EDF Institutional Ownership & Shareholders
VIRTUS STONE HARBOR EMERGING (EDF) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $18.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of EDF tracked by InsiderSet, reporting ownership valued at approximately $5.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.53M, representing an estimated loss of -21.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed EDF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, J.W. Cole Advisors, Inc., Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in VIRTUS STONE HARBOR EMERGING (EDF).
This page ranks the largest institutional EDF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$18.99M
Largest Holder
Morgan Stanley
Largest Position
$5.76M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,032,718 | $5,762,569 | $4,533,632 | -$1,228,937 | -21.33% | |
| J.W. Cole Advisors, Inc. | 0.03% | 348,927 | $1,947,014 | $1,531,790 | -$415,224 | -21.33% | |
| Guggenheim Capital Llc | 0.01% | 290,241 | $1,619,545 | $1,274,158 | -$345,387 | -21.33% | |
| Lpl Financial Llc | 0.00% | 231,796 | $1,293,423 | $1,017,584 | -$275,839 | -21.33% | |
| Raymond James Financial Inc | 0.00% | 204,258 | $1,139,762 | $896,693 | -$243,069 | -21.33% | |
| Baird Financial Group, Inc. | 0.00% | 202,214 | $1,128,354 | $887,719 | -$240,635 | -21.33% | |
| Eclectic Associates Inc | 0.07% | 126,438 | $629,661 | $555,063 | -$74,598 | -11.85% | |
| Kestra Advisory Services, Llc | 0.00% | 91,185 | $508,812 | $400,302 | -$108,510 | -21.33% | |
| Moors & Cabot, Inc. | 0.02% | 87,125 | $486,158 | $382,479 | -$103,679 | -21.33% | |
| Journey Strategic Wealth Llc | 0.01% | 101,000 | $482,780 | $443,390 | -$39,390 | -8.16% | |
| Dynamic Advisor Solutions Llc | 0.01% | 95,337 | $474,777 | $418,529 | -$56,248 | -11.85% | |
| Invesco Ltd. | 0.00% | 49,923 | $278,570 | $219,162 | -$59,408 | -21.33% | |
| Private Advisor Group, Llc | 0.00% | 49,685 | $277,243 | $218,117 | -$59,126 | -21.33% | |
| Corecap Advisors, Llc | 0.01% | 46,337 | $230,759 | $203,419 | -$27,340 | -11.85% | |
| Newedge Advisors, Llc | 0.00% | 38,424 | $214,405 | $168,681 | -$45,724 | -21.33% | |
| Hrt Financial Lp | 0.00% | 38,110 | $212,000 | $167,303 | -$44,697 | -21.08% | |
| Jane Street Group, Llc | 0.00% | 30,890 | $172,366 | $135,607 | -$36,759 | -21.33% | |
| Kestra Private Wealth Services, Llc | 0.00% | 28,039 | $156,460 | $123,091 | -$33,369 | -21.33% | |
| Wells Fargo & Company/Mn | 0.00% | 27,455 | $153,197 | $120,527 | -$32,670 | -21.33% | |
| Ubs Group Ag | 0.00% | 24,235 | $135,231 | $106,392 | -$28,839 | -21.33% | |
| Kovack Advisors, Inc. | 0.01% | 23,686 | $132,179 | $103,982 | -$28,197 | -21.33% | |
| Creative Financial Designs Inc | 0.01% | 21,847 | $121,905 | $95,908 | -$25,997 | -21.33% | |
| Melfa Wealth Management, Inc. | 0.06% | 21,557 | $120,288 | $94,635 | -$25,653 | -21.33% | |
| Ameritas Advisory Services, Llc | 0.00% | 21,027 | $117,331 | $92,309 | -$25,022 | -21.33% | |
| Stifel Financial Corp | 0.00% | 17,123 | $95,544 | $75,170 | -$20,374 | -21.32% | |
| Janney Montgomery Scott Llc | 0.00% | 17,077 | $95,000 | $74,968 | -$20,032 | -21.09% | |
| M3 Advisory Group, Llc | 0.05% | 16,219 | $90,502 | $71,201 | -$19,301 | -21.33% | |
| Madison Wealth Partners, Inc | 0.01% | 16,000 | $89,280 | $70,240 | -$19,040 | -21.33% | |
| Sequoia Financial Advisors | 0.00% | 15,093 | $84,219 | $66,258 | -$17,961 | -21.33% | |
| Stonex Group Inc. | 0.00% | 14,895 | $81,743 | $65,389 | -$16,354 | -20.01% | |
| Cetera Investment Advisers | 0.00% | 13,938 | $77,777 | $61,188 | -$16,589 | -21.33% | |
| Focus Financial Network, Inc. | 0.00% | 15,330 | $76,344 | $67,299 | -$9,045 | -11.85% | |
| Independent Financial Group, Llc | 0.00% | 14,900 | $74,202 | $65,411 | -$8,791 | -11.85% | |
| Great Valley Advisor Group, Inc. | 0.00% | 12,900 | $71,982 | $56,631 | -$15,351 | -21.33% | |
| Virtu Financial Llc | 0.00% | 11,769 | $66,000 | $51,666 | -$14,334 | -21.72% | |
| Royal Bank Of Canada | 0.00% | 7,618 | $43,000 | $33,443 | -$9,557 | -22.23% | |
| Osaic Holdings, Inc. | 0.00% | 6,810 | $38,000 | $29,896 | -$8,104 | -21.33% | |
| Ameriflex Group, Inc. | 0.01% | 5,500 | $30,690 | $24,145 | -$6,545 | -21.33% | |
| Allworth Financial Lp | 0.00% | 3,662 | $20,432 | $16,076 | -$4,356 | -21.32% | |
| Highline Wealth Partners Llc | 0.00% | 500 | $2,490 | $2,195 | -$295 | -11.85% | |
| Wedbush Securities Inc | 0.03% | 219,796 | $1,095 | $964,904 | +$963,809 | +88019.13% | |
| Jfs Wealth Advisors, Llc | 0.00% | 69 | $386 | $303 | -$83 | -21.53% |
Frequently asked questions about EDF
Who are the largest institutional holders of EDF?
The largest institutional holders of EDF reported in the latest SEC Form 13F filings include Morgan Stanley, J.W. Cole Advisors, Inc., Guggenheim Capital Llc, Lpl Financial Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported EDF position.
What is EDF institutional ownership?
This page tracks EDF positions reported by institutional investment managers through SEC Form 13F. VIRTUS STONE HARBOR EMERGING (EDF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EDF?
InsiderSet currently tracks 41 institutional managers reporting EDF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EDF shareholders.
How much EDF stock do institutions own?
Institutional investment managers disclosed approximately $18.99M in EDF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EDF institutional ownership last updated?
The latest EDF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EDF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EDF position after the reporting date.
Are institutions buying or selling EDF?
Institutional buying and selling can be analyzed by comparing EDF positions across consecutive 13F reporting periods. InsiderSet's EDF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EDF ownership changes.
How has EDF institutional ownership changed over time?
InsiderSet tracks EDF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.