Virtus Stone Harbor Emerging Markets Income Fund - Common (EDF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common
Symbol
EDF on NYSE
Shares outstanding
32,028,151
Price per share
$4.97
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,820,186
Total reported value
$14,241,899
% of total 13F portfolios
0%
Share change
+239,589
Value change
+$1,209,113
Number of holders
39
Price from insider filings
$4.97
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Virtus Stone Harbor Emerging Markets Income Fund - Common (EDF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 18% -13% $28,843,400 -$3,483,995 5,803,501 -11% First Trust Portfolios L.P. 31 Dec 2025

As of 30 Sep 2025, 39 institutional investors reported holding 2,820,186 shares of Virtus Stone Harbor Emerging Markets Income Fund - Common (EDF). This represents 8.8% of the company’s total 32,028,151 outstanding shares.

Institutional Holders of Virtus Stone Harbor Emerging Markets Income Fund - Common (EDF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 138,104 $686,376 -$26,043 $4.97 3
2025 Q3 2,820,186 $14,241,899 +$1,209,113 $5.05 39
2025 Q2 2,580,597 $13,032,402 -$2,884,112 $5.05 32
2025 Q1 3,151,602 $15,941,951 +$1,768,087 $5.06 30
2024 Q4 2,816,857 $13,239,441 +$672,637 $4.70 33
2024 Q3 2,656,536 $13,920,956 +$449,282 $5.24 30
2024 Q2 2,570,802 $13,548,496 +$487,864 $5.27 29
2024 Q1 2,497,101 $13,509,313 -$1,184,483 $5.41 33
2023 Q4 2,840,554 $12,272,954 +$3,444,360 $4.31 40
2023 Q3 2,028,217 $8,965,346 -$94,912 $4.42 25
2023 Q2 2,048,617 $9,238,699 -$364,317 $4.51 25
2023 Q1 2,115,193 $9,605,341 +$10,163 $4.57 28
2022 Q4 2,136,717 $8,888,835 +$401,216 $4.16 28
2022 Q3 2,056,402 $7,591,000 +$75,493 $3.69 27
2022 Q2 2,035,217 $8,955,000 +$230,822 $4.40 25
2022 Q1 1,968,746 $12,857,000 +$134,748 $6.53 26
2021 Q4 1,944,088 $12,954,000 +$6,156,500 $6.66 30
2021 Q3 1,128,863 $8,410,000 +$687,573 $7.45 25
2021 Q2 1,034,109 $8,833,000 +$677,140 $8.54 25
2021 Q1 955,523 $8,041,684 -$178,158 $8.42 29
2020 Q4 989,971 $7,991,000 -$406,794 $8.08 28
2020 Q3 1,050,019 $6,821,000 +$583,300 $6.48 29
2020 Q2 891,199 $6,289,000 -$1,206,583 $7.05 26
2020 Q1 1,049,913 $7,779,000 +$1,010,967 $7.43 24
2019 Q4 914,614 $12,609,307 -$1,007,996 $13.78 21
2019 Q3 988,786 $12,971,000 -$1,453,438 $13.11 20
2019 Q2 1,091,052 $15,278,000 +$672,471 $14.00 23
2019 Q1 1,043,889 $13,621,000 -$1,710,999 $13.04 24
2018 Q4 1,180,088 $13,199,000 -$3,294,446 $11.15 26
2018 Q3 1,395,911 $18,171,391 +$1,451,441 $13.03 29
2018 Q2 1,284,819 $16,920,000 -$12,796 $13.17 25
2018 Q1 1,295,109 $20,618,884 -$210,058 $15.92 24
2017 Q4 1,308,148 $20,813,387 -$365,901 $15.91 28
2017 Q3 1,311,667 $22,138,910 -$1,526,933 $16.88 22
2017 Q2 1,405,670 $22,323,137 -$817,931 $15.88 24
2017 Q1 1,457,149 $23,046,086 -$75,136 $15.82 22
2016 Q4 1,463,425 $21,421,000 -$1,617,626 $14.64 21
2016 Q3 1,566,388 $24,915,476 -$2,666,732 $15.91 24
2016 Q2 1,737,638 $24,609,015 -$1,199,560 $14.18 25
2016 Q1 1,840,250 $23,488,891 -$3,948,154 $12.78 28
2015 Q4 2,156,607 $25,959,612 +$860,394 $12.04 31
2015 Q3 2,069,469 $24,661,358 -$4,359,591 $11.92 29
2015 Q2 2,398,030 $36,056,221 +$797,572 $15.03 29
2015 Q1 2,429,089 $37,674,626 -$3,931,860 $15.51 26
2014 Q4 2,597,886 $40,316,304 +$75,506 $15.52 31
2014 Q3 2,609,531 $50,387,126 +$3,947,897 $19.31 23
2014 Q2 2,404,961 $50,697,052 +$3,258,199 $21.08 22
2014 Q1 2,302,736 $42,599,200 -$6,229,173 $18.50 22