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Disclosery

EMO CLEARBRIDGE ENERGY MIDSTREAM

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COM (fund), issuer CIK 1517518

119 managers (119 13F filers) reported a position in EMO shares at 2025-12-31, 5,871,914 shares in all. 15 filers opened a position and 16 filers sold out during the quarter.

Managers
119
13F filers
119
New
15
Added
39
Reduced
23
Sold out
16
Shares held by filers
5,871,914

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY1,312,442$58.6M<0.01%+83,30913F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC777,688$34.7M0.68%+738,47613F-HRTimelineGroup
Z3 Capital Partners, LLC624,498$27.9M6.7%13F-HRTimeline
EP Wealth Advisors, LLC305,427$13.6M0.07%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA268,162$12M<0.01%+43,42213F-HRTimelineGroup
Advisors Asset Management, Inc.261,401$11.7M0.2%-32,21913F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN220,206$9.83M<0.01%-36,80113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/214,868$9.59M<0.01%-13,52713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…143,408$6.4M0.08%+13,30513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP125,082$5.58M0.01%+13,53313F-HRTimelineGroup
Steward Partners Investment Advisory, L…108,238$4.83M0.03%-1,02113F-HRTimeline
UBS Group AGin group UBS Group AG96,227$4.3M<0.01%+3,30913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC86,386$3.86M<0.01%+11,14813F-HRTimelineGroup
ABSOLUTE INVESTMENT ADVISERS, LLC84,275$3.75M0.43%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.73,906$3.3M0.26%+19,89913F-HRTimeline
Oxbow Advisors, LLC58,484$2.61M0.23%+6,67913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,202$2.6M<0.01%-2,28713F-HRTimelineGroup
Terril Brothers, Inc.51,047$2.28M0.6%+28,32313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,371$2.25M<0.01%+7,23713F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC48,981$2.19M0.32%+43,80013F-HRTimeline
LPL Financial LLC48,477$2.16M<0.01%+64113F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD40,486$1.81M0.01%-117,24213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,767$1.78M<0.01%+3,05813F-HR/ATimelineGroup
Kingsview Wealth Management, LLC39,463$1.76M0.03%+5713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.35,959$1.61M<0.01%-13,18613F-HRTimelineGroup
Quarry LP35,239$1.57M0.26%+19,73913F-HRTimeline
Wright Wealth LLC31,301$1.4M0.91%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,362$1.21M<0.01%+5013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,828$1.2M0.06%-36513F-HRTimeline
Yakira Capital Management, Inc.25,641$1.14M0.39%-94,96313F-HRTimeline
IFP Advisors, Inc24,308$1.09M0.02%+3313F-HRTimeline
Closed-End Fund Advisors, Inc.23,302$1.04M0.61%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT19,285$861K0.03%+8,69013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…19,073$852K0.01%013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp18,913$844K<0.01%013F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…18,027$805K0.01%+3,15513F-HRTimelineGroup
Future Financial Wealth Managment LLC15,822$739K0.5%-6,04713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,989$669K0.03%+44013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC14,356$641K<0.01%+6,06013F-HRTimelineGroup
Icon Wealth Advisors, LLC14,191$634K0.04%+3613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,698$612K<0.01%-25013F-HRTimelineGroup
Arete Wealth Advisors, LLC13,200$589K0.04%+3,02013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,083$584K<0.01%+1,06013F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,490$558K0.01%+25313F-HRTimelineGroup
Indivisible Partners12,083$540K0.06%13F-HRTimeline
D.A. DAVIDSON & CO.10,754$480K<0.01%-1,44813F-HRTimeline
Cetera Investment Advisers10,585$473K<0.01%+1,26013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,069$450K0.01%013F-HRTimeline
PFG Investments, LLC10,065$449K0.02%+2,42013F-HRTimeline
HighTower Advisors, LLC10,046$449K<0.01%+26213F-HRTimeline
Cambridge Investment Research Advisors,…9,956$445K<0.01%+74913F-HRTimeline
MAI Capital Management9,803$438K<0.01%013F-HRTimeline
Almitas Capital LLC9,549$426K0.09%new13F-HRTimeline
NewEdge Advisors, LLC9,547$426K<0.01%-8013F-HRTimeline
CENTAURUS FINANCIAL, INC.9,522$425K0.02%-3513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,222$412K<0.01%013F-HRTimelineGroup
Argentarii, LLC9,066$405K0.13%013F-HRTimeline
COMERICA BANK8,847$395K<0.01%-713F-HRTimeline
XML Financial, LLC8,466$378K0.03%+96113F-HRTimeline
Creative Planningin group Creative Planning8,352$373K<0.01%+2,23713F-HRTimelineGroup
DAVENPORT & Co LLC8,319$371K<0.01%-6,52513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,901$353K0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,900$353K<0.01%+38713F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,110$317K<0.01%-75013F-HRTimelineGroup
Chicago Partners Investment Group LLC6,624$309K0.01%013F-HRTimeline
Hickory Point Bank & Trust6,900$308K0.22%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,620$296K<0.01%-14,48613F-HRTimelineGroup
&PARTNERS6,373$285K<0.01%+1,78313F-HRTimeline
Concorde Asset Management, LLC6,362$284K0.11%+89613F-HRTimeline
TrueMark Investments, LLCin group TrueMark Investments, LLC6,319$282K0.05%new13F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC6,000$269K0.11%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,353$239K<0.01%-9,78413F-HRTimeline
Sunbelt Securities, Inc.5,163$231K0.02%013F-HRTimeline
Janney Montgomery Scott LLC5,133$229K<0.01%+13313F-HRTimeline
Merit Financial Group, LLC4,959$221K<0.01%new13F-HRTimeline
CHOREO, LLC4,857$217K<0.01%013F-HRTimeline
Papamarkou Wellner Asset Management inc.4,800$214K0.13%new13F-HRTimeline
Peregrine Asset Advisers, Inc.4,670$209K0.06%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,638$207K<0.01%013F-HR/ATimelineGroup
Snowden Capital Advisors LLC4,592$205K0.01%-38713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,580$205K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,457$199K<0.01%013F-HR/ATimelineGroup
PRIVATE TRUST CO NA4,306$192K0.02%013F-HRTimeline
Eagle Bay Advisors LLC4,233$189K0.14%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,800$125K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,670$119K<0.01%new13F-HRTimelineGroup
Activest Wealth Management2,225$99.3K0.02%-2013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,112$94.3K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,651$73.7K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,544$68.9K0.05%new13F-HRTimeline
Noble Wealth Management PBC1,332$59.5K0.03%013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.1,016$45.4K0.02%new13F-HRTimeline
Bogart Wealth, LLC865$38.6K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL854$38.1K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.668$29.8K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp629$28.1K<0.01%013F-HRTimelineGroup
Allworth Financial LP600$26.8K<0.01%013F-HRTimeline
SageView Advisory Group, LLC537$24K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.491$21.9K<0.01%013F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…360$16.1K0.01%13F-HRTimeline
CX Institutional356$16K<0.01%+1113F-HRTimeline
Farther Finance Advisors, LLC287$12.8K<0.01%+21413F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC278$12.4K0.01%13F-HRTimeline
Piscataqua Savings Bank238$10.6K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.230$10.3K<0.01%+713F-HRTimeline
West Branch Capital LLC203$9.07K<0.01%new13F-HRTimeline
Avion Wealth222$9K<0.01%013F-HRTimeline
DV EQUITIES, LLC200$8.93K<0.01%13F-HRTimeline
Abound Wealth Management200$8.93K<0.01%-17913F-HRTimeline
Global Retirement Partners, LLC167$7.44K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC150$6.7K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC100$4K<0.01%-70013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors76$3.39K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.64$2.86K<0.01%013F-HRTimeline
SHP Wealth Management61$2.73K<0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC26$1.18K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC20$1K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17$759<0.01%013F-HRTimelineGroup
DV Trading LLC5$223<0.01%13F-HRTimeline