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, Q3 2025
Institutional positions in Virtus Stone Harbor Emerging Markets Income Fund as of Sep 30, 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
- 40
- +7 vs. Q2 2025
- Shares held
- 2.84M
- +239.6K (+9.2%) vs. Q2 2025
- Total value
- $14.3M
- +$1.21M (+9.2%) vs. Q2 2025
- New holders
- 8
- 19 more added
- Sold out
- 1
- 6 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Virtus Stone Harbor Emerging Markets Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 844,001 | $4.26M | 0.00% | +37,749+4.7% | Added |
| J.W. Cole Advisors, Inc. | 395,380 | $2.00M | 0.04% | +20,631+5.5% | Added |
| LPL Financial LLC | 247,994 | $1.25M | 0.00% | −11,587−4.5% | Reduced |
| Wedbush Securities Inc | 221,942 | $1.12M | 0.04% | +13,103+6.3% | Added |
| Kestra Advisory Services, LLC | 161,745 | $816.8K | 0.00% | −52,276−24.4% | Reduced |
| GWM Advisors LLC | 133,625 | $674.8K | 0.00% | −19,738−12.9% | Reduced |
| Baird Financial Group, Inc. | 131,294 | $663.0K | 0.00% | +131,294 | New |
| Moors & Cabot, Inc. | 117,475 | $593.2K | 0.03% | +10,150+9.5% | Added |
| Dynamic Advisor Solutions LLC | 96,153 | $485.6K | 0.01% | +2,108+2.2% | Added |
| Raymond James Financial Inc | 83,022 | $419.3K | 0.00% | +2,707+3.4% | Added |
| Arlington Capital Management, Inc. | 32,252 | $162.9K | 0.10% | +32,252 | New |
| HRT Financial LP | 27,844 | $140.0K | 0.00% | +27,844 | New |
| Journey Strategic Wealth LLC | 25,000 | $126.3K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 23,240 | $117.4K | 0.00% | +4,253+22.4% | Added |
| Sequoia Financial Advisors, LLC | 23,054 | $116.4K | 0.00% | +6,709+41.0% | Added |
| Susquehanna International Group, LLP | 21,820 | $110.2K | 0.00% | +3,475+18.9% | Added |
| Creative Financial Designs Inc | 21,587 | $109.0K | 0.01% | +4,094+23.4% | Added |
| Melfa Wealth Management, LLC | 21,557 | $108.9K | 0.06% | 00.0% | Unchanged |
| UBS Group AG | 20,720 | $104.6K | 0.00% | −833−3.9% | Reduced |
| Independent Financial Group, LLC | 17,900 | $90.4K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,394 | $87.8K | 0.00% | +7,154+69.9% | Added |
| Jane Street Group, LLC | 16,585 | $83.8K | 0.00% | +664+4.2% | Added |
| Stifel Financial Corp | 16,344 | $82.5K | 0.00% | +561+3.6% | Added |
| Great Valley Advisor Group, Inc. | 15,400 | $77.8K | 0.00% | +15,400 | New |
| CoreCap Advisors, LLC | 14,939 | $75.4K | 0.00% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 14,738 | $74.4K | 0.05% | +532+3.7% | Added |
| Advisor Group Holdings, Inc. | 11,452 | $57.9K | 0.00% | +6,715+141.8% | Added |
| Ameritas Advisory Services, LLC | 10,880 | $54.9K | 0.00% | −600−5.2% | Reduced |
| One Capital Management, LLC | 10,435 | $52.7K | 0.00% | +10,435 | New |
| Next Capital Management LLC | 10,000 | $50.5K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,274 | $37.0K | 0.00% | −7,574−51.0% | Reduced |
| Advisory Services Network, LLC | 6,009 | $30.3K | 0.00% | +6,009 | New |
| Wells Fargo & Company | 5,907 | $29.8K | 0.00% | +3,255+122.7% | Added |
| Bank of America Corp | 4,983 | $25.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,662 | $13.4K | 0.00% | +800+43.0% | Added |
| Highline Wealth Partners LLC | 2,150 | $10.9K | 0.00% | +2,150 | New |
| Thomas J. Herzfeld Advisors, Inc. | 2,052 | $10.4K | 0.00% | +230+12.6% | Added |
| TCTC Holdings, LLC | 600 | $3.03K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 525 | $2.65K | 0.00% | +525 | New |
| IFP Advisors, Inc | 151 | $763 | 0.00% | +5+3.4% | Added |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −18,608−100.0% | Sold out |