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.

RankInstitutionValueSharesChange
1MORGAN STANLEY$66.4M1.3MTrimmed
2Z3 Capital Partners, LLC$31.6M629,814Trimmed
3EP Wealth Advisors, LLC$14.9M297,457Trimmed
4Royal Bank of Canada$13.8M276,250Added
5WELLS FARGO & COMPANY/MN$12.0M239,795Added
6Advisors Asset Management, Inc.$11.0M218,811Trimmed
7BANK OF AMERICA CORP /DE/$9.8M195,043Trimmed
8Penserra Capital Management LLC$9.3M184,913Added
9Saba Capital Management, L.P.$6.3M126,112New
10STIFEL FINANCIAL CORP$6.2M122,953Trimmed
11Steward Partners Investment Advisory, LLC$5.6M111,114Added
12SIT INVESTMENT ASSOCIATES INC$4.4M87,278Trimmed
13OSAIC HOLDINGS, INC.$4.3M85,585Added
14AMERIPRISE FINANCIAL INC$4.2M84,862Added
15UBS Group AG$4.2M83,120Trimmed
16Edgemoor Investment Advisors, Inc.$3.9M77,329Trimmed
17Thomas J. Herzfeld Advisors, Inc.$3.7M73,130Added
18RAYMOND JAMES FINANCIAL INC$3.4M68,327Added
19Oxbow Advisors, LLC$2.9M58,484Hold
20BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$2.4M48,724Added
21Terril Brothers, Inc.$2.2M44,879Trimmed
22LPL Financial LLC$2.2M43,025Trimmed
23Wright Wealth LLC$2.0M39,834Trimmed
24Kingsview Wealth Management, LLC$2.0M39,564Added
25Rockefeller Capital Management L.P.$2.0M39,509Hold

Source: SEC Form 13F filings · as of 2026-06-30