GREENFIELD, MA
VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUNDEDF— Latest position per institution from SEC 13F filings
15
Institutional holders
3.82M
Total shares held
17.11M
Estimated value
190.91K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.01M
Value
4.81M
Filed
Mar 31, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
364.26K
Value
1.81M
Filed
Dec 31, 2025
ABSOLUTE INVESTMENT ADVISERS, LLC
CIK 1316187
Shares
246.83K
Value
1.18M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
237.14K
Value
1.13M
Filed
Mar 31, 2026
WEDBUSH SECURITIES INC
CIK 1142495
Shares
204.48K
Value
977.00
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
198.91K
Value
950.80K
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
198.26K
Value
947.69K
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
194.48K
Value
929.61K
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
164.76K
Value
787.57K
Filed
Mar 31, 2026
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
137.91K
Value
659.20K
Filed
Mar 31, 2026
NEWEDGE ADVISORS, LLC
CIK 1633516
Shares
127.60K
Value
634.15K
Filed
Dec 31, 2025
ECLECTIC ASSOCIATES INC /ADV
CIK 743482
Shares
123.48K
Value
590.23K
Filed
Mar 31, 2026
JOURNEY STRATEGIC WEALTH LLC
CIK 1909316
Shares
101K
Value
482.78K
Filed
Mar 31, 2026
QUARRY LP
CIK 1965207
Shares
98.81K
Value
472.32K
Filed
Mar 31, 2026
DYNAMIC ADVISOR SOLUTIONS LLC
CIK 1599747
Shares
95.41K
Value
456.05K
Filed
Mar 31, 2026
MOORS & CABOT, INC.
CIK 1607239
Shares
94.58K
Value
452.07K
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
74.78K
Value
322.31K
Filed
Dec 31, 2023
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
58.12K
Value
304.54K
Filed
Sep 30, 2024
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
51.44K
Value
278.00
Filed
Mar 31, 2024
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
39.69K
Value
189.69K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.01M | 4.81M | Mar 31, 2026 |
| 2 | J.W. COLE ADVISORS, INC. | 1404763 | 364.26K | 1.81M | Dec 31, 2025 |
| 3 | ABSOLUTE INVESTMENT ADVISERS, LLC | 1316187 | 246.83K | 1.18M | Mar 31, 2026 |
| 4 | LPL FINANCIAL LLC | 1403438 | 237.14K | 1.13M | Mar 31, 2026 |
| 5 | WEDBUSH SECURITIES INC | 1142495 | 204.48K | 977.00 | Mar 31, 2026 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 198.91K | 950.80K | Mar 31, 2026 |
| 7 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 198.26K | 947.69K | Mar 31, 2026 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 194.48K | 929.61K | Mar 31, 2026 |
| 9 | GUGGENHEIM CAPITAL LLC | 1283072 | 164.76K | 787.57K | Mar 31, 2026 |
| 10 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 137.91K | 659.20K | Mar 31, 2026 |
| 11 | NEWEDGE ADVISORS, LLC | 1633516 | 127.60K | 634.15K | Dec 31, 2025 |
| 12 | ECLECTIC ASSOCIATES INC /ADV | 743482 | 123.48K | 590.23K | Mar 31, 2026 |
| 13 | JOURNEY STRATEGIC WEALTH LLC | 1909316 | 101K | 482.78K | Mar 31, 2026 |
| 14 | QUARRY LP | 1965207 | 98.81K | 472.32K | Mar 31, 2026 |
| 15 | DYNAMIC ADVISOR SOLUTIONS LLC | 1599747 | 95.41K | 456.05K | Mar 31, 2026 |
| 16 | MOORS & CABOT, INC. | 1607239 | 94.58K | 452.07K | Mar 31, 2026 |
| 17 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 74.78K | 322.31K | Dec 31, 2023 |
| 18 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 58.12K | 304.54K | Sep 30, 2024 |
| 19 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 51.44K | 278.00 | Mar 31, 2024 |
| 20 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 39.69K | 189.69K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.