Sequoia Financial Advisors, LLC

Position in EDF — Virtus Stone Harbor Emerging Markets Income Fund

CIK 1599900 Akron, OH

Position in EDF

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$84,218

+$12,074 QoQ

Shares Held

15,093

0.0% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#33

of 46 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $193,480,806 across 56 Asset Management names. EDF ranks #54 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BN	BROOKFIELD Corp /ON/	1,185,621	$50,495,598
2	BLK	BlackRock, Inc.	49,801	$47,886,649
3	BX	Blackstone Inc.	245,370	$28,872,687
4	BAM	Brookfield Asset Management Ltd.	281,732	$12,635,680
5	APO	Apollo Global Management, Inc.	75,576	$8,941,396
6	NTRS	Northern Trust Corp	22,309	$3,878,196
7	AMP	Ameriprise Financial Inc	7,978	$3,659,987
8	STT	State Street Corp	20,639	$3,500,374

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$84,218	15,093	0.0%	Shares	Sole	2026-07-17
2026-03-31	$72,144	15,093	0.0%	Shares	Sole	2026-04-30
2025-12-31	$75,012	15,093	-34.5%	Shares	Sole	2026-02-03
2025-09-30	$116,422	23,054	+41.0%	Shares	Sole	2025-10-29
2025-06-30	$82,542	16,345	0.0%	Shares	Sole	2025-07-25
2025-03-31	$82,705	16,345	0.0%	Shares	Sole	2025-04-23
2024-12-31	$76,821	16,345	0.0%	Shares	Sole	2025-08-08
2024-09-30	$85,647	16,345	-67.4%	Shares	Sole	2024-10-21
2020-03-31	$372,458	50,129	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.