Latest imported 13F data
DMO

WESTERN ASSET MTG DEFINED OP

Institutional Ownership · Q4 2025

Filing: Q4 2025

WESTERN ASSET MTG DEFINED OP (DMO) is held by 41 institutional investors with combined holdings of $23M. Major holders include ROYAL BANK OF CANADA, ENVESTNET ASSET MANAGEMEN, LPL Financial LLC.

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Institutional Holders
41
Total Value
$22.8M
Ownership %
18.1%

🏦 Top Institutional Holders

ROYAL BANK OF CANADA
391.2K shares
$4.3M
3.42% ownership
ENVESTNET ASSET MANAGEMENT INC
262.3K shares
$2.9M
2.30% ownership
LPL Financial LLC
251.6K shares
$2.8M
2.20% ownership
MORGAN STANLEY
169.9K shares
$1.9M
1.49% ownership
Baird Financial Group, Inc.
126.7K shares
$1.4M
1.11% ownership

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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