. COLE ADVISORS, INC. added	Shares	+29	+$7.1K	$251.7K
24	CONTRAVISORY INVESTMENT MANAGEMENT, INC. added	Shares	+17	+$7.0K	$252.6K
25	Corsicana & Co. new	Shares	+500	+$6.6K	$6.6K
26	Abel Hall, LLC trimmed	Shares	-4	+$6.4K	$242.3K
27	Longboard Asset Management, LP unchanged	Shares	0	+$5.3K	$200.4K
28	Penbrook Management LLC unchanged	Shares	0	+$3.5K	$131.8K
29	True Wealth Design, LLC added	Shares	+181	+$2.7K	$15.6K
30	FIRST HORIZON CORP new	Shares	+200	+$2.6K	$2.6K
31	Handelsbanken Fonder AB new	Shares	+68.6K	+$899	$899
32	Financial Management Professionals, Inc. added	Shares	+19	+$770	$19.8K
33	AdvisorNet Financial, Inc added	Shares	+29	+$644	$10.1K
34	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$528	$19.8K
35	Triumph Capital Management unchanged	Shares	0	+$462	$33.7K
36	Physician Wealth Advisors, Inc. new	Shares	+33	+$433	$433
37	Aventura Private Wealth, LLC unchanged	Shares	0	+$350	$13.1K
38	Signature Resources Capital Management, LLC unchanged	Shares	0	+$277	$10.4K
39	Vision Retirement, LLC unchanged	Shares	0	+$105	$3.9K
40	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$95	$3.6K
41	LANARK FINANCIAL, INC. unchanged	Shares	0	+$87	$3.3K
42	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$65	$2.4K
43	COUNTRY TRUST BANK unchanged	Shares	0	+$35	$1.3K
44	LRI Investments, LLC unchanged	Shares	0	+$28	$1.0K
45	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$14	$512
46	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
47	CoreCap Advisors, LLC trimmed	Shares	-6	-$69	$629
48	SALEM INVESTMENT COUNSELORS INC exited	Shares	0	-$85	$0
49	PVG ASSET MANAGEMENT CORP trimmed	Shares	-45	-$86	$659.9K
50	KERR FINANCIAL PLANNING Corp added	Shares	+11	-$123	$5.9K

Scroll to load more