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 2023
Institutional positions in Virtus Stone Harbor Emerging Markets Income Fund as of Mar 31, 2023. 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
- 28
- +1 vs. Q4 2022
- Shares held
- 2.12M
- −7.89K (−0.4%) vs. Q4 2022
- Total value
- $9.61M
- +$773.0K (+8.8%) vs. Q4 2022
- New holders
- 6
- 9 more added
- Sold out
- 5
- 7 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 46 | $21.2M |
| Q1 2026 | 50 | $17.7M |
| Q4 2025 | 45 | $17.4M |
| Q3 2025 | 40 | $14.3M |
| Q2 2025 | 33 | $13.1M |
| Q1 2025 | 31 | $16.0M |
| Q4 2024 | 35 | $13.3M |
| Q3 2024 | 32 | $14.0M |
| Q2 2024 | 31 | $13.6M |
| Q1 2024 | 34 | $13.6M |
| Q4 2023 | 41 | $12.4M |
| Q3 2023 | 26 | $9.04M |
| Q2 2023 | 26 | $9.32M |
| Q1 2023 | 28 | $9.61M |
| Q4 2022 | 28 | $8.89M |
| Q3 2022 | 29 | $7.59M |
| Q2 2022 | 27 | $8.96M |
| Q1 2022 | 28 | $12.9M |
| Q4 2021 | 32 | $13.0M |
| Q3 2021 | 28 | $8.41M |
| Q2 2021 | 26 | $8.83M |
| Q1 2021 | 31 | $8.04M |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Virtus Stone Harbor Emerging Markets Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Larson Financial Group LLC | 100 | $457 | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 400 | $1.83K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 600 | $2.68K | 0.00% | +600 | New |
| TCTC Holdings, LLC | 600 | $2.74K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,595 | $7.29K | 0.00% | +701+78.4% | Added |
| Royal Bank of Canada | 2,375 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,515 | $11.5K | 0.00% | +2,515 | New |
| Kovack Advisors, Inc. | 10,300 | $47.1K | 0.01% | +10,300 | New |
| Creative Financial Designs Inc | 10,600 | $48.4K | 0.01% | +10,500+10,500.0% | Added |
| National Asset Management, Inc. | 13,423 | $61.3K | 0.00% | −1,500−10.1% | Reduced |
| Virtu Financial LLC | 13,779 | $63.0K | 0.01% | +13,779 | New |
| Advisor Group Holdings, Inc. | 15,014 | $68.6K | 0.00% | +10,643+243.5% | Added |
| Kestra Private Wealth Services, LLC | 16,726 | $76.4K | 0.00% | +16,726 | New |
| Susquehanna International Group, LLP | 18,092 | $82.7K | 0.00% | +18,092 | New |
| Stifel Financial Corp | 18,673 | $85.3K | 0.00% | +92+0.5% | Added |
| Signet Financial Management, LLC | 20,242 | $92.5K | 0.02% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 20,845 | $95.3K | 0.09% | −5,422−20.6% | Reduced |
| Advisory Services Network, LLC | 21,272 | $97.2K | 0.00% | +2,433+12.9% | Added |
| UBS Group AG | 23,085 | $105.5K | 0.00% | −1,643−6.6% | Reduced |
| SFI Advisors, LLC | 25,672 | $117.3K | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 27,500 | $125.7K | 0.00% | +10,000+57.1% | Added |
| Moors & Cabot, Inc. | 51,175 | $233.9K | 0.02% | +17,675+52.8% | Added |
| Guggenheim Capital LLC | 65,271 | $298.3K | 0.00% | −21,562−24.8% | Reduced |
| Dynamic Advisor Solutions LLC | 113,444 | $518.4K | 0.03% | −3,888−3.3% | Reduced |
| LPL Financial LLC | 151,274 | $691.3K | 0.00% | −26,328−14.8% | Reduced |
| GWM Advisors LLC | 165,291 | $694.2K | 0.01% | −8,450−4.9% | Reduced |
| Wedbush Securities Inc | 156,686 | $716.0K | 0.04% | +10,871+7.5% | Added |
| Morgan Stanley | 1,148,644 | $5.25M | 0.00% | +13,330+1.2% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −50,589−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −13,246−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |