NEW YORK, NY
WESTERN ASSET MORTGAGE OPPORTUNITY FUND INC.DMO— Latest position per institution from SEC 13F filings
15
Institutional holders
3M
Total shares held
31.23M
Estimated value
150.23K
Avg. position size
ROYAL BANK OF CANADA
CIK 1000275
Shares
397.81K
Value
4.26M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
279.61K
Value
2.99M
Filed
Jun 30, 2026
PFG INVESTMENTS, LLC
CIK 1973224
Shares
250.15K
Value
2.93M
Filed
Mar 31, 2024
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
186.50K
Value
2.22M
Filed
Jun 30, 2024
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
185.12K
Value
1.98M
Filed
Jun 30, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
182.32K
Value
1.95M
Filed
Jun 30, 2026
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
178.41K
Value
2.09M
Filed
Sep 30, 2025
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
167.51K
Value
1.79M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
160.70K
Value
1.72M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
154.80K
Value
1.66M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
151.13K
Value
1.62M
Filed
Jun 30, 2026
VENTURE VISIONARY PARTNERS LLC
CIK 1792283
Shares
125.02K
Value
1.34M
Filed
Jun 30, 2026
ADVISOR PARTNERS II, LLC
CIK 1954015
Shares
102.53K
Value
1.10M
Filed
Sep 30, 2023
MATISSE CAPITAL
CIK 1668256
Shares
93.54K
Value
1M
Filed
Sep 30, 2023
PARK AVENUE SECURITIES LLC
CIK 1071640
Shares
83.88K
Value
898.00
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
66.52K
Value
712.00
Filed
Jun 30, 2026
RIVERBRIDGE PARTNERS LLC
CIK 1112325
Shares
64.40K
Value
689.70K
Filed
Jun 30, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
62.66K
Value
671.06K
Filed
Jun 30, 2026
MID-AMERICAN WEALTH ADVISORY GROUP, INC.
CIK 1911264
Shares
58.31K
Value
626.24K
Filed
Jun 30, 2023
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
53.69K
Value
574.99K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | 1000275 | 397.81K | 4.26M | Jun 30, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 279.61K | 2.99M | Jun 30, 2026 |
| 3 | PFG INVESTMENTS, LLC | 1973224 | 250.15K | 2.93M | Mar 31, 2024 |
| 4 | PATHSTONE HOLDINGS, LLC | 2011612 | 186.50K | 2.22M | Jun 30, 2024 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 185.12K | 1.98M | Jun 30, 2026 |
| 6 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 182.32K | 1.95M | Jun 30, 2026 |
| 7 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 178.41K | 2.09M | Sep 30, 2025 |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 167.51K | 1.79M | Jun 30, 2026 |
| 9 | RAYMOND JAMES FINANCIAL INC | 720005 | 160.70K | 1.72M | Jun 30, 2026 |
| 10 | MORGAN STANLEY | 895421 | 154.80K | 1.66M | Jun 30, 2026 |
| 11 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 151.13K | 1.62M | Jun 30, 2026 |
| 12 | VENTURE VISIONARY PARTNERS LLC | 1792283 | 125.02K | 1.34M | Jun 30, 2026 |
| 13 | ADVISOR PARTNERS II, LLC | 1954015 | 102.53K | 1.10M | Sep 30, 2023 |
| 14 | MATISSE CAPITAL | 1668256 | 93.54K | 1M | Sep 30, 2023 |
| 15 | PARK AVENUE SECURITIES LLC | 1071640 | 83.88K | 898.00 | Jun 30, 2026 |
| 16 | SIT INVESTMENT ASSOCIATES INC | 769317 | 66.52K | 712.00 | Jun 30, 2026 |
| 17 | RIVERBRIDGE PARTNERS LLC | 1112325 | 64.40K | 689.70K | Jun 30, 2026 |
| 18 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 62.66K | 671.06K | Jun 30, 2026 |
| 19 | MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 1911264 | 58.31K | 626.24K | Jun 30, 2023 |
| 20 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 53.69K | 574.99K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.