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Disclosery

DMO WESTERN ASSET MTG DEFINED OP

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COM (fund), issuer CIK 1478102

44 managers (44 13F filers) reported a position in DMO shares at 2026-03-31, 2,471,565 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
44
13F filers
44
New
8
Added
13
Reduced
13
Sold out
6
Shares held by filers
2,471,565

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA401,952$4.32M<0.01%+10,72113F-HRTimelineGroup
LPL Financial LLC284,570$3.06M<0.01%+32,98013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC226,534$2.44M<0.01%-35,79413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY194,911$2.1M<0.01%+24,99213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC148,042$1.59M<0.01%+37,08513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC134,573$1.45M0.01%+74,23413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.134,409$1.44M<0.01%+7,75313F-HRTimelineGroup
Venture Visionary Partners LLC124,968$1.34M0.04%+5013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.114,887$1.24M0.42%-6,96513F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC90,282$971K0.02%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC82,596$888K0.01%+4,95213F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC53,687$595K0.27%013F-HRTimeline
NewEdge Advisors, LLC45,921$494K<0.01%-1,20013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,585$447K<0.01%-5,07513F-HRTimelineGroup
Aviance Capital Partners, LLC41,174$443K0.05%+62613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.40,000$430K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…36,301$390K<0.01%-1,00613F-HRTimeline
Noble Wealth Management PBC34,797$374K0.19%+20,90013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,988$365K<0.01%-1,90913F-HRTimeline
SeaCrest Wealth Management, LLC31,280$336K0.04%-1,09213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC28,850$310K0.01%+15,50013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.17,566$189K0.13%-10813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,109$184K<0.01%+7013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,500$167K<0.01%013F-HRTimelineGroup
CHOREO, LLC15,498$167K<0.01%-56013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,220$153K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG13,929$150K<0.01%-12,87513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,615$128K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,641$114K<0.01%-2,82413F-HRTimeline
Janney Montgomery Scott LLC10,578$114K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC6,400$68.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,600$60.2K<0.01%-80013F-HRTimelineGroup
MAI Capital Management1,694$18.2K<0.01%013F-HRTimeline
Osbon Capital Management LLC1,449$15.6K0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,230$13.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,000$10.8K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…603$6.49K<0.01%+28013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC590$6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\317$3.41K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS316$3.4K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…232$2.49K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC166$1.78K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4$43<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$16<0.01%-113F-HR/ATimelineGroup