DMO

Western Asset Mort Def OppETF$10.48 0.87%
UnclassifiedUSCUSIP 95790B109· EOD Aug 7, 2026◍ Confluence graph
Tracked 13F Holders
39
-27 QoQ
13F Value (tracked)
$23.1M
13F Moves · latest Q
9 added
1 trimmed
Recent Filings
15

Price & smart-money activity

$10.48 0.87%5Y -33.8%
$9.64$11.38$13.13$14.88$16.62202120222023202420252026363544452684457325553643646324554656642
Hover for who · click for detailEnd-of-day closing prices52w $10.34 – $12.10

Who owns DMO?

39 tracked 13F filers

39 tracked 13F filers disclose a position in DMO as of the latest SEC 13F filings, a combined $23.1M in reported value. 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.

#FundPosition valueSharesLast moveAs ofHistory
1ROYAL BANK OF CANADA
$4.3M
402K
+2.7%
Added · +11K sh
Q1 2026
2LPL Financial LLC
$3.1M
285K
+13%
Added · +33K sh
Q1 2026
3ENVESTNET ASSET MANAGEMENT INC
$2.4M
227K
−14%
Reduced · −36K sh
Q1 2026
4MORGAN STANLEY
$2.1M
195K
+15%
Added · +25K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$1.6M
148K
+33%
Added · +37K sh
Q1 2026
6GUGGENHEIM CAPITAL LLC
$1.4M
135K
+123%
Added · +74K sh
Q1 2026
7Baird Financial Group, Inc.
$1.4M
134K
+6.1%
Added · +8K sh
Q1 2026
8Venture Visionary Partners LLC
$1.3M
125K
~0%
Added · +51 sh
Q2 2026
9RIVERBRIDGE PARTNERS LLC
$690K
64K
New
+64K sh
Q2 2026
10ROBINSON CAPITAL MANAGEMENT, LLC
$575K
54K
Held
Q2 2026
11NewEdge Advisors, LLC
$494K
46K
−2.5%
Reduced · −1K sh
Q1 2026
12Aviance Capital Partners, LLC
$452K
42K
+2.5%
Added · +1K sh
Q2 2026
13OSAIC HOLDINGS, INC.
$447K
42K
−11%
Reduced · −5K sh
Q1 2026
14Noble Wealth Management PBC
$427K
40K
+14%
Added · +5K sh
Q2 2026
15COMMONWEALTH EQUITY SERVICES, LLC
$365K
34K
−5.3%
Reduced · −2K sh
Q1 2026
16JOURNEY STRATEGIC WEALTH LLC
$310K
29K
+116%
Added · +16K sh
Q1 2026
17SeaCrest Wealth Management, LLC
$277K
26K
−17%
Reduced · −5K sh
Q2 2026
18BANK OF AMERICA CORP /DE/
$184K
17K
+0.4%
Added · +70 sh
Q1 2026
19INTEGRATED CAPITAL MANAGEMENT, INC.
$174K
16K
−7.7%
Reduced · −1K sh
Q2 2026
20OPPENHEIMER & CO INC
$166K
16K
Held
Q2 2026
21SUSQUEHANNA INTERNATIONAL GROUP, LLP
$153K
14K
New
+14K sh
Q1 2026
22UBS Group AG
$150K
14K
−48%
Reduced · −13K sh
Q1 2026
23MML INVESTORS SERVICES, LLC
$141K
13K
+24%
Added · +3K sh
Q2 2026
24Equitable Holdings, Inc.
$128K
12K
New
+12K sh
Q1 2026
25CoreCap Advisors, LLC
$69K
6K
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.

Is DMO being bought or sold by institutions?

Last quarter, 6 funds opened a new position in DMO and 3 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
6
funds
Added
3
funds
Reduced
1
funds
Exited
0
funds

Funds that own DMO also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA11 funds$1.5B
APPLE INCAAPL11 funds$1.5B
MICROSOFT CORPMSFT11 funds$1.2B
ALPHABET INC-CL AGOOGL11 funds$797.8M
ALPHABET INC-CL CGOOG11 funds$562.0M
WALMART INCWMT11 funds$458.4M
VANGUARD TOTAL STOCK MKT ETFVTI11 funds$415.6M
TESLA INCTSLA11 funds$405.7M
COSTCO WHOLESALE CORPCOST11 funds$312.1M
VISA INC-CLASS A SHARESV11 funds$294.2M
JOHNSON & JOHNSONJNJ11 funds$225.6M
NETFLIX INCNFLX11 funds$217.3M

Ranked by how many of DMO's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

9 funds-24 since Q3 2024
01836Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $3.5M

Recent filings

15 shown

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Connected entities for DMO

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Ask your agent what changed in DMO

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DMO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DMO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + 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.