Western Asset Mortgage Opportunity Fund Inc. (DMO) — Institutional Holders, Q2 2026
44 institutional investment managers reported a DMO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $27.8M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
DMO in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Advisors Asset ManagementNew · +151,129 sh+$1.6M
- RIVERBRIDGE PARTNERSNew · +64,397 sh+$689.7K
- GUGGENHEIM CAPITALAdded · +50,542 sh+$541.3K
- Baird Financial GroupAdded · +47,908 sh+$513.1K
- NewEdge AdvisorsNew · +43,521 sh+$466.1K
Biggest sellers
- ENVESTNET ASSET MANAGEMENTTrimmed · -59,026 sh-$632.2K
- Thomas J. Herzfeld AdvisorsTrimmed · -52,230 sh-$559.4K
- MORGAN STANLEYTrimmed · -40,112 sh-$429.6K
- COHEN & STEERSSold out · -40,000 sh-$428.4K
- SIT INVESTMENT ASSOCIATESTrimmed · -23,761 sh-$254.5K
DMO 13F holders ranked 1–44 of 44
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA#1 · 397,812 sh | 397,812 | $4.3M | <0.01% | -1.0% |
| 2 | LPL Financial#2 · 279,605 sh | 279,605 | $3.0M | <0.01% | -1.7% |
| 3 | GUGGENHEIM CAPITAL#3 · 185,115 sh | 185,115 | $2.0M | 0.01% | +37.6% |
| 4 | Baird Financial Group#4 · 182,317 sh | 182,317 | $2.0M | <0.01% | +35.6% |
| 5 | ENVESTNET ASSET MANAGEMENT#5 · 167,508 sh | 167,508 | $1.8M | <0.01% | -26.1% |
| 6 | RAYMOND JAMES FINANCIAL#6 · 160,702 sh | 160,702 | $1.7M | <0.01% | +8.6% |
| 7 | MORGAN STANLEY#7 · 154,799 sh | 154,799 | $1.7M | <0.01% | -20.6% |
| 8 | Advisors Asset Management#8 · 151,129 sh | 151,129 | $1.6M | 0.02% | New |
| 9 | Venture Visionary Partners#9 · 125,019 sh | 125,019 | $1.3M | — | 0.0% |
| 10 | PARK AVENUE SECURITIES#10 · 83,883 sh | 83,883 | $898.0K | — | +1.6% |
| 11 | SIT INVESTMENT ASSOCIATES#11 · 66,521 sh | 66,521 | $712.0K | 0.01% | -26.3% |
| 12 | RIVERBRIDGE PARTNERS#12 · 64,397 sh | 64,397 | $689.7K | 0.02% | New |
| 13 | Thomas J. Herzfeld Advisors#13 · 62,657 sh | 62,657 | $671.1K | 0.21% | -45.5% |
| 14 | ROBINSON CAPITAL MANAGEMENT#14 · 53,687 sh | 53,687 | $575.0K | 0.25% | 0.0% |
| 15 | NewEdge Advisors#15 · 43,521 sh | 43,521 | $466.1K | <0.01% | New |
| 16 | Aviance Capital Partners#16 · 42,188 sh | 42,188 | $451.8K | 0.05% | +2.5% |
| 17 | Noble Wealth Management PBC#17 · 39,837 sh | 39,837 | $426.7K | — | +14.5% |
| 18 | OSAIC#18 · 37,234 sh | 37,234 | $398.8K | <0.01% | -10.5% |
| 19 | Cambridge Investment Research Advisors#19 · 36,394 sh | 36,394 | $390.0K | <0.01% | +0.3% |
| 20 | COMMONWEALTH EQUITY SERVICES#20 · 31,223 sh | 31,223 | $334.4K | <0.01% | -8.1% |
| 21 | HighTower Advisors#21 · 28,700 sh | 28,700 | $307.4K | <0.01% | New |
| 22 | CITADEL ADVISORS#22 · 28,371 sh | 28,371 | $303.9K | 0.00% | New |
| 23 | SeaCrest Wealth Management#23 · 25,887 sh | 25,887 | $277.3K | — | -17.2% |
| 24 | CoreCap Advisors#24 · 17,400 sh | 17,400 | $186.4K | — | +171.9% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#25 · 17,389 sh | 17,389 | $186.2K | 0.00% | +22.3% |
| 26 | Equitable#26 · 17,344 sh | 17,344 | $185.8K | <0.01% | +49.3% |
| 27 | BANK OF AMERICA#27 · 16,348 sh | 16,348 | $175.1K | 0.00% | -4.4% |
| 28 | INTEGRATED CAPITAL MANAGEMENT#28 · 16,217 sh | 16,217 | $173.7K | — | -7.7% |
| 29 | OPPENHEIMER#29 · 15,500 sh | 15,500 | $166.0K | — | 0.0% |
| 30 | UBS Group AG#30 · 13,429 sh | 13,429 | $143.8K | 0.00% | -3.6% |
| 31 | MML INVESTORS SERVICES#31 · 13,173 sh | 13,173 | $141.1K | <0.01% | +23.8% |
| 32 | Janney Montgomery Scott#32 · 10,551 sh | 10,551 | $113.0K | <0.01% | -0.3% |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#33 · 5,200 sh | 5,200 | $55.7K | 0.00% | -7.1% |
| 34 | Integrated Wealth Concepts#34 · 2,948 sh | 2,948 | $31.6K | <0.01% | New |
| 35 | HIGHLINE WEALTH PARTNERS#35 · 1,230 sh | 1,230 | $13.2K | — | 0.0% |
| 36 | Steward Partners Investment Advisory#36 · 1,000 sh | 1,000 | $10.7K | <0.01% | 0.0% |
| 37 | PIN OAK INVESTMENT ADVISORS#37 · 590 sh | 590 | $7.0K | <0.01% | 0.0% |
| 38 | Key FInancial#38 · 500 sh | 500 | $5.4K | <0.01% | New |
| 39 | Rockefeller Capital Management L.P.#39 · 314 sh | 314 | $3.4K | 0.00% | -47.9% |
| 40 | BNP PARIBAS FINANCIAL MARKETS#40 · 307 sh | 307 | $3.3K | 0.00% | -2.8% |
| 41 | JFS WEALTH ADVISORS#41 · 32 sh | 32 | $343.00 | 0.00% | New |
| 42 | FIFTH THIRD BANCORP#42 · 7 sh | 7 | $75.00 | 0.00% | -97.0% |
| 43 | CITIGROUP#43 · 4 sh | 4 | $43.00 | 0.00% | 0.0% |
| 44 | WELLS FARGO & COMPANY#44 · 1 sh | 1 | $8.00 | 0.00% | 0.0% |
Funds that sold out of DMO in Q2 2026 (6)
Held DMO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| COHEN & STEERS40,000 sh | 40,000 | $430.0K |
| CHOREO15,498 sh | 15,498 | $166.6K |
| MAI Capital Management1,694 sh | 1,694 | $18.2K |
| Osbon Capital Management1,449 sh | 1,449 | $15.6K |
| US BANCORP \DE\317 sh | 317 | $3.4K |
| Advisory Services Network166 sh | 166 | $1.8K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.