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, Q2 2026
Institutional positions in Virtus Stone Harbor Emerging Markets Income Fund as of Jun 30, 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
- 46
- −3 vs. Q1 2026
- Shares held
- 3.80M
- +202.1K (+5.6%) vs. Q1 2026
- Total value
- $21.2M
- +$4.01M (+23.3%) vs. Q1 2026
- New holders
- 9
- 18 more added
- Sold out
- 12
- 10 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Virtus Stone Harbor Emerging Markets Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,032,718 | $5.76M | 0.00% | +26,516+2.6% | Added |
| J.W. Cole Advisors, Inc. | 348,927 | $1.95M | 0.03% | +348,927 | New |
| Guggenheim Capital LLC | 290,241 | $1.62M | 0.01% | +125,477+76.2% | Added |
| LPL Financial LLC | 231,796 | $1.29M | 0.00% | −5,343−2.3% | Reduced |
| Wedbush Securities Inc | 222,779 | $1.24M | 0.03% | +18,296+8.9% | Added |
| Raymond James Financial Inc | 204,258 | $1.14M | 0.00% | +9,780+5.0% | Added |
| Baird Financial Group, Inc. | 202,214 | $1.13M | 0.00% | +3,953+2.0% | Added |
| Eclectic Associates Inc | 127,002 | $708.7K | 0.08% | +3,524+2.9% | Added |
| HighTower Advisors, LLC | 107,652 | $600.7K | 0.00% | +94,000+688.5% | Added |
| Stonebridge Financial Group, LLC | 98,710 | $550.0K | 0.08% | +98,710 | New |
| Dynamic Advisor Solutions LLC | 92,964 | $518.7K | 0.01% | −2,444−2.6% | Reduced |
| Kestra Advisory Services, LLC | 91,185 | $508.8K | 0.00% | −46,723−33.9% | Reduced |
| Moors & Cabot, Inc. | 87,125 | $486.2K | 0.02% | −7,451−7.9% | Reduced |
| CoreCap Advisors, LLC | 80,716 | $450.4K | 0.01% | +55,777+223.7% | Added |
| Invesco Ltd. | 49,923 | $278.6K | 0.00% | +26,383+112.1% | Added |
| Private Advisor Group, LLC | 49,685 | $277.2K | 0.00% | +10,000+25.2% | Added |
| GWM Advisors LLC | 38,424 | $214.4K | 0.00% | −58,481−60.3% | Reduced |
| HRT Financial LP | 38,110 | $212.0K | 0.00% | +38,110 | New |
| Jane Street Group, LLC | 30,890 | $172.4K | 0.00% | +30,890 | New |
| Kestra Private Wealth Services, LLC | 28,039 | $156.5K | 0.00% | −245−0.9% | Reduced |
| Wells Fargo & Company | 27,455 | $153.2K | 0.00% | −4,359−13.7% | Reduced |
| UBS Group AG | 24,235 | $135.2K | 0.00% | +8,022+49.5% | Added |
| Kovack Advisors, Inc. | 23,686 | $132.2K | 0.01% | +7,573+47.0% | Added |
| Creative Financial Designs Inc | 21,847 | $121.9K | 0.01% | +66+0.3% | Added |
| Melfa Wealth Management, LLC | 21,557 | $120.3K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 21,027 | $117.3K | 0.00% | +10,184+93.9% | Added |
| Northwestern Mutual Wealth Management Co | 17,305 | $96.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,123 | $95.5K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,077 | $95.0K | 0.00% | +17,077 | New |
| M3 Advisory Group, LLC | 16,219 | $90.5K | 0.05% | +377+2.4% | Added |
| Madison Wealth Partners, Inc | 16,000 | $89.3K | 0.01% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 15,138 | $84.5K | 0.02% | −216−1.4% | Reduced |
| Sequoia Financial Advisors, LLC | 15,093 | $84.2K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 14,900 | $83.1K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 14,895 | $81.7K | 0.00% | +14,895 | New |
| Cetera Investment Advisers | 13,938 | $77.8K | 0.00% | +605+4.5% | Added |
| Great Valley Advisor Group, Inc. | 12,900 | $72.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,769 | $66.0K | 0.00% | +11,769 | New |
| Royal Bank of Canada | 7,618 | $43.0K | 0.00% | −85−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,810 | $38.0K | 0.00% | +4,845+246.6% | Added |
| Ameriflex Group, Inc. | 5,500 | $30.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,662 | $20.4K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 2,307 | $12.9K | 0.00% | +2,307 | New |
| Highline Wealth Partners LLC | 500 | $2.79K | 0.00% | −1,650−76.7% | Reduced |
| IFP Advisors, Inc | 167 | $932 | 0.00% | +4+2.5% | Added |
| JFS Wealth Advisors, LLC | 69 | $386 | 0.00% | +69 | New |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −246,827−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −198,913−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −98,811−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −32,686−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,593−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −7,362−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −6,614−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |