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Equibles

EDF

Virtus Stone Harbor Emerging Markets Income Fund

Company with tickers: EDF

CIK
1501103
CUSIP
86164T107
Shares Outstanding
32,114,688
13F Activity (30d)
11 filings 3 filers

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.

Holders: 50
Total Value: $17,691,069
Total Shares: 3,701,065

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 50 13F filers · Δ vs Dec 31, 2025
Top Holder
27.2%
Jun 2023 → Mar 2026 · range 21.7% – 56.2%
+0.8 pts
Top 5
51.2%
Jun 2023 → Mar 2026 · range 51.2% – 84.2%
−9.1 pts
Top 10
73.3%
Jun 2023 → Mar 2026 · range 73.3% – 92.9%
−5.9 pts
HHI
1,027
Jun 2023 → Mar 2026 · range 908 – 3,381
Broadly held−71

Quarterly Activity

vs Dec 31, 2025
New
14
Increased
20
Decreased
11
Sold Out
9
Unchanged
5
Holder count: +5
Institutional value: +1.8%
Shares held: +5.8%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega MORGAN STANLEY +84,799 1,006,202
Mega RAYMOND JAMES FINANCIAL INC +60,398 194,478
Micro ECLECTIC ASSOCIATES INC /ADV +47,255 123,478
Small Quarry LP +31,203 98,811
Large Kestra Advisory Services, LLC +24,453 137,908

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small ABSOLUTE INVESTMENT ADVISERS, LLC −108,131 246,827
Large NewEdge Advisors, LLC −30,691 96,905
Mid WEDBUSH SECURITIES INC −25,959 204,483
Large OSAIC HOLDINGS, INC. −23,506 1,965
Large NOMURA HOLDINGS INC −20,000 20,000

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega ENVESTNET ASSET MANAGEMENT INC 198,913 $950,804
Large GUGGENHEIM CAPITAL LLC 164,764 $787,571
Mid Private Advisor Group, LLC 39,685 $189,694
Mega Invesco Ltd. 23,540 $112,521
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 17,305 $82,717

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid J.W. COLE ADVISORS, INC. 364,258 $1,810,362
Mega CITADEL ADVISORS LLC 13,657 $67,875
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 13,284 $66,021
Mid One Capital Management, LLC 12,446 $61,856
Mega BANK OF AMERICA CORP /DE/ 4,983 $24,765
Filter: New 14 Increased 20 Reduced 11 Sold out 9 Unchanged 5
Showing 50 of 50
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $4,809,644 27.19% 1,006,202
Small ABSOLUTE INVESTMENT ADVISERS, LLC $1,179,833 6.67% 246,827
Mega LPL Financial LLC $1,133,524 6.41% 237,139
Mid WEDBUSH SECURITIES INC Broker-Dealer $977,428 5.52% 204,483
Mega ENVESTNET ASSET MANAGEMENT INC $950,804 5.37% 198,913
Large Baird Financial Group, Inc. $947,687 5.36% 198,261
Mega RAYMOND JAMES FINANCIAL INC $929,604 5.25% 194,478
Large GUGGENHEIM CAPITAL LLC $787,571 4.45% 164,764
Large Kestra Advisory Services, LLC $659,200 3.73% 137,908
Micro ECLECTIC ASSOCIATES INC /ADV $590,224 3.34% 123,478
Mid JOURNEY STRATEGIC WEALTH LLC $482,780 2.73% 101,000
Small Quarry LP $472,316 2.67% 98,811
Large NewEdge Advisors, LLC $463,205 2.62% 96,905
Mid Dynamic Advisor Solutions LLC $456,050 2.58% 95,408
Mid Moors & Cabot, Inc. $452,073 2.56% 94,576
Mid Private Advisor Group, LLC $189,694 1.07% 39,685
Micro Arlington Capital Management, Inc. $156,239 0.88% 32,686
Mega WELLS FARGO & COMPANY/MN $152,070 0.86% 31,814
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $135,197 0.76% 28,284
Small CoreCap Advisors, LLC $119,208 0.67% 24,939
Mega Invesco Ltd. $112,521 0.64% 23,540
Small CREATIVE FINANCIAL DESIGNS INC /ADV $104,113 0.59% 21,781
Small MELFA WEALTH MANAGEMENT, INC. $103,042 0.58% 21,557
Large NOMURA HOLDINGS INC $95,600 0.54% 20,000
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $82,717 0.47% 17,305
Large STIFEL FINANCIAL CORP $81,847 0.46% 17,123
Mega UBS Group AG $77,497 0.44% 16,213
Mid Kovack Advisors, Inc. $77,020 0.44% 16,113
Small Madison Wealth Partners, Inc $76,480 0.43% 16,000
Micro M3 Advisory Group, LLC $75,724 0.43% 15,842
Small Tactive Advisors, LLC $73,392 0.41% 15,354
Mid Sequoia Financial Advisors, LLC $72,144 0.41% 15,093
Mid INDEPENDENT FINANCIAL GROUP, LLC $71,222 0.40% 14,900
Large HighTower Advisors, LLC $65,256 0.37% 13,652
Large Cetera Investment Advisers $63,731 0.36% 13,333
Mid GREAT VALLEY ADVISOR GROUP, INC. $61,662 0.35% 12,900
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $55,414 0.31% 11,593
Small Ameritas Advisory Services, LLC $51,829 0.29% 10,843
Small Next Capital Management LLC $47,800 0.27% 10,000
Mega ROYAL BANK OF CANADA Bank $36,820 0.21% 7,703
Mid WOLVERINE ASSET MANAGEMENT LLC $35,190 0.20% 7,362
Small Thomas J. Herzfeld Advisors, Inc. $31,614 0.18% 6,614
Small AMERIFLEX GROUP, INC. $26,290 0.15% 5,500
Mid Advisory Services Network, LLC $21,089 0.12% 4,412
Mid Allworth Financial LP $17,504 0.10% 3,662
Small HIGHLINE WEALTH PARTNERS LLC $10,277 0.06% 2,150
Large OSAIC HOLDINGS, INC. $9,392 0.05% 1,965
Large JONES FINANCIAL COMPANIES LLLP $4,780 0.03% 1,000
Large Rockefeller Capital Management L.P. $3,972 0.02% 831
Mid IFP Advisors, Inc $779 0.00% 163

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