CUSIP 18469P209
CLEARBRIDGE ENERGY MIDSTRM O
156 institutions · $213.7M total · 5,714,117 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,294,568 | $57.8M | 22.65% | 2025-12-31 |
| 2 | EP Wealth Advisors, LLC | 305,427 | $13.6M | 5.34% | 2025-12-31 |
| 3 | Royal Bank of Canada | 268,162 | $12.0M | 4.69% | 2025-12-31 |
| 4 | Advisors Asset Management, Inc. | 261,128 | $11.7M | 4.56% | 2025-12-31 |
| 5 | BANK OF AMERICA CORP /DE/ | 227,108 | $10.2M | 3.97% | 2025-12-31 |
| 6 | Saba Capital Management, L.P. | 181,841 | $9.0M | 3.18% | 2025-03-31 |
| 7 | WELLS FARGO & COMPANY/MN | 124,957 | $5.6M | 2.18% | 2025-12-31 |
| 8 | STIFEL FINANCIAL CORP | 124,897 | $5.6M | 2.18% | 2025-12-31 |
| 9 | Steward Partners Investment Advisory, LLC | 108,238 | $4.8M | 1.89% | 2025-12-31 |
| 10 | UBS Group AG | 96,152 | $4.3M | 1.68% | 2025-12-31 |
| 11 | AMERIPRISE FINANCIAL INC | 85,869 | $3.8M | 1.50% | 2025-12-31 |
| 12 | ABSOLUTE INVESTMENT ADVISERS, LLC | 84,275 | $3.7M | 1.47% | 2025-12-31 |
| 13 | Edgemoor Investment Advisors, Inc. | 73,906 | $3.3M | 1.29% | 2025-12-31 |
| 14 | BOOTHBAY FUND MANAGEMENT, LLC | 62,000 | $2.8M | 1.08% | 2025-09-30 |
| 15 | Alpine Global Management, LLC | 59,150 | $2.7M | 1.03% | 2025-09-30 |
| 16 | Oxbow Advisors, LLC | 58,484 | $2.6M | 1.02% | 2025-12-31 |
| 17 | Polar Asset Management Partners Inc. | 54,414 | $2.6M | 0.95% | 2025-06-30 |
| 18 | OSAIC HOLDINGS, INC. | 57,259 | $2.6M | 1.00% | 2025-12-31 |
| 19 | Tradewinds, LLC. | 46,965 | $2.3M | 0.82% | 2025-03-31 |
| 20 | Terril Brothers, Inc. | 51,047 | $2.3M | 0.89% | 2025-12-31 |
| 21 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 48,981 | $2.2M | 0.85% | 2025-12-31 |
| 22 | LPL Financial LLC | 48,477 | $2.2M | 0.84% | 2025-12-31 |
| 23 | RAYMOND JAMES FINANCIAL INC | 43,149 | $1.9M | 0.75% | 2025-12-31 |
| 24 | NOMURA HOLDINGS INC | 40,486 | $1.8M | 0.70% | 2025-12-31 |
| 25 | Rockefeller Capital Management L.P. | 39,767 | $1.8M | 0.69% | 2025-12-31 |
| 26 | Kingsview Wealth Management, LLC | 39,463 | $1.8M | 0.69% | 2025-12-31 |
| 27 | Invesco Ltd. | 35,959 | $1.6M | 0.62% | 2025-12-31 |
| 28 | Quarry LP | 35,239 | $1.6M | 0.61% | 2025-12-31 |
| 29 | WRIGHT WEALTH LLC | 31,301 | $1.4M | 0.54% | 2025-12-31 |
| 30 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27,362 | $1.2M | 0.47% | 2025-12-31 |
| 31 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 26,828 | $1.2M | 0.46% | 2025-12-31 |
| 32 | Yakira Capital Management, Inc. | 25,641 | $1.1M | 0.44% | 2025-12-31 |
| 33 | IFP Advisors, Inc | 24,281 | $1.1M | 0.42% | 2025-12-31 |
| 34 | Closed-End Fund Advisors, Inc. | 23,302 | $1.0M | 0.40% | 2025-12-31 |
| 35 | HOLLENCREST CAPITAL MANAGEMENT | 19,285 | $861.1K | 0.33% | 2025-12-31 |
| 36 | FIRST TRUST ADVISORS LP | 17,854 | $856.5K | 0.31% | 2025-06-30 |
| 37 | CAPSTONE INVESTMENT ADVISORS, LLC | 19,073 | $851.6K | 0.33% | 2025-12-31 |
| 38 | M&T Bank Corp | 18,913 | $844.5K | 0.33% | 2025-12-31 |
| 39 | STEPHENS INC /AR/ | 18,027 | $804.9K | 0.31% | 2025-12-31 |
| 40 | Aristides Capital LLC | 16,432 | $788.2K | 0.28% | 2025-06-30 |
| 41 | Future Financial Wealth Managment LLC | 15,822 | $739.4K | 0.27% | 2025-12-31 |
| 42 | North Ground Capital | 16,446 | $738.8K | 0.28% | 2025-09-30 |
| 43 | Matisse Capital | 14,835 | $736.1K | 0.25% | 2025-03-31 |
| 44 | KINGSWOOD WEALTH ADVISORS, LLC | 14,989 | $669.3K | 0.26% | 2025-12-31 |
| 45 | WOLVERINE ASSET MANAGEMENT LLC | 13,206 | $655.3K | 0.23% | 2025-03-31 |
| 46 | Calamos Advisors LLC | 14,356 | $641.0K | 0.25% | 2025-12-31 |
| 47 | Icon Wealth Advisors, LLC | 14,191 | $633.6K | 0.24% | 2025-12-31 |
| 48 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12,239 | $587.1K | 0.21% | 2025-06-30 |
| 49 | Cerity Partners LLC | 13,019 | $581.3K | 0.22% | 2025-12-31 |
| 50 | JPMORGAN CHASE & CO | 13,003 | $580.6K | 0.22% | 2025-12-31 |
| 51 | CARY STREET PARTNERS FINANCIAL LLC | 12,490 | $557.7K | 0.21% | 2025-12-31 |
| 52 | Indivisible Partners | 12,083 | $539.5K | 0.21% | 2025-12-31 |
| 53 | D.A. DAVIDSON & CO. | 10,754 | $480.2K | 0.18% | 2025-12-31 |
| 54 | Cetera Investment Advisers | 10,585 | $472.6K | 0.18% | 2025-12-31 |
| 55 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15,527 | $469.8K | 0.27% | 2025-12-31 |
| 56 | RITHOLTZ WEALTH MANAGEMENT | 10,069 | $449.6K | 0.17% | 2025-12-31 |
| 57 | PFG Investments, LLC | 10,065 | $449.4K | 0.17% | 2025-12-31 |
| 58 | HighTower Advisors, LLC | 10,046 | $448.6K | 0.17% | 2025-12-31 |
| 59 | MAI Capital Management | 9,803 | $437.7K | 0.17% | 2025-12-31 |
| 60 | Almitas Capital LLC | 9,549 | $426.4K | 0.16% | 2025-12-31 |
| 61 | NewEdge Advisors, LLC | 9,547 | $426.3K | 0.16% | 2025-12-31 |
| 62 | Pathstone Holdings, LLC | 9,200 | $410.8K | 0.16% | 2025-12-31 |
| 63 | Argentarii, LLC | 9,066 | $404.8K | 0.15% | 2025-12-31 |
| 64 | XML Financial, LLC | 8,466 | $378.0K | 0.14% | 2025-12-31 |
| 65 | Creative Planning | 8,352 | $372.9K | 0.14% | 2025-12-31 |
| 66 | DAVENPORT & Co LLC | 8,319 | $371.4K | 0.14% | 2025-12-31 |
| 67 | COMERICA BANK | 8,134 | $363.2K | 0.14% | 2025-12-31 |
| 68 | OPPENHEIMER & CO INC | 7,901 | $352.8K | 0.13% | 2025-12-31 |
| 69 | ENVESTNET ASSET MANAGEMENT INC | 7,900 | $352.7K | 0.13% | 2025-12-31 |
| 70 | Integrated Wealth Concepts LLC | 7,475 | $335.8K | 0.13% | 2025-09-30 |
| 71 | BENJAMIN EDWARDS INC | 7,110 | $317.5K | 0.12% | 2025-12-31 |
| 72 | Chicago Partners Investment Group LLC | 6,624 | $309.3K | 0.11% | 2025-12-31 |
| 73 | Hickory Point Bank & Trust | 6,900 | $308.1K | 0.12% | 2025-12-31 |
| 74 | JANE STREET GROUP, LLC | 6,620 | $295.6K | 0.11% | 2025-12-31 |
| 75 | Compound Planning, Inc. | 5,819 | $288.7K | 0.10% | 2025-03-31 |
| 76 | Walleye Capital LLC | 6,011 | $288.3K | 0.10% | 2025-06-30 |
| 77 | LexAurum Advisors, LLC | 6,357 | $285.6K | 0.11% | 2025-09-30 |
| 78 | &PARTNERS | 6,373 | $284.5K | 0.11% | 2025-12-31 |
| 79 | Concorde Asset Management, LLC | 6,362 | $284.1K | 0.11% | 2025-12-31 |
| 80 | TrueMark Investments, LLC | 6,319 | $282.1K | 0.11% | 2025-12-31 |
| 81 | Quantedge Capital Pte Ltd | 5,620 | $278.9K | 0.09% | 2025-03-31 |
| 82 | ROBINSON CAPITAL MANAGEMENT, LLC | 6,000 | $269.0K | 0.10% | 2025-12-31 |
| 83 | CAPTRUST FINANCIAL ADVISORS | 5,510 | $264.3K | 0.09% | 2025-06-30 |
| 84 | Atria Wealth Solutions, Inc. | 5,218 | $258.9K | 0.09% | 2025-03-31 |
| 85 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,746 | $258.1K | 0.10% | 2025-09-30 |
| 86 | COMMONWEALTH EQUITY SERVICES, LLC | 5,353 | $239.0K | 0.09% | 2025-12-31 |
| 87 | Sunbelt Securities, Inc. | 5,163 | $230.5K | 0.09% | 2025-12-31 |
| 88 | Merit Financial Group, LLC | 4,959 | $221.4K | 0.08% | 2025-12-31 |
| 89 | MGO ONE SEVEN LLC | 4,522 | $216.9K | 0.07% | 2025-06-30 |
| 90 | CHOREO, LLC | 4,857 | $216.5K | 0.08% | 2025-12-31 |
| 91 | Papamarkou Wellner Asset Management inc. | 4,800 | $214.3K | 0.08% | 2025-12-31 |
| 92 | Peregrine Asset Advisers, Inc. | 4,670 | $208.5K | 0.08% | 2025-12-31 |
| 93 | GOLDMAN SACHS GROUP INC | 4,638 | $207.1K | 0.08% | 2025-12-31 |
| 94 | Snowden Capital Advisors LLC | 4,592 | $205.1K | 0.08% | 2025-12-31 |
| 95 | Concurrent Investment Advisors, LLC | 4,580 | $204.5K | 0.08% | 2025-12-31 |
| 96 | Laird Norton Wetherby Wealth Management, LLC | 4,540 | $203.9K | 0.07% | 2025-09-30 |
| 97 | MML INVESTORS SERVICES, LLC | 4,518 | $203.0K | 0.07% | 2025-09-30 |
| 98 | PRIVATE TRUST CO NA | 4,306 | $192.3K | 0.07% | 2025-12-31 |
| 99 | Eagle Bay Advisors LLC | 4,233 | $189.0K | 0.07% | 2025-12-31 |
| 100 | PNC Financial Services Group, Inc. | 2,800 | $125.0K | 0.04% | 2025-12-31 |
| 101 | Kestra Advisory Services, LLC | 2,670 | $119.2K | 0.04% | 2025-12-31 |
| 102 | Activest Wealth Management | 2,225 | $99.3K | 0.03% | 2025-12-31 |
| 103 | HARBOR INVESTMENT ADVISORY, LLC | 2,112 | $94.3K | 0.03% | 2025-12-31 |
| 104 | NBC SECURITIES, INC. | 1,651 | $73.7K | 0.02% | 2025-12-31 |
| 105 | FIRST COMMUNITY TRUST NA | 1,544 | $68.9K | 0.02% | 2025-12-31 |
| 106 | Noble Wealth Management PBC | 1,332 | $59.8K | 0.02% | 2025-12-31 |
| 107 | Thomas J. Herzfeld Advisors, Inc. | 1,016 | $45.4K | 0.01% | 2025-12-31 |
| 108 | MOTCO | 886 | $42.4K | 0.01% | 2025-06-30 |
| 109 | Wealthspire Advisors, LLC | 890 | $40.0K | 0.01% | 2025-09-30 |
| 110 | Bogart Wealth, LLC | 865 | $38.6K | 0.01% | 2025-12-31 |
| 111 | Strategic Investment Solutions, Inc. /IL | 854 | $38.4K | 0.01% | 2025-12-31 |
| 112 | Physician Wealth Advisors, Inc. | 844 | $37.9K | 0.01% | 2025-09-30 |
| 113 | SIT INVESTMENT ASSOCIATES INC | 777,688 | $34.7K | 13.60% | 2025-12-31 |
| 114 | THOMPSON INVESTMENT MANAGEMENT, INC. | 668 | $29.8K | 0.01% | 2025-12-31 |
| 115 | Allworth Financial LP | 600 | $27.0K | 0.01% | 2025-12-31 |
| 116 | Atlantic Union Bankshares Corp | 582 | $26.0K | 0.01% | 2025-12-31 |
| 117 | Advisory Services Network, LLC | 548 | $24.6K | 0.00% | 2025-09-30 |
| 118 | SageView Advisory Group, LLC | 537 | $24.0K | 0.00% | 2025-12-31 |
| 119 | Cullen/Frost Bankers, Inc. | 491 | $21.9K | 0.00% | 2025-12-31 |
| 120 | LRI Investments, LLC | 455 | $20.4K | 0.00% | 2025-09-30 |
| 121 | Wilmington Savings Fund Society, FSB | 442 | $19.9K | 0.00% | 2025-09-30 |
| 122 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 405 | $19.4K | 0.00% | 2025-06-30 |
| 123 | Farther Finance Advisors, LLC | 287 | $12.8K | 0.00% | 2025-12-31 |
| 124 | MCGUIRE CAPITAL ADVISORS INC | 278 | $12.4K | 0.00% | 2025-12-31 |
| 125 | CAROLINAS WEALTH CONSULTING LLC | 230 | $11.4K | 0.00% | 2025-06-30 |
| 126 | Piscataqua Savings Bank | 238 | $10.6K | 0.00% | 2025-12-31 |
| 127 | SOA Wealth Advisors, LLC. | 230 | $10.3K | 0.00% | 2025-12-31 |
| 128 | KERR FINANCIAL PLANNING Corp | 222 | $9.7K | 0.00% | 2025-09-30 |
| 129 | West Branch Capital LLC | 203 | $9.1K | 0.00% | 2025-12-31 |
| 130 | Abound Wealth Management | 200 | $8.9K | 0.00% | 2025-12-31 |
| 131 | DV EQUITIES, LLC | 200 | $8.9K | 0.00% | 2025-12-31 |
| 132 | Global Retirement Partners, LLC | 167 | $7.4K | 0.00% | 2025-12-31 |
| 133 | Plante Moran Financial Advisors, LLC | 150 | $6.7K | 0.00% | 2025-12-31 |
| 134 | Penserra Capital Management LLC | 143,408 | $6.4K | 2.50% | 2025-12-31 |
| 135 | BROWN BROTHERS HARRIMAN & CO | 130 | $6.2K | 0.00% | 2025-06-30 |
| 136 | PRINCIPAL SECURITIES, INC. | 87 | $3.9K | 0.00% | 2025-09-30 |
| 137 | Colonial Trust Co / SC | 76 | $3.4K | 0.00% | 2025-12-31 |
| 138 | Geneos Wealth Management Inc. | 64 | $2.9K | 0.00% | 2025-12-31 |
| 139 | BARCLAYS PLC | 57 | $2.7K | 0.00% | 2025-12-31 |
| 140 | GPS Wealth Strategies Group, LLC | 50 | $2.2K | 0.00% | 2025-09-30 |
| 141 | SALEM INVESTMENT COUNSELORS INC | 35 | $1.6K | 0.00% | 2025-09-30 |
| 142 | ARMSTRONG ADVISORY GROUP, INC | 26 | $1.2K | 0.00% | 2025-12-31 |
| 143 | CIBC Private Wealth Group LLC | 17 | $759 | 0.00% | 2025-12-31 |
| 144 | BlackRock, Inc. | 16 | $756 | 0.00% | 2025-06-30 |
| 145 | Arete Wealth Advisors, LLC | 13,201 | $589 | 0.23% | 2025-12-31 |
| 146 | Cambridge Investment Research Advisors, Inc. | 9,956 | $445 | 0.17% | 2025-12-31 |
| 147 | CENTAURUS FINANCIAL, INC. | 9,522 | $425 | 0.16% | 2025-12-31 |
| 148 | Janney Montgomery Scott LLC | 5,133 | $229 | 0.08% | 2025-12-31 |
| 149 | COHEN & STEERS, INC. | 5,000 | $225 | 0.08% | 2025-09-30 |
| 150 | DV Trading LLC | 5 | $223 | 0.00% | 2025-12-31 |
| 151 | HUNTINGTON NATIONAL BANK | 2 | $89 | 0.00% | 2025-12-31 |
| 152 | FNY Investment Advisers, LLC | 800 | $35 | 0.01% | 2025-12-31 |
| 153 | CX Institutional | 356 | $16 | 0.00% | 2025-12-31 |
| 154 | Avion Wealth | 222 | $9 | 0.00% | 2025-12-31 |
| 155 | CWM, LLC | 20 | $1 | 0.00% | 2025-12-31 |
| 156 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |