LPL Financial LLC
Position in DMO — Western Asset Mortgage Opportunity Fund Inc.
CIK 1403438
FORT MILL, SC
Position in DMO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,994,569
-$64,558 QoQ
Shares Held
279,605
-1.7% QoQ
Ownership
2.45%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 44 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DMO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. DMO ranks #207 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in DMO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,994,569 | 279,605 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,059,127 | 284,570 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,782,585 | 251,590 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,592,323 | 221,188 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,468,117 | 206,710 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,199,170 | 186,055 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,041,114 | 88,230 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $988,757 | 82,603 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $991,824 | 83,137 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $937,748 | 80,081 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $726,530 | 65,043 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $669,310 | 62,494 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $555,767 | 52,530 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $563,641 | 53,937 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $551,984 | 51,252 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $592,129 | 53,297 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $630,498 | 53,981 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $685,239 | 51,252 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||