VIRTUS STONE HARBOR EMERGING (EDF) Top Institutional Shareholders
VIRTUS STONE HARBOR EMERGING (EDF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $16.18M in EDF holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EDF tracked by InsiderSet, reporting ownership valued at approximately $4.81M in its March 31, 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 $5.53M, representing an estimated gain of +15.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed EDF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Absolute Investment Advisers, Llc, Lpl Financial 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
48
Total Reported Value
$16.18M
Largest Holder
Morgan Stanley
Largest Position
$4.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
59
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% | 1,006,202 | $4,809,649 | $5,534,111 | +$724,462 | +15.06% | |
| Absolute Investment Advisers, Llc | 0.14% | 246,827 | $1,179,833 | $1,357,549 | +$177,716 | +15.06% | |
| Lpl Financial Llc | 0.00% | 237,139 | $1,133,526 | $1,304,265 | +$170,739 | +15.06% | |
| Envestnet Asset Management Inc | 0.00% | 198,913 | $950,803 | $1,094,022 | +$143,219 | +15.06% | |
| Baird Financial Group, Inc. | 0.00% | 198,261 | $947,688 | $1,090,436 | +$142,748 | +15.06% | |
| Raymond James Financial Inc | 0.00% | 194,478 | $929,605 | $1,069,629 | +$140,024 | +15.06% | |
| Guggenheim Capital Llc | 0.01% | 164,764 | $787,572 | $906,202 | +$118,630 | +15.06% | |
| Kestra Advisory Services, Llc | 0.00% | 137,908 | $659,200 | $758,494 | +$99,294 | +15.06% | |
| Eclectic Associates Inc | 0.08% | 123,478 | $590,225 | $679,129 | +$88,904 | +15.06% | |
| Journey Strategic Wealth Llc | 0.01% | 101,000 | $482,780 | $555,500 | +$72,720 | +15.06% | |
| Quarry Lp | 0.10% | 98,811 | $472,317 | $543,461 | +$71,144 | +15.06% | |
| Dynamic Advisor Solutions Llc | 0.01% | 95,408 | $456,051 | $524,744 | +$68,693 | +15.06% | |
| Moors & Cabot, Inc. | 0.02% | 94,576 | $452,073 | $520,168 | +$68,095 | +15.06% | |
| Private Advisor Group, Llc | 0.00% | 39,685 | $189,695 | $218,268 | +$28,573 | +15.06% | |
| Arlington Capital Management, Inc. | 0.09% | 32,686 | $156,239 | $179,773 | +$23,534 | +15.06% | |
| Wells Fargo & Company/Mn | 0.00% | 31,814 | $152,071 | $174,977 | +$22,906 | +15.06% | |
| Kestra Private Wealth Services, Llc | 0.00% | 28,284 | $135,196 | $155,562 | +$20,366 | +15.06% | |
| Corecap Advisors, Llc | 0.00% | 24,939 | $119,208 | $137,165 | +$17,957 | +15.06% | |
| Invesco Ltd. | 0.00% | 23,540 | $112,521 | $129,470 | +$16,949 | +15.06% | |
| Creative Financial Designs Inc | 0.01% | 21,781 | $104,111 | $119,796 | +$15,685 | +15.07% | |
| Melfa Wealth Management, Inc. | 0.06% | 21,557 | $103,043 | $118,564 | +$15,521 | +15.06% | |
| Nomura Holdings Inc | 0.00% | 20,000 | $95,600 | $110,000 | +$14,400 | +15.06% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 17,305 | $82,718 | $95,178 | +$12,460 | +15.06% | |
| Stifel Financial Corp | 0.00% | 17,123 | $81,846 | $94,177 | +$12,331 | +15.07% | |
| Ubs Group Ag | 0.00% | 16,213 | $77,498 | $89,172 | +$11,674 | +15.06% | |
| Kovack Advisors, Inc. | 0.00% | 16,113 | $77,075 | $88,622 | +$11,547 | +14.98% | |
| Madison Wealth Partners, Inc | 0.01% | 16,000 | $76,480 | $88,000 | +$11,520 | +15.06% | |
| M3 Advisory Group, Llc | 0.05% | 15,842 | $75,727 | $87,131 | +$11,404 | +15.06% | |
| Tactive Advisors, Llc | 0.02% | 15,354 | $73,392 | $84,447 | +$11,055 | +15.06% | |
| Sequoia Financial Advisors | 0.00% | 15,093 | $72,145 | $83,012 | +$10,867 | +15.06% | |
| Hightower Advisors, Llc | 0.00% | 13,652 | $65,256 | $75,086 | +$9,830 | +15.06% | |
| Cetera Investment Advisers | 0.00% | 13,333 | $63,732 | $73,332 | +$9,600 | +15.06% | |
| Great Valley Advisor Group, Inc. | 0.00% | 12,900 | $61,662 | $70,950 | +$9,288 | +15.06% | |
| Susquehanna International Group, Llp | 0.00% | 11,593 | $55,415 | $63,762 | +$8,347 | +15.06% | |
| Ameritas Advisory Services, Llc | 0.00% | 10,843 | $51,830 | $59,637 | +$7,807 | +15.06% | |
| Next Capital Management Llc | 0.01% | 10,000 | $47,800 | $55,000 | +$7,200 | +15.06% | |
| Royal Bank Of Canada | 0.00% | 7,703 | $37,000 | $42,367 | +$5,367 | +14.50% | |
| Wolverine Asset Management Llc | 0.00% | 7,362 | $35,190 | $40,491 | +$5,301 | +15.06% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | 6,614 | $31,615 | $36,377 | +$4,762 | +15.06% | |
| Ameriflex Group, Inc. | 0.01% | 5,500 | $26,290 | $30,250 | +$3,960 | +15.06% | |
| Advisory Services Network, Llc | 0.00% | 4,412 | $21,089 | $24,266 | +$3,177 | +15.06% | |
| Allworth Financial Lp | 0.00% | 3,662 | $17,503 | $20,141 | +$2,638 | +15.07% | |
| Highline Wealth Partners Llc | 0.00% | 2,150 | $10,277 | $11,825 | +$1,548 | +15.06% | |
| Osaic Holdings, Inc. | 0.00% | 1,965 | $9,393 | $10,808 | +$1,415 | +15.06% | |
| Jones Financial Companies Lllp | 0.00% | 1,000 | $4,840 | $5,500 | +$660 | +13.64% | |
| Rockefeller Capital Management L.P. | 0.00% | 831 | $3,977 | $4,571 | +$594 | +14.92% | |
| Wedbush Securities Inc | 0.03% | 204,483 | $977 | $1,124,657 | +$1,123,680 | +115013.25% | |
| Ifp Advisors, Inc | 0.00% | 163 | $779 | $897 | +$118 | +15.08% |
Frequently asked questions about EDF
Who owns the most EDF stock?
The largest holders of EDF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VIRTUS STONE HARBOR EMERGING (EDF).
Is EDF widely held by superinvestors?
Many widely followed stocks like EDF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EDF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.