Who Owns CLEARBRDG ENRGY MDSTREAM (EMO)? -- Institutional Holders (2026-06-30)

132 institutions reported holding $268.0M of CLEARBRDG ENRGY MDSTREAM (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

来源：SEC 13F 申报文件 · 截至 2026-06-30