ClearBridge Energy Midstream Opportunity Fund Inc. - EMO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,326,322 | 66,448 | 0.0% | 0.0% | 1 | -4,652 | -0.35% | Q2 2026 | Aug 13, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 629,814 | 31,553 | 6.62% | 8.46% | 2 | -2,483 | -0.39% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 297,457 | 14,902 | 0.06% | 0.08% | 3 | -6,296 | -2.07% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 276,250 | 13,840 | 0.0% | 0.0% | 4 | +5,807 | 2.15% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 239,795 | 12,013 | 0.0% | 0.0% | 5 | +14,089 | 6.24% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 218,811 | 10,962 | 0.17% | 0.22% | 6 | -26,025 | -10.63% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 195,043 | 9,771 | 0.0% | 0.0% | 7 | -18,224 | -8.55% | Q2 2026 | Aug 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 184,913 | 9,264 | 0.07% | 0.11% | 8 | +7,032 | 3.95% | Q2 2026 | Aug 13, 2026 |
| Saba Capital Management, L.P. | History | New | 126,112 | 6,318 | 0.16% | — | 9 | +126,112 | New | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 122,953 | 6,160 | 0.01% | 0.01% | 10 | -3,422 | -2.71% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 111,114 | 5,566 | 0.03% | 0.03% | 11 | +84 | 0.08% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 87,278 | 4,373 | 0.08% | 0.57% | 12 | -447,017 | -83.66% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 85,585 | 4,287 | 0.01% | 0.0% | 13 | +21,294 | 33.12% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 84,862 | 4,244 | 0.0% | 0.0% | 14 | +3,142 | 3.84% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 83,120 | 4,164 | 0.0% | 0.0% | 15 | -5,638 | -6.35% | Q2 2026 | Aug 13, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Reduced | 77,329 | 3,874 | 0.26% | 0.32% | 16 | -409 | -0.53% | Q2 2026 | Aug 07, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | Added to | 73,130 | 3,663 | 1.12% | 1.06% | 17 | +14,107 | 23.9% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 68,327 | 3,423 | 0.0% | 0.0% | 18 | +11,872 | 21.03% | Q2 2026 | Aug 14, 2026 |
| Oxbow Advisors, LLC | History | No change | 58,484 | 2,930 | 0.24% | 0.26% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 48,724 | 2,441 | 0.3% | 0.36% | 20 | +921 | 1.93% | Q2 2026 | Aug 05, 2026 |
| TERRIL BROTHERS, INC. | History | Reduced | 44,879 | 2,248 | 0.58% | 0.66% | 21 | -1,175 | -2.55% | Q2 2026 | Jul 24, 2026 |
| LPL Financial LLC | History | Reduced | 43,025 | 2,155 | 0.0% | 0.0% | 22 | -2,900 | -6.31% | Q2 2026 | Aug 07, 2026 |
| Wright Wealth LLC | History | Reduced | 39,834 | 1,995 | 1.2% | 1.41% | 23 | -15 | -0.04% | Q2 2026 | Jul 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 39,564 | 1,982 | 0.02% | 0.03% | 24 | +49 | 0.12% | Q2 2026 | Aug 18, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 39,509 | 1,979 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 33,439 | 1,675 | 0.01% | — | 26 | +33,439 | New | Q2 2026 | Aug 10, 2026 |
| Waterloo Capital, L.P. | History | New | 29,152 | 1,460 | 0.08% | — | 27 | +29,152 | New | Q2 2026 | Jul 29, 2026 |
| Sculptor Capital LP | History | New | 27,500 | 1,377 | 0.01% | — | 28 | +27,500 | New | Q2 2026 | Aug 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 26,728 | 1,339 | 0.06% | 0.07% | 29 | -100 | -0.37% | Q2 2026 | Jul 23, 2026 |
| Quantedge Capital Pte Ltd | History | New | 24,200 | 1,212 | 0.92% | — | 30 | +24,200 | New | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,961 | 1,162 | 0.0% | 0.0% | 31 | -92 | -0.4% | Q2 2026 | Jul 15, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 22,885 | 1,146 | 1.12% | 1.23% | 32 | +33 | 0.14% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 21,041 | 1,054 | 0.02% | 0.02% | 33 | -752 | -3.45% | Q2 2026 | Jul 20, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 19,285 | 966 | 0.06% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 19,073 | 955 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NOMURA HOLDINGS INC | History | No change | 19,012 | 952 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 18,913 | 947 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 18,006 | 902 | 0.01% | 0.01% | 38 | +21 | 0.12% | Q2 2026 | Jul 29, 2026 |
| Calamos Advisors LLC | History | Added to | 17,460 | 874 | 0.0% | 0.0% | 39 | +1,164 | 7.14% | Q2 2026 | Jul 31, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 14,989 | 750 | 0.03% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,733 | 738 | 0.0% | 0.0% | 41 | +5,455 | 58.79% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,714 | 737 | 0.0% | 0.0% | 42 | +4,143 | 39.19% | Q2 2026 | Aug 05, 2026 |
| Future Financial Wealth Managment LLC | History | Reduced | 13,710 | 726 | 0.45% | 0.49% | 43 | -1,718 | -11.14% | Q2 2026 | Jul 24, 2026 |
| Invesco Ltd. | History | Reduced | 14,292 | 716 | 0.0% | 0.0% | 44 | -10,361 | -42.03% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 14,272 | 715 | 0.01% | 0.01% | 45 | +5,507 | 62.83% | Q2 2026 | Aug 03, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 14,242 | 713 | 0.04% | 0.05% | 46 | +26 | 0.18% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 13,162 | 654 | 0.0% | 0.0% | 47 | -15 | -0.11% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | New | 13,052 | 653 | 0.01% | — | 48 | +13,052 | New | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,490 | 625 | 0.01% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Indivisible Partners | History | Added to | 12,261 | 614 | 0.03% | 0.06% | 50 | +91 | 0.75% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 10,873 | 544 | 0.0% | 0.0% | 51 | +115 | 1.07% | Q2 2026 | Jul 24, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 10,069 | 504 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hickory Point Bank & Trust | History | Reduced | 9,990 | 500 | 0.3% | 0.41% | 53 | -1,675 | -14.36% | Q2 2026 | Jul 17, 2026 |
| XML Financial, LLC | History | Added to | 9,807 | 491 | 0.04% | 0.04% | 54 | +616 | 6.7% | Q2 2026 | Jul 24, 2026 |
| PFG Investments, LLC | History | Added to | 9,765 | 489 | 0.02% | 0.02% | 55 | +2,000 | 25.76% | Q2 2026 | Jul 23, 2026 |
| Argentarii, LLC | History | No change | 9,066 | 473 | 0.14% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 9,429 | 472 | 0.0% | 0.0% | 58 | -336 | -3.44% | Q2 2026 | Aug 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 9,412 | 472 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Pathstone Holdings, LLC | History | No change | 9,222 | 462 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 9,144 | 458 | 0.0% | 0.0% | 60 | +1,482 | 19.34% | Q2 2026 | Sep 08, 2026 |
| MAI Capital Management | History | Reduced | 9,098 | 455 | 0.0% | 0.0% | 61 | -480 | -5.01% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 8,932 | 447 | 0.0% | 0.0% | 62 | +3,372 | 60.65% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 8,784 | 440 | 0.0% | 0.0% | 63 | -8 | -0.09% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,254 | 413 | 0.0% | — | 64 | +8,254 | New | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | Reduced | 7,657 | 383 | 0.0% | 0.0% | 65 | -2,195 | -22.28% | Q2 2026 | Aug 13, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 7,255 | 363 | 0.21% | 0.19% | 66 | -40 | -0.55% | Q2 2026 | Aug 18, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 6,624 | 351 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 7,002 | 350 | 0.0% | — | 68 | +7,000 | 350000.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 6,693 | 335 | 0.0% | 0.0% | 69 | +401 | 6.37% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 6,560 | 328 | 0.0% | 0.0% | 70 | -13,232 | -66.86% | Q2 2026 | Aug 12, 2026 |
| LexAurum Advisors, LLC | History | No change | 6,357 | 318 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,579 | 280 | 0.0% | 0.0% | 72 | +71 | 1.29% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,459 | 273 | 0.0% | 0.0% | 73 | +148 | 2.79% | Q2 2026 | Jul 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5,163 | 272 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 5,390 | 270 | 0.0% | 0.0% | 75 | +130 | 2.47% | Q2 2026 | Jul 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,282 | 264 | 0.0% | 0.0% | 76 | +71 | 1.36% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,909 | 245 | 0.0% | 0.0% | 77 | -2,048 | -29.44% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 4,750 | 237 | 0.02% | 0.03% | 78 | -300 | -5.94% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,693 | 235 | 0.0% | 0.0% | 79 | +472 | 11.18% | Q2 2026 | Jul 27, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 4,670 | 233 | 0.05% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,637 | 232 | 0.0% | 0.0% | 81 | -1,413 | -23.36% | Q2 2026 | Jul 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | New | 4,525 | 226 | 0.0% | — | 82 | +4,525 | New | Q2 2026 | Aug 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 4,419 | 221 | 0.01% | 0.01% | 83 | +88 | 2.03% | Q2 2026 | Aug 03, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 4,320 | 216 | 0.02% | 0.03% | 84 | +328 | 8.22% | Q2 2026 | Jul 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,306 | 215 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arlington Capital Management, Inc. | History | New | 4,093 | 205 | 0.13% | — | 86 | +4,093 | New | Q2 2026 | Jul 24, 2026 |
| Register Financial Advisors LLC | History | No change | 4,022 | 201 | 0.06% | 0.08% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,933 | 197 | 0.0% | 0.0% | 88 | -260 | -6.2% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,700 | 135 | 0.0% | 0.0% | 89 | +200 | 8.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,884 | 94 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,723 | 86 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Activest Wealth Management | History | Reduced | 1,474 | 73 | 0.01% | 0.02% | 92 | -325 | -18.07% | Q2 2026 | Jul 16, 2026 |
| Noble Wealth Management PBC | History | No change | 1,332 | 66 | 0.03% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Institute for Wealth Management, LLC. | History | New | 1,119 | 56 | 0.0% | — | 94 | +1,119 | New | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 1,057 | 55 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 854 | 42 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 772 | 38 | 0.02% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bogart Wealth, LLC | History | Reduced | 665 | 33 | 0.0% | 0.0% | 99 | -200 | -23.12% | Q2 2026 | Jul 24, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 668 | 33 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allworth Financial LP | History | No change | 600 | 30 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 582 | 29 | 0.0% | 0.0% | 101 | -47 | -7.47% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 403 | 20 | 0.0% | 0.0% | 102 | -6 | -1.47% | Q2 2026 | Jul 17, 2026 |
| CX Institutional | History | Added to | 372 | 19 | 0.0% | 0.0% | 103 | +8 | 2.2% | Q2 2026 | Jul 01, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 360 | 18 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 355 | 17 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 338 | 16 | 0.0% | 0.0% | 106 | +228 | 207.27% | Q2 2026 | Jul 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 278 | 13 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 240 | 12 | 0.0% | 0.0% | 108 | +5 | 2.13% | Q2 2026 | Jul 21, 2026 |
| Avion Wealth | History | No change | 222 | 11 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Piscataqua Savings Bank | History | No change | 238 | 11 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| West Branch Capital LLC | History | Added to | 212 | 10 | 0.0% | 0.0% | 111 | +4 | 1.92% | Q2 2026 | Jul 10, 2026 |
| Global Retirement Partners, LLC | History | New | 167 | 8 | 0.0% | — | 112 | +167 | New | Q2 2026 | Aug 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 155 | 7 | 0.0% | — | 114 | +155 | New | Q2 2026 | Jul 27, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 102 | 5 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | Added to | 64 | 3 | 0.0% | 0.0% | 118 | +2 | 3.23% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 64 | 3 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Colonial Trust Co / SC | History | No change | 76 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Markowski Investments | History | New | 40 | 2 | 0.0% | — | 120 | +40 | New | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,355 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,609 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,401 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,323 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,923 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Papamarkou Wellner Asset Management inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -4,800 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,294 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,084 | -100.0% | Q2 2026 | Aug 03, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,943 | -100.0% | Q2 2026 | Jul 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -3,847 | -100.0% | Q2 2026 | Aug 19, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,606 | -100.0% | Q2 2026 | Jul 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -548 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -509 | -100.0% | Q2 2026 | Jul 20, 2026 |