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Disclosery

EMO CLEARBRIDGE ENERGY MIDSTREAM

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COM (fund), issuer CIK 1517518

118 managers (119 13F filers) reported a position in EMO shares at 2026-03-31, 5,582,995 shares in all. 19 filers opened a position and 16 filers sold out during the quarter.

Managers
118
13F filers
119
New
19
Added
38
Reduced
33
Sold out
16
Shares held by filers
5,582,995

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY1,330,974$70.3M<0.01%+18,53213F-HRTimelineGroup
Z3 Capital Partners, LLC632,297$33.4M8.46%+7,79913F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC534,295$28.2M0.57%-243,39313F-HRTimelineGroup
EP Wealth Advisors, LLC303,753$16M0.08%-1,67413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA270,443$14.3M<0.01%+2,28113F-HRTimelineGroup
Advisors Asset Management, Inc.244,836$12.9M0.22%-16,56513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN225,706$11.9M<0.01%+5,50013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/213,267$11.3M<0.01%-1,60113F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…177,881$9.39M0.11%+34,47313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP126,375$6.68M0.01%+1,29313F-HRTimelineGroup
Steward Partners Investment Advisory, L…111,030$5.86M0.03%+2,79213F-HRTimeline
UBS Group AGgroup of 2 filers holding88,825$4.69M-7,402Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC81,720$4.32M<0.01%-4,66613F-HR/ATimelineGroup
Edgemoor Investment Advisors, Inc.77,738$4.11M0.32%+3,83213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,291$3.4M<0.01%+6,08913F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.59,023$3.12M1.06%+58,00713F-HRTimeline
Oxbow Advisors, LLC58,484$3.09M0.26%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,455$2.98M<0.01%+6,08413F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC47,803$2.52M0.36%-1,17813F-HRTimeline
Terril Brothers, Inc.46,054$2.43M0.66%-4,99313F-HRTimeline
LPL Financial LLC45,925$2.43M<0.01%-2,55213F-HRTimeline
Wright Wealth LLC39,849$2.1M1.41%+8,54813F-HRTimeline
Kingsview Wealth Management, LLC39,515$2.09M0.03%+5213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,509$2.09M<0.01%-25813F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,828$1.42M0.07%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.24,653$1.3M<0.01%-11,30613F-HRTimelineGroup
Closed-End Fund Advisors, Inc.22,852$1.21M1.23%-45013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,053$1.18M<0.01%-4,30913F-HRTimeline
IFP Advisors, Inc21,793$1.15M0.02%-2,51513F-HRTimeline
Cetera Investment Advisers19,792$1.05M<0.01%+9,20713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT19,285$1.02M0.04%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…19,073$1.01M0.01%013F-HRTimelineGroup
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD19,012$1M0.01%-21,47413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp18,913$999K<0.01%013F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…17,985$950K0.01%-4213F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC16,296$861K<0.01%+1,94013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC14,989$792K0.04%013F-HRTimeline
Future Financial Wealth Managment LLC15,428$758K0.49%-39413F-HRTimeline
Icon Wealth Advisors, LLC14,216$721K0.05%+2513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,177$702K<0.01%+9413F-HR/ATimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…12,490$660K0.02%013F-HRTimelineGroup
Indivisible Partners12,170$643K0.06%+8713F-HRTimeline
Hickory Point Bank & Trust11,665$616K0.41%+4,76513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,355$600K<0.01%+3,45513F-HRTimelineGroup
D.A. DAVIDSON & CO.10,758$568K<0.01%+413F-HRTimeline
HighTower Advisors, LLC10,571$558K<0.01%+52513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,069$532K0.01%013F-HRTimeline
Creative Planningin group Creative Planning9,852$520K<0.01%+1,50013F-HRTimelineGroup
NewEdge Advisors, LLC9,765$516K<0.01%+21813F-HR/ATimeline
MAI Capital Management9,578$506K<0.01%-22513F-HRTimeline
CENTAURUS FINANCIAL, INC.9,412$497K0.02%-11013F-HRTimeline
Cambridge Investment Research Advisors,…9,278$490K<0.01%-67813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,222$487K<0.01%013F-HRTimelineGroup
XML Financial, LLC9,191$485K0.04%+72513F-HRTimeline
Argentarii, LLC9,066$479K0.17%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,792$464K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,765$463K0.01%+86413F-HRTimelineGroup
PFG Investments, LLC7,765$410K0.02%-2,30013F-HRTimeline
Integrated Wealth Concepts LLC7,662$405K<0.01%new13F-HRTimeline
Concorde Asset Management, LLC7,295$385K0.19%+93313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,957$367K<0.01%+2,31913F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC6,609$349K0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,401$338K<0.01%-21913F-HRTimelineGroup
LexAurum Advisors, LLC6,357$336K0.04%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,323$334K<0.01%new13F-HRTimelineGroup
&PARTNERS6,292$332K<0.01%-8113F-HRTimeline
Chicago Partners Investment Group LLC6,624$329K0.01%013F-HRTimeline
Merit Financial Group, LLC6,050$320K<0.01%+1,09113F-HRTimeline
CHOREO, LLC5,560$294K<0.01%+70313F-HRTimeline
Janney Montgomery Scott LLC5,508$291K<0.01%+37513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,311$281K<0.01%-4213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,260$278K<0.01%-1,85013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,211$275K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.5,163$273K0.02%013F-HRTimeline
NWF Advisory Services Inc.5,050$267K0.03%new13F-HRTimeline
Beacon Pointe Advisors, LLC4,923$260K<0.01%new13F-HRTimeline
Papamarkou Wellner Asset Management inc.4,800$254K0.15%013F-HRTimeline
Peregrine Asset Advisers, Inc.4,670$247K0.07%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC4,331$229K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA4,306$227K0.02%013F-HRTimeline
Snowden Capital Advisors LLC4,294$227K0.01%-29813F-HRTimeline
Private Advisor Group, LLC4,221$223K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,193$221K<0.01%-26413F-HRTimelineGroup
Eagle Bay Advisors LLC4,084$216K0.19%-14913F-HRTimeline
Register Financial Advisors LLC4,022$212K0.08%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,992$211K0.03%new13F-HRTimeline
MGO ONE SEVEN LLC3,943$208K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,847$203K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,500$132K<0.01%-30013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,884$99.5K0.01%-22813F-HRTimeline
Activest Wealth Management1,799$95K0.02%-42613F-HRTimeline
LANARK FINANCIAL, INC.1,723$91K0.01%+7213F-HRTimeline
CoreCap Advisors, LLC1,606$84.9K<0.01%new13F-HRTimeline
Noble Wealth Management PBC1,332$70.4K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC1,057$55.8K<0.01%+1,03713F-HRTimelineGroup
Bogart Wealth, LLC865$45.7K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL854$45.1K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA772$40.8K0.03%-77213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.668$35.3K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp629$33.2K<0.01%013F-HRTimelineGroup
Allworth Financial LP600$31.7K<0.01%013F-HRTimeline
Advisory Services Network, LLC548$28.9K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC509$26K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC409$20.9K<0.01%+12213F-HRTimeline
Gunpowder Capital Management, LLC dba O…360$19K0.01%013F-HRTimeline
CX Institutional364$19K<0.01%+813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.355$18.8K<0.01%-13613F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC278$14.7K0.01%013F-HRTimeline
Piscataqua Savings Bank238$12.6K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.235$12.4K<0.01%+513F-HRTimeline
Avion Wealth222$11K<0.01%013F-HRTimeline
West Branch Capital LLC208$11K<0.01%+513F-HRTimeline
Plante Moran Financial Advisors, LLC150$7.92K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC110$5.81K<0.01%new13F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO102$5.39K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors76$4.01K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.64$3.38K<0.01%013F-HRTimeline
SHP Wealth Management62$3.29K<0.01%+113F-HRTimeline