DMO

Western Asset Mort Def Opp
UnclassifiedUSCUSIP 95790B109◍ Confluence graph
Tracked 13F Holders
9
+1 QoQ
13F Value (tracked)
$2.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
2
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)2 adding · 1 trimming
Insider net (180d)$0
Price history not yet available for DMO.
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Use DMO data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns DMO

This stock page is the Follow view. The Build view lets your agent query DMO owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DMO"
Ask your agent
Use Arkolith to show who owns DMO,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

9 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Venture Visionary Partners LLC
$1.3M
125K
~0%
Added · +50 sh
Q1 2026
2NewEdge Advisors, LLC
$494K
46K
−2.5%
Reduced · −1K sh
Q1 2026
3JOURNEY STRATEGIC WEALTH LLC
$310K
29K
+116%
Added · +16K sh
Q1 2026
4OPPENHEIMER & CO INC
$167K
16K
Held
Q1 2026
5CHOREO, LLC
$167K
15K
−3.5%
Reduced · −560 sh
Q1 2026
6Equitable Holdings, Inc.
$128K
12K
New
+12K sh
Q1 2026
7MML INVESTORS SERVICES, LLC
$114K
11K
−21%
Reduced · −3K sh
Q1 2026
8MAI Capital Management
$18K
2K
Held
Q1 2026
9Steward Partners Investment Advisory, LLC
$11K
1K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
1
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$0
0 insiders
Net
$0
0 P/S txns
Signal
Mixed
open-market
DateInsiderRoleActionSharesValue
Jun 2, 2025Sale Hillary ADirectorBuy (P)2K$20K
May 27, 2025GRILLO ANTHONYDirectorBuy (P)1K$12K

Institutional ownership over time

30 funds-1 since Q2 2022
01631Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $20.6M

Funds that own DMO also own

CompanyCo-held byCombined value
APPLE INCAAPL12 funds$6.5B
ISHARES CORE S&P 500 ETFIVV12 funds$5.4B
NVIDIA CORPNVDA12 funds$5.1B
MICROSOFT CORPMSFT12 funds$4.9B
SS SPDR S&P 500 ETF TRUST-USSPY12 funds$4.8B
AMAZON.COM INCAMZN12 funds$3.7B
ALPHABET INC-CL AGOOGL12 funds$3.4B
VANGUARD S&P 500 ETFVOO12 funds$2.9B
JOHNSON & JOHNSONJNJ12 funds$2.7B
INVESCO QQQ TRUST SERIES 1QQQ12 funds$2.7B
JPMORGAN CHASE & COJPM12 funds$2.4B
BROADCOM INCAVGO12 funds$2.3B

Ranked by how many of DMO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

2 shown

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for DMO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.