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Virtus Stone Harbor Emerging Markets Income Fund (EDF) Institutional Ownership

Virtus Stone Harbor Emerging Markets Income Fund logo
$5.26 +0.07 (+1.35%)
As of 08/28/2026 03:56 PM Eastern

Institutional Ownership Changes (13F Filings) for Virtus Stone Harbor Emerging Markets Income Fund (NYSE:EDF)

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$5.13M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.45M
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EDF Institutional Buying and Selling by Quarter

Virtus Stone Harbor Emerging Markets Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 HighTower Advisors LLC107,652$601K0.0%+688.5%0.000%
8/23/2026 Ameritas Advisory Services LLC21,027$117K0.0%+93.9%0.000%
8/20/2026 Wedbush Securities Inc.222,779$1.24M0.0%+8.9%0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.17,305$97K0.0%N/A0.000%
8/12/2026 Madison Wealth Partners Inc16,000$89K0.0%N/A0.000%
7/8/2026 Eclectic Associates Inc. ADV127,002$709K0.1%+2.9%0.000%
7/7/2026 Dynamic Advisor Solutions LLC92,964$519K0.0%-2.6%0.000%
7/7/2026 CoreCap Advisors LLC80,716$450K0.0%+223.7%0.000%
6/3/2026 NewEdge Advisors LLC96,905$463K0.0%-24.1%0.000%
5/6/2026 Independent Financial Group LLC14,900$71K0.0%N/A0.000%
5/2/2026 Arlington Capital Management Inc.32,686$156K0.1%+9.1%0.000%
4/30/2026 Kestra Advisory Services LLC137,908$659K0.0%+21.6%0.000%
4/27/2026 Private Advisor Group LLC39,685$190K0.0%N/A0.000%
4/22/2026 Absolute Investment Advisers LLC246,827$1.18M0.1%-30.5%0.000%
4/16/2026 Tactive Advisors LLC15,354$73K0.0%N/A0.000%
2/18/2026 NewEdge Advisors LLC127,596$634K0.0%-4.5%0.000%
2/17/2026 Cetera Investment Advisers13,168$65K0.0%-24.3%0.000%
2/17/2026 Kovack Advisors Inc.15,554$77K0.0%N/A0.000%
2/16/2026 Landscape Capital Management L.L.C.13,284$66K0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC113,455$564K0.0%-29.9%0.000%
2/13/2026 Quarry LP67,608$336K0.1%N/A0.000%
2/13/2026 Wells Fargo & Company MN9,113$45K0.0%+54.3%0.000%
2/12/2026 Wedbush Securities Inc.230,442$1.15M0.0%+3.8%0.000%
2/12/2026 Great Valley Advisor Group Inc.12,900$64K0.0%-16.2%0.000%
2/12/2026 Kovack Advisors Inc.15,554$77K0.0%N/A0.000%
2/11/2026 LPL Financial LLC237,448$1.18M0.0%-4.3%0.000%
2/11/2026 J.W. Cole Advisors Inc.364,258$1.81M0.0%-7.9%0.000%
2/10/2026 One Capital Management LLC12,446$62K0.0%+19.3%0.000%
2/10/2026 Moors & Cabot Inc.98,000$487K0.0%-16.6%0.000%
2/3/2026 Sequoia Financial Advisors LLC15,093$75K0.0%-34.5%0.000%
2/3/2026 Eclectic Associates Inc. ADV76,223$379K0.1%N/A0.000%
2/2/2026 Wolverine Asset Management LLC18,927$94K0.0%N/A0.000%
1/29/2026 Kestra Private Wealth Services LLC27,582$137K0.0%+18.7%0.000%
1/28/2026 Absolute Investment Advisers LLC354,958$1.77M0.2%N/A0.000%
1/9/2026 Dynamic Advisor Solutions LLC93,193$463K0.0%-3.1%0.000%
1/6/2026 Arlington Capital Management Inc.29,972$149K0.1%-7.1%0.000%
11/18/2025 Advisory Services Network LLC6,009$30K0.0%N/A0.000%
11/17/2025 Kestra Private Wealth Services LLC23,240$117K0.0%+22.4%0.000%
11/17/2025 NewEdge Advisors LLC133,625$675K0.0%-12.9%0.000%
11/17/2025 Susquehanna International Group LLP21,820$110K0.0%+18.9%0.000%
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11/17/2025 Moors & Cabot Inc.117,475$593K0.0%+9.5%0.000%
11/14/2025 Raymond James Financial Inc.83,022$419K0.0%+3.4%0.000%
11/14/2025 Arlington Capital Management Inc.32,252$163K0.1%N/A0.000%
11/14/2025 One Capital Management LLC10,435$53K0.0%N/A0.000%
11/12/2025 Creative Financial Designs Inc. ADV21,587$109K0.0%+23.4%0.000%
11/6/2025 Wedbush Securities Inc.221,942$1.12M0.0%+6.3%0.000%
11/5/2025 J.W. Cole Advisors Inc.395,380$2.00M0.0%+5.5%0.000%
10/29/2025 Sequoia Financial Advisors LLC23,054$116K0.0%+41.0%0.000%
10/9/2025 Dynamic Advisor Solutions LLC96,153$486K0.0%+2.2%0.000%
8/14/2025 Jane Street Group LLC15,921$80K0.0%N/A0.000%
8/14/2025 Raymond James Financial Inc.80,315$406K0.0%+5.8%0.000%
8/14/2025 NewEdge Advisors LLC153,363$774K0.0%-19.1%0.000%
8/12/2025 J.W. Cole Advisors Inc.374,749$1.89M0.0%+2.4%0.000%
8/12/2025Journey Strategic Wealth LLC25,000$126K0.0%+31.6%0.000%
8/8/2025 Cetera Investment Advisers10,240$52K0.0%-26.4%0.000%
8/6/2025 Wedbush Securities Inc.208,839$1.06M0.0%-8.8%0.000%
8/5/2025 Next Capital Management LLC10,000$50K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.24,037$122K0.0%N/A0.000%
5/16/2025NewEdge Advisors LLC189,566$959K0.0%-2.7%0.000%
5/14/2025Kestra Advisory Services LLC165,841$839K0.0%-25.1%0.000%
5/8/2025Moors & Cabot Inc.107,650$545K0.0%+5.1%0.000%
5/7/2025LPL Financial LLC273,283$1.38M0.0%+8.4%0.000%
5/6/2025Journey Strategic Wealth LLC19,000$96K0.0%N/A0.000%
5/6/2025Wedbush Securities Inc.229,053$1.16M0.0%+3.9%0.000%
5/5/2025J.W. Cole Advisors Inc.366,025$1.85M0.1%+40.4%0.000%
5/5/2025Kestra Private Wealth Services LLC21,992$111K0.0%+33.1%0.000%
4/22/2025M3 Advisory Group LLC13,683$69K0.1%-16.7%0.000%
4/17/2025Dynamic Advisor Solutions LLC93,559$473K0.0%N/A0.000%
2/14/2025Jane Street Group LLC18,262$86K0.0%N/A0.000%
2/13/2025NewEdge Advisors LLC194,804$916K0.0%-11.3%0.000%
2/13/2025Raymond James Financial Inc.70,330$331K0.0%N/A0.000%
2/12/2025Arlington Capital Management Inc.30,395$143K0.1%N/A0.000%
2/11/2025LPL Financial LLC252,201$1.19M0.0%-2.3%0.000%
2/10/2025Creative Financial Designs Inc. ADV17,314$81K0.0%+41.6%0.000%
2/7/2025Moors & Cabot Inc.102,425$481K0.0%-5.5%0.000%
2/7/2025Naviter Wealth LLC18,608$87K0.0%N/A0.000%
2/6/2025One Capital Management LLC11,735$55K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.70,330$331K0.0%N/A0.000%
2/3/2025Wolverine Asset Management LLC90,485$425K0.0%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.11,200$53K0.0%N/A0.000%
1/31/2025J.W. Cole Advisors Inc.260,674$1.23M0.0%+49.6%0.000%
11/8/2024Moors & Cabot Inc.108,430$568K0.0%-1.9%0.000%
10/24/2024J.W. Cole Advisors Inc.174,254$913K0.0%+148.7%0.000%
10/22/2024Sequoia Financial Advisors LLC16,345$86K0.0%N/A0.000%
10/8/2024Dynamic Advisor Solutions LLC102,242$536K0.0%-3.9%0.000%
8/16/2024NewEdge Advisors LLC239,113$1.26M0.0%-5.8%0.000%
8/9/2024Moors & Cabot Inc.110,536$583K0.0%-18.7%0.000%
8/8/2024J.W. Cole Advisors Inc.70,073$369K0.0%+223.4%0.000%
8/7/2024Wedbush Securities Inc.222,180$1.17M0.0%+8.8%0.000%
7/15/2024Dynamic Advisor Solutions LLC106,405$561K0.0%-15.4%0.000%
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7/15/2024Melfa Wealth Management Inc.21,557$114K0.1%-19.5%0.000%
5/1/2024Janney Montgomery Scott LLC51,442$278K0.0%-11.1%0.000%
4/30/2024J.W. Cole Advisors Inc.21,665$117K0.0%+77.8%0.000%
4/24/2024Arlington Capital Management Inc.54,295$294K0.2%+5.6%0.000%
3/27/2024Nomura Holdings Inc.38,723$167K0.0%N/A0.000%
3/19/2024M3 Advisory Group LLC14,200$61K0.1%N/A0.000%
2/26/2024Centaurus Financial Inc.28,969$125K0.0%N/A0.000%
2/9/2024Advisory Services Network LLC45,645$197K0.0%+118.5%0.000%
2/7/2024Shaker Financial Services LLC74,783$322K0.1%N/A0.000%
2/7/2024Arlington Capital Management Inc.51,394$222K0.2%+107.2%0.000%


EDF Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 institutional investors and hedge funds held shares of Virtus Stone Harbor Emerging Markets Income Fund. The most heavily invested institutionals were J.W. Cole Advisors Inc. ($1.81M), Wedbush Securities Inc. ($1.24M), Absolute Investment Advisers LLC ($1.18M), LPL Financial LLC ($1.18M), Eclectic Associates Inc. ADV ($709K), Kestra Advisory Services LLC ($659K), and HighTower Advisors LLC ($601K).Learn more on Virtus Stone Harbor Emerging Markets Income Fund's institutional investors.

Of the 35 institutional investors that purchased Virtus Stone Harbor Emerging Markets Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Absolute Investment Advisers LLC ($354.96K), J.W. Cole Advisors Inc. ($325.31K), Raymond James Financial Inc. ($147.74K), Wolverine Asset Management LLC ($109.41K), Dynamic Advisor Solutions LLC ($95.67K), HighTower Advisors LLC ($94K), and Eclectic Associates Inc. ADV ($79.75K).

Institutional investors have bought a total of 1,008,285 shares in the last 24 months. This purchase volume represents approximately $5.13M in transactions.

Of the 11 institutional investors that sold Virtus Stone Harbor Emerging Markets Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Absolute Investment Advisers LLC ($108.13K), NewEdge Advisors LLC ($56.46K), Kestra Advisory Services LLC ($48.29K), J.W. Cole Advisors Inc. ($31.12K), Moors & Cabot Inc. ($19.48K), LPL Financial LLC ($10.55K), and Sequoia Financial Advisors LLC ($7.96K).

Institutional investors have sold a total of 296,393 shares in the last 24 months. This volume of shares sold represents approximately $1.45M in transactions.



Institutional ownership data for NYSE:EDF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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