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 2025
Institutional positions in Virtus Stone Harbor Emerging Markets Income Fund as of Mar 31, 2025. 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
- −4 vs. Q4 2024
- Shares held
- 3.17M
- +334.7K (+11.8%) vs. Q4 2024
- Total value
- $16.0M
- +$2.71M (+20.3%) vs. Q4 2024
- New holders
- 4
- 11 more added
- Sold out
- 8
- 7 more reduced
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Virtus Stone Harbor Emerging Markets Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,360,204 | $6.88M | 0.00% | +350,821+34.8% | Added |
| J.W. Cole Advisors, Inc. | 366,025 | $1.85M | 0.06% | +105,351+40.4% | Added |
| LPL Financial LLC | 273,283 | $1.38M | 0.00% | +21,082+8.4% | Added |
| Wedbush Securities Inc | 229,053 | $1.16M | 0.04% | +8,659+3.9% | Added |
| GWM Advisors LLC | 189,566 | $959.2K | 0.01% | −5,238−2.7% | Reduced |
| Kestra Advisory Services, LLC | 165,841 | $839.2K | 0.00% | −55,716−25.1% | Reduced |
| Moors & Cabot, Inc. | 107,650 | $544.7K | 0.03% | +5,225+5.1% | Added |
| Dynamic Advisor Solutions LLC | 93,559 | $473.4K | 0.02% | +93,559 | New |
| Raymond James Financial Inc | 75,940 | $384.3K | 0.00% | +5,610+8.0% | Added |
| Integrity Alliance, LLC. | 24,037 | $121.6K | 0.00% | +24,037 | New |
| SFI Advisors, LLC | 23,409 | $118.5K | 0.09% | 00.0% | Unchanged |
| UBS Group AG | 22,064 | $111.6K | 0.00% | −37,690−63.1% | Reduced |
| Kestra Private Wealth Services, LLC | 21,992 | $111.3K | 0.00% | +5,470+33.1% | Added |
| Melfa Wealth Management, LLC | 21,557 | $109.1K | 0.07% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 19,000 | $96.1K | 0.00% | +19,000 | New |
| Naviter Wealth, LLC | 18,608 | $93.6K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 17,900 | $90.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17,402 | $88.1K | 0.01% | +88+0.5% | Added |
| Sequoia Financial Advisors, LLC | 16,345 | $82.7K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,231 | $77.1K | 0.00% | −200−1.3% | Reduced |
| CoreCap Advisors, LLC | 14,939 | $75.6K | 0.00% | −4,943−24.9% | Reduced |
| Royal Bank of Canada | 14,880 | $75.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,921 | $70.4K | 0.00% | −2,426−14.8% | Reduced |
| M3 Advisory Group, LLC | 13,683 | $69.2K | 0.05% | −2,747−16.7% | Reduced |
| Ameritas Advisory Services, LLC | 12,556 | $59.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,762 | $44.3K | 0.00% | +6,143+234.6% | Added |
| Bank of America Corp | 4,983 | $25.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,422 | $12.3K | 0.00% | +2,422 | Added |
| FMR LLC | 2,341 | $11.8K | 0.00% | +2,341 | New |
| Thomas J. Herzfeld Advisors, Inc. | 1,750 | $8.86K | 0.00% | +204+13.2% | Added |
| TCTC Holdings, LLC | 600 | $3.04K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −90,485−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −30,395−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,330−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19,899−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,262−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −11,735−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |