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