Who owns Western Asset Mortgage Opportunity Fund Inc?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DMO from SEC Form 13F filings across 44 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 44 institutions disclosed 2.6M shares of Western Asset Mortgage Opportunity Fund Inc worth $25.7M — about 22.7% of shares outstanding; the largest disclosed holder is ROYAL BANK OF CANADA. Source: SEC Form 13F filings, parsed by EvidInvest.
44
13F holders
$25.7M
value, 2026 filers
22.7%
of shares outstanding (2.6M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of DMO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 397,812 | $4.3M | 0.0% | 3.5% | -1.0% |
| 2 | LPL Financial LLC | 279,605 | $3.0M | 0.0% | 2.4% | -1.7% |
| 3 | GUGGENHEIM CAPITAL LLC | 185,115 | $2.0M | 0.0% | 1.6% | +37.6% |
| 4 | Baird Financial Group, Inc. | 182,317 | $2.0M | 0.0% | 1.6% | +35.6% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 167,508 | $1.8M | 0.0% | 1.5% | -26.1% |
| 6 | RAYMOND JAMES FINANCIAL INC | 160,702 | $1.7M | 0.0% | 1.4% | +8.6% |
| 7 | MORGAN STANLEY | 154,799 | $1.7M | 0.0% | 1.4% | -20.6% |
| 8 | Advisors Asset Management, Inc.NEW | 151,129 | $1.6M | 0.0% | 1.3% | new |
| 9 | Venture Visionary Partners LLC | 125,019 | $1.3M | 0.0% | 1.1% | 0.0% |
| 10 | PARK AVENUE SECURITIES LLC | 83,883 | $898 | 0.0% | 0.7% | +1.6% |
| 11 | SIT INVESTMENT ASSOCIATES INC | 66,521 | $712 | 0.0% | 0.6% | -26.3% |
| 12 | RIVERBRIDGE PARTNERS LLCNEW | 64,397 | $689,696 | 0.0% | 0.6% | new |
| 13 | Thomas J. Herzfeld Advisors, Inc. | 62,657 | $671,056 | 0.2% | 0.5% | -45.5% |
| 14 | ROBINSON CAPITAL MANAGEMENT, LLC | 53,687 | $574,988 | 0.3% | 0.5% | 0.0% |
| 15 | NewEdge Advisors, LLCNEW | 43,521 | $466,110 | 0.0% | 0.4% | new |
| 16 | Aviance Capital Partners, LLC | 42,188 | $451,831 | 0.0% | 0.4% | +2.5% |
| 17 | Noble Wealth Management PBC | 39,837 | $426,654 | 0.2% | 0.3% | +14.5% |
| 18 | OSAIC HOLDINGS, INC. | 37,234 | $398,800 | 0.0% | 0.3% | -10.5% |
| 19 | Cambridge Investment Research Advisors, Inc. | 36,394 | $390 | 0.0% | 0.3% | +0.3% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 31,223 | $334,400 | 0.0% | 0.3% | -8.1% |
| 21 | HighTower Advisors, LLCNEW | 28,700 | $307,377 | 0.0% | 0.3% | new |
| 22 | CITADEL ADVISORS LLCNEW | 28,371 | $303,853 | 0.0% | 0.2% | new |
| 23 | SeaCrest Wealth Management, LLC | 25,887 | $277,250 | 0.0% | 0.2% | -17.2% |
| 24 | CoreCap Advisors, LLC | 17,400 | $186,354 | 0.0% | 0.2% | +171.9% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,389 | $186,236 | 0.0% | 0.2% | +22.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.