Who Owns WESTERN (DMO)? -- Institutional Holders (2026-06-30)

49 institutions reported holding $27.8M of WESTERN (DMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Royal Bank of Canada ($4.3M), LPL Financial LLC ($3.0M), GUGGENHEIM CAPITAL LLC ($2.0M), Baird Financial Group, Inc. ($2.0M), ENVESTNET ASSET MANAGEMENT INC ($1.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Royal Bank of Canada$4.3M397,812Trimmed
2LPL Financial LLC$3.0M279,605Trimmed
3GUGGENHEIM CAPITAL LLC$2.0M185,115Added
4Baird Financial Group, Inc.$2.0M182,317Added
5ENVESTNET ASSET MANAGEMENT INC$1.8M167,508Trimmed
6RAYMOND JAMES FINANCIAL INC$1.7M160,702Added
7MORGAN STANLEY$1.7M154,799Trimmed
8Advisors Asset Management, Inc.$1.6M151,129New
9Venture Visionary Partners LLC$1.3M125,019Added
10PARK AVENUE SECURITIES LLC$898,00083,883Added
11SIT INVESTMENT ASSOCIATES INC$712,00066,521Trimmed
12RIVERBRIDGE PARTNERS LLC$689,69664,397New
13Thomas J. Herzfeld Advisors, Inc.$671,05662,657Trimmed
14ROBINSON CAPITAL MANAGEMENT, LLC$574,98853,687Hold
15NewEdge Advisors, LLC$466,11043,521Trimmed
16Aviance Capital Partners, LLC$451,83142,188Added
17Noble Wealth Management PBC$426,65439,837Added
18OSAIC HOLDINGS, INC.$398,80037,234Trimmed
19Cambridge Investment Research Advisors, Inc.$390,00036,394Added
20COMMONWEALTH EQUITY SERVICES, LLC$334,40031,223Trimmed
21HighTower Advisors, LLC$307,37728,700New
22CITADEL ADVISORS LLC$303,85328,371New
23SeaCrest Wealth Management, LLC$277,25025,887Trimmed
24CoreCap Advisors, LLC$186,35417,400Added
25SUSQUEHANNA INTERNATIONAL GROUP, LLP$186,23617,389Added

Source: SEC Form 13F filings · as of 2026-06-30