Who Owns CLEARBRIDGE ENERGY MIDSTREAM (EMO)? -- Institutional Holders (2026-06-30)
133 institutions reported holding $268.2M of CLEARBRIDGE ENERGY MIDSTREAM (EMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($66.4M), Z3 Capital Partners, LLC ($31.6M), EP Wealth Advisors, LLC ($14.9M), Royal Bank of Canada ($13.8M), WELLS FARGO & COMPANY/MN ($12.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $66.4M | 1.3M | Trimmed |
| 2 | Z3 Capital Partners, LLC | $31.6M | 629,814 | Trimmed |
| 3 | EP Wealth Advisors, LLC | $14.9M | 297,457 | Trimmed |
| 4 | Royal Bank of Canada | $13.8M | 276,250 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $12.0M | 239,795 | Added |
| 6 | Advisors Asset Management, Inc. | $11.0M | 218,811 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $9.8M | 195,043 | Trimmed |
| 8 | Penserra Capital Management LLC | $9.3M | 184,913 | Added |
| 9 | Saba Capital Management, L.P. | $6.3M | 126,112 | New |
| 10 | STIFEL FINANCIAL CORP | $6.2M | 122,953 | Trimmed |
| 11 | Steward Partners Investment Advisory, LLC | $5.6M | 111,114 | Added |
| 12 | SIT INVESTMENT ASSOCIATES INC | $4.4M | 87,278 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $4.3M | 85,585 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $4.2M | 84,862 | Added |
| 15 | UBS Group AG | $4.2M | 83,120 | Trimmed |
| 16 | Edgemoor Investment Advisors, Inc. | $3.9M | 77,329 | Trimmed |
| 17 | Thomas J. Herzfeld Advisors, Inc. | $3.7M | 73,130 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $3.4M | 68,327 | Added |
| 19 | Oxbow Advisors, LLC | $2.9M | 58,484 | Hold |
| 20 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.4M | 48,724 | Added |
| 21 | Terril Brothers, Inc. | $2.2M | 44,879 | Trimmed |
| 22 | LPL Financial LLC | $2.2M | 43,025 | Trimmed |
| 23 | Wright Wealth LLC | $2.0M | 39,834 | Trimmed |
| 24 | Kingsview Wealth Management, LLC | $2.0M | 39,564 | Added |
| 25 | Rockefeller Capital Management L.P. | $2.0M | 39,509 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30