13F Insight
DOSSIER · 13F Holders · Q2 2026
EDF

VIRTUS STONE HBR EMRG MKTS I

42 institutions still hold VIRTUS STONE HBR EMRG MKTS I as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 86164T107·42 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$18M
visible holders
Holders
42
filers reporting
Concentration
31.16%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

42 institutions reported EDF in Q2 2026. MORGAN STANLEY leads at 31.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$6M1.0M0.00%Q2 202602
J.W. COLE ADVISORS, INC.
CIK 0001404763
$2M349K0.03%Q2 202603
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$2M290K0.01%Q2 202604
LPL Financial LLC
CIK 0001403438
$1M232K0.00%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M204K0.00%Q2 202606
Baird Financial Group, Inc.
CIK 0001648711
$1M202K0.00%Q2 202607
WEDBUSH SECURITIES INC
CIK 0001142495
$977K204K0.03%Q1 202608
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$630K126K0.07%Q3 202609
HighTower Advisors, LLC
CIK 0001462245
$601K108K0.00%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$509K91K0.00%Q2 202611
Moors & Cabot, Inc.
CIK 0001607239
$486K87K0.02%Q2 202612
JOURNEY STRATEGIC WEALTH LLC
CIK 0001909316
$483K101K0.01%Q1 202613
Dynamic Advisor Solutions LLC
CIK 0001599747
$475K95K0.01%Q3 202614
Invesco Ltd.
CIK 0000914208
$279K50K0.00%Q2 202615
Private Advisor Group, LLC
CIK 0001567755
$277K50K0.00%Q2 202616
CoreCap Advisors, LLC
CIK 0001902501
$231K46K0.01%Q3 202617
NewEdge Advisors, LLC
CIK 0001633516
$214K38K0.00%Q2 202618
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$156K28K0.00%Q2 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$153K27K0.00%Q2 202620
UBS Group AG
CIK 0001610520
$135K24K0.00%Q2 2026
Page 1 of 3
22 more holders available. Log in →
Insiders at VIRTUS STONE HBR EMRG MKTS I
Mcdaniel Connie D →Zino Brian T →Burke Donald C →Mallin John R →Mclendon Heath B →Craige James E →Brott Alan →Oliver David A →