Skip to main content
Equibles

EMO · ClearBridge Energy Midstream Opportunity Fund Inc. · Holdings

Track EMO — free

Use EMO with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research EMO.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$51.10 +0.81 (+1.60%)
Rebalance outlook locked
Market Cap
$1.01B
Shares
20.01M
Volume · Oct 6 11.93K Avg daily vol (3M) 40.11K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 118
Total Value: $267,888,389
Total Shares: 5,347,070
Showing 1–100 of 118 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 118 13F filers
Top Holder
24.8%
Sep 2023 → Jun 2026 · range 19.9% – 46.2%
of institutional value
Top 5
51.8%
Sep 2023 → Jun 2026 · range 51.8% – 79.2%
of institutional value
Top 10
67.7%
Sep 2023 → Jun 2026 · range 67.7% – 88.5%
of institutional value
HHI
914
Sep 2023 → Jun 2026 · range 832 – 2,489
Broadly held
Showing 100 of 118
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY $66,448,731 24.80% 1,326,322
Z3 Capital Partners, LLC $31,553,681 11.78% 629,814
EP Wealth Advisors, LLC $14,902,595 5.56% 297,457
ROYAL BANK OF CANADA $13,840,124 5.17% 276,250
WELLS FARGO & COMPANY/MN $12,013,728 4.48% 239,795
Advisors Asset Management, Inc. $10,962,431 4.09% 218,811
BANK OF AMERICA CORP /DE/ $9,771,654 3.65% 195,043
Penserra Capital Management LLC $9,264,141 3.46% 184,913
Saba Capital Management, L.P. $6,318,211 2.36% 126,112
STIFEL FINANCIAL CORP $6,159,945 2.30% 122,953
Steward Partners Investment Advisory, LLC $5,566,811 2.08% 111,114
SIT INVESTMENT ASSOCIATES INC $4,372,627 1.63% 87,278
OSAIC HOLDINGS, INC. $4,287,807 1.60% 85,585
AMERIPRISE FINANCIAL INC $4,251,586 1.59% 84,862
UBS Group AG $4,164,312 1.55% 83,120
Edgemoor Investment Advisors, Inc. $3,874,182 1.45% 77,329
Thomas J. Herzfeld Advisors, Inc. $3,663,813 1.37% 73,130
RAYMOND JAMES FINANCIAL INC $3,423,182 1.28% 68,327
Oxbow Advisors, LLC $2,930,048 1.09% 58,484
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $2,441,072 0.91% 48,724
Terril Brothers, Inc. $2,248,437 0.84% 44,879
LPL Financial LLC $2,155,552 0.80% 43,025
Wright Wealth LLC $1,995,683 0.74% 39,834
Kingsview Wealth Management, LLC $1,982,156 0.74% 39,564
Rockefeller Capital Management L.P. $1,979,400 0.74% 39,509
WOLVERINE ASSET MANAGEMENT LLC $1,675,293 0.63% 33,439
Waterloo Capital, L.P. $1,460,515 0.55% 29,152
Sculptor Capital LP $1,377,750 0.51% 27,500
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $1,339,072 0.50% 26,728
Quantedge Capital Pte Ltd $1,212,420 0.45% 24,200
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,150,346 0.43% 22,961
Closed-End Fund Advisors, Inc. $1,146,538 0.43% 22,885
IFP Advisors, Inc $1,054,154 0.39% 21,041
HOLLENCREST CAPITAL MANAGEMENT $966,178 0.36% 19,285
CAPSTONE INVESTMENT ADVISORS, LLC $955,557 0.36% 19,073
NOMURA HOLDINGS INC $952,501 0.36% 19,012
M&T Bank Corp $947,541 0.35% 18,913
STEPHENS INC /AR/ $902,100 0.34% 18,006
Calamos Advisors LLC $874,746 0.33% 17,460
KINGSWOOD WEALTH ADVISORS, LLC $750,948 0.28% 14,989
Cambridge Investment Research Advisors, Inc. $738,123 0.28% 14,733
HighTower Advisors, LLC $737,171 0.28% 14,714
Invesco Ltd. $716,029 0.27% 14,292
OPPENHEIMER & CO INC $715,027 0.27% 14,272
Icon Wealth Advisors, LLC $713,524 0.27% 14,242
Future Financial Wealth Managment LLC $686,871 0.26% 13,710
JPMORGAN CHASE & CO $659,415 0.25% 13,162
XTX Topco Ltd $653,905 0.24% 13,052
CARY STREET PARTNERS FINANCIAL LLC $625,749 0.23% 12,490
Indivisible Partners $614,276 0.23% 12,261
D.A. DAVIDSON & CO. $544,737 0.20% 10,873
RITHOLTZ WEALTH MANAGEMENT $504,456 0.19% 10,069
Hickory Point Bank & Trust $500,698 0.19% 9,990
XML Financial, LLC $491,330 0.18% 9,807
PFG Investments, LLC $489,226 0.18% 9,765
NewEdge Advisors, LLC $472,392 0.18% 9,429
CENTAURUS FINANCIAL, INC. $471,541 0.18% 9,412
Pathstone Holdings, LLC $462,022 0.17% 9,222
Integrated Wealth Concepts LLC $458,114 0.17% 9,144
MAI Capital Management $455,809 0.17% 9,098
Argentarii, LLC $454,206 0.17% 9,066
CHOREO, LLC $447,493 0.17% 8,932
FIFTH THIRD BANCORP $440,078 0.16% 8,784
CITADEL ADVISORS LLC $413,525 0.15% 8,254
Creative Planning $383,615 0.14% 7,657
Concorde Asset Management, LLC $363,475 0.14% 7,255
HUNTINGTON NATIONAL BANK $350,800 0.13% 7,002
&PARTNERS $335,319 0.13% 6,693
Chicago Partners Investment Group LLC $331,862 0.12% 6,624
Cetera Investment Advisers $328,656 0.12% 6,560
LexAurum Advisors, LLC $318,485 0.12% 6,357
Janney Montgomery Scott LLC $279,507 0.10% 5,579
COMMONWEALTH EQUITY SERVICES, LLC $273,495 0.10% 5,459
BENJAMIN EDWARDS INC $270,039 0.10% 5,390
CAPTRUST FINANCIAL ADVISORS $264,628 0.10% 5,282
GOLDMAN SACHS GROUP INC $245,940 0.09% 4,909
NWF Advisory Services Inc. $237,975 0.09% 4,750
Private Advisor Group, LLC $235,119 0.09% 4,693
Peregrine Asset Advisers, Inc. $233,967 0.09% 4,670
Merit Financial Group, LLC $232,313 0.09% 4,637
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $226,702 0.08% 4,525
Bryn Mawr Trust Advisors, LLC $221,391 0.08% 4,419
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $216,432 0.08% 4,320
PRIVATE TRUST CO NA $215,730 0.08% 4,306
Arlington Capital Management, Inc. $205,059 0.08% 4,093
Register Financial Advisors LLC $201,502 0.08% 4,022
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $197,043 0.07% 3,933
PNC FINANCIAL SERVICES GROUP, INC. $135,270 0.05% 2,700
HARBOR INVESTMENT ADVISORY, LLC $94,388 0.04% 1,884
NBC SECURITIES, INC. $86,322 0.03% 1,723
Activest Wealth Management $73,847 0.03% 1,474
Noble Wealth Management PBC $66,759 0.02% 1,332
Institute for Wealth Management, LLC. $56,061 0.02% 1,119
Strategic Investment Solutions, Inc. /IL $42,785 0.02% 854
FIRST COMMUNITY TRUST NA $38,677 0.01% 772
THOMPSON INVESTMENT MANAGEMENT, INC. $33,466 0.01% 668
Bogart Wealth, LLC $33,316 0.01% 665
Allworth Financial LP $30,060 0.01% 600
Atlantic Union Bankshares Corp $29,158 0.01% 582
Farther Finance Advisors, LLC $20,190 0.01% 403
Key facts CIK 1517518 CUSIP 18469P209 13F (30d) 4 filings 4 filers Visit website Investor relations