WESTERN ASSET MORT DEF OPP (DMO) Institutional Shareholders
WESTERN ASSET MORT DEF OPP (DMO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $24.07M in DMO holdings during the latest filing period.
Royal Bank Of Canada is currently the largest disclosed institutional shareholder of DMO tracked by InsiderSet, reporting ownership valued at approximately $4.32M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.18M, representing an estimated loss of -3.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed DMO value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Lpl Financial Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in WESTERN ASSET MORT DEF OPP (DMO).
This page ranks the largest institutional DMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
46
Total Reported Value
$24.07M
Largest Holder
Royal Bank Of Canada
Largest Position
$4.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | 0.00% | 401,952 | $4,321,000 | $4,184,320 | -$136,680 | -3.16% | |
| Lpl Financial Llc | 0.00% | 284,570 | $3,059,130 | $2,962,374 | -$96,756 | -3.16% | |
| Envestnet Asset Management Inc | 0.00% | 226,534 | $2,435,240 | $2,358,219 | -$77,021 | -3.16% | |
| Morgan Stanley | 0.00% | 194,911 | $2,095,297 | $2,029,024 | -$66,273 | -3.16% | |
| Raymond James Financial Inc | 0.00% | 148,042 | $1,591,448 | $1,541,117 | -$50,331 | -3.16% | |
| Guggenheim Capital Llc | 0.01% | 134,573 | $1,446,660 | $1,400,905 | -$45,755 | -3.16% | |
| Baird Financial Group, Inc. | 0.00% | 134,409 | $1,444,897 | $1,399,198 | -$45,699 | -3.16% | |
| Venture Visionary Partners Llc | 0.04% | 125,019 | $1,338,955 | $1,301,448 | -$37,507 | -2.80% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.42% | 114,887 | $1,235,035 | $1,195,974 | -$39,061 | -3.16% | |
| Riverbridge Partners Llc | 0.02% | 64,397 | $689,696 | $670,373 | -$19,323 | -2.80% | |
| Robinson Capital Management, Llc | 0.27% | 53,687 | $595,389 | $558,882 | -$36,507 | -6.13% | |
| Aviance Capital Partners, Llc | 0.05% | 42,188 | $451,831 | $439,177 | -$12,654 | -2.80% | |
| Osaic Holdings, Inc. | 0.00% | 41,585 | $447,061 | $432,900 | -$14,161 | -3.17% | |
| Noble Wealth Management Pbc | 0.19% | 39,837 | $426,654 | $414,703 | -$11,951 | -2.80% | |
| Commonwealth Equity Services, Llc | 0.00% | 31,223 | $334,400 | $325,031 | -$9,369 | -2.80% | |
| Journey Strategic Wealth Llc | 0.01% | 28,850 | $310,138 | $300,329 | -$9,810 | -3.16% | |
| Seacrest Wealth Management, Llc | 0.03% | 25,887 | $277,250 | $269,484 | -$7,766 | -2.80% | |
| Corecap Advisors, Llc | 0.01% | 17,400 | $186,354 | $181,134 | -$5,220 | -2.80% | |
| Bank Of America Corp | 0.00% | 17,109 | $183,926 | $178,105 | -$5,821 | -3.17% | |
| Integrated Capital Management, Inc. | 0.12% | 16,217 | $173,689 | $168,819 | -$4,870 | -2.80% | |
| Oppenheimer & Co Inc | 0.00% | 15,500 | $166,625 | $161,355 | -$5,270 | -3.16% | |
| Choreo, Llc | 0.00% | 15,498 | $166,604 | $161,334 | -$5,270 | -3.16% | |
| Susquehanna International Group, Llp | 0.00% | 14,220 | $152,865 | $148,030 | -$4,835 | -3.16% | |
| Ubs Group Ag | 0.00% | 13,929 | $149,737 | $145,001 | -$4,736 | -3.16% | |
| Equitable Holdings, Inc. | 0.00% | 11,615 | $128,462 | $120,912 | -$7,550 | -5.88% | |
| Mml Investors Services, Llc | 0.00% | 10,641 | $114,392 | $110,773 | -$3,619 | -3.16% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 5,600 | $60,200 | $58,296 | -$1,904 | -3.16% | |
| Mai Capital Management | 0.00% | 1,694 | $18,211 | $17,635 | -$576 | -3.17% | |
| Osbon Capital Management Llc | 0.01% | 1,449 | $15,577 | $15,084 | -$493 | -3.16% | |
| Highline Wealth Partners Llc | 0.00% | 1,230 | $13,173 | $12,804 | -$369 | -2.80% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 1,000 | $10,750 | $10,410 | -$340 | -3.16% | |
| Rockefeller Capital Management L.P. | 0.00% | 603 | $6,487 | $6,277 | -$210 | -3.23% | |
| Key Financial Inc | 0.00% | 500 | $5,355 | $5,205 | -$150 | -2.80% | |
| Us Bancorp \De\ | 0.00% | 317 | $3,408 | $3,300 | -$108 | -3.17% | |
| Bnp Paribas Financial Markets | 0.00% | 316 | $3,397 | $3,290 | -$107 | -3.16% | |
| Fifth Third Bancorp | 0.00% | 232 | $2,494 | $2,415 | -$79 | -3.16% | |
| Advisory Services Network, Llc | 0.00% | 166 | $1,785 | $1,728 | -$57 | -3.19% | |
| Sit Investment Associates Inc | 0.02% | 90,282 | $971 | $939,836 | +$938,865 | +96690.49% | |
| Park Avenue Securities Llc | 0.01% | 83,883 | $898 | $873,222 | +$872,324 | +97140.76% | |
| Cohen & Steers, Inc. | 0.00% | 40,000 | $430 | $416,400 | +$415,970 | +96737.21% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 36,394 | $390 | $378,862 | +$378,472 | +97043.98% | |
| Jfs Wealth Advisors, Llc | 0.00% | 32 | $343 | $333 | -$10 | -2.88% | |
| Janney Montgomery Scott Llc | 0.00% | 10,578 | $114 | $110,117 | +$110,003 | +96493.84% | |
| Citigroup Inc | 0.00% | 4 | $43 | $42 | -$1 | -3.16% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $16 | $10 | -$6 | -34.94% | |
| Pin Oak Investment Advisors Inc | 0.00% | 590 | $6 | $6,142 | +$6,136 | +102265.00% |
Frequently asked questions about DMO
Who owns the most DMO stock?
The largest holders of DMO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WESTERN ASSET MORT DEF OPP (DMO).
Is DMO widely held by superinvestors?
Many widely followed stocks like DMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DMO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.