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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 69 | $386 | 0.00% | +69 | New |
| IFP Advisors, Inc | 167 | $932 | 0.00% | +4+2.5% | Added |
| Highline Wealth Partners LLC | 500 | $2.79K | 0.00% | −1,650−76.7% | Reduced |
| Markowski Investments | 2,307 | $12.9K | 0.00% | +2,307 | New |
| Allworth Financial LP | 3,662 | $20.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 5,500 | $30.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,810 | $38.0K | 0.00% | +4,845+246.6% | Added |
| Royal Bank of Canada | 7,618 | $43.0K | 0.00% | −85−1.1% | Reduced |
| Virtu Financial LLC | 11,769 | $66.0K | 0.00% | +11,769 | New |
| Great Valley Advisor Group, Inc. | 12,900 | $72.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,938 | $77.8K | 0.00% | +605+4.5% | Added |
| StoneX Group Inc. | 14,895 | $81.7K | 0.00% | +14,895 | New |
| Independent Financial Group, LLC | 14,900 | $83.1K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,093 | $84.2K | 0.00% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 15,138 | $84.5K | 0.02% | −216−1.4% | Reduced |
| Madison Wealth Partners, Inc | 16,000 | $89.3K | 0.01% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 16,219 | $90.5K | 0.05% | +377+2.4% | Added |
| Janney Montgomery Scott LLC | 17,077 | $95.0K | 0.00% | +17,077 | New |
| Stifel Financial Corp | 17,123 | $95.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,305 | $96.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 21,027 | $117.3K | 0.00% | +10,184+93.9% | Added |
| Melfa Wealth Management, LLC | 21,557 | $120.3K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21,847 | $121.9K | 0.01% | +66+0.3% | Added |
| Kovack Advisors, Inc. | 23,686 | $132.2K | 0.01% | +7,573+47.0% | Added |
| UBS Group AG | 24,235 | $135.2K | 0.00% | +8,022+49.5% | Added |
| Wells Fargo & Company | 27,455 | $153.2K | 0.00% | −4,359−13.7% | Reduced |
| Kestra Private Wealth Services, LLC | 28,039 | $156.5K | 0.00% | −245−0.9% | Reduced |
| Jane Street Group, LLC | 30,890 | $172.4K | 0.00% | +30,890 | New |
| HRT Financial LP | 38,110 | $212.0K | 0.00% | +38,110 | New |
| GWM Advisors LLC | 38,424 | $214.4K | 0.00% | −58,481−60.3% | Reduced |
| Private Advisor Group, LLC | 49,685 | $277.2K | 0.00% | +10,000+25.2% | Added |
| Invesco Ltd. | 49,923 | $278.6K | 0.00% | +26,383+112.1% | Added |
| CoreCap Advisors, LLC | 80,716 | $450.4K | 0.01% | +55,777+223.7% | Added |
| Moors & Cabot, Inc. | 87,125 | $486.2K | 0.02% | −7,451−7.9% | Reduced |
| Kestra Advisory Services, LLC | 91,185 | $508.8K | 0.00% | −46,723−33.9% | Reduced |
| Dynamic Advisor Solutions LLC | 92,964 | $518.7K | 0.01% | −2,444−2.6% | Reduced |
| Stonebridge Financial Group, LLC | 98,710 | $550.0K | 0.08% | +98,710 | New |
| HighTower Advisors, LLC | 107,652 | $600.7K | 0.00% | +94,000+688.5% | Added |
| Eclectic Associates Inc | 127,002 | $708.7K | 0.08% | +3,524+2.9% | Added |
| Baird Financial Group, Inc. | 202,214 | $1.13M | 0.00% | +3,953+2.0% | Added |
| Raymond James Financial Inc | 204,258 | $1.14M | 0.00% | +9,780+5.0% | Added |
| Wedbush Securities Inc | 222,779 | $1.24M | 0.03% | +18,296+8.9% | Added |
| LPL Financial LLC | 231,796 | $1.29M | 0.00% | −5,343−2.3% | Reduced |
| Guggenheim Capital LLC | 290,241 | $1.62M | 0.01% | +125,477+76.2% | Added |
| J.W. Cole Advisors, Inc. | 348,927 | $1.95M | 0.03% | +348,927 | New |
| Morgan Stanley | 1,032,718 | $5.76M | 0.00% | +26,516+2.6% | Added |
| 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 |