13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
EMO

CLEARBRIDGE ENERGY MIDSTRM O

128 institutions still hold CLEARBRIDGE ENERGY MIDSTRM O as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 18469P209·128 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.9%
vs prior quarter
13F value held
$218M
47.0% inst. owned
of float
Holders
128
-2 QoQ
filers reporting
Activity
+8 / −107
+906 added · −858 reduced
this quarter
Concentration
32.27%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

128 institutions reported EMO in Q1 2026. MORGAN STANLEY leads at 32.3% of the visible book. -2 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$70M1.3M0.00%Q1 202602
Z3 Capital Partners, LLC
CIK 0002127787
$33M632K8.46%Q1 202603
EP Wealth Advisors, LLC
CIK 0001540569
$16M304K0.08%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$14M270K0.00%Q1 202605
Advisors Asset Management, Inc.
CIK 0001297376
$13M245K0.22%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M226K0.00%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M213K0.00%Q1 202608
STIFEL FINANCIAL CORP
CIK 0000720672
$7M126K0.01%Q1 202609
Steward Partners Investment Advisory, LLC
CIK 0001723397
$6M111K0.03%Q1 202610
UBS Group AG
CIK 0001610520
$5M89K0.00%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M82K0.00%Q1 202612
Edgemoor Investment Advisors, Inc.
CIK 0001313792
$4M78K0.32%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M64K0.01%Q1 202614
Thomas J. Herzfeld Advisors, Inc.
CIK 0001509510
$3M59K1.06%Q1 202615
Oxbow Advisors, LLC
CIK 0001564770
$3M58K0.26%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M56K0.00%Q1 202617
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$3M48K0.36%Q1 202618
TERRIL BROTHERS, INC.
CIK 0000314169
$2M46K0.67%Q1 202619
LPL Financial LLC
CIK 0001403438
$2M46K0.00%Q1 202620
Wright Wealth LLC
CIK 0002046147
$2M40K1.41%Q1 2026
Page 1 of 7
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