DMO — WESTERN ASSET MORTGAGE OPPORTUNITY
As of Q2 2026, 6 SEC-registered investment managers reported holding DMO (WESTERN ASSET MORTGAGE OPPORTUNITY) in their latest 13F filings, with a combined reported value of $2.28M across 212.95K shares. That is -5.8% by share count (-13.00K shares) versus the previous quarter, while reported value moved -6.1%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
DMO is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 154.80K | $1.66M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 28.37K | $303.85K | 0.00% | New |
| Bank of America Corp history | Q2 2026 | 16.35K | $175.09K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 13.43K | $143.82K | 0.00% | Reduce |
| Invesco Ltd history | Q4 2023 | 12.79K | $142.84K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q4 2023 | 2.63K | $29.34K | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 4 | $43 | 0.00% | Hold |
| Wells Fargo & Co history | Q2 2026 | 1 | $8 | 0.00% | Hold |
New Positions (Q2 2026)
- Citadel Advisors 28.37K sh · $303.85K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 173.06K | 169.45K | 199.31K | 296.73K | 346.10K | 385.68K | 435.49K | 676.74K | 648.11K | 334.04K | 339.36K | 293.73K | 173.95K | 152.37K | 135.74K | 158.07K | 142.91K | 169.92K | 194.91K | 154.80K |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | 14.94K | — | — | — | — | — | — | — | 28.37K |
| Bank of America Corp | 30.67K | 16.73K | 103.81K | 97.89K | 98.74K | 100.61K | 94.66K | 76.52K | 8.35K | 10.78K | 4.88K | 4.82K | 4.27K | 2.51K | 13.07K | 15.49K | 16.44K | 17.04K | 17.11K | 16.35K |
| UBS Group AG | 22.88K | 21.76K | 20.66K | 18.82K | 49.90K | 50.11K | 49.62K | 40.30K | 26.30K | 30.94K | 29.15K | 34.83K | 27.75K | 28.18K | 27.72K | 27.83K | 27.54K | 26.80K | 13.93K | 13.43K |
| Citigroup Inc | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 |
| Wells Fargo & Co | 2.34K | 1.30K | 1.30K | 300 | 301 | 1 | — | 1 | 2 | 1 | 3.30K | 4.83K | 2.88K | 91 | 90 | — | 9 | 2 | 1 | 1 |
| JPMorgan Chase & Co | — | — | — | — | — | — | 738 | 79 | 95 | 2.63K | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | — | — | 23.40K | 41.58K | 63.14K | 81.11K | 76.16K | 53.10K | 36.73K | 12.79K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details