Skip to content
Disclosery

EMO CLEARBRIDGE ENERGY MIDSTREAM

Follow

COM (fund), issuer CIK 1517518

112 managers (112 13F filers) reported a position in EMO shares at 2025-09-30, 4,173,394 shares in all. 17 filers opened a position and 12 filers sold out during the quarter.

Managers
112
13F filers
112
New
17
Added
28
Reduced
29
Sold out
12
Shares held by filers
4,173,394

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY1,229,133$55.2M<0.01%-34,76713F-HR/ATimelineGroup
Advisors Asset Management, Inc.293,620$13.2M0.22%-243,95313F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN257,007$11.5M<0.01%-13,97513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/228,395$10.3M<0.01%-4,58913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA224,740$10.1M<0.01%+14,58213F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD157,728$7.09M0.03%new13F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…130,103$5.84M0.07%new13F-HRTimelineGroup
Yakira Capital Management, Inc.120,604$5.42M2.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP111,549$5.01M<0.01%+8,73413F-HRTimelineGroup
Steward Partners Investment Advisory, L…109,259$4.91M0.03%-4,26513F-HRTimeline
UBS Group AGin group UBS Group AG92,918$4.17M<0.01%-7,37913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC75,238$3.38M<0.01%+73013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,489$2.89M<0.01%+2,26013F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC62,000$2.79M0.07%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.54,007$2.43M0.19%+1,65213F-HRTimeline
Oxbow Advisors, LLC51,805$2.33M0.22%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.49,145$2.21M<0.01%-8,92113F-HRTimelineGroup
LPL Financial LLC47,836$2.15M<0.01%+27913F-HRTimeline
Alpine Global Management, LLC47,000$2.11M0.43%new13F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,134$1.94M<0.01%-607,84213F-HRTimelineGroup
Kingsview Wealth Management, LLC39,406$1.77M0.03%+5313F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC39,212$1.76M0.04%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…36,709$1.65M<0.01%-15113F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV27,193$1.22M0.08%-2,64313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,312$1.21M<0.01%-8313F-HRTimeline
IFP Advisors, Inc24,275$1.09M0.03%-1,53113F-HR/ATimeline
Terril Brothers, Inc.22,724$1.02M0.31%+25013F-HRTimeline
Future Financial Wealth Managment LLC21,869$982K0.62%+5,64813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,106$948K<0.01%+12,82413F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…19,073$857K0.01%013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp18,913$850K<0.01%013F-HRTimelineGroup
North Ground Capital16,446$739K0.45%+2,72213F-HRTimeline
Quarry LP15,500$696K0.17%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,137$680K<0.01%+42813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,872$668K0.01%+6,08913F-HRTimelineGroup
DAVENPORT & Co LLC14,844$667K<0.01%-4,23113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,549$654K0.04%013F-HRTimeline
Icon Wealth Advisors, LLC14,155$636K0.04%+2513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,948$627K<0.01%+88313F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,237$550K0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.12,202$548K<0.01%-17713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO12,023$540K<0.01%+8913F-HR/ATimelineGroup
HOLLENCREST CAPITAL MANAGEMENT10,595$476K0.02%013F-HRTimeline
Arete Wealth Advisors, LLC10,180$457K0.03%-1,13913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,069$452K0.01%013F-HRTimeline
MAI Capital Management9,803$440K<0.01%013F-HRTimeline
HighTower Advisors, LLC9,784$440K<0.01%+913F-HRTimeline
NewEdge Advisors, LLC9,627$432K<0.01%+7713F-HRTimeline
CENTAURUS FINANCIAL, INC.9,557$429K0.02%-16013F-HRTimeline
Cetera Investment Advisers9,325$419K<0.01%+12113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,222$414K<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,207$414K<0.01%+1,30313F-HRTimeline
Argentarii, LLC9,066$407K0.16%+113F-HRTimeline
COMERICA BANK8,854$398K<0.01%+613F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC8,296$373K<0.01%-3,48013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,860$353K<0.01%+2,81813F-HRTimelineGroup
PFG Investments, LLC7,645$343K0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,513$337K<0.01%-1,31313F-HRTimelineGroup
XML Financial, LLC7,505$337K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC7,475$336K<0.01%013F-HRTimeline
Chicago Partners Investment Group LLC6,624$286K0.01%013F-HRTimeline
LexAurum Advisors, LLC6,357$286K0.04%013F-HRTimeline
Creative Planningin group Creative Planning6,115$275K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,746$258K<0.01%new13F-HRTimelineGroup
Concorde Asset Management, LLC5,466$245K0.1%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,181$233K0.04%-81213F-HRTimeline
Sunbelt Securities, Inc.5,163$232K0.02%013F-HRTimeline
Snowden Capital Advisors LLC4,979$225K0.01%+10213F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.5,000$225K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC5,000$225K<0.01%new13F-HRTimeline
CHOREO, LLC4,857$218K<0.01%-1,07113F-HRTimeline
Peregrine Asset Advisers, Inc.4,670$210K0.06%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,638$208K<0.01%+1413F-HRTimelineGroup
&PARTNERS4,590$206K<0.01%-30313F-HRTimeline
Laird Norton Wetherby Wealth Management…4,540$204K0.01%-3,81213F-HRTimeline
MML INVESTORS SERVICES, LLC4,518$203K<0.01%-11,81013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,457$200K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA4,306$193K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,800$126K<0.01%013F-HRTimelineGroup
Activest Wealth Management2,245$101K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,112$94.9K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,651$74.2K0.01%-1,52213F-HRTimeline
Noble Wealth Management PBC1,332$59.8K0.03%13F-HRTimeline
Wealthspire Advisors, LLC890$40K<0.01%new13F-HRTimeline
Bogart Wealth, LLC865$38.9K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL854$38.4K0.01%-4513F-HRTimeline
Physician Wealth Advisors, Inc.844$37.9K0.01%013F-HRTimeline
FNY Investment Advisers, LLC800$35K0.01%+10013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.668$30K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp629$28.3K<0.01%new13F-HRTimelineGroup
Allworth Financial LP600$27K<0.01%013F-HRTimeline
Advisory Services Network, LLC548$24.6K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.491$22.1K<0.01%013F-HRTimelineGroup
LRI Investments, LLC455$20.4K<0.01%013F-HRTimeline
Abound Wealth Management379$17K<0.01%new13F-HRTimeline
CX Institutional345$15K<0.01%013F-HRTimeline
Piscataqua Savings Bank238$10.7K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.223$10K<0.01%+513F-HRTimeline
KERR FINANCIAL PLANNING Corp222$9.74K0.01%13F-HR/ATimeline
Avion Wealth222$9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC167$7.49K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC150$6.74K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC87$3.92K<0.01%-1413F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors76$3.41K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC73$3.28K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.64$2.88K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC50$2.25K<0.01%-31913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC35$1.58K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC26$1.15K<0.01%+113F-HRTimeline
CWM, LLCin group CWM, LLC20$1K<0.01%-7913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17$764<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC11$494<0.01%-4613F-HR/ATimelineGroup