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, Q4 2025
Institutional positions in Virtus Stone Harbor Emerging Markets Income Fund as of Dec 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
- 45
- +5 vs. Q3 2025
- Shares held
- 3.50M
- +659.3K (+23.2%) vs. Q3 2025
- Total value
- $17.4M
- +$3.06M (+21.3%) vs. Q3 2025
- New holders
- 10
- 14 more added
- Sold out
- 5
- 11 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Virtus Stone Harbor Emerging Markets Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 921,403 | $4.58M | 0.00% | +77,402+9.2% | Added |
| J.W. Cole Advisors, Inc. | 364,258 | $1.81M | 0.04% | −31,122−7.9% | Reduced |
| Absolute Investment Advisers LLC | 354,958 | $1.77M | 0.20% | +354,958 | New |
| LPL Financial LLC | 237,448 | $1.18M | 0.00% | −10,546−4.3% | Reduced |
| Wedbush Securities Inc | 230,442 | $1.15M | 0.03% | +8,500+3.8% | Added |
| Baird Financial Group, Inc. | 187,011 | $929.4K | 0.00% | +55,717+42.4% | Added |
| Raymond James Financial Inc | 134,080 | $666.4K | 0.00% | +51,058+61.5% | Added |
| GWM Advisors LLC | 127,596 | $634.2K | 0.00% | −6,029−4.5% | Reduced |
| Kestra Advisory Services, LLC | 113,455 | $563.9K | 0.00% | −48,290−29.9% | Reduced |
| Moors & Cabot, Inc. | 98,000 | $487.1K | 0.02% | −19,475−16.6% | Reduced |
| Dynamic Advisor Solutions LLC | 93,193 | $463.2K | 0.01% | −2,960−3.1% | Reduced |
| Journey Strategic Wealth LLC | 87,000 | $432.4K | 0.01% | +62,000+248.0% | Added |
| Eclectic Associates Inc | 76,223 | $378.8K | 0.06% | +76,223 | New |
| Quarry LP | 67,608 | $336.0K | 0.05% | +67,608 | New |
| Nomura Holdings Inc | 40,000 | $198.8K | 0.00% | +40,000 | New |
| Arlington Capital Management, Inc. | 29,972 | $149.0K | 0.09% | −2,280−7.1% | Reduced |
| Kestra Private Wealth Services, LLC | 27,582 | $137.1K | 0.00% | +4,342+18.7% | Added |
| Advisor Group Holdings, Inc. | 25,471 | $126.6K | 0.00% | +14,019+122.4% | Added |
| Creative Financial Designs Inc | 21,650 | $107.6K | 0.01% | +63+0.3% | Added |
| Melfa Wealth Management, LLC | 21,557 | $107.1K | 0.06% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 18,927 | $94.1K | 0.00% | +18,927 | New |
| Independent Financial Group, LLC | 17,900 | $89.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 16,991 | $84.4K | 0.00% | −3,729−18.0% | Reduced |
| Stifel Financial Corp | 16,920 | $84.1K | 0.00% | +576+3.5% | Added |
| Kovack Advisors, Inc. | 15,554 | $77.3K | 0.00% | +15,554 | New |
| M3 Advisory Group, LLC | 15,100 | $75.0K | 0.05% | +362+2.5% | Added |
| Sequoia Financial Advisors, LLC | 15,093 | $75.0K | 0.00% | −7,961−34.5% | Reduced |
| CoreCap Advisors, LLC | 14,939 | $74.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 13,657 | $67.9K | 0.00% | +13,657 | New |
| Landscape Capital Management, L.L.C. | 13,284 | $66.0K | 0.00% | +13,284 | New |
| Cetera Investment Advisers | 13,168 | $65.4K | 0.00% | −4,226−24.3% | Reduced |
| Great Valley Advisor Group, Inc. | 12,900 | $64.1K | 0.00% | −2,500−16.2% | Reduced |
| One Capital Management, LLC | 12,446 | $61.9K | 0.00% | +2,011+19.3% | Added |
| Next Capital Management LLC | 10,000 | $49.7K | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,113 | $45.3K | 0.00% | +3,206+54.3% | Added |
| Royal Bank of Canada | 7,818 | $39.0K | 0.00% | +544+7.5% | Added |
| Bank of America Corp | 4,983 | $24.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,662 | $13.2K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,150 | $10.7K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,052 | $10.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,000 | $4.97K | 0.00% | +1,000 | New |
| CWM, LLC | 583 | $3.00K | 0.00% | +583 | New |
| TCTC Holdings, LLC | 600 | $2.98K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 525 | $2.61K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 155 | $770 | 0.00% | +4+2.6% | Added |
| HRT Financial LP | 0 | $0 | 0.00% | −27,844−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,820−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −16,585−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −10,880−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,009−100.0% | Sold out |