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 2026
Institutional positions in Virtus Stone Harbor Emerging Markets Income Fund as of Mar 31, 2026. 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
- 50
- +5 vs. Q4 2025
- Shares held
- 3.70M
- +203.6K (+5.8%) vs. Q4 2025
- Total value
- $17.7M
- +$301.7K (+1.7%) vs. Q4 2025
- New holders
- 14
- 20 more added
- Sold out
- 9
- 11 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Virtus Stone Harbor Emerging Markets Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 163 | $779 | 0.00% | +8+5.2% | Added |
| Rockefeller Capital Management L.P. | 831 | $3.98K | 0.00% | +831 | New |
| Jones Financial Companies LLLP | 1,000 | $4.84K | 0.00% | +1,000 | New |
| Advisor Group Holdings, Inc. | 1,965 | $9.39K | 0.00% | −23,506−92.3% | Reduced |
| Highline Wealth Partners LLC | 2,150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,662 | $17.5K | 0.00% | +1,000+37.6% | Added |
| Advisory Services Network, LLC | 4,412 | $21.1K | 0.00% | +4,412 | New |
| Ameriflex Group, Inc. | 5,500 | $26.3K | 0.01% | +5,500 | New |
| Thomas J. Herzfeld Advisors, Inc. | 6,614 | $31.6K | 0.01% | +4,562+222.3% | Added |
| Wolverine Asset Management LLC | 7,362 | $35.2K | 0.00% | −11,565−61.1% | Reduced |
| Royal Bank of Canada | 7,703 | $37.0K | 0.00% | −115−1.5% | Reduced |
| Next Capital Management LLC | 10,000 | $47.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 10,843 | $51.8K | 0.00% | +10,843 | New |
| Susquehanna International Group, LLP | 11,593 | $55.4K | 0.00% | +11,593 | New |
| Great Valley Advisor Group, Inc. | 12,900 | $61.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,333 | $63.7K | 0.00% | +165+1.3% | Added |
| HighTower Advisors, LLC | 13,652 | $65.3K | 0.00% | +13,652 | New |
| Independent Financial Group, LLC | 14,900 | $71.2K | 0.00% | −3,000−16.8% | Reduced |
| Sequoia Financial Advisors, LLC | 15,093 | $72.1K | 0.00% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 15,354 | $73.4K | 0.02% | +15,354 | New |
| M3 Advisory Group, LLC | 15,842 | $75.7K | 0.05% | +742+4.9% | Added |
| Madison Wealth Partners, Inc | 16,000 | $76.5K | 0.01% | +16,000 | New |
| Kovack Advisors, Inc. | 16,113 | $77.1K | 0.00% | +559+3.6% | Added |
| UBS Group AG | 16,213 | $77.5K | 0.00% | −778−4.6% | Reduced |
| Stifel Financial Corp | 17,123 | $81.8K | 0.00% | +203+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 17,305 | $82.7K | 0.00% | +17,305 | New |
| Nomura Holdings Inc | 20,000 | $95.6K | 0.00% | −20,000−50.0% | Reduced |
| Melfa Wealth Management, LLC | 21,557 | $103.0K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21,781 | $104.1K | 0.01% | +131+0.6% | Added |
| Invesco Ltd. | 23,540 | $112.5K | 0.00% | +23,540 | New |
| CoreCap Advisors, LLC | 24,939 | $119.2K | 0.00% | +10,000+66.9% | Added |
| Kestra Private Wealth Services, LLC | 28,284 | $135.2K | 0.00% | +702+2.5% | Added |
| Wells Fargo & Company | 31,814 | $152.1K | 0.00% | +22,701+249.1% | Added |
| Arlington Capital Management, Inc. | 32,686 | $156.2K | 0.09% | +2,714+9.1% | Added |
| Private Advisor Group, LLC | 39,685 | $189.7K | 0.00% | +39,685 | New |
| Moors & Cabot, Inc. | 94,576 | $452.1K | 0.02% | −3,424−3.5% | Reduced |
| Dynamic Advisor Solutions LLC | 95,408 | $456.1K | 0.01% | +2,215+2.4% | Added |
| GWM Advisors LLC | 96,905 | $463.2K | 0.00% | −30,691−24.1% | Reduced |
| Quarry LP | 98,811 | $472.3K | 0.10% | +31,203+46.2% | Added |
| Journey Strategic Wealth LLC | 101,000 | $482.8K | 0.01% | +14,000+16.1% | Added |
| Eclectic Associates Inc | 123,478 | $590.2K | 0.08% | +47,255+62.0% | Added |
| Kestra Advisory Services, LLC | 137,908 | $659.2K | 0.00% | +24,453+21.6% | Added |
| Guggenheim Capital LLC | 164,764 | $787.6K | 0.01% | +164,764 | New |
| Raymond James Financial Inc | 194,478 | $929.6K | 0.00% | +60,398+45.0% | Added |
| Baird Financial Group, Inc. | 198,261 | $947.7K | 0.00% | +11,250+6.0% | Added |
| Envestnet Asset Management Inc | 198,913 | $950.8K | 0.00% | +198,913 | New |
| Wedbush Securities Inc | 204,483 | $977.0K | 0.03% | −25,959−11.3% | Reduced |
| LPL Financial LLC | 237,139 | $1.13M | 0.00% | −309−0.1% | Reduced |
| Absolute Investment Advisers LLC | 246,827 | $1.18M | 0.14% | −108,131−30.5% | Reduced |
| Morgan Stanley | 1,006,202 | $4.81M | 0.00% | +84,799+9.2% | Added |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −364,258−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,657−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,284−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −12,446−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −4,983−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −525−100.0% | Sold out |