$DMO

$9.58 +$0.10 (1.05%) Close

$DMO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 11.4M shares outstanding

Who owns DMO?

By type of holder

Institutions 22.6% Insiders 0.0% Everyone else 77.4%

Concentration Top 10 holders own 16.3%

Royal Bank Of Canada 3.5% · LPL Financial LLC 2.5%

Institutional ownership

22.6%

+0.9 pts vs last qtr

Institutional holders

-2 vs last qtr

Net shares bought

+106.1K

by institutions in Q2 2026

New / sold out

6 / 8

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Advisors Asset Management, Inc. NEW +151.1K
Riverbridge Partners LLC NEW +64.4K

Biggest sellers in Q2 2026

Envestnet Asset Management Inc −59.0K
Thomas J. Herzfeld Advisors, Inc. −52.2K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Western Asset Mortgage Opportunity Fund Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Western Asset Mortgage Opportunity Fund Inc.

How patient are the owners?

Institutional shares by how long they've been held

5+ years48% 3–5 years21% 1–3 years15% Under 1 year16%

Quarterly turnover

14.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting DMO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
RB Royal Bank Of Canada	397.8K	3.48%	−4.1K (−1.0%)	≤2021	0.0%
Shares held by quarter Peak holding402.0K (Q1'26) Change over 8 quarters+21.7K Share of the company3.480% Royal Bank Of Canada's full portfolio →
LF LPL Financial LLC	279.6K	2.45%	−5.0K (−1.7%)	2022	0.0%
Shares held by quarter Peak holding284.6K (Q1'26) Change over 8 quarters+197.0K Share of the company2.450% LPL Financial LLC's full portfolio →

Royal Bank Of Canada

397.8K

% of company

3.48%

Change vs last qtr

−4.1K (−1.0%)

Held since

≤2021

LPL Financial LLC

279.6K

% of company

2.45%

Change vs last qtr

−5.0K (−1.7%)

Held since

2022

28 more super investors behind a free account

See every manager holding Western Asset Mortgage Opportunity Fund Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting DMO on Form N-PORT; together they hold 0.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
RO Robinson Opportunistic Income Fund Investment Managers Series Trust	$572K	53.4K	0.47%	5.37%	June 30, 2026
CS Cohen & Steers Closed-End Opportunity Fund, Inc. Cohen & Steers Closed-End Opportunity Fund, Inc.	$430K	40.0K	0.35%	0.12%	March 31, 2026

Robinson Opportunistic Income Fund

Investment Managers Series Trust

Position value

$572K

% of company

0.47%

% of the fund

5.37%

As of

June 30, 2026

Cohen & Steers Closed-End Opportunity Fund, Inc.

Position value

$430K

% of company

0.35%

% of the fund

0.12%

As of

March 31, 2026

2 more funds behind a free account

See every fund holding Western Asset Mortgage Opportunity Fund Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
SH Sale Hillary A Insider	1.7K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Sale Hillary A's insider activity →
GA Grillo Anthony Insider	1.0K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Grillo Anthony's insider activity →

Sale Hillary A

Insider

1.7K

% of company

0.01%

Change vs last qtr

—

Held since

—

Grillo Anthony

Insider

1.0K

% of company

0.01%

Change vs last qtr

—

Held since

—

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