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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Invesco Ltd.Buy+49,92349,923$278.57KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+38,11038,110$212.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+30,89030,890$172.37KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+10,184+93.9%21,027$117.33KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+9,780+5.0%204,258$1.14MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,845+246.6%6,810$38.00KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-4,359-13.7%27,455$153.20KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-85-1.1%7,618$43.00KQ2 2026Aug 14, 2026
Morgan StanleyBuy+26,516+2.6%1,032,718$5.76MQ2 2026Aug 13, 2026
Virtu Financial LlcBuy+11,76911,769$66.00KQ2 2026Aug 13, 2026
Ubs Group AgBuy+8,022+49.5%24,235$135.23KQ2 2026Aug 13, 2026
Guggenheim Capital LlcBuy+125,477+76.2%290,241$1.62MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+38,42438,424$214.41KQ2 2026Aug 12, 2026
Stonex Group Inc.Buy+14,89514,895$81.74KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+3,953+2.0%202,214$1.13MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+605+4.5%13,938$77.78KQ2 2026Aug 12, 2026
Moors & Cabot, Inc.Sell-7,451-7.9%87,125$486.16KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-5,343-2.3%231,796$1.29MQ2 2026Aug 07, 2026
Janney Montgomery Scott LlcBuy+17,07717,077$95.00KQ2 2026Aug 05, 2026
Kovack Advisors, Inc.Buy+7,573+47.0%23,686$132.18KQ2 2026Jul 29, 2026
Kestra Advisory Services, LlcSell-46,723-33.9%91,185$508.81KQ2 2026Jul 28, 2026
Wedbush Securities IncBuy+18,296+8.9%222,779$1.24MQ2 2026Jul 28, 2026
Kestra Private Wealth Services, LlcSell-245-0.9%28,039$156.46KQ2 2026Jul 28, 2026
Creative Financial Designs IncBuy+66+0.3%21,847$121.91KQ2 2026Jul 28, 2026
Private Advisor Group, LlcBuy+10,000+25.2%49,685$277.24KQ2 2026Jul 27, 2026
M3 Advisory Group, LlcBuy+377+2.4%16,219$90.50KQ2 2026Jul 24, 2026
J.W. Cole Advisors, Inc.Buy+348,927348,927$1.95MQ2 2026Jul 21, 2026
Ifp Advisors, IncBuy+4+2.5%167$932.00Q2 2026Jul 20, 2026
Highline Wealth Partners LlcSell-1,650-76.7%500$2.79KQ2 2026Jul 15, 2026
Jfs Wealth Advisors, LlcBuy+6969$386.00Q2 2026Jul 10, 2026
Showing 30 of 49

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.