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Virtus Stone Harbor Emerging Markets Income Fund

EDF
Exchange
NYSE
SEC CIK
0001501103

In the last 90 days, Virtus Stone Harbor Emerging Markets Income Fund insiders filed 1 open-market purchase and 0 sales; 46 institutions reported holding it in 13F filings for Q2 2026, worth $21.2M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Virtus Stone Harbor Emerging Markets Income Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
31
No complete 13F data for Q4 2020
Shares held
955.7K
No complete 13F data for Q4 2020
Total value
$8.04M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EDF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 31 institutions
Q1 2021: 31 institutionsQ2 2021: 26 institutionsQ3 2021: 28 institutionsQ4 2021: 32 institutionsQ1 2022: 28 institutionsQ2 2022: 27 institutionsQ3 2022: 29 institutionsQ4 2022: 28 institutionsQ1 2023: 28 institutionsQ2 2023: 26 institutionsQ3 2023: 26 institutionsQ4 2023: 41 institutionsQ1 2024: 34 institutionsQ2 2024: 31 institutionsQ3 2024: 32 institutionsQ4 2024: 35 institutionsQ1 2025: 31 institutionsQ2 2025: 33 institutionsQ3 2025: 40 institutionsQ4 2025: 45 institutionsQ1 2026: 50 institutionsQ2 2026: 46 institutions
Value heldQ1 2021: $8.04M
Q1 2021: $8.04MQ2 2021: $8.83MQ3 2021: $8.41MQ4 2021: $13.0MQ1 2022: $12.9MQ2 2022: $8.96MQ3 2022: $7.59MQ4 2022: $8.89MQ1 2023: $9.61MQ2 2023: $9.32MQ3 2023: $9.04MQ4 2023: $12.4MQ1 2024: $13.6MQ2 2024: $13.6MQ3 2024: $14.0MQ4 2024: $13.3MQ1 2025: $16.0MQ2 2025: $13.1MQ3 2025: $14.3MQ4 2025: $17.4MQ1 2026: $17.7MQ2 2026: $21.2M
Institutions holding EDF and their total value by quarter
QuarterHoldersValue
Q2 202646$21.2M
Q1 202650$17.7M
Q4 202545$17.4M
Q3 202540$14.3M
Q2 202533$13.1M
Q1 202531$16.0M
Q4 202435$13.3M
Q3 202432$14.0M
Q2 202431$13.6M
Q1 202434$13.6M
Q4 202341$12.4M
Q3 202326$9.04M
Q2 202326$9.32M
Q1 202328$9.61M
Q4 202228$8.89M
Q3 202229$7.59M
Q2 202227$8.96M
Q1 202228$12.9M
Q4 202132$13.0M
Q3 202128$8.41M
Q2 202126$8.83M
Q1 202131$8.04M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Virtus Stone Harbor Emerging Markets Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EDF in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley199,464$1.68M0.00%––
Kestra Private Wealth Services, LLC150,855$1.27M0.09%––
Mid Atlantic Financial Management Inc92,800$781.0K0.06%––
Mirae Asset Global Investments Co., Ltd.88,840$748.0K0.00%––
Bank of America Corp70,222$591.0K0.00%––
Dynamic Advisor Solutions LLC65,084$548.0K0.05%––
Guggenheim Capital LLC49,287$415.0K0.00%––
UBS Group AG34,559$291.0K0.00%––
Wedbush Securities Inc28,823$243.0K0.01%––
Signet Financial Management, LLC20,242$170.0K0.03%––
National Asset Management, Inc.19,904$168.0K0.01%––
Cambridge Investment Research Advisors, Inc.18,530$156.0K0.00%––
Stifel Financial Corp17,823$150.0K0.00%––
Advisory Services Network, LLC16,978$143.0K0.01%––
Moors & Cabot, Inc.17,325$143.0K0.01%––
TownSquare Capital, LLC13,017$110.0K0.00%––
Jane Street Group, LLC12,234$103.0K0.00%––
GWM Advisors LLC10,863$91.0K0.00%––
Ameriprise Financial Inc10,456$88.0K0.00%––
Advisor Group Holdings, Inc.5,399$45.0K0.00%––
Wells Fargo & Company3,510$30.0K0.00%––
WealthShield Partners, LLC2,648$22.0K0.00%––
Royal Bank of Canada2,475$21.0K0.00%––
Spire Wealth Management1,528$13.0K0.00%––
Citigroup Inc1,024$9.00K0.00%––
TCTC Holdings, LLC600$5.00K0.00%––
Wagner Wealth Management, LLC500$4.00K0.00%––
Bellevue Asset Management, LLC400$3.00K0.00%––
Ameritas Investment Company, LLC200$1.68K0.00%––
Panagora Asset Management Inc64$1.00K0.00%––
Eaton Vance Management4$00.00%––