Position in DX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$432,826
-$273,006 QoQ
Shares Held
33,015
-40.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#144
of 290 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Kovack Advisors, Inc. holds $8,528,648 across 7 REIT - Mortgage names. DX ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
244,923 | $2,669,660 | |
| 2 | STWD |
Starwood Property Trust, Inc.
|
143,541 | $2,351,201 | |
| 3 | NLY |
Annaly Capital Management Inc
|
84,302 | $1,884,992 | |
| 4 | RITM |
Rithm Capital Corp.
|
65,275 | $612,932 | |
| 5 | ARR |
Armour Residential REIT, Inc.
|
29,016 | $506,329 | |
| 6 | DX |
Dynex Capital Inc
This page
|
33,015 | $432,826 | |
| 7 | BRSP |
BrightSpire Capital, Inc.
|
12,974 | $70,708 |
All Filings in DX
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,826 | 33,015 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $705,832 | 55,316 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $361,121 | 25,776 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $295,808 | 24,069 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $285,385 | 23,354 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $295,358 | 22,685 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $247,750 | 19,585 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $223,835 | 17,542 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $204,185 | 17,101 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $211,376 | 16,978 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $198,354 | 15,843 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $169,225 | 14,173 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $185,135 | 14,705 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $170,249 | 14,047 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||