VIRTUS STONE HARBOR EMERGING (EDF) Institutional Ownership Changes & 13F Activity
VIRTUS STONE HARBOR EMERGING (EDF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include J.W. Cole Advisors, Inc., Guggenheim Capital Llc, Invesco Ltd., Kestra Advisory Services, Llc, and Newedge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | Buy | +49,923 | — | 49,923 | $278.57K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +38,110 | — | 38,110 | $212.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +30,890 | — | 30,890 | $172.37K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +10,184 | +93.9% | 21,027 | $117.33K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +9,780 | +5.0% | 204,258 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,845 | +246.6% | 6,810 | $38.00K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -4,359 | -13.7% | 27,455 | $153.20K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -85 | -1.1% | 7,618 | $43.00K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +26,516 | +2.6% | 1,032,718 | $5.76M | Q2 2026 | Aug 13, 2026 |
| Virtu Financial Llc | Buy | +11,769 | — | 11,769 | $66.00K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +8,022 | +49.5% | 24,235 | $135.23K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Buy | +125,477 | +76.2% | 290,241 | $1.62M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +38,424 | — | 38,424 | $214.41K | Q2 2026 | Aug 12, 2026 |
| Stonex Group Inc. | Buy | +14,895 | — | 14,895 | $81.74K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +3,953 | +2.0% | 202,214 | $1.13M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +605 | +4.5% | 13,938 | $77.78K | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | Sell | -7,451 | -7.9% | 87,125 | $486.16K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -5,343 | -2.3% | 231,796 | $1.29M | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Buy | +17,077 | — | 17,077 | $95.00K | Q2 2026 | Aug 05, 2026 |
| Kovack Advisors, Inc. | Buy | +7,573 | +47.0% | 23,686 | $132.18K | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -46,723 | -33.9% | 91,185 | $508.81K | Q2 2026 | Jul 28, 2026 |
| Wedbush Securities Inc | Buy | +18,296 | +8.9% | 222,779 | $1.24M | Q2 2026 | Jul 28, 2026 |
| Kestra Private Wealth Services, Llc | Sell | -245 | -0.9% | 28,039 | $156.46K | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +66 | +0.3% | 21,847 | $121.91K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +10,000 | +25.2% | 49,685 | $277.24K | Q2 2026 | Jul 27, 2026 |
| M3 Advisory Group, Llc | Buy | +377 | +2.4% | 16,219 | $90.50K | Q2 2026 | Jul 24, 2026 |
| J.W. Cole Advisors, Inc. | Buy | +348,927 | — | 348,927 | $1.95M | Q2 2026 | Jul 21, 2026 |
| Ifp Advisors, Inc | Buy | +4 | +2.5% | 167 | $932.00 | Q2 2026 | Jul 20, 2026 |
| Highline Wealth Partners Llc | Sell | -1,650 | -76.7% | 500 | $2.79K | Q2 2026 | Jul 15, 2026 |
| Jfs Wealth Advisors, Llc | Buy | +69 | — | 69 | $386.00 | Q2 2026 | Jul 10, 2026 |
Frequently asked questions about EDF activity
Which institutional owners are buying EDF?
Institutional owners buying EDF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EDF activity?
"Buy" means an investor increased their reported position in EDF compared to the prior reporting period. This reflects growing exposure to VIRTUS STONE HARBOR EMERGING (EDF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EDF increasing?
Institutional interest in EDF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related EDF Institutional Insights
- EDF Overview
- EDF 13F Institutional Holders
- EDF Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- EDF Insider Trading & SEC Form 4 Activity
- EDF Articles
- Top Institutional Investor Stock Rankings