Virtus Stone Harbor Emerging Markets Income Fund (EDF) — Institutional Holders, Q2 2026
46 institutional investment managers reported a EDF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $21.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EDF in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- J.W. COLE ADVISORSNew · +348,927 sh+$1.9M
- GUGGENHEIM CAPITALAdded · +125,477 sh+$700.2K
- HighTower AdvisorsAdded · +94,000 sh+$524.5K
- CoreCap AdvisorsAdded · +55,777 sh+$311.2K
- NewEdge AdvisorsNew · +38,424 sh+$214.4K
Biggest sellers
- ABSOLUTE INVESTMENT ADVISERSSold out · -246,827 sh-$1.4M
- ENVESTNET ASSET MANAGEMENTSold out · -198,913 sh-$1.1M
- QuarrySold out · -98,811 sh-$551.4K
- Kestra Advisory ServicesTrimmed · -46,723 sh-$260.7K
- Arlington Capital ManagementSold out · -32,686 sh-$182.4K
EDF 13F holders ranked 1–46 of 46
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 1,032,718 sh | 1,032,718 | $5.8M | <0.01% | +2.6% |
| 2 | J.W. COLE ADVISORS#2 · 348,927 sh | 348,927 | $1.9M | 0.03% | New |
| 3 | GUGGENHEIM CAPITAL#3 · 290,241 sh | 290,241 | $1.6M | 0.01% | +76.2% |
| 4 | LPL Financial#4 · 231,796 sh | 231,796 | $1.3M | <0.01% | -2.3% |
| 5 | WEDBUSH SECURITIES#5 · 222,779 sh | 222,779 | $1.2M | — | +8.9% |
| 6 | RAYMOND JAMES FINANCIAL#6 · 204,258 sh | 204,258 | $1.1M | <0.01% | +5.0% |
| 7 | Baird Financial Group#7 · 202,214 sh | 202,214 | $1.1M | <0.01% | +2.0% |
| 8 | ECLECTIC ASSOCIATES#8 · 127,002 sh | 127,002 | $708.7K | — | +2.9% |
| 9 | HighTower Advisors#9 · 107,652 sh | 107,652 | $600.7K | <0.01% | +688.5% |
| 10 | Stonebridge Financial Group#10 · 98,710 sh | 98,710 | $550.0K | 0.08% | — |
| 11 | Dynamic Advisor Solutions#11 · 92,964 sh | 92,964 | $518.7K | — | -2.6% |
| 12 | Kestra Advisory Services#12 · 91,185 sh | 91,185 | $508.8K | <0.01% | -33.9% |
| 13 | Moors & Cabot#13 · 87,125 sh | 87,125 | $486.2K | 0.02% | -7.9% |
| 14 | CoreCap Advisors#14 · 80,716 sh | 80,716 | $450.4K | — | +223.7% |
| 15 | Invesco Ltd.#15 · 49,923 sh | 49,923 | $278.6K | 0.00% | +112.1% |
| 16 | Private Advisor Group#16 · 49,685 sh | 49,685 | $277.2K | <0.01% | +25.2% |
| 17 | NewEdge Advisors#17 · 38,424 sh | 38,424 | $214.4K | <0.01% | New |
| 18 | HRT FINANCIAL#18 · 38,110 sh | 38,110 | $212.0K | <0.01% | New |
| 19 | JANE STREET GROUP#19 · 30,890 sh | 30,890 | $172.4K | 0.00% | New |
| 20 | KESTRA PRIVATE WEALTH SERVICES#20 · 28,039 sh | 28,039 | $156.5K | <0.01% | -0.9% |
| 21 | WELLS FARGO & COMPANY#21 · 27,455 sh | 27,455 | $153.2K | 0.00% | -13.7% |
| 22 | UBS Group AG#22 · 24,235 sh | 24,235 | $135.2K | 0.00% | +49.5% |
| 23 | Kovack Advisors#23 · 23,686 sh | 23,686 | $132.2K | <0.01% | +47.0% |
| 24 | CREATIVE FINANCIAL DESIGNS#24 · 21,847 sh | 21,847 | $121.9K | <0.01% | +0.3% |
| 25 | MELFA WEALTH MANAGEMENT#25 · 21,557 sh | 21,557 | $120.3K | 0.06% | 0.0% |
| 26 | Ameritas Advisory Services#26 · 21,027 sh | 21,027 | $117.3K | <0.01% | +93.9% |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#27 · 17,305 sh | 17,305 | $96.6K | <0.01% | 0.0% |
| 28 | STIFEL FINANCIAL#28 · 17,123 sh | 17,123 | $95.5K | <0.01% | 0.0% |
| 29 | Janney Montgomery Scott#29 · 17,077 sh | 17,077 | $95.0K | <0.01% | New |
| 30 | M3 Advisory Group#30 · 16,219 sh | 16,219 | $90.5K | 0.05% | +2.4% |
| 31 | Madison Wealth Partners#31 · 16,000 sh | 16,000 | $89.3K | 0.01% | 0.0% |
| 32 | Tactive Advisors#32 · 15,138 sh | 15,138 | $84.5K | — | -1.4% |
| 33 | Sequoia Financial Advisors#33 · 15,093 sh | 15,093 | $84.2K | <0.01% | 0.0% |
| 34 | INDEPENDENT FINANCIAL GROUP#34 · 14,900 sh | 14,900 | $83.1K | — | 0.0% |
| 35 | StoneX Group#35 · 14,895 sh | 14,895 | $81.7K | <0.01% | New |
| 36 | Cetera Investment Advisers#36 · 13,938 sh | 13,938 | $77.8K | <0.01% | +4.5% |
| 37 | GREAT VALLEY ADVISOR GROUP#37 · 12,900 sh | 12,900 | $72.0K | <0.01% | 0.0% |
| 38 | Virtu Financial#38 · 11,769 sh | 11,769 | $66.0K | <0.01% | New |
| 39 | ROYAL BANK OF CANADA#39 · 7,618 sh | 7,618 | $43.0K | 0.00% | -1.1% |
| 40 | OSAIC#40 · 6,810 sh | 6,810 | $38.0K | 0.00% | +246.6% |
| 41 | AMERIFLEX GROUP#41 · 5,500 sh | 5,500 | $30.7K | 0.01% | 0.0% |
| 42 | Allworth Financial#42 · 3,662 sh | 3,662 | $20.4K | <0.01% | 0.0% |
| 43 | Markowski Investments#43 · 2,307 sh | 2,307 | $12.9K | <0.01% | — |
| 44 | HIGHLINE WEALTH PARTNERS#44 · 500 sh | 500 | $2.8K | — | -76.7% |
| 45 | IFP Advisors#45 · 167 sh | 167 | $932.00 | — | +2.5% |
| 46 | JFS WEALTH ADVISORS#46 · 69 sh | 69 | $386.00 | 0.00% | New |
Funds that sold out of EDF in Q2 2026 (12)
Held EDF at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| ABSOLUTE INVESTMENT ADVISERS246,827 sh | 246,827 | $1.2M |
| ENVESTNET ASSET MANAGEMENT198,913 sh | 198,913 | $950.8K |
| Quarry98,811 sh | 98,811 | $472.3K |
| Arlington Capital Management32,686 sh | 32,686 | $156.2K |
| NOMURA20,000 sh | 20,000 | $95.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP11,593 sh | 11,593 | $55.4K |
| Next Capital Management10,000 sh | 10,000 | $47.8K |
| WOLVERINE ASSET MANAGEMENT7,362 sh | 7,362 | $35.2K |
| Thomas J. Herzfeld Advisors6,614 sh | 6,614 | $31.6K |
| Advisory Services Network4,412 sh | 4,412 | $21.1K |
| JONES FINANCIAL COMPANIES LLLP1,000 sh | 1,000 | $4.8K |
| Rockefeller Capital Management L.P.831 sh | 831 | $4.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.