Virtus Stone Harbor Emerging Markets Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 921.40 K | $4.58 M | 9.17% | 2.95% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 364.26 K | $1.81 M | -7.87% | 1.17% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 354.96 K | $1.77 M | 100.00% | 1.15% |
| LPL FINANCIAL LLC | 02/11/2026 | 237.45 K | $1.18 M | -4.25% | 0.76% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 230.44 K | $1.15 M | 3.83% | 0.74% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 187.01 K | $929.45 K | 42.44% | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 134.08 K | $666.38 K | 61.50% | 0.43% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 127.60 K | $634.15 K | -4.51% | 0.41% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 113.46 K | $563.87 K | -29.86% | 0.36% |
| MOORS & CABOT, INC. | 02/10/2026 | 98.00 K | $487.06 K | -16.58% | 0.31% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 93.19 K | $463.17 K | -3.08% | 0.30% |
| JOURNEY STRATEGIC WEALTH LLC | 02/13/2026 | 87.00 K | $432.39 K | 248.00% | 0.28% |
| ECLECTIC ASSOCIATES INC /ADV | 02/03/2026 | 76.22 K | $378.83 K | 100.00% | 0.25% |
| QUARRY LP | 02/13/2026 | 67.61 K | $336.01 K | 100.00% | 0.22% |
| NOMURA HOLDINGS INC | 02/17/2026 | 40.00 K | $198.80 K | 100.00% | 0.13% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 29.97 K | $148.96 K | -7.07% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 27.58 K | $137.08 K | 18.68% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 25.47 K | $126.59 K | 122.42% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 21.56 K | $107.14 K | 0.00% | 0.07% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 21.65 K | $107.60 K | 0.29% | 0.07% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 18.93 K | $94.07 K | 100.00% | 0.06% |
| UBS GROUP AG | 01/29/2026 | 16.99 K | $84.45 K | -18.00% | 0.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 16.92 K | $84.09 K | 3.52% | 0.05% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 15.55 K | $77.30 K | 100.00% | 0.05% |
| M3 ADVISORY GROUP, LLC | 01/16/2026 | 15.10 K | $75.05 K | 2.46% | 0.05% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 02/03/2026 | 15.09 K | $75.01 K | -34.53% | 0.05% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 14.94 K | $74.25 K | 0.00% | 0.05% |
| CITADEL ADVISORS LLC | 02/17/2026 | 13.66 K | $67.88 K | 100.00% | 0.04% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 13.28 K | $66.02 K | 100.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 13.17 K | $65.45 K | -24.30% | 0.04% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 12.90 K | $64.11 K | -16.23% | 0.04% |
| ONE CAPITAL MANAGEMENT, LLC | 02/10/2026 | 12.45 K | $61.86 K | 19.27% | 0.04% |
| NEXT CAPITAL MANAGEMENT LLC | 02/11/2026 | 10.00 K | $49.70 K | 0.00% | 0.03% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 9.11 K | $45.29 K | 54.27% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 7.82 K | $39.00 K | 7.48% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 4.98 K | $24.77 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 2.66 K | $13.23 K | 0.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 01/15/2026 | 2.15 K | $10.69 K | 0.00% | 0.01% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 2.05 K | $10.20 K | 0.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 1.00 K | $4.97 K | 100.00% | 0.00% |
| TCTC HOLDINGS, LLC | 02/12/2026 | 600 | $2.98 K | 0.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 583 | $3.00 K | 100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 525 | $2.61 K | 0.00% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 155 | $770 | 2.65% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Virtus Stone Harbor Emerging Markets Income Fund institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of Virtus Stone Harbor Emerging Markets Income Fund. The most heavily invested institutionals were:
ABSOLUTE INVESTMENT ADVISERS, LLC: 246,827
WEDBUSH SECURITIES INC: 204,483
ENVESTNET ASSET MANAGEMENT INC: 198,913
Kestra Advisory Services, LLC: 137,908
ECLECTIC ASSOCIATES INC /ADV: 123,478
JOURNEY STRATEGIC WEALTH LLC: 101,000
11.25% of Virtus Stone Harbor Emerging Markets Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.89 M shares in the last 24 months. This purchase volume represents approximately $19.45 M in transactions.