EDF
Virtus Stone Harbor Emerging Markets Income Fund
$5.53
-0.09 (-1.60%)
At close · Jul 2
Market Cap
$177.59M
Shares
32,114,688
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, 2025Top Holder
27.2%
+0.8 pts
Top 5
51.2%
−9.1 pts
Top 10
73.3%
−5.9 pts
HHI
1,027
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 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega MORGAN STANLEY | $4,809,644 | 27.19% | 1,006,202 | Shares | Defined | 2026-05-15 | ||||
| Small ABSOLUTE INVESTMENT ADVISERS, LLC | $1,179,833 | 6.67% | 246,827 | Shares | Sole | 2026-04-22 | ||||
| Mega LPL Financial LLC | $1,133,524 | 6.41% | 237,139 | Shares | Sole | 2026-05-06 | ||||
| Mid WEDBUSH SECURITIES INC Broker-Dealer | $977,428 | 5.52% | 204,483 | Shares | Sole | 2026-04-21 | ||||
| Mega ENVESTNET ASSET MANAGEMENT INC | $950,804 | 5.37% | 198,913 | Shares | Sole | 2026-05-04 | ||||
| Large Baird Financial Group, Inc. | $947,687 | 5.36% | 198,261 | Shares | Defined | 2026-05-14 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $929,604 | 5.25% | 194,478 | Shares | Defined | 2026-05-14 | ||||
| Large GUGGENHEIM CAPITAL LLC | $787,571 | 4.45% | 164,764 | Shares | Defined | 2026-05-15 | ||||
| Large Kestra Advisory Services, LLC | $659,200 | 3.73% | 137,908 | Shares | Sole | 2026-04-30 | ||||
| Micro ECLECTIC ASSOCIATES INC /ADV | $590,224 | 3.34% | 123,478 | Shares | Sole | 2026-04-08 | ||||
| Mid JOURNEY STRATEGIC WEALTH LLC | $482,780 | 2.73% | 101,000 | Shares | Sole | 2026-04-15 | ||||
| Small Quarry LP | $472,316 | 2.67% | 98,811 | Shares | Other | 2026-05-15 | ||||
| Large NewEdge Advisors, LLC | $463,205 | 2.62% | 96,905 | Shares | Sole | 2026-06-03 | ||||
| Mid Dynamic Advisor Solutions LLC | $456,050 | 2.58% | 95,408 | Shares | Sole | 2026-04-08 | ||||
| Mid Moors & Cabot, Inc. | $452,073 | 2.56% | 94,576 | Shares | Sole | 2026-05-08 | ||||
| Mid Private Advisor Group, LLC | $189,694 | 1.07% | 39,685 | Shares | Sole | 2026-04-27 | ||||
| Micro Arlington Capital Management, Inc. | $156,239 | 0.88% | 32,686 | Shares | Sole | 2026-05-01 | ||||
| Mega WELLS FARGO & COMPANY/MN | $152,070 | 0.86% | 31,814 | Shares | Defined | 2026-05-11 | ||||
| Mid KESTRA PRIVATE WEALTH SERVICES, LLC | $135,197 | 0.76% | 28,284 | Shares | Sole | 2026-04-20 | ||||
| Small CoreCap Advisors, LLC | $119,208 | 0.67% | 24,939 | Shares | Sole | 2026-04-07 | ||||
| Mega Invesco Ltd. | $112,521 | 0.64% | 23,540 | Shares | Defined | 2026-05-12 | ||||
| Small CREATIVE FINANCIAL DESIGNS INC /ADV | $104,113 | 0.59% | 21,781 | Shares | Sole | 2026-04-13 | ||||
| Small MELFA WEALTH MANAGEMENT, INC. | $103,042 | 0.58% | 21,557 | Shares | Sole | 2026-04-10 | ||||
| Large NOMURA HOLDINGS INC | $95,600 | 0.54% | 20,000 | Shares | Defined | 2026-05-15 | ||||
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $82,717 | 0.47% | 17,305 | Shares | Defined | 2026-05-07 | ||||
| Large STIFEL FINANCIAL CORP | $81,847 | 0.46% | 17,123 | Shares | Defined | 2026-05-12 | ||||
| Mega UBS Group AG | $77,497 | 0.44% | 16,213 | Shares | Defined | 2026-05-05 | ||||
| Mid Kovack Advisors, Inc. | $77,020 | 0.44% | 16,113 | Shares | Sole | 2026-05-13 | ||||
| Small Madison Wealth Partners, Inc | $76,480 | 0.43% | 16,000 | Shares | Sole | 2026-04-30 | ||||
| Micro M3 Advisory Group, LLC | $75,724 | 0.43% | 15,842 | Shares | Sole | 2026-04-22 | ||||
| Small Tactive Advisors, LLC | $73,392 | 0.41% | 15,354 | Shares | Sole | 2026-04-16 | ||||
| Mid Sequoia Financial Advisors, LLC | $72,144 | 0.41% | 15,093 | Shares | Sole | 2026-04-30 | ||||
| Mid INDEPENDENT FINANCIAL GROUP, LLC | $71,222 | 0.40% | 14,900 | Shares | Sole | 2026-05-15 | ||||
| Large HighTower Advisors, LLC | $65,256 | 0.37% | 13,652 | Shares | Sole | 2026-05-05 | ||||
| Large Cetera Investment Advisers | $63,731 | 0.36% | 13,333 | Shares | Sole | 2026-05-13 | ||||
| Mid GREAT VALLEY ADVISOR GROUP, INC. | $61,662 | 0.35% | 12,900 | Shares | Sole | 2026-05-11 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $55,414 | 0.31% | 11,593 | Shares | Other | 2026-05-15 | ||||
| Small Ameritas Advisory Services, LLC | $51,829 | 0.29% | 10,843 | Shares | Sole | 2026-05-12 | ||||
| Small Next Capital Management LLC | $47,800 | 0.27% | 10,000 | Shares | Sole | 2026-05-07 | ||||
| Mega ROYAL BANK OF CANADA Bank | $36,820 | 0.21% | 7,703 | Shares | Defined | 2026-05-15 | ||||
| Mid WOLVERINE ASSET MANAGEMENT LLC | $35,190 | 0.20% | 7,362 | Shares | Defined | 2026-05-04 | ||||
| Small Thomas J. Herzfeld Advisors, Inc. | $31,614 | 0.18% | 6,614 | Shares | Sole | 2026-05-12 | ||||
| Small AMERIFLEX GROUP, INC. | $26,290 | 0.15% | 5,500 | Shares | Sole | 2026-05-15 | ||||
| Mid Advisory Services Network, LLC | $21,089 | 0.12% | 4,412 | Shares | Sole | 2026-05-15 | ||||
| Mid Allworth Financial LP | $17,504 | 0.10% | 3,662 | Shares | Sole | 2026-05-15 | ||||
| Small HIGHLINE WEALTH PARTNERS LLC | $10,277 | 0.06% | 2,150 | Shares | Sole | 2026-04-06 | ||||
| Large OSAIC HOLDINGS, INC. | $9,392 | 0.05% | 1,965 | Shares | Defined | 2026-05-15 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $4,780 | 0.03% | 1,000 | Shares | Sole | 2026-05-15 | ||||
| Large Rockefeller Capital Management L.P. | $3,972 | 0.02% | 831 | Shares | Defined | 2026-05-14 | ||||
| Mid IFP Advisors, Inc | $779 | 0.00% | 163 | Shares | Sole | 2026-04-13 | ||||
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