Position in DX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$207,056
+$4,892 QoQ
Shares Held
16,227
+12.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in DX Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Ethic Inc. holds $7,013,555 across 6 REIT - Mortgage names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGNC |
AGNC Investment Corp.
|
287,317 | $3,131,755 | |
| 2 | NLY |
Annaly Capital Management Inc
|
120,923 | $2,703,838 | |
| 3 | STWD |
Starwood Property Trust, Inc.
|
49,162 | $805,273 | |
| 4 | MFA |
Mfa Financial, Inc.
|
15,936 | $154,419 | |
| 5 | ARI |
Apollo Commercial Real Estate Finance, Inc.
|
11,206 | $119,680 | |
| 6 | ORC |
Orchid Island Capital, Inc.
|
14,145 | $98,590 |
All Filings in DX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,056 | 16,227 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $202,164 | 14,430 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $126,464 | 10,290 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||