10 institutions reported holding $2.5M of Dynex Capital Inc. (DX) in SEC 13F filings for 2026-06-30. Largest institutional holders: MOODY NATIONAL BANK TRUST DIVISION ($1.1M), PVG ASSET MANAGEMENT CORP ($659,853), Fermata Advisors, LLC ($226,150), Longboard Asset Management, LP ($200,386), Attessa Capital LLC ($198,168). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MOODY NATIONAL BANK TRUST DIVISION | $1.1M | 86,160 | Added |
| 2 | PVG ASSET MANAGEMENT CORP | $659,853 | 50,332 | Added |
| 3 | Fermata Advisors, LLC | $226,150 | 17,250 | New |
| 4 | Longboard Asset Management, LP | $200,386 | 15,285 | Hold |
| 5 | Attessa Capital LLC | $198,168 | 15,116 | New |
| 6 | Versant Capital Management, Inc | $37,967 | 2,896 | Added |
| 7 | GAMMA Investing LLC | $29,786 | 2,272 | Added |
| 8 | KERR FINANCIAL PLANNING Corp | $5,872 | 448 | Added |
| 9 | MassMutual Private Wealth & Trust, FSB | $3,553 | 271 | Hold |
| 10 | CoreCap Advisors, LLC | $629 | 48 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30