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Disclosery

EMO CLEARBRIDGE ENERGY MIDSTREAM

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COM (fund), issuer CIK 1517518

106 managers (106 13F filers) reported a position in EMO shares at 2025-06-30, 4,954,742 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
106
13F filers
106
New
9
Added
27
Reduced
28
Sold out
12
Shares held by filers
4,954,742

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,263,900$60.6M<0.01%+29,75913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC650,976$31.2M0.01%+11,18813F-HRTimelineGroup
Advisors Asset Management, Inc.537,573$25.8M0.46%-97,40313F-HR/ATimeline
EP Wealth Advisors, LLC293,408$14.1M0.09%-13,17213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN270,982$13M<0.01%+77,99013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/232,984$11.2M<0.01%-9,03013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA210,158$10.1M<0.01%-44,95513F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…113,524$5.45M0.04%+6,06713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,815$4.93M<0.01%-15713F-HRTimelineGroup
UBS Group AGin group UBS Group AG100,297$4.81M<0.01%+4,04213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC74,508$3.57M<0.01%+10,02613F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.73,828$3.54M1.26%-15,94213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,229$2.79M<0.01%+8,21913F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.58,066$2.79M<0.01%+4,77813F-HRTimelineGroup
Polar Asset Management Partners Inc.54,414$2.61M0.07%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.52,355$2.51M0.22%+6,42313F-HRTimeline
Oxbow Advisors, LLC51,805$2.49M0.27%013F-HRTimeline
LPL Financial LLC47,557$2.28M<0.01%+2,86813F-HRTimeline
Kingsview Wealth Management, LLC39,353$1.89M0.03%+5413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,860$1.77M<0.01%+1,58713F-HR/ATimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV29,836$1.43M0.1%+16,58513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,395$1.31M<0.01%+85813F-HRTimeline
IFP Advisors, Inc25,806$1.24M0.04%-26,13713F-HRTimeline
Terril Brothers, Inc.22,474$1.08M0.41%new13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…20,591$988K0.08%-16,25413F-HRTimelineGroup
DAVENPORT & Co LLC19,075$915K0.01%+1,50013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…19,073$915K0.01%013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp18,913$907K<0.01%013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP17,854$856K<0.01%+26913F-HRTimelineGroup
Aristides Capital LLC16,432$788K0.25%013F-HRTimeline
MML INVESTORS SERVICES, LLC16,328$783K<0.01%-11913F-HRTimeline
Future Financial Wealth Managment LLC16,221$778K0.53%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,709$706K<0.01%-35513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,549$698K0.06%013F-HRTimeline
Icon Wealth Advisors, LLC14,130$678K0.05%+47513F-HRTimeline
North Ground Capital13,724$653K0.83%-3,04213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,065$627K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.12,379$594K<0.01%-3,39513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,237$587K0.02%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,934$572K<0.01%+99013F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC11,776$565K<0.01%-1,02413F-HRTimelineGroup
Arete Wealth Advisors, LLC11,319$543K0.04%-76613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT10,595$508K0.02%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,069$483K0.01%013F-HRTimeline
MAI Capital Management9,803$470K<0.01%013F-HRTimeline
HighTower Advisors, LLC9,775$469K<0.01%+1713F-HRTimeline
CENTAURUS FINANCIAL, INC.9,717$466K0.03%013F-HRTimeline
NewEdge Advisors, LLC9,550$458K<0.01%-1,09213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,222$442K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers9,204$442K<0.01%+76113F-HRTimeline
Argentarii, LLC9,065$435K0.2%013F-HRTimeline
COMERICA BANK8,848$424K<0.01%+1,40713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,826$423K<0.01%-33713F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,783$421K0.01%+4,13013F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…8,352$401K0.02%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,282$397K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,904$379K<0.01%-45513F-HRTimeline
XML Financial, LLC7,505$360K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC7,475$359K<0.01%-1213F-HRTimeline
Chicago Partners Investment Group LLC6,624$313K0.01%013F-HRTimeline
LexAurum Advisors, LLC6,357$305K0.05%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC6,011$288K<0.01%-4,85913F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,993$287K0.05%-67213F-HRTimeline
CHOREO, LLC5,928$284K<0.01%-6313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS5,510$264K<0.01%+48313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,042$242K<0.01%-57013F-HRTimelineGroup
Sunbelt Securities, Inc.5,163$240K0.02%013F-HRTimeline
Snowden Capital Advisors LLC4,877$236K0.01%-74813F-HRTimeline
&PARTNERS4,893$235K<0.01%new13F-HRTimeline
Peregrine Asset Advisers, Inc.4,670$224K0.07%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,624$222K<0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC4,522$217K0.01%-1,18713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,457$214K<0.01%-1913F-HRTimelineGroup
PRIVATE TRUST CO NA4,306$207K0.02%-1,20013F-HRTimeline
LANARK FINANCIAL, INC.3,173$152K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,800$134K<0.01%013F-HRTimelineGroup
Activest Wealth Management2,245$108K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,112$101K0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL899$43.1K0.01%013F-HRTimeline
MOTCO886$42.4K<0.01%new13F-HRTimeline
Bogart Wealth, LLC865$41.5K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.844$40.5K0.01%013F-HRTimeline
FNY Investment Advisers, LLC700$33K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.668$32K<0.01%new13F-HRTimeline
Allworth Financial LP600$28.8K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.491$23.6K<0.01%013F-HRTimelineGroup
LRI Investments, LLC455$21.8K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…405$19.4K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC369$17.7K<0.01%-32513F-HRTimeline
CX Institutional345$17K<0.01%013F-HR/ATimeline
Piscataqua Savings Bank238$11.4K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.218$10.4K<0.01%+513F-HRTimeline
Avion Wealth222$10K<0.01%013F-HR/ATimeline
Plante Moran Financial Advisors, LLC150$7.2K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO130$6.24K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC99$5K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC101$4.86K<0.01%-5113F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors76$3.65K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC73$3.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.64$3.07K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC57$2.73K<0.01%+2513F-HR/ATimelineGroup
SALEM INVESTMENT COUNSELORS INC35$1.69K<0.01%013F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC25$1.2K<0.01%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17$815<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.16$756<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.