Security key
86164T107
Virtus Stone Harbor Emerging Markets Income Fund - Common (EDF)
CUSIP: 86164T107
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / Common
- Total 13F shares
- 2,115,193
- Total 13F value
- $9,605,341
- Share change
- -5,164
- SEC-reported price per share
- $4.57
- Number of holders
- 28
- Value change
- +$10,163
- Number of buys
- 15
- Number of sells
- 11
- Shares outstanding
- 32,284,633
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2023
Institutions
28
Top holders
10
EDF full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Virtus Stone Harbor Emerging Markets Income Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 86164T107
Recent filing periods:
Ownership snapshot
Top reported holders of EDF - Virtus Stone Harbor Emerging Markets Income Fund - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
31 Dec 2022
13F
Lead comparable stake: 3.5%
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 3.5%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Comparable ownership
Top 5
MORGAN STANLEY
3.5%
LPL Financial LLC
0.55%
NewEdge Advisors, LLC
0.54%
WEDBUSH SECURITIES INC
0.45%
Dynamic Advisor Solutions LLC
0.36%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
3.5%
|
$4,722,907
1,135,314 shares
|
— | 31 Dec 2022 |
| LPL Financial LLC |
13F
Company
|
0.55%
|
$738,824
177,602 shares
|
— | 31 Dec 2022 |
| NewEdge Advisors, LLC |
13F
Company
|
0.54%
|
$722,761
173,741 shares
|
— | 31 Dec 2022 |
| WEDBUSH SECURITIES INC |
13F
Company
|
0.45%
|
$607,000
145,815 shares
|
— | 31 Dec 2022 |
| Dynamic Advisor Solutions LLC |
13F
Company
|
0.36%
|
$488,101
117,332 shares
|
— | 31 Dec 2022 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
0.27%
|
$361,225
86,833 shares
|
— | 31 Dec 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
28
Shares
2,115,193
Rows available
28
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2023 vs Q2 2026 Across Filers
Q2 2026 holders
46
Q1 2023 holders
28
Holder diff
-18
| Investor | Q2 2026 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q2 2026 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend